Purchases and Sales Made in Q3 2024 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
771+ 17.82% |
$43K - $48.7K
|
5.1K
$350K
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
755+ 0.78% |
$42.1K - $47.7K
|
97.2K
$6.67M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
733+ 5.06% |
$40.9K - $46.3K
|
15.2K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.34% |
$39.1K - $44.2K
|
209K
$14.3M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
676+ 5.22% |
$37.7K - $42.7K
|
13.6K
$935K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
670+ 3.55% |
$37.4K - $42.3K
|
19.5K
$1.34M
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
660+ 24.67% |
$36.8K - $41.7K
|
3.34K
$229K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
642+ 270.89% |
$35.8K - $40.6K
|
879
$60.3K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
629New |
$35.1K - $39.7K
|
629
$43.2K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
627+ 40.71% |
$35K - $39.6K
|
2.17K
$149K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
622+ 9.74% |
$34.7K - $39.3K
|
7.01K
$481K
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
609+ 6.02% |
$34K - $38.5K
|
10.7K
$736K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
602+ 1.67% |
$33.6K - $38K
|
36.5K
$2.51M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
597+ 6.36% |
$33.3K - $37.7K
|
9.99K
$686K
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
582+ 3.52% |
$32.5K - $36.8K
|
17.1K
$1.18M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
562+ 6.17% |
$31.4K - $35.5K
|
9.67K
$664K
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
560+ 7.6% |
$31.3K - $35.4K
|
7.93K
$544K
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
558+ 15.45% |
$31.1K - $35.3K
|
4.17K
$286K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
557+ 1.41% |
$31.1K - $35.2K
|
40.1K
$2.75M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
532New |
$29.7K - $33.6K
|
532
$36.5K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
527+ 8.79% |
$29.4K - $33.3K
|
6.52K
$448K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
524+ 14.09% |
$29.2K - $33.1K
|
4.24K
$291K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
516+ 3.0% |
$28.8K - $32.6K
|
17.7K
$1.21M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
516New |
$28.8K - $32.6K
|
516
$35.4K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
515+ 17.81% |
$28.7K - $32.5K
|
3.41K
$234K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
512+ 2.92% |
$28.6K - $32.3K
|
18.1K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500+ 5.02% |
$27.9K - $31.6K
|
10.5K
$717K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
500New |
$27.9K - $31.6K
|
500
$34.3K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
500New |
$27.9K - $31.6K
|
500
$34.3K
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
495New |
$27.6K - $31.3K
|
495
$34K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
493New |
$27.5K - $31.1K
|
493
$33.8K
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
479+ 4.15% |
$26.7K - $30.3K
|
12K
$826K
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
478New |
$26.7K - $30.2K
|
478
$32.8K
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
477+ 12.6% |
$26.6K - $30.1K
|
4.26K
$293K
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
476+ 2.09% |
$26.6K - $30.1K
|
23.3K
$1.6M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
473+ 10.56% |
$26.4K - $29.9K
|
4.95K
$340K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
465+ 0.83% |
$26K - $29.4K
|
56.6K
$3.89M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
461+ 72.94% |
$25.7K - $29.1K
|
1.09K
$75K
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
460New |
$25.7K - $29.1K
|
460
$31.6K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
401+ 6.62% |
$22.4K - $25.3K
|
6.46K
$443K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
401+ 11.28% |
$22.4K - $25.3K
|
3.96K
$272K
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
400+ 0.88% |
$22.3K - $25.3K
|
45.6K
$3.13M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
396+ 6.43% |
$22.1K - $25K
|
6.56K
$450K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
395+ 3.97% |
$22K - $25K
|
10.3K
$710K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
390New |
$21.8K - $24.6K
|
390
$26.8K
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
385+ 0.02% |
$21.5K - $24.3K
|
2.52M
$173M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
375+ 0.35% |
$20.9K - $23.7K
|
108K
$7.42M
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
363+ 3.21% |
$20.3K - $22.9K
|
11.7K
$801K
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
357+ 4.07% |
$19.9K - $22.6K
|
9.12K
$626K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
351+ 2.81% |
$19.6K - $22.2K
|
12.8K
$880K
|