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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
3.22KNew |
$180K - $203K
|
3.22K
$174K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.12K- 19.16% |
$118K - $134K
|
8.95K
$483K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-278- 64.35% |
$15.5K - $17.6K
|
154
$8.32K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.84K+ 15.15% |
$437K - $495K
|
59.6K
$3.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.36K- 14.11% |
$187K - $212K
|
20.4K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.4K+ 3.8% |
$357K - $404K
|
175K
$9.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.14KNew |
$231K - $262K
|
4.14K
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
345+ 8.5% |
$19.3K - $21.8K
|
4.4K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-792- 48.83% |
$44.2K - $50K
|
830
$44.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$180K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.28M+ 222.89% |
$71.6M - $81.1M
|
1.86M
$100M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-16.1K- 15.13% |
$899K - $1.02M
|
90.3K
$4.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.11K- 22.61% |
$118K - $133K
|
7.22K
$390K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
500New |
$27.9K - $31.6K
|
500
$27K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
560+ 7.6% |
$31.3K - $35.4K
|
7.93K
$428K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.81K- 45.32% |
$213K - $241K
|
4.6K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$5.4K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-3.8K- 31.42% |
$212K - $240K
|
8.29K
$448K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-370- 5.25% |
$20.6K - $23.4K
|
6.67K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
282+ 3.54% |
$15.7K - $17.8K
|
8.25K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-764- 53.46% |
$42.6K - $48.3K
|
665
$35.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.85K+ 2.08% |
$159K - $180K
|
140K
$7.54M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-20K- 60.2% |
$1.12M - $1.26M
|
13.2K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-9.44K- 62.39% |
$527K - $596K
|
5.69K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
200+ 0.73% |
$11.2K - $12.6K
|
27.6K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.41K- 46.13% |
$302K - $342K
|
6.32K
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-637- 59.31% |
$35.6K - $40.2K
|
437
$23.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
202+ 7.84% |
$11.3K - $12.8K
|
2.78K
$150K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.53K+ 65.73% |
$141K - $160K
|
6.38K
$345K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.02K+ 10.86% |
$113K - $128K
|
20.6K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.97K- 32.2% |
$110K - $125K
|
4.15K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-464- 44.53% |
$25.9K - $29.3K
|
578
$31.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-55- 1.17% |
$3.07K - $3.47K
|
4.63K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
296+ 3.47% |
$16.5K - $18.7K
|
8.81K
$476K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-350- 7.09% |
$19.5K - $22.1K
|
4.59K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 57.59% |
$112K - $126K
|
5.47K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-26.9K- 86.02% |
$1.5M - $1.7M
|
4.37K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.03% |
$55.8 - $63.2
|
3.86K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.84K- 2.74% |
$158K - $179K
|
101K
$5.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-26.7K- 79.92% |
$1.49M - $1.69M
|
6.71K
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-11- 0.21% |
$614 - $695
|
5.21K
$282K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-880- 18.23% |
$49.1K - $55.6K
|
3.95K
$213K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.07K- 51.57% |
$506K - $573K
|
8.52K
$460K
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.74K- 4.77% |
$97.1K - $110K
|
34.7K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-45- 0.67% |
$2.51K - $2.84K
|
6.66K
$360K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
300+ 1.08% |
$16.7K - $19K
|
28.1K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-2.58K- 2.21% |
$144K - $163K
|
114K
$6.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.35KNew |
$243K - $275K
|
4.35K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-577- 72.85% |
$32.2K - $36.5K
|
215
$11.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.05K- 0.82% |
$114K - $130K
|
250K
$13.5M
|