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 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 14.49% |
$50.4K - $77.6K
|
9.1K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 22.75% |
$48.9K - $75.4K
|
6.03K
$402K
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
1.1KNew |
$48.2K - $74.3K
|
1.1K
$73.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.08K+ 10.59% |
$47.5K - $73.1K
|
11.3K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.04K+ 26.26% |
$45.6K - $70.3K
|
5.01K
$334K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
989+ 2.97% |
$43.3K - $66.7K
|
34.3K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
978+ 32600.0% |
$42.8K - $66K
|
981
$65.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
970+ 14.37% |
$42.5K - $65.4K
|
7.72K
$515K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
959New |
$42K - $64.7K
|
959
$63.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
945New |
$41.4K - $63.7K
|
945
$63K
|
|
|
Feb 14, 2025
Q4 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
932+ 1.8% |
$40.8K - $62.9K
|
52.6K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
908+ 6.73% |
$39.8K - $61.3K
|
14.4K
$960K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
885+ 3.8% |
$38.7K - $59.7K
|
24.2K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
868+ 4.21% |
$38K - $58.6K
|
21.5K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
859+ 3.18% |
$37.6K - $57.9K
|
27.9K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
833+ 1.85% |
$36.5K - $56.2K
|
45.9K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
832+ 6.11% |
$36.4K - $56.1K
|
14.5K
$964K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
818New |
$35.8K - $55.2K
|
818
$54.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
793+ 17.54% |
$34.7K - $53.5K
|
5.31K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
784+ 2.21% |
$34.3K - $52.9K
|
36.2K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
765+ 2.11% |
$33.5K - $51.6K
|
37.1K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
760+ 7.63% |
$33.3K - $51.3K
|
10.7K
$715K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
741+ 5.78% |
$32.4K - $50K
|
13.6K
$904K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
732+ 17.38% |
$32K - $49.4K
|
4.94K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
713+ 1.67% |
$31.2K - $48.1K
|
43.3K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
708+ 2.66% |
$31K - $47.8K
|
27.3K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
700+ 77.78% |
$30.6K - $47.2K
|
1.6K
$107K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
683+ 15.16% |
$29.9K - $46.1K
|
5.19K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
679+ 18.61% |
$29.7K - $45.8K
|
4.33K
$289K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
668New |
$29.2K - $45.1K
|
668
$44.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
650+ 9.77% |
$28.5K - $43.8K
|
7.3K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
650New |
$28.5K - $43.8K
|
650
$43.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
628New |
$27.5K - $42.4K
|
628
$41.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
600+ 4.45% |
$26.3K - $40.5K
|
14.1K
$939K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
569+ 28.69% |
$24.9K - $38.4K
|
2.55K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
529New |
$23.2K - $35.7K
|
529
$35.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
525New |
$23K - $35.4K
|
525
$35K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
500+ 1.76% |
$21.9K - $33.7K
|
29K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
500New |
$21.9K - $33.7K
|
500
$33.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
500+ 1.68% |
$21.9K - $33.7K
|
30.3K
$2.02M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
500New |
$21.9K - $33.7K
|
500
$33.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
497New |
$21.8K - $33.5K
|
497
$33.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
490+ 3.1% |
$21.5K - $33.1K
|
16.3K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
489New |
$21.4K - $33K
|
489
$32.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
475+ 3.72% |
$20.8K - $32K
|
13.3K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
475+ 9.97% |
$20.8K - $32K
|
5.24K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
466+ 137.46% |
$20.4K - $31.4K
|
805
$53.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
457+ 8.97% |
$20K - $30.8K
|
5.55K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
452+ 54.92% |
$19.8K - $30.5K
|
1.28K
$85K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
450+ 255.68% |
$19.7K - $30.4K
|
626
$41.7K
|