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 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-75- 4.87% |
$3.28K - $5.06K
|
1.47K
$93.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-75- 14.1% |
$3.28K - $5.06K
|
457
$29K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-78- 1.54% |
$3.41K - $5.26K
|
4.98K
$316K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-83- 7.11% |
$3.63K - $5.6K
|
1.08K
$68.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-85- 0.69% |
$3.72K - $5.73K
|
12.2K
$775K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-88- 0.57% |
$3.85K - $5.94K
|
15.2K
$967K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-88- 88.0% |
$3.85K - $5.94K
|
12
$762
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-90- 0.48% |
$3.94K - $6.07K
|
18.5K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-90- 1.72% |
$3.94K - $6.07K
|
5.15K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-90- 1.42% |
$3.94K - $6.07K
|
6.23K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-97- 97.0% |
$4.25K - $6.54K
|
3
$190
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-98- 0.75% |
$4.29K - $6.61K
|
12.9K
$820K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 1.06% |
$4.38K - $6.75K
|
9.3K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-102- 12.59% |
$4.47K - $6.88K
|
708
$44.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-102- 31.68% |
$4.47K - $6.88K
|
220
$14K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-104- 0.7% |
$4.55K - $7.02K
|
14.7K
$936K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-112- 52.83% |
$4.9K - $7.56K
|
100
$6.35K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-113- 1.35% |
$4.95K - $7.62K
|
8.25K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-118- 9.25% |
$5.17K - $7.96K
|
1.16K
$73.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-123- 8.76% |
$5.38K - $8.3K
|
1.28K
$81.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-130- 90.28% |
$5.69K - $8.77K
|
14
$889
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-130- 3.2% |
$5.69K - $8.77K
|
3.94K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-133- 0.48% |
$5.82K - $8.97K
|
27.5K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-136- 39.65% |
$5.95K - $9.17K
|
207
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-136- 1.9% |
$5.95K - $9.17K
|
7.02K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-137- 2.1% |
$6K - $9.24K
|
6.39K
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-141- 2.88% |
$6.17K - $9.51K
|
4.75K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-141- 1.1% |
$6.17K - $9.51K
|
12.7K
$808K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-147- 12.05% |
$6.44K - $9.92K
|
1.07K
$68.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-150- 0.43% |
$6.57K - $10.1K
|
34.4K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-150- 1.3% |
$6.57K - $10.1K
|
11.4K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-154- 1.38% |
$6.74K - $10.4K
|
11K
$701K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-160- 59.04% |
$7K - $10.8K
|
111
$7.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-164- 51.41% |
$7.18K - $11.1K
|
155
$9.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-180- 4.54% |
$7.88K - $12.1K
|
3.79K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-182- 2.53% |
$7.97K - $12.3K
|
7K
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-192- 3.32% |
$8.41K - $13K
|
5.59K
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-193- 2.36% |
$8.45K - $13K
|
7.98K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-194- 40.08% |
$8.49K - $13.1K
|
290
$18.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-196- 2.56% |
$8.58K - $13.2K
|
7.46K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-198- 39.6% |
$8.67K - $13.4K
|
302
$19.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-198- 1.7% |
$8.67K - $13.4K
|
11.5K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-198- 39.6% |
$8.67K - $13.4K
|
302
$19.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 2.62% |
$8.76K - $13.5K
|
7.44K
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-200- 2.31% |
$8.76K - $13.5K
|
8.45K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-200- 25.0% |
$8.76K - $13.5K
|
600
$38.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-200- 3.96% |
$8.76K - $13.5K
|
4.85K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-205- 30.97% |
$8.97K - $13.8K
|
457
$29K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-210- 2.29% |
$9.19K - $14.2K
|
8.94K
$568K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-212- 1.42% |
$9.28K - $14.3K
|
14.7K
$935K
|