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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 34.92% |
$44.2K - $68.1K
|
1.88K
$124K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.67K- 31.15% |
$204K - $315K
|
10.3K
$681K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-411- 1.23% |
$18K - $27.7K
|
33.1K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
569+ 28.69% |
$24.9K - $38.4K
|
2.55K
$168K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
452+ 54.92% |
$19.8K - $30.5K
|
1.28K
$84.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
760+ 7.63% |
$33.3K - $51.3K
|
10.7K
$707K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
309New |
$13.5K - $20.8K
|
309
$20.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.21K- 15.25% |
$359K - $554K
|
45.6K
$3.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-421- 49.12% |
$18.4K - $28.4K
|
436
$28.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23K+ 18.84% |
$1.01M - $1.55M
|
145K
$9.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.01K+ 16.7% |
$263K - $406K
|
42K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.35KNew |
$190K - $294K
|
4.35K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-15.9K- 4.98% |
$696K - $1.07M
|
304K
$20M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
148+ 0.64% |
$6.48K - $9.98K
|
23.4K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-299- 30.32% |
$13.1K - $20.2K
|
687
$45.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-133K- 78.77% |
$5.81M - $8.95M
|
35.7K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-936- 72.61% |
$41K - $63.1K
|
353
$23.3K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.3KNew |
$407K - $627K
|
9.3K
$613K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-300- 0.87% |
$13.1K - $20.2K
|
34K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 91.34% |
$448K - $690K
|
21.4K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
408+ 2.15% |
$17.9K - $27.5K
|
19.4K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-35.6K- 46.64% |
$1.56M - $2.4M
|
40.7K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.28K- 2.96% |
$99.9K - $154K
|
74.8K
$4.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-19K- 4.14% |
$834K - $1.29M
|
441K
$29.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.39K- 17.77% |
$60.8K - $93.7K
|
6.43K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4.01K- 19.32% |
$176K - $270K
|
16.7K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
414New |
$18.1K - $27.9K
|
414
$27.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.81KNew |
$298K - $460K
|
6.81K
$449K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-154- 1.38% |
$6.74K - $10.4K
|
11K
$728K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-22.4K- 48.2% |
$979K - $1.51M
|
24K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-936- 50.51% |
$41K - $63.1K
|
917
$60.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-17.3K- 49.38% |
$759K - $1.17M
|
17.8K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-16.5K- 5.1% |
$723K - $1.11M
|
307K
$20.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-10.5K- 58.23% |
$459K - $708K
|
7.53K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-33.1K- 8.15% |
$1.45M - $2.23M
|
373K
$24.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.83K- 3.14% |
$343K - $528K
|
241K
$15.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.86K- 16.86% |
$81.2K - $125K
|
9.15K
$603K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
150+ 0.14% |
$6.57K - $10.1K
|
108K
$7.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-3.73K- 41.02% |
$163K - $251K
|
5.36K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-12K- 45.87% |
$525K - $809K
|
14.2K
$934K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.08K+ 23.45% |
$91K - $140K
|
10.9K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
908+ 6.73% |
$39.8K - $61.3K
|
14.4K
$949K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.53K+ 3.54% |
$155K - $238K
|
103K
$6.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.5K- 2.78% |
$545K - $840K
|
436K
$28.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.37K- 28.54% |
$104K - $160K
|
5.92K
$390K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.37K+ 0.82% |
$60K - $92.4K
|
169K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
136K+ 4.78% |
$5.95M - $9.17M
|
2.98M
$196M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
529New |
$23.2K - $35.7K
|
529
$34.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5.33KNew |
$233K - $359K
|
5.33K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.09K- 50.07% |
$267K - $411K
|
6.08K
$401K
|