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 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-65.1K- 85.71% |
$2.85M - $4.39M
|
10.9K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-4.95K- 31.56% |
$217K - $334K
|
10.7K
$706K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57.7K- 90.93% |
$2.53M - $3.89M
|
5.76K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23.6K- 55.18% |
$1.04M - $1.6M
|
19.2K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-14.7K- 8.31% |
$644K - $993K
|
162K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
765+ 2.11% |
$33.5K - $51.6K
|
37.1K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-260K- 96.29% |
$11.4M - $17.6M
|
10K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-254- 87.59% |
$11.1K - $17.1K
|
36
$2.37K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
371New |
$16.2K - $25K
|
371
$24.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-16.1K- 33.27% |
$705K - $1.09M
|
32.3K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-3.25K- 27.92% |
$142K - $219K
|
8.38K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.6K+ 9.02% |
$114K - $176K
|
31.5K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.06K- 7.45% |
$46.4K - $71.4K
|
13.2K
$865K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-80.5K- 81.34% |
$3.53M - $5.43M
|
18.5K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-42K- 25.45% |
$1.84M - $2.83M
|
123K
$8.09M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-55.6K- 80.22% |
$2.43M - $3.75M
|
13.7K
$901K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-499- 7.72% |
$21.8K - $33.7K
|
5.96K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-36.3K- 38.54% |
$1.59M - $2.45M
|
57.9K
$3.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-90- 1.72% |
$3.94K - $6.07K
|
5.15K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19.8K- 14.57% |
$866K - $1.33M
|
116K
$7.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-9.11K- 10.61% |
$399K - $614K
|
76.7K
$5.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-15.6K- 57.52% |
$682K - $1.05M
|
11.5K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
163K+ 17.61% |
$7.14M - $11M
|
1.09M
$71.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-16.1K- 48.23% |
$706K - $1.09M
|
17.3K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
10.6KNew |
$464K - $714K
|
10.6K
$696K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.19K- 24.77% |
$95.7K - $148K
|
6.64K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.6K- 37.21% |
$509K - $784K
|
19.6K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.53K- 62.04% |
$67.1K - $103K
|
938
$61.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-3.38K- 23.12% |
$148K - $228K
|
11.3K
$740K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-12.8K- 15.98% |
$561K - $865K
|
67.4K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.51K- 3.03% |
$416K - $641K
|
305K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
17New |
$744 - $1.15K
|
17
$1.12K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-17.3K- 38.04% |
$758K - $1.17M
|
28.2K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-64.2K- 70.74% |
$2.81M - $4.33M
|
26.5K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.79K- 96.64% |
$429K - $660K
|
340
$22.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-282- 4.38% |
$12.3K - $19K
|
6.15K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-9- 1.64% |
$394 - $607
|
540
$35.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5.13K- 18.95% |
$225K - $346K
|
21.9K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-15.4K- 23.92% |
$676K - $1.04M
|
49.1K
$3.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-449- 22.99% |
$19.7K - $30.3K
|
1.5K
$98.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-9.13K- 53.54% |
$399K - $616K
|
7.92K
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-79.3K- 23.44% |
$3.47M - $5.35M
|
259K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.7K- 28.66% |
$469K - $722K
|
26.7K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
177New |
$7.75K - $11.9K
|
177
$11.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.23K+ 47.19% |
$404K - $623K
|
28.8K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-111K- 66.8% |
$4.87M - $7.51M
|
55.3K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.49K- 13.25% |
$65.4K - $101K
|
9.78K
$643K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.58K- 23.96% |
$201K - $309K
|
14.6K
$957K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-160- 59.04% |
$7K - $10.8K
|
111
$7.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-1.43K- 9.48% |
$62.4K - $96.1K
|
13.6K
$895K
|