Purchases and Sales Made in Q1 2024 in Cvs Health Corp (CVS)

CVS Quotes by TradingView

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 14, 2024 Q1 2024
Angeles Investment Advisors, LLC

BUY
 -
258
+ 4.03%
$18.6K - $21K
6.66K $423K
May 15, 2024 Q1 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
256
+ 5.17%
$18.4K - $20.8K
5.2K $330K
May 13, 2024 Q1 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
255
New
$18.4K - $20.8K
255 $16.2K
May 14, 2024 Q1 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
254
+ 0.04%
$18.3K - $20.7K
703K $44.6M
Jan 27, 2025 Q1 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
253
+ 1686.67%
$18.2K - $20.6K
268 $17K
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

BUY
 -
251
+ 25.98%
$18.1K - $20.4K
1.22K $77.3K
May 07, 2024 Q1 2024
Lipe & Dalton

BUY
 -
250
+ 0.89%
$18K - $20.4K
28.3K $1.79M
May 08, 2024 Q1 2024
Shufro Rose & CO LLC

BUY
 -
250
+ 3.06%
$18K - $20.4K
8.41K $534K
May 13, 2024 Q1 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
245
+ 445.45%
$17.6K - $19.9K
300 $19K
May 10, 2024 Q1 2024
Davis R M Inc

Portland, ME
BUY
 -
242
+ 8.74%
$17.4K - $19.7K
3.01K $191K
May 09, 2024 Q1 2024
Waldron Private Wealth LLC

BUY
 -
237
+ 2.31%
$17.1K - $19.3K
10.5K $665K
Apr 19, 2024 Q1 2024
Rosenberg Matthew Hamilton

BUY
 -
236
+ 20.72%
$17K - $19.2K
1.38K $87.3K
Apr 22, 2024 Q1 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
236
+ 4.09%
$17K - $19.2K
6.01K $382K
May 13, 2024 Q1 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
235
+ 95.92%
$16.9K - $19.1K
480 $30.5K
May 15, 2024 Q1 2024
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
235
+ 7.56%
$16.9K - $19.1K
3.34K $212K
Apr 15, 2024 Q1 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
233
+ 5.72%
$16.8K - $19K
4.31K $274K
May 08, 2024 Q1 2024
Hills Bank & Trust CO

BUY
 -
232
+ 0.41%
$16.7K - $18.9K
56.8K $3.61M
May 06, 2024 Q1 2024
Hutchinson Capital Management

San Rafael, CA
BUY
 -
229
+ 0.15%
$16.5K - $18.6K
156K $9.89M
Apr 11, 2024 Q1 2024
Sanders Morris Harris LLC

BUY
 -
227
+ 4.09%
$16.3K - $18.5K
5.77K $367K
Apr 15, 2024 Q1 2024
Exeter Financial, LLC

BUY
 -
225
+ 0.69%
$16.2K - $18.3K
32.9K $2.09M
May 02, 2024 Q1 2024
Kaizen Financial Strategies

BUY
 -
225
+ 6.33%
$16.2K - $18.3K
3.78K $240K
Apr 29, 2024 Q1 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
224
+ 560.0%
$16.1K - $18.2K
264 $16.8K
Apr 22, 2024 Q1 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
223
+ 4.3%
$16.1K - $18.2K
5.41K $344K
May 14, 2024 Q1 2024
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
220
+ 8.0%
$15.8K - $17.9K
2.97K $189K
May 13, 2024 Q1 2024
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
218
+ 0.93%
$15.7K - $17.7K
23.6K $1.5M
Apr 19, 2024 Q1 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
217
+ 542.5%
$15.6K - $17.7K
257 $16.3K
May 15, 2024 Q1 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
216
+ 0.99%
$15.5K - $17.6K
22.1K $1.4M
Apr 23, 2024 Q1 2024
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
215
+ 4.92%
$15.5K - $17.5K
4.58K $291K
Jun 13, 2024 Q1 2024
Nbw Capital LLC

BUY
 -
213
+ 8.18%
$15.3K - $17.3K
2.82K $179K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
212
New
$15.3K - $17.3K
212 $13.5K
May 02, 2024 Q1 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
207
New
$14.9K - $16.9K
207 $13.1K
May 06, 2024 Q1 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
202
+ 7.46%
$14.5K - $16.4K
2.91K $185K
May 10, 2024 Q1 2024
Wealth Trust Axiom LLC

BUY
 -
202
+ 1.75%
$14.5K - $16.4K
11.7K $745K
Apr 26, 2024 Q1 2024
White Pine Investment CO

BUY
 -
201
+ 0.2%
$14.5K - $16.4K
103K $6.51M
Apr 30, 2024 Q1 2024
Bay Colony Advisory Group, Inc D

BUY
 -
201
+ 3.23%
$14.5K - $16.4K
6.43K $408K
May 13, 2024 Q1 2024
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
201
+ 0.39%
$14.5K - $16.4K
51.7K $3.28M
Apr 18, 2024 Q1 2024
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
200
+ 7.14%
$14.4K - $16.3K
3K $191K
Apr 24, 2024 Q1 2024
Raymond James Trust N.A.

BUY
 -
200
+ 0.07%
$14.4K - $16.3K
286K $18.2M
May 03, 2024 Q1 2024
Vera Bank, N.A.

BUY
 -
200
+ 2.47%
$14.4K - $16.3K
8.3K $527K
May 10, 2024 Q1 2024
Lazard Freres Gestion S.A.S.

BUY
 -
200
+ 0.69%
$14.4K - $16.3K
29.2K $1.85M
May 14, 2024 Q1 2024
Old Point Trust & Financial Services N A

BUY
 -
200
+ 10.44%
$14.4K - $16.3K
2.12K $134K
May 15, 2024 Q1 2024
Quilter PLC

BUY
 -
200
+ 6.51%
$14.4K - $16.3K
3.27K $208K
Apr 25, 2024 Q1 2024
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
199
+ 0.29%
$14.3K - $16.2K
68.2K $4.33M
May 15, 2024 Q1 2024
Wms Partners, LLC

BUY
 -
199
+ 2.97%
$14.3K - $16.2K
6.9K $438K
Apr 24, 2024 Q1 2024
Leavell Investment Management, Inc.

BUY
 -
197
+ 1.45%
$14.2K - $16K
13.7K $873K
May 13, 2024 Q1 2024
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
193
+ 1.02%
$13.9K - $15.7K
19.2K $1.22M
May 08, 2024 Q1 2024
Institutional & Family Asset Management, LLC

BUY
 -
192
+ 124.68%
$13.8K - $15.6K
346 $22K
May 13, 2024 Q1 2024
Bollard Group LLC

Boston, MA
BUY
 -
186
+ 0.66%
$13.4K - $15.1K
28.4K $1.8M
Apr 17, 2024 Q1 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
185
+ 34.32%
$13.3K - $15.1K
724 $46K

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