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 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$165K
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.59K+ 69.02% |
$187K - $211K
|
6.35K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.59K+ 1.0% |
$186K - $210K
|
262K
$16.7M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.55KNew |
$184K - $208K
|
2.55K
$162K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.54KNew |
$183K - $207K
|
2.54K
$161K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.54KNew |
$183K - $206K
|
2.54K
$161K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.51KNew |
$181K - $204K
|
2.51K
$159K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.48K+ 61.44% |
$178K - $202K
|
6.51K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.47K+ 0.91% |
$178K - $201K
|
274K
$17.4M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.44K+ 6.83% |
$175K - $198K
|
38.1K
$2.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.4K+ 125.67% |
$173K - $195K
|
4.31K
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.39K+ 1.82% |
$172K - $195K
|
134K
$8.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.33K+ 27.81% |
$168K - $190K
|
10.7K
$680K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
2.32K+ 7.44% |
$167K - $189K
|
33.4K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.3K+ 18.15% |
$166K - $187K
|
15K
$951K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.29K+ 9.59% |
$165K - $187K
|
26.2K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.28K+ 5.52% |
$164K - $186K
|
43.6K
$2.77M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.27K+ 16.36% |
$164K - $185K
|
16.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.26K+ 64.91% |
$163K - $184K
|
5.74K
$365K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.26K+ 6.57% |
$163K - $184K
|
36.6K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 8.5% |
$159K - $180K
|
28.2K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
2.2K+ 3.86% |
$159K - $179K
|
59.3K
$3.76M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.2K+ 20.62% |
$158K - $179K
|
12.9K
$816K
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.18K+ 1.9% |
$157K - $177K
|
117K
$7.42M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.16K+ 6.03% |
$156K - $176K
|
38K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.14K+ 15.89% |
$154K - $175K
|
15.6K
$993K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.13K+ 31.0% |
$153K - $173K
|
9K
$571K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.11K+ 10.37% |
$152K - $172K
|
22.4K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 44.71% |
$152K - $171K
|
6.81K
$432K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 5.09% |
$151K - $171K
|
43.4K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.1K+ 105.0% |
$151K - $171K
|
4.1K
$260K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.1K+ 7.53% |
$151K - $171K
|
29.9K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 0.65% |
$150K - $170K
|
321K
$20.4M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.09K+ 79.21% |
$150K - $170K
|
4.72K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.08K+ 7.37% |
$150K - $170K
|
30.4K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.05K+ 3.25% |
$148K - $167K
|
65.2K
$4.14M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.04K+ 12.96% |
$147K - $166K
|
17.8K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 7.6% |
$147K - $166K
|
28.9K
$1.83M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.03K+ 47.63% |
$146K - $165K
|
6.28K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.02K+ 13.04% |
$146K - $165K
|
17.5K
$1.11M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.01K+ 1.74% |
$145K - $164K
|
117K
$7.44M
|
|
|
May 14, 2024
Q1 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
2K+ 1.04% |
$144K - $163K
|
194K
$12.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 9.43% |
$142K - $161K
|
22.9K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.98K+ 1.59% |
$142K - $161K
|
126K
$8.02M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.97K+ 6.45% |
$142K - $160K
|
32.5K
$2.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.94K+ 44.61% |
$140K - $158K
|
6.3K
$400K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.91K+ 23.55% |
$137K - $155K
|
10K
$634K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.9K+ 4.45% |
$137K - $155K
|
44.6K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.89K+ 8.42% |
$136K - $154K
|
24.4K
$1.55M
|