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 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.13K- 15.02% |
$137K - $211K
|
17.7K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-3.16K- 19.27% |
$138K - $213K
|
13.2K
$841K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.22K- 23.64% |
$141K - $217K
|
10.4K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-3.25K- 27.92% |
$142K - $219K
|
8.38K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.29K- 21.94% |
$144K - $222K
|
11.7K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.29K- 38.39% |
$144K - $222K
|
5.28K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.32K- 69.55% |
$145K - $224K
|
1.45K
$92.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.36K- 2.74% |
$147K - $227K
|
119K
$7.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-3.38K- 23.12% |
$148K - $228K
|
11.3K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-3.38K- 6.14% |
$148K - $228K
|
51.8K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3.4K- 13.1% |
$149K - $229K
|
22.6K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.44K- 4.89% |
$151K - $232K
|
67K
$4.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.45K- 25.88% |
$151K - $233K
|
9.87K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-3.5K- 13.73% |
$153K - $236K
|
22K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.51K- 18.84% |
$154K - $237K
|
15.1K
$959K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.51K- 20.19% |
$154K - $237K
|
13.9K
$881K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.52K- 21.61% |
$154K - $237K
|
12.8K
$810K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3.53K- 8.94% |
$154K - $238K
|
35.9K
$2.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.54K- 32.26% |
$155K - $239K
|
7.43K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3.58K- 61.04% |
$157K - $241K
|
2.28K
$145K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-3.59K- 23.7% |
$157K - $242K
|
11.6K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.59K- 9.62% |
$157K - $242K
|
33.7K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.67K- 6.63% |
$161K - $248K
|
51.7K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.68K- 31.86% |
$161K - $248K
|
7.87K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.7K- 25.67% |
$162K - $249K
|
10.7K
$679K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-3.73K- 41.02% |
$163K - $251K
|
5.36K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-3.74K- 7.26% |
$164K - $252K
|
47.8K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.77K- 28.28% |
$165K - $254K
|
9.55K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-3.8K- 25.99% |
$166K - $256K
|
10.8K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.81K- 29.91% |
$167K - $257K
|
8.92K
$566K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-3.87K- 31.99% |
$169K - $261K
|
8.23K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.94K- 32.31% |
$173K - $266K
|
8.26K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.98K- 9.72% |
$174K - $268K
|
37K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.99K- 31.16% |
$175K - $269K
|
8.82K
$560K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4.01K- 19.32% |
$176K - $270K
|
16.7K
$1.06M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.09K- 39.56% |
$179K - $276K
|
6.25K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-4.12K- 1.84% |
$180K - $278K
|
220K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.17K- 2.69% |
$183K - $281K
|
151K
$9.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.18K- 26.52% |
$183K - $282K
|
11.6K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-4.21K- 18.1% |
$184K - $284K
|
19.1K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.22K- 25.47% |
$185K - $285K
|
12.3K
$784K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.23K- 11.16% |
$185K - $285K
|
33.7K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.24K- 42.59% |
$186K - $286K
|
5.71K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4.25K- 7.51% |
$186K - $287K
|
52.4K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4.27K- 29.79% |
$187K - $288K
|
10.1K
$639K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.31K- 6.51% |
$189K - $291K
|
61.9K
$3.93M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.32K- 42.28% |
$189K - $291K
|
5.9K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.33K- 46.54% |
$189K - $292K
|
4.97K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.34K- 51.29% |
$190K - $293K
|
4.12K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.39K- 12.4% |
$192K - $296K
|
31K
$1.97M
|