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 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-300- 13.27% |
$16.1K - $23.9K
|
1.96K
$106K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-302- 7.42% |
$16.2K - $24K
|
3.77K
$203K
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-310- 0.82% |
$16.6K - $24.7K
|
37.7K
$2.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-311- 2.3% |
$16.7K - $24.7K
|
13.2K
$714K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-311- 1.3% |
$16.7K - $24.7K
|
23.6K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-315- 10.4% |
$16.9K - $25.1K
|
2.71K
$147K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-329- 6.4% |
$17.6K - $26.2K
|
4.81K
$260K
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-329- 0.59% |
$17.6K - $26.2K
|
55.6K
$3M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-331- 19.16% |
$17.8K - $26.3K
|
1.4K
$75.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-340- 14.07% |
$18.2K - $27.1K
|
2.08K
$112K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-342- 7.2% |
$18.3K - $27.2K
|
4.41K
$238K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-344- 1.84% |
$18.4K - $27.4K
|
18.3K
$991K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-347- 4.95% |
$18.6K - $27.6K
|
6.66K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-349- 1.0% |
$18.7K - $27.8K
|
34.5K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-350- 3.34% |
$18.8K - $27.8K
|
10.1K
$547K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-350- 5.81% |
$18.8K - $27.8K
|
5.68K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-353- 1.13% |
$18.9K - $28.1K
|
30.8K
$1.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-357- 1.99% |
$19.1K - $28.4K
|
17.6K
$949K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-364- 2.03% |
$19.5K - $29K
|
17.6K
$949K
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-366- 0.11% |
$19.6K - $29.1K
|
321K
$17.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-367- 2.32% |
$19.7K - $29.2K
|
15.5K
$834K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-369- 1.09% |
$19.8K - $29.4K
|
33.5K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-373- 0.95% |
$20K - $29.7K
|
38.7K
$2.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-380- 13.29% |
$20.4K - $30.2K
|
2.48K
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-381- 49.16% |
$20.4K - $30.3K
|
394
$21.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-381- 3.29% |
$20.4K - $30.3K
|
11.2K
$605K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-386- 7.06% |
$20.7K - $30.7K
|
5.09K
$275K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-393- 6.56% |
$21.1K - $31.3K
|
5.59K
$302K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-394- 39.68% |
$21.1K - $31.3K
|
599
$32.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-395- 5.87% |
$21.2K - $31.4K
|
6.34K
$342K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-400- 5.0% |
$21.5K - $31.8K
|
7.6K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-401- 2.95% |
$21.5K - $31.9K
|
13.2K
$714K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-403- 17.76% |
$21.6K - $32.1K
|
1.87K
$101K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-408- 5.14% |
$21.9K - $32.5K
|
7.53K
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-425- 80.95% |
$22.8K - $33.8K
|
100
$5.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-431- 11.12% |
$23.1K - $34.3K
|
3.45K
$186K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-432- 11.11% |
$23.2K - $34.4K
|
3.46K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-435- 11.8% |
$23.3K - $34.6K
|
3.25K
$176K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-439- 17.31% |
$23.5K - $34.9K
|
2.1K
$113K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-446- 9.72% |
$23.9K - $35.5K
|
4.14K
$224K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-448- 9.07% |
$24K - $35.6K
|
4.49K
$243K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-450- 75.0% |
$24.1K - $35.8K
|
150
$8.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-462- 0.68% |
$24.8K - $36.8K
|
67.8K
$3.66M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-468- 10.1% |
$25.1K - $37.2K
|
4.17K
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-475- 0.36% |
$25.5K - $37.8K
|
131K
$7.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-475- 2.22% |
$25.5K - $37.8K
|
21K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-475- 1.25% |
$25.5K - $37.8K
|
37.5K
$2.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-477- 0.63% |
$25.6K - $38K
|
75K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-477- 35.36% |
$25.6K - $38K
|
872
$47.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-478- 7.02% |
$25.6K - $38K
|
6.34K
$342K
|