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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
4+ 0.06% |
$288 - $326
|
6.2K
$394K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.11% |
$216 - $244
|
2.75K
$175K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.2% |
$216 - $244
|
252
$16K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$216 - $244
|
2.54K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.1% |
$216 - $244
|
2.87K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.93% |
$216 - $244
|
324
$20.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.51% |
$144 - $163
|
395
$25.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.06% |
$144 - $163
|
3.36K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.04% |
$144 - $163
|
4.97K
$315K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2+ 0.88% |
$144 - $163
|
229
$14.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.03% |
$144 - $163
|
6.32K
$401K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.25% |
$144 - $163
|
807
$51.2K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$144 - $163
|
4.16K
$264K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2+ 0.01% |
$144 - $163
|
16.5K
$1.05M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 3.23% |
$144 - $163
|
64
$4.06K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$72 - $81.4
|
3.5K
$222K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$72 - $81.4
|
2.58K
$164K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.04% |
$72 - $81.4
|
2.85K
$181K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.12% |
$72 - $81.4
|
806
$51.2K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.19% |
$72 - $81.4
|
523
$33.2K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1+ 0.04% |
$72 - $81.4
|
2.52K
$160K
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1+ 0.0% |
$72 - $81.4
|
219K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.02% |
$72 - $81.4
|
5K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.65% |
$72 - $81.4
|
154
$9.78K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.16% |
$72 - $81.4
|
636
$40.4K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 9.09% |
$72 - $81.4
|
12
$762
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.29% |
$72 - $81.4
|
341
$21.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.15% |
$72 - $81.4
|
675
$42.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-1- 1.45% |
$72 - $81.4
|
68
$4.32K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1- 0.31% |
$72 - $81.4
|
322
$20.4K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 2.25% |
$144 - $163
|
87
$5.52K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2- 0.04% |
$144 - $163
|
5.43K
$345K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-2- 1.3% |
$144 - $163
|
152
$9.65K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 0.03% |
$216 - $244
|
11.4K
$725K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 8.89% |
$288 - $326
|
41
$2.6K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5- 0.02% |
$360 - $407
|
22.1K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5- 1.0% |
$360 - $407
|
494
$31.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-7- 0.01% |
$504 - $570
|
119K
$7.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-8- 0.16% |
$576 - $651
|
5.14K
$326K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9- 0.11% |
$648 - $733
|
8.08K
$513K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-9- 0.03% |
$648 - $733
|
34.5K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9- 2.81% |
$648 - $733
|
311
$19.7K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-10- 0.39% |
$720 - $814
|
2.58K
$164K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-11- 0.73% |
$792 - $896
|
1.5K
$95.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-12- 0.29% |
$864 - $977
|
4.19K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-13- 0.2% |
$936 - $1.06K
|
6.59K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14- 32.56% |
$1.01K - $1.14K
|
29
$1.84K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
SELL
|
- |
-14- 8.09% |
$1.01K - $1.14K
|
159
$10.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-15- 0.24% |
$1.08K - $1.22K
|
6.13K
$389K
|