Purchases and Sales Made in Q1 2024 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.26K+ 5.03% |
$90.5K - $102K
|
26.3K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.24K+ 5.01% |
$89.3K - $101K
|
26K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.24K+ 37.24% |
$88.9K - $101K
|
4.55K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.2K+ 44.1% |
$86.6K - $97.9K
|
3.93K
$250K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.18K+ 6.54% |
$84.7K - $95.8K
|
19.2K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.17K+ 9.17% |
$84.3K - $95.3K
|
13.9K
$885K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.17K+ 135.1% |
$84.2K - $95.3K
|
2.04K
$129K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.16K+ 4.04% |
$83.7K - $94.7K
|
30K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.16K+ 1.68% |
$83.6K - $94.5K
|
70.2K
$4.45M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.15K+ 36.66% |
$82.9K - $93.7K
|
4.29K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 1.62% |
$81.3K - $92K
|
70.7K
$4.49M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.11K+ 10.16% |
$80.1K - $90.6K
|
12.1K
$766K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.11K+ 18.85% |
$79.6K - $90.1K
|
6.97K
$443K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.07K+ 14.33% |
$76.9K - $87K
|
8.52K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
1.06K+ 1.02% |
$76.2K - $86.2K
|
105K
$6.67M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.05K+ 0.33% |
$75.6K - $85.5K
|
320K
$20.3M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.05K+ 9.76% |
$75.5K - $85.4K
|
11.8K
$749K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
1.03K+ 9.08% |
$74.2K - $83.9K
|
12.4K
$786K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.02K+ 0.11% |
$73.5K - $83.1K
|
940K
$59.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.01K+ 2.44% |
$72.6K - $82.1K
|
42.3K
$2.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1K+ 1.42% |
$72.1K - $81.6K
|
71.4K
$4.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1K+ 12.24% |
$72K - $81.4K
|
9.17K
$582K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
999+ 30.14% |
$71.9K - $81.3K
|
4.31K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
999+ 38.07% |
$71.9K - $81.3K
|
3.62K
$230K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
995+ 95.95% |
$71.6K - $81K
|
2.03K
$129K
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
950+ 0.23% |
$68.4K - $77.3K
|
411K
$26.1M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
947+ 128.15% |
$68.2K - $77.1K
|
1.69K
$107K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
942+ 11.78% |
$67.8K - $76.7K
|
8.94K
$567K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
935+ 2.05% |
$67.3K - $76.1K
|
46.5K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
935+ 1.58% |
$67.3K - $76.1K
|
60.2K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
930+ 6.62% |
$67K - $75.7K
|
15K
$951K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
926+ 6.79% |
$66.7K - $75.4K
|
14.6K
$924K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
906+ 2.04% |
$65.2K - $73.8K
|
45.4K
$2.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
884+ 5.28% |
$63.6K - $72K
|
17.6K
$1.12M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
884New |
$63.6K - $72K
|
884
$56.1K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
882+ 0.76% |
$63.5K - $71.8K
|
117K
$7.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
875+ 31.78% |
$63K - $71.2K
|
3.63K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
875+ 1.3% |
$63K - $71.2K
|
68.3K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
872+ 40.0% |
$62.8K - $71K
|
3.05K
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
868+ 1.42% |
$62.5K - $70.7K
|
62.1K
$3.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
858+ 20.22% |
$61.8K - $69.9K
|
5.1K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
854New |
$61.5K - $69.5K
|
854
$54.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
852+ 0.85% |
$61.3K - $69.4K
|
101K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
850+ 12.0% |
$61.2K - $69.2K
|
7.94K
$504K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
849+ 3.8% |
$61.1K - $69.1K
|
23.2K
$1.47M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
847+ 2.29% |
$61K - $69K
|
37.9K
$2.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
843+ 2.79% |
$60.7K - $68.6K
|
31K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
842+ 0.14% |
$60.6K - $68.6K
|
607K
$38.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
841+ 3.52% |
$60.5K - $68.5K
|
24.8K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
837+ 0.54% |
$60.3K - $68.1K
|
157K
$9.96M
|