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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-411- 1.23% |
$18K - $27.7K
|
33.1K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-421- 49.12% |
$18.4K - $28.4K
|
436
$27.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-425- 0.96% |
$18.6K - $28.7K
|
43.6K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-428- 6.46% |
$18.7K - $28.9K
|
6.19K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-436- 6.3% |
$19.1K - $29.4K
|
6.48K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-438- 1.01% |
$19.2K - $29.5K
|
42.9K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-439- 80.26% |
$19.2K - $29.6K
|
108
$6.86K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-449- 22.99% |
$19.7K - $30.3K
|
1.5K
$95.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-456- 5.22% |
$20K - $30.8K
|
8.27K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-478- 4.14% |
$20.9K - $32.2K
|
11.1K
$703K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-481- 3.77% |
$21.1K - $32.4K
|
12.3K
$779K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-483- 33.71% |
$21.1K - $32.6K
|
950
$60.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-486- 3.09% |
$21.3K - $32.8K
|
15.2K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-487- 0.45% |
$21.3K - $32.9K
|
107K
$6.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-488- 70.42% |
$21.4K - $32.9K
|
205
$13K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-489- 35.08% |
$21.4K - $33K
|
905
$57.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-492- 9.38% |
$21.5K - $33.2K
|
4.75K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-495- 4.87% |
$21.7K - $33.4K
|
9.67K
$614K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-496- 8.03% |
$21.7K - $33.5K
|
5.68K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-498- 8.18% |
$21.8K - $33.6K
|
5.59K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-499- 7.72% |
$21.8K - $33.7K
|
5.96K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-507- 9.93% |
$22.2K - $34.2K
|
4.6K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-508- 9.06% |
$22.2K - $34.3K
|
5.1K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-511- 60.91% |
$22.4K - $34.5K
|
328
$20.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-525- 34.61% |
$23K - $35.4K
|
992
$63K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-531- 9.48% |
$23.2K - $35.8K
|
5.07K
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-548- 36.12% |
$24K - $37K
|
969
$61.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-549- 1.42% |
$24K - $37K
|
38.2K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-557- 15.73% |
$24.4K - $37.6K
|
2.99K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-558- 2.36% |
$24.4K - $37.6K
|
23.1K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-560- 25.7% |
$24.5K - $37.8K
|
1.62K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-560- 1.17% |
$24.5K - $37.8K
|
47.5K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-563- 3.58% |
$24.6K - $38K
|
15.1K
$961K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-600- 9.08% |
$26.3K - $40.5K
|
6.01K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-600- 35.69% |
$26.3K - $40.5K
|
1.08K
$68.6K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-605- 2.84% |
$26.5K - $40.8K
|
20.7K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-605- 5.69% |
$26.5K - $40.8K
|
10K
$636K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-610- 0.57% |
$26.7K - $41.2K
|
106K
$6.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-648- 25.17% |
$28.4K - $43.7K
|
1.93K
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-660- 4.4% |
$28.9K - $44.5K
|
14.3K
$911K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-667- 47.99% |
$29.2K - $45K
|
723
$45.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-675- 1.83% |
$29.6K - $45.5K
|
36.1K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-682- 19.67% |
$29.9K - $46K
|
2.79K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-690- 7.91% |
$30.2K - $46.5K
|
8.03K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-700- 5.16% |
$30.6K - $47.2K
|
12.9K
$817K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-703- 2.86% |
$30.8K - $47.4K
|
23.9K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-714- 6.46% |
$31.3K - $48.2K
|
10.3K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-721- 14.08% |
$31.6K - $48.6K
|
4.4K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-722- 9.77% |
$31.6K - $48.7K
|
6.67K
$423K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-729- 3.83% |
$31.9K - $49.2K
|
18.3K
$1.16M
|