Purchases and Sales Made in Q4 2024 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 2024. The information is specifically focused on institutions that hold shares of CVS HEALTH Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
204+ 3.71% |
$8.93K - $13.8K
|
5.71K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
204New |
$8.93K - $13.8K
|
204
$13K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
200+ 3.37% |
$8.76K - $13.5K
|
6.14K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
200New |
$8.76K - $13.5K
|
200
$12.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
198New |
$8.67K - $13.4K
|
198
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
196New |
$8.58K - $13.2K
|
196
$12.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
190New |
$8.32K - $12.8K
|
190
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
189+ 17.29% |
$8.27K - $12.7K
|
1.28K
$81.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
187New |
$8.19K - $12.6K
|
187
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
181+ 10.33% |
$7.92K - $12.2K
|
1.93K
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
177New |
$7.75K - $11.9K
|
177
$11.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
175New |
$7.66K - $11.8K
|
175
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
174+ 32.65% |
$7.62K - $11.7K
|
707
$45K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
164New |
$7.18K - $11.1K
|
164
$10.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
160+ 6.63% |
$7K - $10.8K
|
2.57K
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
160New |
$7K - $10.8K
|
160
$10.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
150+ 0.14% |
$6.57K - $10.1K
|
108K
$6.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$6.57K - $10.1K
|
150
$9.54K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
148+ 0.64% |
$6.48K - $9.98K
|
23.4K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
145+ 337.21% |
$6.35K - $9.78K
|
188
$12K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
132+ 1.77% |
$5.78K - $8.9K
|
7.61K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
120New |
$5.25K - $8.1K
|
120
$7.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
119New |
$5.21K - $8.03K
|
119
$7.57K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
117+ 17.81% |
$5.12K - $7.89K
|
774
$49.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
115+ 13.08% |
$5.03K - $7.76K
|
994
$63.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
114New |
$4.99K - $7.69K
|
114
$7.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
112+ 30.43% |
$4.9K - $7.56K
|
480
$30.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
108New |
$4.73K - $7.29K
|
108
$6.87K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
105New |
$4.6K - $7.08K
|
105
$6.68K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
104New |
$4.55K - $7.02K
|
104
$6.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
103+ 1.47% |
$4.51K - $6.95K
|
7.11K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100+ 204.08% |
$4.38K - $6.75K
|
149
$9.47K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
93+ 1.02% |
$4.07K - $6.27K
|
9.2K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
92+ 0.15% |
$4.03K - $6.21K
|
61.9K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
91New |
$3.98K - $6.14K
|
91
$5.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
88+ 39.64% |
$3.85K - $5.94K
|
310
$19.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
88+ 0.15% |
$3.85K - $5.94K
|
59.7K
$3.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
87+ 0.22% |
$3.81K - $5.87K
|
40K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
86New |
$3.77K - $5.8K
|
86
$5.47K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
83+ 1.42% |
$3.63K - $5.6K
|
5.93K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
83+ 0.46% |
$3.63K - $5.6K
|
18.3K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
76New |
$3.33K - $5.13K
|
76
$4.83K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
73+ 0.45% |
$3.2K - $4.92K
|
16.2K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
73+ 18.39% |
$3.2K - $4.92K
|
470
$29.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
72+ 0.46% |
$3.15K - $4.86K
|
15.6K
$994K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
71New |
$3.11K - $4.79K
|
71
$4.51K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70+ 17.5% |
$3.06K - $4.72K
|
470
$29.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
65+ 3.89% |
$2.85K - $4.38K
|
1.74K
$110K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
64+ 123.08% |
$2.8K - $4.32K
|
116
$7.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
60+ 0.57% |
$2.63K - $4.05K
|
10.6K
$673K
|