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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.47K- 5.0% |
$194K - $219K
|
65.9K
$3.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.87K- 11.68% |
$216K - $245K
|
29.3K
$1.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-444K- 4.7% |
$24.8M - $28M
|
9M
$495M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-700- 29.47% |
$39.1K - $44.2K
|
1.68K
$92.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.91K+ 5.84% |
$106K - $121K
|
34.6K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-342- 6.23% |
$19.1K - $21.6K
|
5.15K
$283K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-430- 8.04% |
$24K - $27.2K
|
4.92K
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-243- 4.59% |
$13.6K - $15.4K
|
5.06K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-496- 4.98% |
$27.7K - $31.3K
|
9.46K
$520K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-500- 0.51% |
$27.9K - $31.6K
|
96.7K
$5.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.43K+ 2.03% |
$247K - $280K
|
222K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5.63KNew |
$314K - $356K
|
5.63K
$310K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-6.27K- 47.22% |
$350K - $396K
|
7.01K
$386K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.64K- 1.31% |
$426K - $482K
|
576K
$31.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
43+ 14.68% |
$2.4K - $2.72K
|
336
$18.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
126New |
$7.03K - $7.96K
|
126
$6.93K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
1.31M+ 1470.24% |
$73M - $82.6M
|
1.4M
$76.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$5.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.41K- 6.83% |
$78.6K - $89K
|
19.2K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1K- 17.41% |
$55.9K - $63.3K
|
4.75K
$261K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
16.2K+ 33.27% |
$906K - $1.03M
|
65K
$3.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.09K- 5.73% |
$60.7K - $68.7K
|
17.9K
$985K
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
4.92K+ 16.75% |
$275K - $311K
|
34.3K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-275- 2.2% |
$15.3K - $17.4K
|
12.2K
$674K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-406K- 21.15% |
$22.7M - $25.7M
|
1.51M
$83.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-400- 11.07% |
$22.3K - $25.3K
|
3.22K
$177K
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.4KNew |
$78.1K - $88.5K
|
1.4K
$77K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
400+ 0.88% |
$22.3K - $25.3K
|
45.6K
$2.51M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
629New |
$35.1K - $39.7K
|
629
$34.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-18.5K- 72.07% |
$1.03M - $1.17M
|
7.17K
$395K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-809- 18.81% |
$45.2K - $51.1K
|
3.49K
$192K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-379- 78.31% |
$21.2K - $23.9K
|
105
$5.78K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-54.2K- 89.73% |
$3.03M - $3.42M
|
6.21K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.33K- 4.86% |
$74.1K - $83.8K
|
26K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
3.76KNew |
$210K - $238K
|
3.76K
$207K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-368- 8.07% |
$20.5K - $23.3K
|
4.19K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
865+ 7.71% |
$48.3K - $54.7K
|
12.1K
$664K
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-19.4K- 49.78% |
$1.08M - $1.23M
|
19.6K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-88- 1.89% |
$4.91K - $5.56K
|
4.57K
$251K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.25K- 4.1% |
$69.5K - $78.7K
|
29.2K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-260- 43.7% |
$14.5K - $16.4K
|
335
$18.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.51K- 31.83% |
$252K - $285K
|
9.66K
$531K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-861- 2.58% |
$48.1K - $54.4K
|
32.5K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$183K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-37- 0.74% |
$2.06K - $2.34K
|
4.97K
$274K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
110+ 2.9% |
$6.14K - $6.95K
|
3.91K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-243- 7.07% |
$13.6K - $15.4K
|
3.19K
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-632- 7.61% |
$35.3K - $39.9K
|
7.67K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.36K- 85.01% |
$411K - $465K
|
1.3K
$71.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
3.36KNew |
$188K - $213K
|
3.36K
$185K
|