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 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.16K+ 1.92% |
$62.4K - $92.5K
|
61.7K
$3.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 44.25% |
$62.3K - $92.4K
|
3.79K
$214K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
1.14K+ 1.93% |
$61.3K - $90.9K
|
60.4K
$3.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
1.1K+ 1.52% |
$59.2K - $87.8K
|
73.9K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
1.1K+ 47.7% |
$59K - $87.5K
|
3.41K
$192K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.06K+ 1.29% |
$56.7K - $84.2K
|
83K
$4.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 18.1% |
$56.5K - $83.9K
|
6.88K
$388K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.04K+ 6.04% |
$55.7K - $82.7K
|
18.2K
$1.03M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.03K+ 14.98% |
$55.4K - $82.2K
|
7.93K
$448K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 2.45% |
$54.6K - $81K
|
42.6K
$2.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1K+ 35.09% |
$53.7K - $79.6K
|
3.85K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1K+ 316.46% |
$53.6K - $79.6K
|
1.32K
$74.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
983+ 35.33% |
$52.7K - $78.2K
|
3.77K
$213K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
BUY
|
- |
979+ 1.34% |
$52.5K - $77.9K
|
73.9K
$4.17M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
976+ 16.06% |
$52.3K - $77.7K
|
7.05K
$398K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
967+ 31.81% |
$51.9K - $76.9K
|
4.01K
$226K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
964+ 7.81% |
$51.7K - $76.7K
|
13.3K
$752K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
960+ 2.86% |
$51.5K - $76.4K
|
34.5K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
954+ 186.69% |
$51.2K - $75.9K
|
1.47K
$82.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
952+ 7.07% |
$51.1K - $75.7K
|
14.4K
$814K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
941+ 0.92% |
$50.5K - $74.9K
|
104K
$5.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
935+ 0.96% |
$50.1K - $74.4K
|
98.7K
$5.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
914+ 5.21% |
$49K - $72.7K
|
18.5K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
914+ 25.64% |
$49K - $72.7K
|
4.48K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
901+ 0.36% |
$48.3K - $71.7K
|
252K
$14.2M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
884New |
$47.4K - $70.3K
|
884
$49.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
875+ 4.22% |
$46.9K - $69.6K
|
21.6K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
874+ 1.77% |
$46.9K - $69.5K
|
50.4K
$2.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
870+ 16.71% |
$46.7K - $69.2K
|
6.08K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
836+ 24.94% |
$44.8K - $66.5K
|
4.19K
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
828+ 9.08% |
$44.4K - $65.9K
|
9.95K
$562K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
812+ 3.62% |
$43.5K - $64.6K
|
23.3K
$1.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
793+ 5.19% |
$42.5K - $63.1K
|
16.1K
$907K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
792New |
$42.5K - $63K
|
792
$44.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
776New |
$41.6K - $61.7K
|
776
$43.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
772+ 7.82% |
$41.4K - $61.4K
|
10.6K
$601K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
750+ 46.7% |
$40.2K - $59.7K
|
2.36K
$133K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
723+ 1.8% |
$38.8K - $57.5K
|
40.8K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
711+ 0.34% |
$38.1K - $56.6K
|
211K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
703+ 1.15% |
$37.7K - $55.9K
|
61.8K
$3.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
700New |
$37.5K - $55.7K
|
700
$39.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
685+ 4.83% |
$36.7K - $54.5K
|
14.9K
$840K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
685New |
$36.7K - $54.5K
|
685
$38.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
673+ 29.16% |
$36.1K - $53.5K
|
2.98K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
673+ 4.93% |
$36.1K - $53.5K
|
14.3K
$809K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
663+ 22.03% |
$35.6K - $52.7K
|
3.67K
$207K
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
650+ 2.23% |
$34.9K - $51.7K
|
29.8K
$1.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
644+ 0.77% |
$34.5K - $51.2K
|
84.7K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
638+ 16.93% |
$34.2K - $50.8K
|
4.41K
$249K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
628+ 7.47% |
$33.7K - $50K
|
9.03K
$510K
|