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 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2.48KNew |
$109K - $167K
|
2.48K
$158K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
2.47K+ 9.71% |
$108K - $167K
|
27.9K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.47KNew |
$108K - $166K
|
2.47K
$157K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.34K+ 4.15% |
$103K - $158K
|
58.8K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.34K+ 7.91% |
$102K - $158K
|
31.9K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$102K - $157K
|
2.33K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.32K+ 30.3% |
$102K - $157K
|
10K
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.32K+ 21.02% |
$102K - $156K
|
13.3K
$849K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.26K+ 12.73% |
$99K - $153K
|
20K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.26K+ 1.32% |
$98.8K - $152K
|
174K
$11M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.22K+ 23.4% |
$97.1K - $150K
|
11.7K
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.17K+ 16.44% |
$95K - $146K
|
15.4K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.16KNew |
$94.7K - $146K
|
2.16K
$138K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.15K+ 5.36% |
$94K - $145K
|
42.2K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.1K+ 7.72% |
$91.9K - $142K
|
29.3K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.08K+ 23.45% |
$91K - $140K
|
10.9K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
2.04K+ 7.25% |
$89.3K - $138K
|
30.2K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.01K+ 0.56% |
$87.9K - $135K
|
362K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
2KNew |
$87.6K - $135K
|
2K
$127K
|
|
|
Feb 10, 2025
Q4 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
1.98KNew |
$86.7K - $134K
|
1.98K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.92K+ 69.45% |
$84.1K - $130K
|
4.69K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.74KNew |
$76.1K - $117K
|
1.74K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.74K+ 14.23% |
$76.1K - $117K
|
14K
$888K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.65K+ 13.56% |
$72.4K - $112K
|
13.8K
$881K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.65K+ 32.37% |
$72.3K - $111K
|
6.76K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
1.62K+ 13.47% |
$71K - $109K
|
13.7K
$868K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.62K+ 12.57% |
$70.9K - $109K
|
14.5K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.61K+ 49.91% |
$70.5K - $109K
|
4.84K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.52K+ 43.99% |
$66.7K - $103K
|
4.99K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.52KNew |
$66.5K - $102K
|
1.52K
$96.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.49K+ 18.33% |
$65.3K - $101K
|
9.63K
$612K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.49K+ 40.98% |
$65.1K - $100K
|
5.12K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.47K+ 10.13% |
$64.3K - $99K
|
16K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.45K+ 4.31% |
$63.5K - $97.8K
|
35.1K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.41K+ 26.78% |
$61.8K - $95.2K
|
6.68K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.4KNew |
$61.1K - $94.2K
|
1.4K
$88.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.39K+ 7.87% |
$60.9K - $93.9K
|
19.1K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.38K+ 25.53% |
$60.6K - $93.4K
|
6.81K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.37K+ 17.08% |
$60.2K - $92.7K
|
9.42K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.37K+ 0.82% |
$60K - $92.4K
|
169K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.36K+ 5.84% |
$59.5K - $91.7K
|
24.6K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.31K+ 8.57% |
$57.1K - $88K
|
16.5K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.3K+ 16.6% |
$56.7K - $87.4K
|
9.1K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.3K+ 18.31% |
$56.7K - $87.4K
|
8.37K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.28K+ 17.24% |
$56.2K - $86.6K
|
8.72K
$555K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 4.32% |
$55.6K - $85.6K
|
30.6K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.2KNew |
$52.5K - $81K
|
1.2K
$76.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.16K+ 11.72% |
$50.8K - $78.3K
|
11.1K
$703K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 14.49% |
$50.4K - $77.6K
|
9.1K
$579K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 22.75% |
$48.9K - $75.4K
|
6.03K
$383K
|