Purchases and Sales Made in Q1 2024 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
182+ 54.33% |
$13.1K - $14.8K
|
517
$32.8K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
180+ 4.53% |
$13K - $14.7K
|
4.16K
$264K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
179New |
$12.9K - $14.6K
|
179
$11.4K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
178+ 3.19% |
$12.8K - $14.5K
|
5.75K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
178+ 0.4% |
$12.8K - $14.5K
|
44.3K
$2.81M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
175New |
$12.6K - $14.2K
|
175
$11.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
173+ 1.57% |
$12.5K - $14.1K
|
11.2K
$711K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
172+ 3.02% |
$12.4K - $14K
|
5.86K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
172+ 0.31% |
$12.4K - $14K
|
56.5K
$3.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
165+ 0.16% |
$11.9K - $13.4K
|
100K
$6.36M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
164+ 15.71% |
$11.8K - $13.4K
|
1.21K
$76.7K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
163+ 0.69% |
$11.7K - $13.3K
|
23.9K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
162+ 0.49% |
$11.7K - $13.2K
|
33.2K
$2.11M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
160New |
$11.5K - $13K
|
160
$10.2K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
158+ 0.48% |
$11.4K - $12.9K
|
33K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
157+ 2.06% |
$11.3K - $12.8K
|
7.76K
$493K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
156+ 2.44% |
$11.2K - $12.7K
|
6.54K
$415K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
155+ 3.56% |
$11.2K - $12.6K
|
4.5K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
153+ 0.7% |
$11K - $12.5K
|
22K
$1.4M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
150+ 0.68% |
$10.8K - $12.2K
|
22.3K
$1.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
150+ 4.52% |
$10.8K - $12.2K
|
3.47K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 73.17% |
$10.8K - $12.2K
|
355
$22.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
146+ 0.77% |
$10.5K - $11.9K
|
19.2K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
BUY
|
- |
141+ 0.29% |
$10.2K - $11.5K
|
48.3K
$3.06M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
141+ 0.34% |
$10.2K - $11.5K
|
41.9K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
140+ 0.96% |
$10.1K - $11.4K
|
14.7K
$932K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
139+ 4.9% |
$10K - $11.3K
|
2.98K
$189K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
134+ 0.11% |
$9.65K - $10.9K
|
118K
$7.46M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
132+ 1.32% |
$9.5K - $10.7K
|
10.2K
$645K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
127+ 2.39% |
$9.14K - $10.3K
|
5.44K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
127+ 1.53% |
$9.14K - $10.3K
|
8.44K
$536K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
125+ 0.52% |
$9K - $10.2K
|
24K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
125+ 1.63% |
$9K - $10.2K
|
7.81K
$496K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
122+ 2.73% |
$8.78K - $9.93K
|
4.59K
$291K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
119+ 3.72% |
$8.57K - $9.69K
|
3.31K
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
118+ 3.47% |
$8.49K - $9.61K
|
3.52K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
118+ 3.06% |
$8.49K - $9.61K
|
3.98K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
115+ 6.43% |
$8.28K - $9.36K
|
1.9K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
112+ 1.93% |
$8.06K - $9.12K
|
5.91K
$375K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
111+ 3.91% |
$7.99K - $9.04K
|
2.95K
$187K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
109+ 45.8% |
$7.85K - $8.87K
|
347
$22K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
104+ 57.46% |
$7.49K - $8.47K
|
285
$18.1K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
103+ 0.05% |
$7.41K - $8.39K
|
197K
$12.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 200.0% |
$7.2K - $8.14K
|
150
$9.52K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
100+ 1.42% |
$7.2K - $8.14K
|
7.15K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
100+ 23.53% |
$7.2K - $8.14K
|
525
$33.3K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
98+ 0.48% |
$7.06K - $7.98K
|
20.7K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
97+ 2.33% |
$6.98K - $7.9K
|
4.27K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
94New |
$6.77K - $7.65K
|
94
$5.97K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
93+ 0.85% |
$6.7K - $7.57K
|
11K
$698K
|