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 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
3.3K+ 5.72% |
$238K - $269K
|
61K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 9.51% |
$237K - $269K
|
38K
$2.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.28K+ 1.88% |
$236K - $267K
|
178K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.28K+ 14.15% |
$236K - $267K
|
26.4K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.24K+ 4.77% |
$233K - $264K
|
71.1K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.2K+ 0.24% |
$230K - $261K
|
1.36M
$86.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.16KNew |
$227K - $257K
|
3.16K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.11K+ 6.64% |
$224K - $253K
|
49.9K
$3.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.1KNew |
$223K - $253K
|
3.1K
$197K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.1K+ 28.02% |
$223K - $252K
|
14.2K
$899K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.08KNew |
$222K - $251K
|
3.08K
$195K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.05K+ 39.21% |
$220K - $248K
|
10.8K
$688K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.04KNew |
$219K - $247K
|
3.04K
$193K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.03K+ 15.39% |
$218K - $247K
|
22.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.03KNew |
$218K - $246K
|
3.03K
$192K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.01K+ 45.71% |
$217K - $245K
|
9.6K
$609K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3K+ 131.52% |
$216K - $244K
|
5.28K
$335K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 27.26% |
$214K - $242K
|
13.9K
$880K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.94KNew |
$212K - $240K
|
2.94K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.93K+ 29.34% |
$211K - $239K
|
12.9K
$820K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.92K+ 0.81% |
$210K - $238K
|
364K
$23.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.91KNew |
$209K - $237K
|
2.91K
$184K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.9KNew |
$209K - $236K
|
2.9K
$184K
|
|
|
Aug 01, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.9KNew |
$209K - $236K
|
2.9K
$184K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.9K+ 36.92% |
$209K - $236K
|
10.7K
$682K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
2.89K+ 3.56% |
$208K - $235K
|
84K
$5.33M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.86K+ 10.33% |
$206K - $233K
|
30.6K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.85KNew |
$205K - $232K
|
2.85K
$181K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.83K+ 37.43% |
$204K - $231K
|
10.4K
$661K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.82KNew |
$203K - $229K
|
2.82K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.82K+ 25.04% |
$203K - $229K
|
14.1K
$892K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.8KNew |
$202K - $228K
|
2.8K
$178K
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.79KNew |
$201K - $227K
|
2.79K
$177K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.79K+ 3.87% |
$201K - $227K
|
74.8K
$4.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.75K+ 21.66% |
$198K - $224K
|
15.4K
$980K
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
2.73K+ 4.01% |
$196K - $222K
|
70.7K
$4.49M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.71K+ 349.48% |
$195K - $221K
|
3.49K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.71K+ 100.0% |
$195K - $220K
|
5.41K
$343K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.7K+ 53.32% |
$195K - $220K
|
7.77K
$493K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
2.7KNew |
$194K - $220K
|
2.7K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
2.69K+ 1.56% |
$194K - $219K
|
175K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.68KNew |
$193K - $218K
|
2.68K
$170K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.68KNew |
$193K - $218K
|
2.68K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.65KNew |
$191K - $216K
|
2.65K
$168K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.63KNew |
$189K - $214K
|
2.63K
$167K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.62KNew |
$189K - $214K
|
2.62K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.61K+ 3.48% |
$188K - $213K
|
77.7K
$4.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.61KNew |
$188K - $213K
|
2.61K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$165K
|
|
|
Apr 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
2.6K+ 0.81% |
$187K - $212K
|
324K
$20.6M
|