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 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-583- 0.74% |
$42K - $47.5K
|
77.8K
$5.19M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-583- 8.32% |
$42K - $47.5K
|
6.42K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-585- 0.6% |
$42.1K - $47.6K
|
96.4K
$6.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-586- 2.86% |
$42.2K - $47.7K
|
19.9K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-595- 14.19% |
$42.8K - $48.4K
|
3.6K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-600- 12.17% |
$43.2K - $48.9K
|
4.33K
$289K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-602- 18.67% |
$43.3K - $49K
|
2.62K
$175K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-607- 5.46% |
$43.7K - $49.4K
|
10.5K
$701K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-608- 3.28% |
$43.8K - $49.5K
|
17.9K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-611- 5.92% |
$44K - $49.7K
|
9.71K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-619- 11.76% |
$44.6K - $50.4K
|
4.64K
$310K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-621- 3.39% |
$44.7K - $50.6K
|
17.7K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-622- 13.91% |
$44.8K - $50.6K
|
3.85K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-625- 12.93% |
$45K - $50.9K
|
4.21K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-633- 3.18% |
$45.6K - $51.5K
|
19.3K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-634- 12.96% |
$45.6K - $51.6K
|
4.26K
$284K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-645- 1.92% |
$46.4K - $52.5K
|
33K
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-645- 3.13% |
$46.4K - $52.5K
|
20K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-652- 3.65% |
$46.9K - $53.1K
|
17.2K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-661- 4.63% |
$47.6K - $53.8K
|
13.6K
$908K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-663- 7.66% |
$47.7K - $54K
|
8K
$533K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-664- 20.03% |
$47.8K - $54.1K
|
2.65K
$177K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-664- 4.47% |
$47.8K - $54.1K
|
14.2K
$946K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-666- 41.86% |
$47.9K - $54.2K
|
925
$61.7K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-670- 4.0% |
$48.2K - $54.6K
|
16.1K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-681- 10.55% |
$49K - $55.4K
|
5.78K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-681- 15.2% |
$49K - $55.4K
|
3.8K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-685- 4.44% |
$49.3K - $55.8K
|
14.7K
$982K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-686- 0.53% |
$49.4K - $55.9K
|
128K
$8.54M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-689- 3.42% |
$49.6K - $56.1K
|
19.5K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-690- 0.94% |
$49.7K - $56.2K
|
72.8K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-691- 6.54% |
$49.7K - $56.3K
|
9.87K
$658K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-693- 20.02% |
$49.9K - $56.4K
|
2.77K
$185K
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
SELL
|
- |
-700- 8.05% |
$50.4K - $57K
|
8K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-701- 20.83% |
$50.5K - $57.1K
|
2.66K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-712- 10.76% |
$51.3K - $58K
|
5.91K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-721- 1.77% |
$51.9K - $58.7K
|
39.9K
$2.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-724- 6.0% |
$52.1K - $58.9K
|
11.3K
$756K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-725- 3.96% |
$52.2K - $59K
|
17.6K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-728- 3.99% |
$52.4K - $59.3K
|
17.5K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-730- 1.15% |
$52.6K - $59.4K
|
62.7K
$4.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-733- 5.17% |
$52.8K - $59.7K
|
13.5K
$897K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-735- 20.38% |
$52.9K - $59.8K
|
2.87K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-735- 1.3% |
$52.9K - $59.8K
|
55.8K
$3.72M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-735- 22.09% |
$52.9K - $59.8K
|
2.59K
$173K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-740- 1.81% |
$53.3K - $60.3K
|
40.1K
$2.67M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-741- 14.66% |
$53.3K - $60.3K
|
4.31K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-743- 9.49% |
$53.5K - $60.5K
|
7.08K
$472K
|
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-749- 0.27% |
$53.9K - $61K
|
276K
$18.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-750- 2.79% |
$54K - $61.1K
|
26.1K
$1.74M
|