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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
595New |
$42.8K - $48.4K
|
595
$37.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
583+ 16.88% |
$42K - $47.5K
|
4.04K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
582+ 2.66% |
$41.9K - $47.4K
|
22.4K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
576+ 4.06% |
$41.5K - $46.9K
|
14.8K
$937K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
573+ 9.54% |
$41.3K - $46.7K
|
6.58K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
569+ 0.15% |
$41K - $46.3K
|
374K
$23.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
566+ 5.44% |
$40.7K - $46.1K
|
11K
$696K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
551+ 5.16% |
$39.7K - $44.9K
|
11.2K
$713K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
545+ 19.42% |
$39.2K - $44.4K
|
3.35K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
545+ 4.7% |
$39.2K - $44.4K
|
12.1K
$771K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
543+ 8.42% |
$39.1K - $44.2K
|
7K
$444K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
542+ 1.0% |
$39K - $44.1K
|
54.8K
$3.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
542+ 0.36% |
$39K - $44.1K
|
151K
$9.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
537+ 5.45% |
$38.7K - $43.7K
|
10.4K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
527+ 0.35% |
$37.9K - $42.9K
|
153K
$9.7M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
523+ 7.75% |
$37.7K - $42.6K
|
7.28K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
523+ 19.62% |
$37.7K - $42.6K
|
3.19K
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
515+ 0.69% |
$37.1K - $41.9K
|
75.2K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
513+ 4.73% |
$36.9K - $41.8K
|
11.4K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
511+ 5.85% |
$36.8K - $41.6K
|
9.24K
$587K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
508+ 14.77% |
$36.6K - $41.4K
|
3.95K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
505+ 3.97% |
$36.4K - $41.1K
|
13.2K
$840K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
501+ 2.67% |
$36.1K - $40.8K
|
19.3K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500New |
$36K - $40.7K
|
500
$31.7K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
500+ 7.02% |
$36K - $40.7K
|
7.62K
$484K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
500+ 0.36% |
$36K - $40.7K
|
139K
$8.85M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
500+ 0.89% |
$36K - $40.7K
|
56.9K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
498New |
$35.9K - $40.5K
|
498
$31.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
495+ 84.62% |
$35.6K - $40.3K
|
1.08K
$68.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
491+ 7.11% |
$35.3K - $40K
|
7.4K
$470K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
489+ 38.63% |
$35.2K - $39.8K
|
1.76K
$111K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
488+ 19.21% |
$35.1K - $39.7K
|
3.03K
$192K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
481+ 7.46% |
$34.6K - $39.2K
|
6.93K
$440K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
479+ 3.12% |
$34.5K - $39K
|
15.8K
$1M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
479+ 4.23% |
$34.5K - $39K
|
11.8K
$750K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
472+ 7.7% |
$34K - $38.4K
|
6.6K
$419K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
468+ 4.46% |
$33.7K - $38.1K
|
11K
$697K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
464+ 9.69% |
$33.4K - $37.8K
|
5.25K
$333K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
455+ 0.47% |
$32.8K - $37K
|
96.6K
$6.13M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
455+ 13.75% |
$32.8K - $37K
|
3.76K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
452+ 1.1% |
$32.5K - $36.8K
|
41.7K
$2.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
443+ 11.8% |
$31.9K - $36.1K
|
4.2K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
441+ 12.45% |
$31.7K - $35.9K
|
3.98K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
431+ 4.53% |
$31K - $35.1K
|
9.94K
$631K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
431+ 0.42% |
$31K - $35.1K
|
102K
$6.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
429+ 6.78% |
$30.9K - $34.9K
|
6.76K
$429K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
425+ 6.43% |
$30.6K - $34.6K
|
7.03K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
425+ 2.22% |
$30.6K - $34.6K
|
19.6K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
423+ 15.01% |
$30.5K - $34.4K
|
3.24K
$206K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
418+ 6.93% |
$30.1K - $34K
|
6.45K
$410K
|