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 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
793+ 17.54% |
$34.7K - $53.5K
|
5.31K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
784+ 2.21% |
$34.3K - $52.9K
|
36.2K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
765+ 2.11% |
$33.5K - $51.6K
|
37.1K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
760+ 7.63% |
$33.3K - $51.3K
|
10.7K
$681K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
741+ 5.78% |
$32.4K - $50K
|
13.6K
$861K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
732+ 17.38% |
$32K - $49.4K
|
4.94K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
713+ 1.67% |
$31.2K - $48.1K
|
43.3K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
708+ 2.66% |
$31K - $47.8K
|
27.3K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
700+ 77.78% |
$30.6K - $47.2K
|
1.6K
$102K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
683+ 15.16% |
$29.9K - $46.1K
|
5.19K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
679+ 18.61% |
$29.7K - $45.8K
|
4.33K
$275K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
650+ 9.77% |
$28.5K - $43.8K
|
7.3K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
650New |
$28.5K - $43.8K
|
650
$41.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
628New |
$27.5K - $42.4K
|
628
$39.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
600+ 4.45% |
$26.3K - $40.5K
|
14.1K
$894K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
569+ 28.69% |
$24.9K - $38.4K
|
2.55K
$162K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
529New |
$23.2K - $35.7K
|
529
$33.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
525New |
$23K - $35.4K
|
525
$33.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
500+ 1.76% |
$21.9K - $33.7K
|
29K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
500New |
$21.9K - $33.7K
|
500
$31.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
500+ 1.68% |
$21.9K - $33.7K
|
30.3K
$1.93M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
500New |
$21.9K - $33.7K
|
500
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
497New |
$21.8K - $33.5K
|
497
$31.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
490+ 3.1% |
$21.5K - $33.1K
|
16.3K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
489New |
$21.4K - $33K
|
489
$31K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
475+ 3.72% |
$20.8K - $32K
|
13.3K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
475+ 9.97% |
$20.8K - $32K
|
5.24K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
466+ 137.46% |
$20.4K - $31.4K
|
805
$51.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
457+ 8.97% |
$20K - $30.8K
|
5.55K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
452+ 54.92% |
$19.8K - $30.5K
|
1.28K
$80.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
450+ 255.68% |
$19.7K - $30.4K
|
626
$39.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
450New |
$19.7K - $30.4K
|
450
$28.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
448+ 4.33% |
$19.6K - $30.2K
|
10.8K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
446+ 77.16% |
$19.5K - $30.1K
|
1.02K
$65K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
444+ 34.39% |
$19.4K - $30K
|
1.74K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
437+ 112.05% |
$19.1K - $29.5K
|
827
$52.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
435+ 2.53% |
$19K - $29.3K
|
17.6K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
429+ 0.65% |
$18.8K - $28.9K
|
66.6K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
414New |
$18.1K - $27.9K
|
414
$26.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
408+ 2.59% |
$17.9K - $27.5K
|
16.2K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
408+ 2.15% |
$17.9K - $27.5K
|
19.4K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
404+ 20.08% |
$17.7K - $27.3K
|
2.42K
$153K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
400New |
$17.5K - $27K
|
400
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.19% |
$17.5K - $27K
|
209K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
391New |
$17.1K - $26.4K
|
391
$24.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
371New |
$16.2K - $25K
|
371
$23.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
370+ 11.04% |
$16.2K - $25K
|
3.72K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
364New |
$15.9K - $24.6K
|
364
$23.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
348New |
$15.2K - $23.5K
|
348
$22.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
341+ 4.87% |
$14.9K - $23K
|
7.35K
$466K
|