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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.67KNew |
$197K - $292K
|
3.67K
$198K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.59KNew |
$193K - $286K
|
3.59K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.57KNew |
$191K - $284K
|
3.57K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.56K+ 33.25% |
$191K - $284K
|
14.3K
$771K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.56KNew |
$191K - $283K
|
3.56K
$192K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.51K+ 43.49% |
$188K - $279K
|
11.6K
$626K
|
|
|
Jul 26, 2024
Q2 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
3.46KNew |
$186K - $275K
|
3.46K
$187K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.44KNew |
$184K - $273K
|
3.44K
$186K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.37K+ 21.59% |
$181K - $268K
|
19K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
3.32K+ 4.27% |
$178K - $264K
|
81K
$4.37M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.25K+ 64.55% |
$174K - $258K
|
8.28K
$447K
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.12K+ 48.19% |
$167K - $248K
|
9.59K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.02K+ 102.86% |
$162K - $240K
|
5.95K
$321K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.98K+ 18.76% |
$160K - $237K
|
18.9K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.98K+ 20.34% |
$160K - $237K
|
17.6K
$951K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.95K+ 35.46% |
$158K - $235K
|
11.3K
$608K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.93K+ 2.29% |
$157K - $233K
|
131K
$7.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.85K+ 20.27% |
$153K - $227K
|
16.9K
$913K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.83K+ 33.58% |
$152K - $225K
|
11.3K
$608K
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.81K+ 7.68% |
$151K - $224K
|
39.4K
$2.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.79K+ 10.77% |
$150K - $222K
|
28.7K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 14.66% |
$147K - $218K
|
21.4K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.71K+ 4.93% |
$145K - $215K
|
57.5K
$3.11M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
2.7K+ 2.64% |
$145K - $215K
|
105K
$5.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
2.7K+ 1.39% |
$145K - $215K
|
197K
$10.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.62K+ 0.54% |
$141K - $209K
|
493K
$26.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.6K+ 3.66% |
$140K - $207K
|
73.7K
$3.98M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
2.59K+ 38.29% |
$139K - $206K
|
9.35K
$505K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.59K+ 9.06% |
$139K - $206K
|
31.1K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.58K+ 14.64% |
$138K - $205K
|
20.2K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.54K+ 0.89% |
$136K - $202K
|
289K
$15.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.54KNew |
$136K - $202K
|
2.54K
$137K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.51K+ 2.91% |
$135K - $200K
|
88.8K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.5K+ 15.15% |
$134K - $199K
|
19K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.46K+ 4.04% |
$132K - $196K
|
63.4K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.44K+ 3.41% |
$131K - $194K
|
74.2K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.44K+ 8.01% |
$131K - $194K
|
32.9K
$1.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.41K+ 21.49% |
$129K - $192K
|
13.6K
$735K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.39K+ 2.47% |
$128K - $190K
|
99.4K
$5.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.39K+ 141.64% |
$128K - $190K
|
4.07K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.36K+ 5.57% |
$127K - $188K
|
44.7K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.33K+ 4.77% |
$125K - $185K
|
51.2K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.25K+ 30.41% |
$121K - $179K
|
9.65K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.2K+ 4.16% |
$118K - $175K
|
55.1K
$2.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.18K+ 0.44% |
$117K - $173K
|
499K
$27M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.16K+ 33.14% |
$116K - $171K
|
8.66K
$468K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.15K+ 15.26% |
$115K - $171K
|
16.2K
$877K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.14KNew |
$115K - $170K
|
2.14K
$116K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.13K+ 24.36% |
$114K - $170K
|
10.9K
$588K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.11K+ 75.81% |
$113K - $168K
|
4.89K
$264K
|