Purchases and Sales Made in Q2 2024 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
31+ 19.38% |
$1.66K - $2.47K
|
191
$10.3K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
29+ 0.79% |
$1.56K - $2.31K
|
3.69K
$199K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
24+ 0.02% |
$1.29K - $1.91K
|
145K
$7.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
24+ 5.48% |
$1.29K - $1.91K
|
462
$25K
|
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
20+ 11.43% |
$1.07K - $1.59K
|
195
$10.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19+ 0.17% |
$1.02K - $1.51K
|
11.2K
$606K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
18+ 0.28% |
$965 - $1.43K
|
6.56K
$354K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18+ 1.76% |
$965 - $1.43K
|
1.04K
$56.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
BUY
|
- |
17+ 0.11% |
$912 - $1.35K
|
15.2K
$821K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.04% |
$858 - $1.27K
|
40K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.51% |
$697 - $1.03K
|
2.57K
$139K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 0.5% |
$644 - $955
|
2.43K
$131K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 0.73% |
$590 - $875
|
1.53K
$82.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
11+ 26.83% |
$590 - $875
|
52
$2.81K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
11+ 0.06% |
$590 - $875
|
18.6K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
11+ 0.09% |
$590 - $875
|
12.1K
$653K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10+ 0.89% |
$536 - $796
|
1.14K
$61.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
9+ 1.24% |
$483 - $716
|
737
$39.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 9.2% |
$429 - $636
|
95
$5.13K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.21% |
$429 - $636
|
3.79K
$205K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$375 - $557
|
3.97K
$215K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$375 - $557
|
7
$378
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.15% |
$322 - $477
|
4.04K
$218K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 0.13% |
$322 - $477
|
4.71K
$254K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.24% |
$268 - $398
|
2.06K
$111K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 27.78% |
$268 - $398
|
23
$1.24K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5+ 1.74% |
$268 - $398
|
293
$15.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.23% |
$215 - $318
|
328
$17.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.06% |
$161 - $239
|
4.97K
$269K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2+ 0.87% |
$107 - $159
|
231
$12.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.79% |
$107 - $159
|
254
$13.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.01% |
$107 - $159
|
23.7K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$107 - $159
|
4.27K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.3% |
$107 - $159
|
156
$8.43K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$107 - $159
|
3.44K
$186K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.04% |
$107 - $159
|
5K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.31% |
$107 - $159
|
638
$34.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$53.6 - $79.6
|
1.19K
$64.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 0.4% |
$53.6 - $79.6
|
250
$13.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2- 0.18% |
$107 - $159
|
1.08K
$58.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 3.13% |
$107 - $159
|
62
$3.35K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2- 0.05% |
$107 - $159
|
3.87K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 1.13% |
$161 - $239
|
262
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3- 2.86% |
$161 - $239
|
102
$5.51K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-4- 20.0% |
$215 - $318
|
16
$864
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4- 0.11% |
$215 - $318
|
3.75K
$202K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-5- 0.14% |
$268 - $398
|
3.56K
$192K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-5- 0.14% |
$268 - $398
|
3.56K
$192K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 2.02% |
$536 - $796
|
484
$26.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.69% |
$536 - $796
|
1.44K
$77.7K
|