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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-985- 18.21% |
$52.8K - $78.4K
|
4.42K
$239K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.06K- 12.84% |
$218K - $323K
|
27.5K
$1.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.29K- 17.71% |
$123K - $182K
|
10.6K
$575K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
104+ 7.44% |
$5.58K - $8.27K
|
1.5K
$81.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
15.5KNew |
$832K - $1.23M
|
15.5K
$838K
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.6KNew |
$729K - $1.08M
|
13.6K
$734K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6.49K+ 14.93% |
$348K - $516K
|
49.9K
$2.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-112- 2.61% |
$6.01K - $8.91K
|
4.19K
$226K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.59K+ 3.01% |
$85.4K - $127K
|
54.4K
$2.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-13.9K- 69.37% |
$743K - $1.1M
|
6.12K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.3K- 9.25% |
$69.9K - $104K
|
12.8K
$691K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
300New |
$16.1K - $23.9K
|
300
$16.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
$18.8K - $27.8K
|
350
$18.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
15K+ 7.23% |
$806K - $1.2M
|
223K
$12M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.41% |
$6.06K - $8.99K
|
7.88K
$426K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200New |
$10.7K - $15.9K
|
200
$10.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.23K- 7.87% |
$173K - $257K
|
37.8K
$2.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-990- 90.83% |
$53.1K - $78.8K
|
100
$5.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
50New |
$2.68K - $3.98K
|
50
$2.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 0.4% |
$53.6 - $79.6
|
250
$13.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 27.78% |
$268 - $398
|
23
$1.24K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-261- 6.7% |
$14K - $20.8K
|
3.64K
$196K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 28.57% |
$536K - $796K
|
45K
$2.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
108+ 0.83% |
$5.79K - $8.59K
|
13K
$705K
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-16.2K- 15.96% |
$867K - $1.29M
|
85.2K
$4.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-174- 33.27% |
$9.33K - $13.8K
|
349
$18.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-300- 9.76% |
$16.1K - $23.9K
|
2.78K
$150K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-500- 2.87% |
$26.8K - $39.8K
|
16.9K
$913K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 3.13% |
$107 - $159
|
62
$3.35K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
30.8KNew |
$1.65M - $2.45M
|
30.8K
$1.66M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
302+ 116.15% |
$16.2K - $24K
|
562
$30.4K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.23K- 60.97% |
$495K - $734K
|
5.91K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-9.93K- 8.45% |
$532K - $790K
|
108K
$5.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-129- 19.11% |
$6.92K - $10.3K
|
546
$29.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-53.3K- 87.08% |
$2.86M - $4.24M
|
7.91K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-300- 6.0% |
$16.1K - $23.9K
|
4.7K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
621+ 9.42% |
$33.3K - $49.4K
|
7.21K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.91KNew |
$424K - $629K
|
7.91K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.75KNew |
$308K - $457K
|
5.75K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5.9K- 60.67% |
$316K - $469K
|
3.82K
$207K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
147New |
$7.88K - $11.7K
|
147
$7.94K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
49.1KNew |
$2.63M - $3.9M
|
49.1K
$2.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
9.74K+ 8.16% |
$522K - $775K
|
129K
$6.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1K- 11.39% |
$53.7K - $79.7K
|
7.8K
$421K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.93K+ 2.29% |
$157K - $233K
|
131K
$7.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-50- 1.09% |
$2.68K - $3.98K
|
4.52K
$244K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.09K- 19.37% |
$327K - $484K
|
25.3K
$1.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.9K- 87.43% |
$1.33M - $1.98M
|
3.58K
$193K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.96KNew |
$212K - $315K
|
3.96K
$214K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-81- 12.84% |
$4.34K - $6.44K
|
550
$29.7K
|