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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.3K+ 1.38% |
$218K - $260K
|
242K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.31KNew |
$219K - $262K
|
3.31K
$174K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.71KNew |
$180K - $214K
|
2.71K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-99- 2.55% |
$6.56K - $7.82K
|
3.78K
$199K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.25KNew |
$149K - $178K
|
2.25K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.9KNew |
$852K - $1.02M
|
12.9K
$676K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-453- 7.6% |
$30K - $35.8K
|
5.51K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-5.61K- 22.09% |
$372K - $443K
|
19.8K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.77KNew |
$183K - $219K
|
2.77K
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
19.1KNew |
$1.27M - $1.51M
|
19.1K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
125New |
$8.29K - $9.88K
|
125
$6.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.55K- 3.87% |
$103K - $123K
|
38.6K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
352+ 9.07% |
$23.3K - $27.8K
|
4.23K
$223K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
18.9K+ 2.33% |
$1.26M - $1.5M
|
830K
$43.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 1.19% |
$6.63K - $7.9K
|
8.3K
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.3K- 50.41% |
$219K - $261K
|
3.25K
$171K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-139- 1.71% |
$9.21K - $11K
|
7.99K
$420K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.79K+ 2.96% |
$450K - $536K
|
236K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-99- 0.22% |
$6.56K - $7.82K
|
44.3K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
17.7KNew |
$1.17M - $1.4M
|
17.7K
$932K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$2.39K - $2.84K
|
36
$1.89K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.87KNew |
$191K - $227K
|
2.87K
$151K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
550New |
$36.5K - $43.5K
|
550
$28.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7- 0.24% |
$464 - $553
|
2.96K
$155K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
321+ 573.21% |
$21.3K - $25.4K
|
377
$19.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.19K- 30.37% |
$145K - $173K
|
5.01K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
77.8KNew |
$5.16M - $6.15M
|
77.8K
$4.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
127+ 0.74% |
$8.42K - $10K
|
17.2K
$907K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.6K+ 5913.64% |
$172K - $206K
|
2.65K
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.7K- 38.07% |
$113K - $134K
|
2.77K
$145K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.77KNew |
$118K - $140K
|
1.77K
$93.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.82KNew |
$187K - $223K
|
2.82K
$148K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.1K- 46.04% |
$72.9K - $86.9K
|
1.29K
$67.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.06K- 10.51% |
$69.9K - $83.3K
|
8.98K
$473K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.81KNew |
$186K - $222K
|
2.81K
$148K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-335- 8.09% |
$22.2K - $26.5K
|
3.81K
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-49.5K- 98.2% |
$3.28M - $3.91M
|
909
$47.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
2.67KNew |
$177K - $211K
|
2.67K
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-808- 12.5% |
$53.6K - $63.8K
|
5.65K
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
2.7KNew |
$179K - $213K
|
2.7K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.62K- 10.62% |
$108K - $128K
|
13.7K
$719K
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-26.5K- 10.89% |
$1.76M - $2.09M
|
217K
$11.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
2.95KNew |
$195K - $233K
|
2.95K
$155K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-268- 5.81% |
$17.8K - $21.2K
|
4.35K
$229K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-107- 58.15% |
$7.09K - $8.45K
|
77
$4.05K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.03K- 28.91% |
$135K - $160K
|
4.99K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-290- 6.35% |
$19.2K - $22.9K
|
4.27K
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-268- 2.77% |
$17.8K - $21.2K
|
9.4K
$494K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-251- 7.4% |
$16.6K - $19.8K
|
3.14K
$165K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-360- 1.56% |
$23.9K - $28.4K
|
22.7K
$1.2M
|