Latest Institutional Transactions on Cvs Health Corp (CVS)
This table provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
163K+ 17.61% |
$7.14M - $11M
|
1.09M
$57.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-16.1K- 48.23% |
$706K - $1.09M
|
17.3K
$911K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
10.6KNew |
$464K - $714K
|
10.6K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.19K- 24.77% |
$95.7K - $148K
|
6.64K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.6K- 37.21% |
$509K - $784K
|
19.6K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.53K- 62.04% |
$67.1K - $103K
|
938
$49.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-3.38K- 23.12% |
$148K - $228K
|
11.3K
$592K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-12.8K- 15.98% |
$561K - $865K
|
67.4K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.51K- 3.03% |
$416K - $641K
|
305K
$16M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
17New |
$744 - $1.15K
|
17
$895
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-17.3K- 38.04% |
$758K - $1.17M
|
28.2K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-64.2K- 70.74% |
$2.81M - $4.33M
|
26.5K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.79K- 96.64% |
$429K - $660K
|
340
$17.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-282- 4.38% |
$12.3K - $19K
|
6.15K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-9- 1.64% |
$394 - $607
|
540
$28.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5.13K- 18.95% |
$225K - $346K
|
21.9K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-15.4K- 23.92% |
$676K - $1.04M
|
49.1K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-449- 22.99% |
$19.7K - $30.3K
|
1.5K
$79.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-9.13K- 53.54% |
$399K - $616K
|
7.92K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-79.3K- 23.44% |
$3.47M - $5.35M
|
259K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.7K- 28.66% |
$469K - $722K
|
26.7K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
177New |
$7.75K - $11.9K
|
177
$9.31K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.23K+ 47.19% |
$404K - $623K
|
28.8K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-111K- 66.8% |
$4.87M - $7.51M
|
55.3K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.49K- 13.25% |
$65.4K - $101K
|
9.78K
$515K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.58K- 23.96% |
$201K - $309K
|
14.6K
$766K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-160- 59.04% |
$7K - $10.8K
|
111
$5.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-1.43K- 9.48% |
$62.4K - $96.1K
|
13.6K
$716K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
31.2KNew |
$1.37M - $2.1M
|
31.2K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
181+ 10.33% |
$7.92K - $12.2K
|
1.93K
$102K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-182- 2.53% |
$7.97K - $12.3K
|
7K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.02K+ 13.76% |
$176K - $271K
|
33.3K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
444+ 34.39% |
$19.4K - $30K
|
1.74K
$91.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-90- 0.48% |
$3.94K - $6.07K
|
18.5K
$976K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
5.2K+ 28.11% |
$228K - $351K
|
23.7K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
11.5K+ 25484.44% |
$502K - $774K
|
11.5K
$606K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-865- 47.4% |
$37.9K - $58.4K
|
960
$50.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.09K- 15.07% |
$47.7K - $73.5K
|
6.14K
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-675- 1.83% |
$29.6K - $45.5K
|
36.1K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.04K+ 26.26% |
$45.6K - $70.3K
|
5.01K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.07K- 11.57% |
$47K - $72.5K
|
8.21K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.17% |
$131 - $202
|
260
$13.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19K- 67.23% |
$833K - $1.28M
|
9.27K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
408+ 2.59% |
$17.9K - $27.5K
|
16.2K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.17KNew |
$270K - $416K
|
6.17K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
713+ 1.67% |
$31.2K - $48.1K
|
43.3K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.51K- 18.84% |
$154K - $237K
|
15.1K
$795K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65.7K- 95.17% |
$2.88M - $4.43M
|
3.34K
$176K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-193- 2.36% |
$8.45K - $13K
|
7.98K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.61K+ 49.91% |
$70.5K - $109K
|
4.84K
$254K
|