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 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
6.08K+ 6.73% |
$326K - $484K
|
96.4K
$5.44M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.07KNew |
$325K - $483K
|
6.07K
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.93K+ 25.4% |
$318K - $471K
|
29.3K
$1.65M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.89KNew |
$316K - $469K
|
5.89K
$333K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.75KNew |
$308K - $457K
|
5.75K
$325K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.7K+ 4.52% |
$306K - $454K
|
132K
$7.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.67K+ 24.43% |
$304K - $451K
|
28.9K
$1.63M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
5.64K+ 4.22% |
$302K - $449K
|
139K
$7.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.6K+ 155.33% |
$300K - $445K
|
9.2K
$519K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5.44K+ 19432.14% |
$292K - $433K
|
5.47K
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.38K+ 16.38% |
$289K - $428K
|
38.2K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.38KNew |
$288K - $428K
|
5.38K
$304K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
5.34KNew |
$286K - $425K
|
5.34K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.3K+ 2.12% |
$284K - $422K
|
255K
$14.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.28K+ 11.61% |
$283K - $420K
|
50.8K
$2.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.26K+ 15.35% |
$282K - $419K
|
39.5K
$2.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.23KNew |
$280K - $416K
|
5.23K
$295K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.18K+ 175.82% |
$278K - $412K
|
8.12K
$459K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.17K+ 48.99% |
$277K - $411K
|
15.7K
$887K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.16KNew |
$277K - $410K
|
5.16K
$291K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
5.02KNew |
$269K - $399K
|
5.02K
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.94KNew |
$265K - $393K
|
4.94K
$279K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.86K+ 69.78% |
$261K - $387K
|
11.8K
$668K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.83K+ 27.09% |
$259K - $384K
|
22.6K
$1.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.82K+ 112.33% |
$258K - $383K
|
9.11K
$515K
|
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
4.77K+ 1.47% |
$256K - $379K
|
329K
$18.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.66K+ 68.27% |
$250K - $371K
|
11.5K
$649K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.64K+ 14.29% |
$249K - $369K
|
37.1K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.55K+ 22.56% |
$244K - $362K
|
24.7K
$1.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.5K+ 13.83% |
$242K - $358K
|
37.1K
$2.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.49K+ 33.04% |
$241K - $357K
|
18.1K
$1.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.33K+ 5.14% |
$232K - $345K
|
88.6K
$5.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.27K+ 2.68% |
$229K - $340K
|
163K
$9.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.26K+ 1.72% |
$229K - $339K
|
252K
$14.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.24K+ 51.55% |
$227K - $337K
|
12.5K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.18K+ 14.41% |
$224K - $332K
|
33.2K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.16K+ 28.58% |
$223K - $331K
|
18.7K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.15K+ 4.17% |
$223K - $330K
|
104K
$5.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.09K+ 32.97% |
$220K - $326K
|
16.5K
$932K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
4.06K+ 151.66% |
$218K - $323K
|
6.73K
$380K
|
|
|
Aug 15, 2024
Q2 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
4.06KNew |
$217K - $323K
|
4.06K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4.04K+ 20.68% |
$217K - $321K
|
23.6K
$1.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4K+ 17.87% |
$215K - $318K
|
26.4K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.98K+ 2.42% |
$213K - $316K
|
168K
$9.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.96KNew |
$212K - $315K
|
3.96K
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.9K+ 1.07% |
$209K - $310K
|
369K
$20.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.88K+ 8.25% |
$208K - $309K
|
50.9K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.75K+ 6.62% |
$201K - $298K
|
60.4K
$3.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.73KNew |
$200K - $296K
|
3.73K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
3.68KNew |
$197K - $293K
|
3.68K
$208K
|