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 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
415+ 27.04% |
$29.9K - $33.8K
|
1.95K
$124K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
415+ 15.1% |
$29.9K - $33.8K
|
3.16K
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
414+ 1.56% |
$29.8K - $33.7K
|
27K
$1.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
413+ 2.4% |
$29.7K - $33.6K
|
17.6K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
409+ 33.72% |
$29.4K - $33.3K
|
1.62K
$103K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
406+ 2.38% |
$29.2K - $33.1K
|
17.5K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
400+ 2.07% |
$28.8K - $32.6K
|
19.7K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
396+ 0.85% |
$28.5K - $32.2K
|
47.1K
$2.99M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
394+ 1.24% |
$28.4K - $32.1K
|
32.3K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
389+ 3.43% |
$28K - $31.7K
|
11.7K
$745K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
385+ 0.94% |
$27.7K - $31.3K
|
41.5K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
376+ 0.33% |
$27.1K - $30.6K
|
114K
$7.24M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
374+ 1.74% |
$26.9K - $30.5K
|
21.8K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
372+ 2.16% |
$26.8K - $30.3K
|
17.6K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
369+ 0.91% |
$26.6K - $30K
|
40.8K
$2.59M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
364+ 3.92% |
$26.2K - $29.6K
|
9.65K
$613K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
361+ 0.35% |
$26K - $29.4K
|
103K
$6.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
350+ 4.75% |
$25.2K - $28.5K
|
7.72K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
345+ 4.47% |
$24.8K - $28.1K
|
8.07K
$512K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
341+ 9.34% |
$24.5K - $27.8K
|
3.99K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
336+ 9.78% |
$24.2K - $27.4K
|
3.77K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
335+ 1.51% |
$24.1K - $27.3K
|
22.5K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
329+ 9.61% |
$23.7K - $26.8K
|
3.75K
$238K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
328+ 1.17% |
$23.6K - $26.7K
|
28.5K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
325New |
$23.4K - $26.5K
|
325
$20.6K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
322+ 7.03% |
$23.2K - $26.2K
|
4.9K
$311K
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
319+ 0.26% |
$23K - $26K
|
122K
$7.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
317+ 4.04% |
$22.8K - $25.8K
|
8.15K
$518K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
310+ 5.41% |
$22.3K - $25.2K
|
6.04K
$383K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
306+ 1.63% |
$22K - $24.9K
|
19.1K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
302+ 9.24% |
$21.7K - $24.6K
|
3.57K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
301+ 14.23% |
$21.7K - $24.5K
|
2.42K
$153K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
299+ 9.7% |
$21.5K - $24.3K
|
3.38K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
299New |
$21.5K - $24.3K
|
299
$19K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
296+ 1.64% |
$21.3K - $24.1K
|
18.4K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
296+ 1.23% |
$21.3K - $24.1K
|
24.3K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
293+ 1.96% |
$21.1K - $23.9K
|
15.2K
$966K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
292+ 9.34% |
$21K - $23.8K
|
3.42K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
291+ 1.07% |
$20.9K - $23.7K
|
27.4K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
290+ 0.3% |
$20.9K - $23.6K
|
97.7K
$6.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
288+ 192.0% |
$20.7K - $23.4K
|
438
$27.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
288+ 11.31% |
$20.7K - $23.4K
|
2.83K
$180K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
288+ 11.31% |
$20.7K - $23.4K
|
2.83K
$180K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
285+ 6.53% |
$20.5K - $23.2K
|
4.65K
$295K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
281+ 1.44% |
$20.2K - $22.9K
|
19.8K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
272+ 10.08% |
$19.6K - $22.1K
|
2.97K
$189K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
271New |
$19.5K - $22.1K
|
271
$17.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
270+ 0.45% |
$19.4K - $22K
|
60.3K
$3.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
270+ 9.0% |
$19.4K - $22K
|
3.27K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
267New |
$19.2K - $21.7K
|
267
$16.9K
|