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 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.75K- 9.06% |
$339K - $523K
|
77.8K
$4.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.83K- 3.14% |
$343K - $528K
|
241K
$15.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-7.87K- 37.89% |
$344K - $531K
|
12.9K
$818K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-7.87K- 14.11% |
$345K - $531K
|
47.9K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.91K- 32.59% |
$346K - $533K
|
16.4K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-7.93K- 17.64% |
$347K - $535K
|
37.1K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-7.97K- 45.62% |
$349K - $538K
|
9.5K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-7.97K- 7.12% |
$349K - $538K
|
104K
$6.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.21K- 15.25% |
$359K - $554K
|
45.6K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-8.22K- 23.27% |
$360K - $555K
|
27.1K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-8.28K- 21.32% |
$362K - $558K
|
30.5K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.31K- 25.23% |
$364K - $560K
|
24.6K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-8.39K- 37.91% |
$367K - $566K
|
13.7K
$872K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.48K- 52.21% |
$371K - $572K
|
7.77K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.63K- 20.77% |
$378K - $582K
|
32.9K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-8.64K- 48.53% |
$378K - $583K
|
9.16K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-8.71K- 33.0% |
$381K - $588K
|
17.7K
$1.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-8.93K- 51.95% |
$391K - $603K
|
8.26K
$525K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-9.05K- 24.34% |
$396K - $611K
|
28.1K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-9.1K- 7.47% |
$399K - $614K
|
113K
$7.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-9.11K- 10.61% |
$399K - $614K
|
76.7K
$4.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-9.13K- 53.54% |
$399K - $616K
|
7.92K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-9.14K- 26.05% |
$400K - $617K
|
26K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-9.32K- 1.62% |
$408K - $629K
|
566K
$35.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-9.32K- 27.08% |
$408K - $629K
|
25.1K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-9.33K- 49.75% |
$408K - $629K
|
9.42K
$598K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.46K- 5.06% |
$414K - $638K
|
177K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-9.48K- 67.36% |
$415K - $639K
|
4.59K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.51K- 3.03% |
$416K - $641K
|
305K
$19.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-9.6K- 19.81% |
$420K - $648K
|
38.9K
$2.47M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-9.65K- 21.93% |
$422K - $651K
|
34.3K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-9.65K- 24.35% |
$422K - $651K
|
30K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-9.66K- 35.21% |
$423K - $652K
|
17.8K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-9.77K- 4.03% |
$428K - $659K
|
233K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.79K- 96.64% |
$429K - $660K
|
340
$21.6K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-9.79K- 11.16% |
$429K - $660K
|
78K
$4.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9.91K- 78.66% |
$434K - $669K
|
2.69K
$171K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-9.93K- 96.58% |
$435K - $670K
|
352
$22.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Cm Management, LLC
|
SELL
|
- |
-10K- 28.57% |
$438K - $675K
|
25K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.2K- 24.92% |
$445K - $685K
|
30.6K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-10.3K- 10.6% |
$449K - $692K
|
86.5K
$5.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10.3K- 3.74% |
$453K - $698K
|
266K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-10.4K- 18.03% |
$455K - $702K
|
47.3K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-10.5K- 58.23% |
$459K - $708K
|
7.53K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-10.5K- 2.7% |
$461K - $711K
|
380K
$24.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-10.6K- 35.19% |
$465K - $716K
|
19.6K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.7K- 32.33% |
$468K - $721K
|
22.4K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.7K- 28.66% |
$469K - $722K
|
26.7K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-10.8K- 66.8% |
$473K - $729K
|
5.37K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-10.9K- 52.78% |
$475K - $732K
|
9.71K
$616K
|