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 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-257- 6.89% |
$13.8K - $20.4K
|
3.48K
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-260- 1.71% |
$13.9K - $20.7K
|
15K
$997K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-261- 6.7% |
$14K - $20.8K
|
3.64K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-261- 6.05% |
$14K - $20.8K
|
4.05K
$270K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-262- 83.17% |
$14.1K - $20.8K
|
53
$3.53K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-266- 14.74% |
$14.3K - $21.2K
|
1.54K
$103K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-282- 6.86% |
$15.1K - $22.4K
|
3.83K
$255K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-286- 14.67% |
$15.3K - $22.8K
|
1.66K
$111K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-289- 5.17% |
$15.5K - $23K
|
5.3K
$353K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-294- 4.62% |
$15.8K - $23.4K
|
6.07K
$405K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-296- 33.45% |
$15.9K - $23.5K
|
589
$39.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-299- 1.61% |
$16K - $23.8K
|
18.3K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-300- 6.0% |
$16.1K - $23.9K
|
4.7K
$313K
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-300- 9.76% |
$16.1K - $23.9K
|
2.78K
$185K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 3.24% |
$16.1K - $23.9K
|
8.97K
$598K
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-300- 0.62% |
$16.1K - $23.9K
|
48K
$3.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-300- 13.27% |
$16.1K - $23.9K
|
1.96K
$131K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-302- 7.42% |
$16.2K - $24K
|
3.77K
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-310- 0.82% |
$16.6K - $24.7K
|
37.7K
$2.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-311- 2.3% |
$16.7K - $24.7K
|
13.2K
$881K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-311- 1.3% |
$16.7K - $24.7K
|
23.6K
$1.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-315- 10.4% |
$16.9K - $25.1K
|
2.71K
$181K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-329- 6.4% |
$17.6K - $26.2K
|
4.81K
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-329- 0.59% |
$17.6K - $26.2K
|
55.6K
$3.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-331- 19.16% |
$17.8K - $26.3K
|
1.4K
$93.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-340- 14.07% |
$18.2K - $27.1K
|
2.08K
$138K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-342- 7.2% |
$18.3K - $27.2K
|
4.41K
$294K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-344- 1.84% |
$18.4K - $27.4K
|
18.3K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-347- 4.95% |
$18.6K - $27.6K
|
6.66K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-349- 1.0% |
$18.7K - $27.8K
|
34.5K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-350- 3.34% |
$18.8K - $27.8K
|
10.1K
$675K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-350- 5.81% |
$18.8K - $27.8K
|
5.68K
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-353- 1.13% |
$18.9K - $28.1K
|
30.8K
$2.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-357- 1.99% |
$19.1K - $28.4K
|
17.6K
$1.17M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-364- 2.03% |
$19.5K - $29K
|
17.6K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-366- 0.11% |
$19.6K - $29.1K
|
321K
$21.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-367- 2.32% |
$19.7K - $29.2K
|
15.5K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-369- 1.09% |
$19.8K - $29.4K
|
33.5K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-373- 0.95% |
$20K - $29.7K
|
38.7K
$2.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-380- 13.29% |
$20.4K - $30.2K
|
2.48K
$165K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-381- 49.16% |
$20.4K - $30.3K
|
394
$26.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-381- 3.29% |
$20.4K - $30.3K
|
11.2K
$747K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-386- 7.06% |
$20.7K - $30.7K
|
5.09K
$339K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-393- 6.56% |
$21.1K - $31.3K
|
5.59K
$373K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-394- 39.68% |
$21.1K - $31.3K
|
599
$39.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-395- 5.87% |
$21.2K - $31.4K
|
6.34K
$422K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-400- 5.0% |
$21.5K - $31.8K
|
7.6K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-401- 2.95% |
$21.5K - $31.9K
|
13.2K
$881K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-403- 17.76% |
$21.6K - $32.1K
|
1.87K
$124K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-408- 5.14% |
$21.9K - $32.5K
|
7.53K
$502K
|