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 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
9K+ 10.31% |
$394K - $607K
|
96.3K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
8.65K+ 12.16% |
$379K - $583K
|
79.8K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
8.63KNew |
$378K - $582K
|
8.63K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
8.58KNew |
$376K - $579K
|
8.58K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
8.38K+ 18.58% |
$367K - $565K
|
53.5K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.22KNew |
$360K - $554K
|
8.22K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
8.2K+ 14.26% |
$359K - $553K
|
65.7K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.16KNew |
$357K - $551K
|
8.16K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
8.16K+ 45.77% |
$357K - $551K
|
26K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
8.16KNew |
$357K - $550K
|
8.16K
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8K+ 10.88% |
$350K - $540K
|
81.6K
$5.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
8KNew |
$350K - $540K
|
8K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
7.96K+ 17.83% |
$348K - $537K
|
52.6K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
7.89KNew |
$346K - $532K
|
7.89K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
7.69K+ 104.23% |
$337K - $519K
|
15.1K
$959K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
7.62KNew |
$334K - $514K
|
7.62K
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Clark Estates Inc
New York, NY |
BUY
|
- |
7.5K+ 19.8% |
$328K - $506K
|
45.4K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7.28K+ 184.25% |
$319K - $491K
|
11.2K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
7.23K+ 3.76% |
$316K - $487K
|
199K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.19KNew |
$315K - $485K
|
7.19K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
7.14K+ 5.31% |
$313K - $482K
|
142K
$9.01M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
7.07K+ 14.06% |
$310K - $477K
|
57.4K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
6.97KNew |
$305K - $470K
|
6.97K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
6.94KNew |
$304K - $468K
|
6.94K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.83K+ 10.91% |
$299K - $461K
|
69.4K
$4.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.81KNew |
$298K - $460K
|
6.81K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.76KNew |
$296K - $456K
|
6.76K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
6.69KNew |
$293K - $451K
|
6.69K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.52K+ 2.09% |
$286K - $440K
|
319K
$20.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
6.48KNew |
$284K - $437K
|
6.48K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
6.47KNew |
$283K - $436K
|
6.47K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.31K+ 10.6% |
$276K - $426K
|
65.9K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.17KNew |
$270K - $416K
|
6.17K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.01K+ 16.7% |
$263K - $406K
|
42K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
6KNew |
$263K - $405K
|
6K
$382K
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
6KNew |
$263K - $405K
|
6K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.96K+ 1.82% |
$261K - $402K
|
333K
$21.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
5.93KNew |
$260K - $400K
|
5.93K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
5.91KNew |
$259K - $398K
|
5.91K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
5.75KNew |
$252K - $388K
|
5.75K
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.69K+ 17.41% |
$249K - $384K
|
38.4K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5.64KNew |
$247K - $381K
|
5.64K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.57KNew |
$244K - $376K
|
5.57K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$243K - $374K
|
5.55K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.53KNew |
$242K - $373K
|
5.53K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.45K+ 6.05% |
$239K - $368K
|
95.5K
$6.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
5.44KNew |
$238K - $367K
|
5.44K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.43K+ 56.09% |
$238K - $366K
|
15.1K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
5.4KNew |
$236K - $364K
|
5.4K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 1.62% |
$236K - $364K
|
338K
$21.5M
|