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 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
832+ 6.11% |
$36.4K - $56.1K
|
14.5K
$950K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-946- 43.65% |
$41.4K - $63.8K
|
1.22K
$80.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-456- 5.22% |
$20K - $30.8K
|
8.27K
$544K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-133- 0.48% |
$5.82K - $8.97K
|
27.5K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-447K- 21.27% |
$19.6M - $30.2M
|
1.66M
$109M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.09K- 11.8% |
$47.6K - $73.4K
|
8.13K
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
213New |
$9.33K - $14.4K
|
213
$14K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.02K- 52.0% |
$307K - $473K
|
6.48K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.7K- 32.33% |
$468K - $721K
|
22.4K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-22.7K- 63.28% |
$995K - $1.53M
|
13.2K
$867K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-439K- 69.29% |
$19.2M - $29.6M
|
194K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-15.2K- 92.02% |
$667K - $1.03M
|
1.32K
$86.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.53K- 99.91% |
$330K - $508K
|
7
$460
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-87.7K- 93.68% |
$3.84M - $5.91M
|
5.92K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300+ 9.09% |
$13.1K - $20.2K
|
3.6K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-56.8K- 50.51% |
$2.49M - $3.83M
|
55.7K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-13.6K- 29.75% |
$595K - $917K
|
32.1K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15- 0.19% |
$657 - $1.01K
|
7.96K
$523K
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
BUY
|
- |
30K+ 15.0% |
$1.31M - $2.02M
|
230K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-5.54K- 7.5% |
$243K - $374K
|
68.3K
$4.49M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-986- 13.77% |
$43.2K - $66.5K
|
6.18K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.25K- 9.16% |
$54.5K - $84K
|
12.3K
$812K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.52K- 7.6% |
$66.5K - $102K
|
18.4K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.6K+ 52.48% |
$465K - $717K
|
30.9K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 15.81% |
$78K - $120K
|
9.48K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
268+ 1.69% |
$11.7K - $18.1K
|
16.1K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.74K- 26.42% |
$76K - $117K
|
4.83K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-31.1K- 46.63% |
$1.36M - $2.1M
|
35.6K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-924- 13.03% |
$40.5K - $62.3K
|
6.17K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 14.49% |
$50.4K - $77.6K
|
9.1K
$598K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-309- 1.52% |
$13.5K - $20.8K
|
20K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-560- 25.7% |
$24.5K - $37.8K
|
1.62K
$106K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-253K- 53.77% |
$11.1M - $17.1M
|
217K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6- 0.1% |
$263 - $405
|
6.19K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
43.7KNew |
$1.91M - $2.95M
|
43.7K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
2KNew |
$87.6K - $135K
|
2K
$132K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-17- 11.18% |
$744 - $1.15K
|
135
$8.88K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.14KNew |
$181K - $279K
|
4.14K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.98K- 9.72% |
$174K - $268K
|
37K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
83+ 1.42% |
$3.63K - $5.6K
|
5.93K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.94K- 32.31% |
$173K - $266K
|
8.26K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-356- 14.85% |
$15.6K - $24K
|
2.04K
$134K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.66K+ 17.92% |
$116K - $180K
|
17.5K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
26.2K+ 35.09% |
$1.15M - $1.77M
|
101K
$6.63M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-141- 1.1% |
$6.17K - $9.51K
|
12.7K
$837K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.52K+ 43.99% |
$66.7K - $103K
|
4.99K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-5.3K- 23.24% |
$232K - $358K
|
17.5K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3.58K- 61.04% |
$157K - $241K
|
2.28K
$150K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
73+ 18.39% |
$3.2K - $4.92K
|
470
$30.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-9.33K- 49.75% |
$408K - $629K
|
9.42K
$619K
|