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 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
277+ 8.39% |
$14.9K - $22K
|
3.58K
$193K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
260+ 1.48% |
$13.9K - $20.7K
|
17.9K
$965K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
256+ 23.7% |
$13.7K - $20.4K
|
1.34K
$72.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
255+ 3.7% |
$13.7K - $20.3K
|
7.15K
$386K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
247+ 70.98% |
$13.2K - $19.7K
|
595
$32.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
242New |
$13K - $19.3K
|
242
$13.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
233+ 1.0% |
$12.5K - $18.5K
|
23.6K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
228+ 29.31% |
$12.2K - $18.1K
|
1.01K
$54.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
227+ 18.89% |
$12.2K - $18.1K
|
1.43K
$77.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
220+ 0.2% |
$11.8K - $17.5K
|
108K
$5.82M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
219+ 0.98% |
$11.7K - $17.4K
|
22.5K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
205+ 0.72% |
$11K - $16.3K
|
28.6K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
202New |
$10.8K - $16.1K
|
202
$10.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200New |
$10.7K - $15.9K
|
200
$10.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
200+ 3.57% |
$10.7K - $15.9K
|
5.81K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 11.86% |
$10.7K - $15.9K
|
1.89K
$102K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
200+ 25.94% |
$10.7K - $15.9K
|
971
$52.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
195New |
$10.5K - $15.5K
|
195
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
187+ 16.15% |
$10K - $14.9K
|
1.35K
$72.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
185+ 0.88% |
$9.92K - $14.7K
|
21.2K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
184+ 5.63% |
$9.87K - $14.6K
|
3.45K
$186K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
183+ 2.52% |
$9.81K - $14.6K
|
7.46K
$403K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
174+ 0.37% |
$9.33K - $13.8K
|
46.6K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
173New |
$9.28K - $13.8K
|
173
$9.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
173+ 0.53% |
$9.28K - $13.8K
|
32.7K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
166+ 33.6% |
$8.9K - $13.2K
|
660
$35.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
BUY
|
- |
160+ 0.26% |
$8.58K - $12.7K
|
60.8K
$3.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
158+ 24.88% |
$8.47K - $12.6K
|
793
$42.8K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
158+ 5.51% |
$8.47K - $12.6K
|
3.03K
$163K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
157+ 3.18% |
$8.42K - $12.5K
|
5.09K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
157+ 1.76% |
$8.42K - $12.5K
|
9.09K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
155+ 4.28% |
$8.31K - $12.3K
|
3.78K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
155+ 19.21% |
$8.31K - $12.3K
|
962
$52K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
154+ 1.27% |
$8.26K - $12.3K
|
12.3K
$664K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
154New |
$8.26K - $12.3K
|
154
$8.32K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
152+ 2.4% |
$8.15K - $12.1K
|
6.48K
$350K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
150+ 11.73% |
$8.04K - $11.9K
|
1.43K
$77.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
147New |
$7.88K - $11.7K
|
147
$7.94K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
145+ 0.31% |
$7.78K - $11.5K
|
46.5K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
145+ 18.71% |
$7.78K - $11.5K
|
920
$49.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
144New |
$7.72K - $11.5K
|
144
$7.78K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
138+ 0.79% |
$7.4K - $11K
|
17.5K
$948K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
134+ 2.15% |
$7.19K - $10.7K
|
6.37K
$344K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
133+ 233.33% |
$7.13K - $10.6K
|
190
$10.3K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
130+ 23.34% |
$6.97K - $10.3K
|
687
$37.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
128+ 1.41% |
$6.86K - $10.2K
|
9.17K
$495K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
127+ 133.68% |
$6.81K - $10.1K
|
222
$12K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
121+ 0.63% |
$6.49K - $9.63K
|
19.2K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
120+ 3.0% |
$6.44K - $9.55K
|
4.12K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
119+ 3.5% |
$6.38K - $9.47K
|
3.52K
$190K
|