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
|
Atlas Brown,Inc.
|
SELL
|
- |
-492- 9.38% |
$21.5K - $33.2K
|
4.75K
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-495- 4.87% |
$21.7K - $33.4K
|
9.67K
$645K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-496- 8.03% |
$21.7K - $33.5K
|
5.68K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-498- 8.18% |
$21.8K - $33.6K
|
5.59K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-499- 7.72% |
$21.8K - $33.7K
|
5.96K
$397K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-507- 9.93% |
$22.2K - $34.2K
|
4.6K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-508- 9.06% |
$22.2K - $34.3K
|
5.1K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-511- 60.91% |
$22.4K - $34.5K
|
328
$21.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-525- 34.61% |
$23K - $35.4K
|
992
$66.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-531- 9.48% |
$23.2K - $35.8K
|
5.07K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-548- 36.12% |
$24K - $37K
|
969
$64.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-549- 1.42% |
$24K - $37K
|
38.2K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-557- 15.73% |
$24.4K - $37.6K
|
2.99K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-558- 2.36% |
$24.4K - $37.6K
|
23.1K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-560- 25.7% |
$24.5K - $37.8K
|
1.62K
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-560- 1.17% |
$24.5K - $37.8K
|
47.5K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-563- 3.58% |
$24.6K - $38K
|
15.1K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-600- 9.08% |
$26.3K - $40.5K
|
6.01K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-600- 35.69% |
$26.3K - $40.5K
|
1.08K
$72.1K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-605- 2.84% |
$26.5K - $40.8K
|
20.7K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-605- 5.69% |
$26.5K - $40.8K
|
10K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-610- 0.57% |
$26.7K - $41.2K
|
106K
$7.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-648- 25.17% |
$28.4K - $43.7K
|
1.93K
$128K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-660- 4.4% |
$28.9K - $44.5K
|
14.3K
$956K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-667- 47.99% |
$29.2K - $45K
|
723
$48.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-675- 1.83% |
$29.6K - $45.5K
|
36.1K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-682- 19.67% |
$29.9K - $46K
|
2.79K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-690- 7.91% |
$30.2K - $46.5K
|
8.03K
$535K
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-700- 5.16% |
$30.6K - $47.2K
|
12.9K
$858K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-703- 2.86% |
$30.8K - $47.4K
|
23.9K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-714- 6.46% |
$31.3K - $48.2K
|
10.3K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-721- 14.08% |
$31.6K - $48.6K
|
4.4K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-722- 9.77% |
$31.6K - $48.7K
|
6.67K
$445K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-729- 3.83% |
$31.9K - $49.2K
|
18.3K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-744- 99.87% |
$32.6K - $50.2K
|
1
$66.7
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-752- 4.25% |
$32.9K - $50.7K
|
16.9K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-757- 25.2% |
$33.1K - $51.1K
|
2.25K
$150K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-760- 51.7% |
$33.3K - $51.3K
|
710
$47.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-795- 27.94% |
$34.8K - $53.6K
|
2.05K
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-800- 0.31% |
$35K - $54K
|
254K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-804- 24.86% |
$35.2K - $54.2K
|
2.43K
$162K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-816- 7.61% |
$35.7K - $55K
|
9.91K
$660K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-816- 4.18% |
$35.7K - $55K
|
18.7K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-825- 1.08% |
$36.1K - $55.7K
|
75.5K
$5.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-848- 12.05% |
$37.1K - $57.2K
|
6.19K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-865- 47.4% |
$37.9K - $58.4K
|
960
$64K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-869- 4.06% |
$38K - $58.6K
|
20.5K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-874- 3.98% |
$38.3K - $59K
|
21.1K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-876- 0.3% |
$38.4K - $59.1K
|
292K
$19.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-896- 8.44% |
$39.2K - $60.4K
|
9.72K
$648K
|