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 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
45+ 2.63% |
$3.24K - $3.66K
|
1.76K
$117K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
44+ 0.45% |
$3.17K - $3.58K
|
9.8K
$653K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
43+ 1.86% |
$3.1K - $3.5K
|
2.36K
$157K
|
|
|
May 19, 2025
Q1 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
42+ 1.21% |
$3.02K - $3.42K
|
3.5K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
41+ 0.11% |
$2.95K - $3.34K
|
37.5K
$2.5M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
40+ 0.1% |
$2.88K - $3.26K
|
39.1K
$2.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
38+ 0.69% |
$2.74K - $3.09K
|
5.58K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
38+ 0.42% |
$2.74K - $3.09K
|
9.08K
$605K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
36+ 0.11% |
$2.59K - $2.93K
|
33.6K
$2.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
33+ 0.34% |
$2.38K - $2.69K
|
9.71K
$647K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
33+ 25.58% |
$2.38K - $2.69K
|
162
$10.8K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 17.78% |
$2.3K - $2.61K
|
212
$14.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 4.1% |
$2.23K - $2.52K
|
787
$52.5K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
30+ 0.67% |
$2.16K - $2.44K
|
4.48K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
27+ 0.4% |
$1.94K - $2.2K
|
6.73K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26+ 1.57% |
$1.87K - $2.12K
|
1.69K
$112K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25+ 0.9% |
$1.8K - $2.04K
|
2.79K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25+ 5.81% |
$1.8K - $2.04K
|
455
$30.3K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
24+ 0.46% |
$1.73K - $1.95K
|
5.26K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.41% |
$1.73K - $1.95K
|
5.83K
$389K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
23+ 31.94% |
$1.66K - $1.87K
|
95
$6.33K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
23+ 1150.0% |
$1.66K - $1.87K
|
25
$1.67K
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
20+ 0.15% |
$1.44K - $1.63K
|
13.5K
$901K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20+ 2.65% |
$1.44K - $1.63K
|
775
$51.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 0.67% |
$1.37K - $1.55K
|
2.86K
$191K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
19+ 0.21% |
$1.37K - $1.55K
|
8.98K
$599K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19+ 9.5% |
$1.37K - $1.55K
|
219
$14.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
18+ 0.19% |
$1.3K - $1.47K
|
9.41K
$627K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17+ 3.26% |
$1.22K - $1.38K
|
538
$35.9K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
17+ 11.89% |
$1.22K - $1.38K
|
160
$10.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
16+ 0.7% |
$1.15K - $1.3K
|
2.31K
$154K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
16New |
$1.15K - $1.3K
|
16
$1.07K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
16+ 0.59% |
$1.15K - $1.3K
|
2.75K
$183K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15+ 0.31% |
$1.08K - $1.22K
|
4.87K
$324K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14+ 0.26% |
$1.01K - $1.14K
|
5.33K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
14+ 0.21% |
$1.01K - $1.14K
|
6.54K
$436K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 0.46% |
$936 - $1.06K
|
2.87K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 29.55% |
$936 - $1.06K
|
57
$3.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12New |
$864 - $977
|
12
$800
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12+ 1.01% |
$864 - $977
|
1.2K
$80.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
11+ 0.28% |
$792 - $896
|
3.89K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
11+ 0.42% |
$792 - $896
|
2.63K
$176K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 0.46% |
$792 - $896
|
2.42K
$161K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10+ 0.33% |
$720 - $814
|
3.03K
$202K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 0.7% |
$720 - $814
|
1.45K
$96.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
10+ 0.28% |
$720 - $814
|
3.53K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10+ 0.33% |
$720 - $814
|
3.01K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
9+ 0.81% |
$648 - $733
|
1.13K
$75.1K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 0.33% |
$576 - $651
|
2.46K
$164K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
8+ 0.05% |
$576 - $651
|
17.4K
$1.16M
|