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 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
118+ 9.53% |
$6.33K - $9.39K
|
1.36K
$73.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
115+ 3.16% |
$6.17K - $9.15K
|
3.76K
$203K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
115+ 4.69% |
$6.17K - $9.15K
|
2.57K
$139K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
114+ 1.8% |
$6.11K - $9.07K
|
6.43K
$347K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
112+ 0.09% |
$6.01K - $8.91K
|
126K
$6.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
108+ 0.83% |
$5.79K - $8.59K
|
13K
$705K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
107+ 1.99% |
$5.74K - $8.51K
|
5.49K
$296K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
104+ 7.44% |
$5.58K - $8.27K
|
1.5K
$81.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
102+ 0.18% |
$5.47K - $8.12K
|
56.9K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
100New |
$5.36K - $7.96K
|
100
$5.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
98+ 0.82% |
$5.26K - $7.8K
|
12.1K
$652K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
98+ 2.37% |
$5.26K - $7.8K
|
4.24K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
98New |
$5.26K - $7.8K
|
98
$5.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
96+ 1.03% |
$5.15K - $7.64K
|
9.4K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
94+ 24.61% |
$5.04K - $7.48K
|
476
$25.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
90+ 2.48% |
$4.83K - $7.16K
|
3.72K
$201K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
88+ 1.01% |
$4.72K - $7K
|
8.76K
$473K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
83+ 0.57% |
$4.45K - $6.6K
|
14.7K
$795K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
79+ 0.44% |
$4.24K - $6.29K
|
18.2K
$981K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
BUY
|
- |
78+ 1.19% |
$4.18K - $6.21K
|
6.62K
$358K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
78New |
$4.18K - $6.21K
|
78
$4.21K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
77+ 3.21% |
$4.13K - $6.13K
|
2.48K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
74+ 1.22% |
$3.97K - $5.89K
|
6.16K
$333K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
73New |
$3.91K - $5.81K
|
73
$3.94K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
71+ 4.47% |
$3.81K - $5.65K
|
1.66K
$89.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
70+ 0.09% |
$3.75K - $5.57K
|
81.3K
$4.39M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
69+ 2.08% |
$3.7K - $5.49K
|
3.39K
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
66+ 1.56% |
$3.54K - $5.25K
|
4.29K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
62+ 1.05% |
$3.33K - $4.93K
|
5.97K
$323K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
61+ 0.59% |
$3.27K - $4.85K
|
10.5K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
61+ 1.4% |
$3.27K - $4.85K
|
4.41K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
60New |
$3.22K - $4.77K
|
60
$3.24K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
56+ 2.59% |
$3K - $4.46K
|
2.22K
$120K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
55+ 1.22% |
$2.95K - $4.38K
|
4.56K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
53+ 0.26% |
$2.84K - $4.22K
|
20.1K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
51+ 0.71% |
$2.74K - $4.06K
|
7.22K
$390K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
50New |
$2.68K - $3.98K
|
50
$2.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
50+ 1.08% |
$2.68K - $3.98K
|
4.68K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
50New |
$2.68K - $3.98K
|
50
$2.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
50+ 0.42% |
$2.68K - $3.98K
|
11.8K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
50+ 1.9% |
$2.68K - $3.98K
|
2.68K
$144K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
43+ 4.65% |
$2.31K - $3.42K
|
968
$52.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
43+ 9.62% |
$2.31K - $3.42K
|
490
$26.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
39New |
$2.09K - $3.1K
|
39
$2.11K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37+ 1.15% |
$1.98K - $2.94K
|
3.26K
$176K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
36+ 0.81% |
$1.93K - $2.86K
|
4.47K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
36+ 0.19% |
$1.93K - $2.86K
|
19.2K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
34+ 0.14% |
$1.82K - $2.71K
|
23.8K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
32+ 0.53% |
$1.72K - $2.55K
|
6.09K
$329K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
31+ 0.53% |
$1.66K - $2.47K
|
5.83K
$315K
|