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 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-425- 80.95% |
$22.8K - $33.8K
|
100
$6.67K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-431- 11.12% |
$23.1K - $34.3K
|
3.45K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-432- 11.11% |
$23.2K - $34.4K
|
3.46K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-435- 11.8% |
$23.3K - $34.6K
|
3.25K
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-439- 17.31% |
$23.5K - $34.9K
|
2.1K
$140K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-446- 9.72% |
$23.9K - $35.5K
|
4.14K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-448- 9.07% |
$24K - $35.6K
|
4.49K
$300K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-450- 75.0% |
$24.1K - $35.8K
|
150
$10K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-462- 0.68% |
$24.8K - $36.8K
|
67.8K
$4.52M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-468- 10.1% |
$25.1K - $37.2K
|
4.17K
$278K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-475- 0.36% |
$25.5K - $37.8K
|
131K
$8.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-475- 2.22% |
$25.5K - $37.8K
|
21K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-475- 1.25% |
$25.5K - $37.8K
|
37.5K
$2.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-477- 0.63% |
$25.6K - $38K
|
75K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-477- 35.36% |
$25.6K - $38K
|
872
$58.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-478- 7.02% |
$25.6K - $38K
|
6.34K
$422K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-480- 5.47% |
$25.7K - $38.2K
|
8.29K
$553K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-484- 9.32% |
$26K - $38.5K
|
4.71K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-485- 10.0% |
$26K - $38.6K
|
4.37K
$291K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-489- 24.76% |
$26.2K - $38.9K
|
1.49K
$99.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-496- 11.91% |
$26.6K - $39.5K
|
3.67K
$245K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-498- 4.82% |
$26.7K - $39.6K
|
9.84K
$656K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-499- 12.55% |
$26.8K - $39.7K
|
3.48K
$232K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-500- 2.87% |
$26.8K - $39.8K
|
16.9K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-500- 0.36% |
$26.8K - $39.8K
|
139K
$9.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-500- 20.0% |
$26.8K - $39.8K
|
2K
$133K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-505- 18.43% |
$27.1K - $40.2K
|
2.24K
$149K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-510- 6.57% |
$27.4K - $40.6K
|
7.25K
$483K
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-512- 2.02% |
$27.5K - $40.7K
|
24.9K
$1.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-516- 4.86% |
$27.7K - $41.1K
|
10.1K
$674K
|
|
|
Jul 08, 2024
Q2 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-517- 7.78% |
$27.7K - $41.1K
|
6.12K
$408K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-523- 0.19% |
$28K - $41.6K
|
276K
$18.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-527- 12.19% |
$28.3K - $41.9K
|
3.8K
$253K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-538- 11.14% |
$28.9K - $42.8K
|
4.29K
$286K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-544- 2.43% |
$29.2K - $43.3K
|
21.9K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-550- 3.65% |
$29.5K - $43.8K
|
14.5K
$967K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-551- 1.57% |
$29.6K - $43.8K
|
34.6K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-559- 9.65% |
$30K - $44.5K
|
5.23K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-561- 2.4% |
$30.1K - $44.6K
|
22.8K
$1.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-571- 27.77% |
$30.6K - $45.4K
|
1.49K
$99K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-574- 4.89% |
$30.8K - $45.7K
|
11.2K
$744K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-581- 7.89% |
$31.2K - $46.2K
|
6.79K
$452K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-586- 31.49% |
$31.4K - $46.6K
|
1.28K
$85K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-588- 1.39% |
$31.5K - $46.8K
|
41.6K
$2.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-589- 13.67% |
$31.6K - $46.9K
|
3.72K
$248K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-594- 13.37% |
$31.9K - $47.3K
|
3.85K
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-595- 73.82% |
$31.9K - $47.3K
|
211
$14.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-605- 0.4% |
$32.4K - $48.1K
|
151K
$10.1M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-609- 16.67% |
$32.7K - $48.5K
|
3.04K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-632- 0.46% |
$33.9K - $50.3K
|
136K
$9.07M
|