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 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-130- 90.28% |
$5.69K - $8.77K
|
14
$933
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-130- 3.2% |
$5.69K - $8.77K
|
3.94K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-133- 0.48% |
$5.82K - $8.97K
|
27.5K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-136- 39.65% |
$5.95K - $9.17K
|
207
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-136- 1.9% |
$5.95K - $9.17K
|
7.02K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-137- 2.1% |
$6K - $9.24K
|
6.39K
$426K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-141- 2.88% |
$6.17K - $9.51K
|
4.75K
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-141- 1.1% |
$6.17K - $9.51K
|
12.7K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-147- 12.05% |
$6.44K - $9.92K
|
1.07K
$71.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-150- 0.43% |
$6.57K - $10.1K
|
34.4K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-150- 1.3% |
$6.57K - $10.1K
|
11.4K
$757K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-154- 1.38% |
$6.74K - $10.4K
|
11K
$736K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-160- 59.04% |
$7K - $10.8K
|
111
$7.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-164- 51.41% |
$7.18K - $11.1K
|
155
$10.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-180- 4.54% |
$7.88K - $12.1K
|
3.79K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-182- 2.53% |
$7.97K - $12.3K
|
7K
$467K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-182- 2.16% |
$7.97K - $12.3K
|
8.23K
$549K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-188- 56.12% |
$8.23K - $12.7K
|
147
$9.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-192- 3.32% |
$8.41K - $13K
|
5.59K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-193- 2.36% |
$8.45K - $13K
|
7.98K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-194- 40.08% |
$8.49K - $13.1K
|
290
$19.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-196- 2.56% |
$8.58K - $13.2K
|
7.46K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-198- 39.6% |
$8.67K - $13.4K
|
302
$20.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-198- 1.7% |
$8.67K - $13.4K
|
11.5K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-198- 39.6% |
$8.67K - $13.4K
|
302
$20.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 2.62% |
$8.76K - $13.5K
|
7.44K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-200- 2.31% |
$8.76K - $13.5K
|
8.45K
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-200- 25.0% |
$8.76K - $13.5K
|
600
$40K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-200- 3.96% |
$8.76K - $13.5K
|
4.85K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-205- 30.97% |
$8.97K - $13.8K
|
457
$30.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-210- 2.29% |
$9.19K - $14.2K
|
8.94K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-212- 1.42% |
$9.28K - $14.3K
|
14.7K
$982K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-214- 3.96% |
$9.37K - $14.4K
|
5.19K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-215- 1.12% |
$9.41K - $14.5K
|
18.9K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-216- 3.82% |
$9.46K - $14.6K
|
5.44K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-222- 1.01% |
$9.72K - $15K
|
21.8K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-223- 4.34% |
$9.76K - $15K
|
4.92K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-226- 12.09% |
$9.89K - $15.2K
|
1.64K
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-227- 0.8% |
$9.94K - $15.3K
|
28K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-228- 2.29% |
$9.98K - $15.4K
|
9.72K
$648K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-230- 87.12% |
$10.1K - $15.5K
|
34
$2.27K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-235- 2.99% |
$10.3K - $15.9K
|
7.63K
$509K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-235- 2.99% |
$10.3K - $15.9K
|
7.63K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-236- 2.6% |
$10.3K - $15.9K
|
8.84K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-240- 9.83% |
$10.5K - $16.2K
|
2.2K
$147K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-243- 1.21% |
$10.6K - $16.4K
|
19.9K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-243- 4.05% |
$10.6K - $16.4K
|
5.76K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-245- 8.53% |
$10.7K - $16.5K
|
2.63K
$175K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-250- 13.05% |
$10.9K - $16.9K
|
1.67K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-250- 7.5% |
$10.9K - $16.9K
|
3.09K
$206K
|