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 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-214- 3.96% |
$9.37K - $14.4K
|
5.19K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-215- 1.12% |
$9.41K - $14.5K
|
18.9K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-216- 3.82% |
$9.46K - $14.6K
|
5.44K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-222- 1.01% |
$9.72K - $15K
|
21.8K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-223- 4.34% |
$9.76K - $15K
|
4.92K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-226- 12.09% |
$9.89K - $15.2K
|
1.64K
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-227- 0.8% |
$9.94K - $15.3K
|
28K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-228- 2.29% |
$9.98K - $15.4K
|
9.72K
$617K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-230- 87.12% |
$10.1K - $15.5K
|
34
$2.16K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-235- 2.99% |
$10.3K - $15.9K
|
7.63K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-236- 2.6% |
$10.3K - $15.9K
|
8.84K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-240- 9.83% |
$10.5K - $16.2K
|
2.2K
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-243- 1.21% |
$10.6K - $16.4K
|
19.9K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-243- 4.05% |
$10.6K - $16.4K
|
5.76K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-245- 8.53% |
$10.7K - $16.5K
|
2.63K
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-250- 13.05% |
$10.9K - $16.9K
|
1.67K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-250- 7.5% |
$10.9K - $16.9K
|
3.09K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-254- 87.59% |
$11.1K - $17.1K
|
36
$2.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-260- 5.07% |
$11.4K - $17.5K
|
4.87K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-261- 15.33% |
$11.4K - $17.6K
|
1.44K
$91.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-264- 4.76% |
$11.6K - $17.8K
|
5.28K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-267- 3.51% |
$11.7K - $18K
|
7.33K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-267- 2.12% |
$11.7K - $18K
|
12.3K
$781K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-271- 0.81% |
$11.9K - $18.3K
|
33.4K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-273- 79.13% |
$12K - $18.4K
|
72
$4.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-278- 1.66% |
$12.2K - $18.8K
|
16.5K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-281- 6.26% |
$12.3K - $19K
|
4.21K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-282- 4.38% |
$12.3K - $19K
|
6.15K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-294- 18.38% |
$12.9K - $19.8K
|
1.31K
$82.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-294- 3.63% |
$12.9K - $19.8K
|
7.8K
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-297- 18.33% |
$13K - $20K
|
1.32K
$84K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-299- 3.04% |
$13.1K - $20.2K
|
9.54K
$606K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-299- 30.32% |
$13.1K - $20.2K
|
687
$43.6K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-300- 0.87% |
$13.1K - $20.2K
|
34K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 15.26% |
$13.1K - $20.2K
|
1.67K
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-302- 2.14% |
$13.2K - $20.4K
|
13.8K
$876K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-304- 7.31% |
$13.3K - $20.5K
|
3.86K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-307- 27.71% |
$13.4K - $20.7K
|
801
$50.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-309- 1.52% |
$13.5K - $20.8K
|
20K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-313- 46.1% |
$13.7K - $21.1K
|
366
$23.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-320- 1.53% |
$14K - $21.6K
|
20.6K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-323- 4.22% |
$14.1K - $21.8K
|
7.33K
$465K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-327- 17.32% |
$14.3K - $22.1K
|
1.56K
$99.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-333- 92.5% |
$14.6K - $22.5K
|
27
$1.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-343- 87.95% |
$15K - $23.1K
|
47
$2.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-356- 14.85% |
$15.6K - $24K
|
2.04K
$130K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-368- 0.37% |
$16.1K - $24.8K
|
99K
$6.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-384- 3.05% |
$16.8K - $25.9K
|
12.2K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-399- 1.08% |
$17.5K - $26.9K
|
36.4K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-401- 1.19% |
$17.6K - $27.1K
|
33.4K
$2.12M
|