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 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.6K- 19.25% |
$69.9K - $108K
|
6.69K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.67K- 7.04% |
$73.3K - $113K
|
22.1K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.7K- 20.86% |
$74.5K - $115K
|
6.46K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.73K- 11.89% |
$75.8K - $117K
|
12.8K
$814K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.74K- 26.42% |
$76K - $117K
|
4.83K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.77K- 12.59% |
$77.6K - $120K
|
12.3K
$782K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.78K- 5.14% |
$77.9K - $120K
|
32.8K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 15.81% |
$78K - $120K
|
9.48K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.78K- 25.94% |
$78K - $120K
|
5.09K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.8K- 20.19% |
$78.8K - $121K
|
7.12K
$452K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-1.81K- 22.64% |
$79.4K - $122K
|
6.2K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.82K- 27.08% |
$79.5K - $122K
|
4.89K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.85K- 7.64% |
$81K - $125K
|
22.4K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.86K- 16.86% |
$81.2K - $125K
|
9.15K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.86K- 22.01% |
$81.4K - $125K
|
6.59K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.86K- 18.62% |
$81.4K - $125K
|
8.13K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.87K- 19.58% |
$81.7K - $126K
|
7.67K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.87K- 27.73% |
$81.8K - $126K
|
4.87K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.87K- 76.05% |
$82K - $126K
|
590
$37.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.89K- 23.98% |
$82.6K - $127K
|
5.98K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-1.89K- 1.56% |
$82.8K - $128K
|
120K
$7.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.91K- 18.68% |
$83.6K - $129K
|
8.31K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.92K- 9.13% |
$84.1K - $130K
|
19.1K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.93K- 18.03% |
$84.7K - $130K
|
8.79K
$558K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.94K- 1.84% |
$84.8K - $131K
|
103K
$6.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-1.94K- 4.43% |
$84.9K - $131K
|
41.9K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.94K- 2.79% |
$85.1K - $131K
|
67.6K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-1.95K- 13.62% |
$85.2K - $131K
|
12.3K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.95K- 2.04% |
$85.2K - $131K
|
93.2K
$5.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.98K- 27.37% |
$86.9K - $134K
|
5.27K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.99K- 0.5% |
$86.9K - $134K
|
395K
$25.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 40.12% |
$87.4K - $135K
|
2.98K
$189K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-2.01K- 25.98% |
$88K - $136K
|
5.73K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.02K- 22.66% |
$88.5K - $136K
|
6.9K
$438K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.06K- 22.63% |
$90.4K - $139K
|
7.06K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.09K- 14.68% |
$91.5K - $141K
|
12.1K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.09K- 29.75% |
$91.5K - $141K
|
4.94K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.13K- 6.33% |
$93.4K - $144K
|
31.6K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.15K- 46.15% |
$94.1K - $145K
|
2.51K
$159K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.16K- 44.08% |
$94.4K - $146K
|
2.74K
$174K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.17K- 26.68% |
$94.9K - $146K
|
5.96K
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.18K- 11.47% |
$95.6K - $147K
|
16.9K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.19K- 24.77% |
$95.7K - $148K
|
6.64K
$422K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.21K- 4.75% |
$96.6K - $149K
|
44.2K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.24K- 22.64% |
$98.2K - $151K
|
7.66K
$486K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.24K- 20.49% |
$98.2K - $151K
|
8.71K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.25K- 15.87% |
$98.3K - $151K
|
11.9K
$756K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.26K- 22.71% |
$99.1K - $153K
|
7.7K
$489K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-2.27K- 40.65% |
$99.4K - $153K
|
3.31K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.28K- 9.12% |
$99.8K - $154K
|
22.7K
$1.44M
|