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 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-64- 35.75% |
$3.57K - $4.04K
|
115
$6.21K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.24KNew |
$236K - $268K
|
4.24K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.9K- 3.31% |
$106K - $120K
|
55.5K
$3M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.15K- 16.14% |
$63.9K - $72.3K
|
5.95K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-550- 7.77% |
$30.7K - $34.7K
|
6.53K
$352K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-11.1K- 26.8% |
$621K - $703K
|
30.4K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.22K- 12.39% |
$124K - $140K
|
15.7K
$848K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.31K- 15.97% |
$184K - $209K
|
17.4K
$939K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$6.25K - $7.08K
|
112
$6.05K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
495New |
$27.6K - $31.3K
|
495
$26.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Kempner Capital Management Inc.
|
BUY
|
- |
34KNew |
$1.9M - $2.15M
|
34K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-181- 3.51% |
$10.1K - $11.4K
|
4.98K
$269K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-4.56K- 52.54% |
$254K - $288K
|
4.12K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.11K- 7.43% |
$62.1K - $70.3K
|
13.9K
$749K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-3.32K- 7.6% |
$185K - $210K
|
40.4K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.6K- 6.32% |
$2.49M - $2.82M
|
661K
$35.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-245K- 10.74% |
$13.7M - $15.5M
|
2.04M
$110M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-182K- 15.15% |
$10.1M - $11.5M
|
1.02M
$55M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.29KNew |
$183K - $208K
|
3.29K
$177K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 89.66% |
$1.45K - $1.64K
|
3
$162
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
350New |
$19.5K - $22.1K
|
350
$18.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
195New |
$10.9K - $12.3K
|
195
$10.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
45.1KNew |
$2.52M - $2.85M
|
45.1K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-527- 5.03% |
$29.4K - $33.3K
|
9.95K
$537K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.49K- 17.42% |
$195K - $221K
|
16.6K
$894K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-10.7K- 25.09% |
$596K - $675K
|
31.9K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-790- 18.64% |
$44.1K - $49.9K
|
3.45K
$186K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.15K- 19.18% |
$64.2K - $72.7K
|
4.85K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.14K- 5.78% |
$119K - $135K
|
34.9K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-377- 21.82% |
$21K - $23.8K
|
1.35K
$73K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10+ 0.2% |
$558 - $632
|
5.07K
$274K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.39K- 25.57% |
$77.7K - $88K
|
4.05K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-6.24K- 26.46% |
$348K - $394K
|
17.3K
$936K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.06K- 44.52% |
$171K - $193K
|
3.82K
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.85K- 27.66% |
$103K - $117K
|
4.83K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
2.19K+ 34.41% |
$122K - $139K
|
8.57K
$463K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.3KNew |
$628K - $711K
|
11.3K
$608K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.7K- 9.43% |
$94.7K - $107K
|
16.3K
$879K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
524+ 14.09% |
$29.2K - $33.1K
|
4.24K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-2.13K- 71.81% |
$119K - $134K
|
834
$45K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.43K- 1.33% |
$79.8K - $90.3K
|
106K
$5.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-112- 3.05% |
$6.25K - $7.08K
|
3.56K
$192K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$55.8 - $63.2
|
4.47K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-11- 91.67% |
$614 - $695
|
1
$54
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-160- 2.21% |
$8.93K - $10.1K
|
7.08K
$382K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 81.97% |
$1.13M - $1.28M
|
4.46K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-5.2K- 19.68% |
$290K - $328K
|
21.2K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-48- 1.2% |
$2.68K - $3.03K
|
3.97K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 9.78% |
$97.9K - $111K
|
16.2K
$874K
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.19K- 0.43% |
$66.2K - $74.9K
|
275K
$14.9M
|