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 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.28K- 2.96% |
$99.9K - $154K
|
74.8K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-2.28K- 27.79% |
$99.9K - $154K
|
5.93K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.29K- 14.84% |
$100K - $154K
|
13.1K
$834K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.3K- 3.55% |
$101K - $155K
|
62.5K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.31K- 7.75% |
$101K - $156K
|
27.5K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.32K- 1.11% |
$102K - $156K
|
207K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.37K- 28.54% |
$104K - $160K
|
5.92K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.38K- 9.62% |
$104K - $161K
|
22.4K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.4K- 17.4% |
$105K - $162K
|
11.4K
$723K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-2.44K- 10.21% |
$107K - $164K
|
21.4K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.44K- 24.1% |
$107K - $165K
|
7.7K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.47K- 21.67% |
$108K - $167K
|
8.93K
$567K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-2.47K- 21.71% |
$108K - $167K
|
8.91K
$566K
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-2.49K- 0.6% |
$109K - $168K
|
410K
$26M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.5K- 36.56% |
$109K - $169K
|
4.34K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.53K- 9.35% |
$111K - $170K
|
24.5K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.53K- 14.21% |
$111K - $171K
|
15.3K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.56K- 72.1% |
$112K - $172K
|
989
$62.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.57K- 18.55% |
$113K - $174K
|
11.3K
$717K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-2.58K- 21.51% |
$113K - $174K
|
9.4K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-2.58K- 22.65% |
$113K - $174K
|
8.8K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.61K- 17.67% |
$114K - $176K
|
12.2K
$773K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.62K- 15.65% |
$115K - $177K
|
14.1K
$897K
|
|
|
Feb 12, 2025
Q4 2024
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-2.63K- 2.37% |
$115K - $177K
|
109K
$6.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.65K- 19.65% |
$116K - $178K
|
10.8K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.65K- 6.02% |
$116K - $179K
|
41.4K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.66K- 13.85% |
$117K - $180K
|
16.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.67K- 34.68% |
$117K - $180K
|
5.02K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.72K- 24.2% |
$119K - $184K
|
8.53K
$542K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2.73K- 28.25% |
$120K - $184K
|
6.95K
$441K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.74K- 31.45% |
$120K - $185K
|
5.98K
$380K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.75K- 10.27% |
$120K - $186K
|
24K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.77K- 18.37% |
$121K - $187K
|
12.3K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-2.8K- 31.26% |
$122K - $189K
|
6.15K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-2.83K- 16.35% |
$124K - $191K
|
14.5K
$920K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.84K- 19.59% |
$124K - $191K
|
11.6K
$739K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.86K- 15.46% |
$125K - $193K
|
15.6K
$992K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-2.87K- 3.61% |
$126K - $194K
|
76.6K
$4.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-2.87K- 1.86% |
$126K - $194K
|
152K
$9.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.89K- 17.32% |
$126K - $195K
|
13.8K
$874K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.91K- 18.54% |
$128K - $197K
|
12.8K
$812K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-2.94K- 26.68% |
$128K - $198K
|
8.07K
$512K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.95K- 74.42% |
$129K - $199K
|
1.02K
$64.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-2.97K- 59.93% |
$130K - $200K
|
1.98K
$126K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.98K- 22.92% |
$130K - $201K
|
10K
$635K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.02K- 17.53% |
$132K - $204K
|
14.2K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.05K- 30.9% |
$134K - $206K
|
6.82K
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.08K- 12.37% |
$135K - $208K
|
21.8K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.09K- 55.23% |
$135K - $208K
|
2.5K
$159K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.1K- 4.38% |
$136K - $209K
|
67.7K
$4.3M
|