Purchases and Sales Made in Q4 2024 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-9- 1.64% |
$394 - $607
|
540
$36K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.21% |
$438 - $675
|
4.75K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 2.8% |
$569 - $877
|
452
$30.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-13- 24.53% |
$569 - $877
|
40
$2.67K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15- 0.19% |
$657 - $1.01K
|
7.96K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-17- 11.18% |
$744 - $1.15K
|
135
$9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-17- 9.09% |
$744 - $1.15K
|
170
$11.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-20- 10.26% |
$876 - $1.35K
|
175
$11.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-22- 0.39% |
$963 - $1.48K
|
5.64K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 2.18% |
$963 - $1.48K
|
986
$65.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-26- 0.11% |
$1.14K - $1.75K
|
24.1K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-26- 37.14% |
$1.14K - $1.75K
|
44
$2.93K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-26- 16.88% |
$1.14K - $1.75K
|
128
$8.54K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-28- 3.85% |
$1.23K - $1.89K
|
699
$46.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-30- 10.83% |
$1.31K - $2.02K
|
247
$16.5K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-30Closed |
$1.31K - $2.02K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-35- 2.65% |
$1.53K - $2.36K
|
1.28K
$85.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-36- 2.15% |
$1.58K - $2.43K
|
1.64K
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-44- 0.9% |
$1.93K - $2.97K
|
4.87K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-47- 25.27% |
$2.06K - $3.17K
|
139
$9.27K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-48- 0.56% |
$2.1K - $3.24K
|
8.52K
$568K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-50- 4.2% |
$2.19K - $3.37K
|
1.14K
$76K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 0.59% |
$2.19K - $3.37K
|
8.4K
$560K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.73% |
$2.19K - $3.37K
|
6.82K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-50- 50.0% |
$2.19K - $3.37K
|
50
$3.33K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-54- 0.32% |
$2.36K - $3.64K
|
16.6K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-59- 16.3% |
$2.58K - $3.98K
|
303
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-68- 0.56% |
$2.98K - $4.59K
|
12K
$801K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-70- 0.54% |
$3.06K - $4.72K
|
13K
$864K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-72- 32.43% |
$3.15K - $4.86K
|
150
$10K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-75- 4.87% |
$3.28K - $5.06K
|
1.47K
$97.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-75- 14.1% |
$3.28K - $5.06K
|
457
$30.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-78- 1.54% |
$3.41K - $5.26K
|
4.98K
$332K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-83- 7.11% |
$3.63K - $5.6K
|
1.08K
$72.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-85- 0.69% |
$3.72K - $5.73K
|
12.2K
$814K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-88- 0.57% |
$3.85K - $5.94K
|
15.2K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-88- 88.0% |
$3.85K - $5.94K
|
12
$800
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-90- 0.48% |
$3.94K - $6.07K
|
18.5K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-90- 1.72% |
$3.94K - $6.07K
|
5.15K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-90- 1.42% |
$3.94K - $6.07K
|
6.23K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-97- 97.0% |
$4.25K - $6.54K
|
3
$200
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-98- 0.75% |
$4.29K - $6.61K
|
12.9K
$861K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 1.06% |
$4.38K - $6.75K
|
9.3K
$620K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-102- 12.59% |
$4.47K - $6.88K
|
708
$47.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-102- 31.68% |
$4.47K - $6.88K
|
220
$14.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-104- 0.7% |
$4.55K - $7.02K
|
14.7K
$983K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-112- 52.83% |
$4.9K - $7.56K
|
100
$6.67K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-113- 1.35% |
$4.95K - $7.62K
|
8.25K
$550K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-118- 9.25% |
$5.17K - $7.96K
|
1.16K
$77.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-123- 8.76% |
$5.38K - $8.3K
|
1.28K
$85.4K
|