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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.11K+ 1.56% |
$113K - $168K
|
137K
$7.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.06K+ 0.48% |
$110K - $164K
|
431K
$24.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2K+ 1662.5% |
$107K - $159K
|
2.12K
$119K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.99K+ 6.02% |
$106K - $158K
|
35K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.97K+ 13.91% |
$106K - $157K
|
16.1K
$911K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.95K+ 16.46% |
$105K - $155K
|
13.8K
$781K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.94K+ 2.77% |
$104K - $154K
|
72.1K
$4.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.93K+ 1.43% |
$103K - $153K
|
137K
$7.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.92K+ 16.22% |
$103K - $152K
|
13.7K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.9KNew |
$102K - $151K
|
1.9K
$107K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.9K+ 28.81% |
$102K - $151K
|
8.48K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.88K+ 22.26% |
$101K - $149K
|
10.3K
$583K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.87K+ 31.47% |
$100K - $149K
|
7.82K
$442K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.85K+ 82.53% |
$99.3K - $147K
|
4.1K
$231K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.83K+ 44.46% |
$98.3K - $146K
|
5.96K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.82K+ 38.08% |
$97.4K - $145K
|
6.59K
$372K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.82K+ 5.4% |
$97.3K - $144K
|
35.4K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.8K+ 42.26% |
$96.5K - $143K
|
6.06K
$342K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.79K+ 17.76% |
$96.1K - $142K
|
11.9K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.77K+ 46.79% |
$94.7K - $140K
|
5.54K
$313K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.76K+ 2.17% |
$94.2K - $140K
|
82.9K
$4.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.76K+ 2.55% |
$94.2K - $140K
|
70.6K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 12.64% |
$94K - $139K
|
15.6K
$882K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.73K+ 13.26% |
$92.5K - $137K
|
14.7K
$832K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.72K+ 0.73% |
$92.2K - $137K
|
237K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Oldfield Partners LLP
|
BUY
|
- |
1.7K+ 37.78% |
$91.2K - $135K
|
6.2K
$350K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.7K+ 4.45% |
$91K - $135K
|
39.8K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.68K+ 46.95% |
$89.9K - $133K
|
5.25K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.6KNew |
$85.5K - $127K
|
1.6K
$90.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.59K+ 3.01% |
$85.4K - $127K
|
54.4K
$3.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.53K+ 55.12% |
$82.3K - $122K
|
4.32K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.53K+ 3.45% |
$81.8K - $121K
|
45.8K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.52K+ 13.67% |
$81.2K - $121K
|
12.6K
$712K
|
|
|
Jul 16, 2024
Q2 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
1.49K+ 0.98% |
$79.9K - $119K
|
153K
$8.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.48K+ 1.08% |
$79.3K - $118K
|
138K
$7.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
1.46K+ 3.49% |
$78K - $116K
|
43.1K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.44K+ 0.95% |
$77.3K - $115K
|
154K
$8.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.42K+ 7.16% |
$76.2K - $113K
|
21.3K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 11.75% |
$74.4K - $110K
|
13.2K
$746K
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.38K+ 21.73% |
$73.8K - $110K
|
7.71K
$436K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
1.32K+ 9.51% |
$70.6K - $105K
|
15.2K
$856K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.31K+ 4.85% |
$70.2K - $104K
|
28.3K
$1.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
1.28K+ 10.37% |
$68.9K - $102K
|
13.7K
$772K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.27K+ 8.03% |
$68.2K - $101K
|
17.1K
$966K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 9.4% |
$68K - $101K
|
14.8K
$834K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.25K+ 6.83% |
$67.1K - $99.5K
|
19.6K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.21K+ 7.61% |
$65.1K - $96.6K
|
17.2K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.19K+ 7.5% |
$63.6K - $94.3K
|
17K
$959K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.18K+ 4.98% |
$63.4K - $94K
|
24.9K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
1.17K+ 4.89% |
$62.6K - $92.9K
|
25K
$1.41M
|