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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.95KNew |
$356K - $403K
|
4.95K
$280K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13.3K- 67.87% |
$958K - $1.08M
|
6.3K
$356K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.85KNew |
$205K - $232K
|
2.85K
$161K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-938- 18.36% |
$67.5K - $76.4K
|
4.17K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25+ 0.9% |
$1.8K - $2.04K
|
2.79K
$157K
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
79+ 0.06% |
$5.69K - $6.43K
|
127K
$7.16M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
207New |
$14.9K - $16.9K
|
207
$11.7K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
292+ 9.34% |
$21K - $23.8K
|
3.42K
$193K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-260- 6.17% |
$18.7K - $21.2K
|
3.95K
$223K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-55- 0.97% |
$3.96K - $4.48K
|
5.64K
$318K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-56.4K- 80.24% |
$4.06M - $4.59M
|
13.9K
$784K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
225+ 6.33% |
$16.2K - $18.3K
|
3.78K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-53- 1.08% |
$3.82K - $4.32K
|
4.84K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-2.4K- 32.0% |
$172K - $195K
|
5.09K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-224- 4.88% |
$16.1K - $18.2K
|
4.36K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-622- 13.91% |
$44.8K - $50.6K
|
3.85K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-165- 2.45% |
$11.9K - $13.4K
|
6.57K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-6.11K- 97.6% |
$440K - $497K
|
150
$8.47K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
72+ 1.51% |
$5.18K - $5.86K
|
4.84K
$274K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.61K- 2.38% |
$116K - $131K
|
65.9K
$3.72M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-199- 0.77% |
$14.3K - $16.2K
|
25.7K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.94K- 16.29% |
$283K - $321K
|
20.2K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-31.2K- 96.38% |
$2.24M - $2.54M
|
1.17K
$66K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-503- 9.97% |
$36.2K - $41K
|
4.54K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.62K- 3.59% |
$189K - $214K
|
70.4K
$3.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.95K- 90.77% |
$212K - $240K
|
300
$16.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-30- 0.75% |
$2.16K - $2.44K
|
3.99K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
41+ 0.11% |
$2.95K - $3.34K
|
37.5K
$2.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
182+ 54.33% |
$13.1K - $14.8K
|
517
$29.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 9.43% |
$142K - $161K
|
22.9K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5+ 0.15% |
$360 - $407
|
3.33K
$188K
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-9.71K- 20.89% |
$699K - $790K
|
36.8K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-108- 3.16% |
$7.77K - $8.79K
|
3.31K
$187K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.43KNew |
$463K - $523K
|
6.43K
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-250- 50.0% |
$18K - $20.4K
|
250
$14.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7.86K- 8.08% |
$566K - $640K
|
89.4K
$5.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
472+ 7.7% |
$34K - $38.4K
|
6.6K
$373K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.71K- 50.0% |
$195K - $220K
|
2.71K
$153K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.61KNew |
$188K - $213K
|
2.61K
$147K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.63KNew |
$189K - $214K
|
2.63K
$148K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.36K- 27.14% |
$170K - $192K
|
6.33K
$358K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
10+ 0.28% |
$720 - $814
|
3.53K
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-1.93K- 60.44% |
$139K - $157K
|
1.26K
$71.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.72K- 5.61% |
$268K - $303K
|
62.6K
$3.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
884+ 5.28% |
$63.6K - $72K
|
17.6K
$995K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-850- 11.64% |
$61.2K - $69.2K
|
6.45K
$364K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8.09K+ 74.56% |
$582K - $659K
|
18.9K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.51KNew |
$181K - $204K
|
2.51K
$142K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
325New |
$23.4K - $26.5K
|
325
$18.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1K- 22.87% |
$72K - $81.4K
|
3.37K
$190K
|