Purchases and Sales Made in Q4 2024 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6K+ 1.03% |
$681K - $1.05M
|
1.53M
$97.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
15.5KNew |
$679K - $1.05M
|
15.5K
$985K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.4K+ 9.1% |
$674K - $1.04M
|
185K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
15.1K+ 11.86% |
$662K - $1.02M
|
143K
$9.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
14.8K+ 86.54% |
$649K - $1M
|
31.9K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$631K - $972K
|
14.4K
$915K
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
14.3KNew |
$625K - $963K
|
14.3K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
13.6KNew |
$597K - $920K
|
13.6K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
13.5K+ 42.86% |
$591K - $911K
|
45K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
13.4KNew |
$587K - $904K
|
13.4K
$851K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
13K+ 13.42% |
$571K - $880K
|
110K
$7M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
13KNew |
$569K - $877K
|
13K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
12.5KNew |
$548K - $845K
|
12.5K
$795K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
12.4KNew |
$543K - $837K
|
12.4K
$788K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12K+ 7.8% |
$523K - $806K
|
165K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
11.6KNew |
$510K - $786K
|
11.6K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
11.6KNew |
$508K - $782K
|
11.6K
$736K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
11.5KNew |
$503K - $776K
|
11.5K
$730K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
11.5K+ 25484.44% |
$502K - $774K
|
11.5K
$731K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
11.3KNew |
$494K - $761K
|
11.3K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 15.47% |
$478K - $737K
|
81.5K
$5.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
10.9K+ 15.12% |
$476K - $733K
|
82.7K
$5.25M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.6KNew |
$466K - $718K
|
10.6K
$675K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.6K+ 52.48% |
$465K - $717K
|
30.9K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
10.6KNew |
$464K - $714K
|
10.6K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
10.6K+ 45.82% |
$462K - $712K
|
33.6K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10.5K+ 7.79% |
$461K - $711K
|
146K
$9.25M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.4K+ 2127.2% |
$455K - $702K
|
10.9K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 91.34% |
$448K - $690K
|
21.4K
$1.36M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
10.1KNew |
$443K - $682K
|
10.1K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
10K+ 176.04% |
$439K - $677K
|
15.7K
$999K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
9.92K+ 75.16% |
$434K - $669K
|
23.1K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
9.9K+ 2.0% |
$433K - $668K
|
506K
$32.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
9.63KNew |
$422K - $650K
|
9.63K
$612K
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
9.5KNew |
$416K - $641K
|
9.5K
$603K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
9.45KNew |
$414K - $637K
|
9.45K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.37K+ 134.19% |
$410K - $632K
|
16.3K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.3KNew |
$407K - $627K
|
9.3K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.23K+ 47.19% |
$404K - $623K
|
28.8K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
9.11KNew |
$399K - $615K
|
9.11K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
9K+ 10.31% |
$394K - $607K
|
96.3K
$6.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
8.65K+ 12.16% |
$379K - $583K
|
79.8K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
8.63KNew |
$378K - $582K
|
8.63K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
8.58KNew |
$376K - $579K
|
8.58K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
8.38K+ 18.58% |
$367K - $565K
|
53.5K
$3.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.22KNew |
$360K - $554K
|
8.22K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
8.2K+ 14.26% |
$359K - $553K
|
65.7K
$4.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.16KNew |
$357K - $551K
|
8.16K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
8.16K+ 45.77% |
$357K - $551K
|
26K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
8.16KNew |
$357K - $550K
|
8.16K
$518K
|