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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.95K- 86.21% |
$263K - $307K
|
632
$33.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 6.06% |
$103K - $120K
|
26.9K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.93K+ 4.17% |
$129K - $150K
|
48.2K
$2.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-454- 13.44% |
$30.3K - $35.3K
|
2.92K
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-11.5K- 11.5% |
$766K - $894K
|
88.5K
$4.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.93K+ 36.01% |
$262K - $306K
|
14.8K
$781K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.47% |
$1K - $1.17K
|
3.18K
$167K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-148- 4.38% |
$9.86K - $11.5K
|
3.23K
$170K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
78+ 1.53% |
$5.2K - $6.06K
|
5.18K
$272K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
CALL |
300New |
$20K - $23.3K
|
300
$15.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.97K- 86.16% |
$132K - $153K
|
317
$16.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Veritas Asset Management LLP
|
SELL
|
- |
-5.89M- 99.46% |
$393M - $458M
|
32.3K
$1.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-150- 20.58% |
$10K - $11.7K
|
579
$30.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
120New |
$8K - $9.33K
|
120
$6.31K
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13.2KNew |
$880K - $1.03M
|
13.2K
$695K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
200New |
$13.3K - $15.6K
|
200
$10.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.46K+ 3.01% |
$164K - $192K
|
84.4K
$4.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-12.1K- 38.6% |
$805K - $939K
|
19.2K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.99K+ 18.35% |
$132K - $154K
|
12.8K
$674K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-258- 1.62% |
$17.2K - $20.1K
|
15.6K
$823K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 23.5% |
$132K - $154K
|
6.45K
$340K
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
18.2KNew |
$1.21M - $1.42M
|
18.2K
$958K
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-4.6K- 9.98% |
$307K - $358K
|
41.5K
$2.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.07K- 99.91% |
$71.2K - $83.1K
|
1
$52.6
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-71- 1.07% |
$4.73K - $5.52K
|
6.56K
$345K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-5.11K- 11.56% |
$340K - $397K
|
39.1K
$2.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-3.92K- 39.02% |
$261K - $305K
|
6.12K
$322K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
736+ 3.25% |
$49.1K - $57.2K
|
23.4K
$1.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-53.1K- 19.91% |
$3.54M - $4.13M
|
214K
$11.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-8.04K- 14.82% |
$536K - $625K
|
46.2K
$2.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$223K - $261K
|
3.35K
$176K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.31K- 6.87% |
$220K - $257K
|
44.8K
$2.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-217- 42.63% |
$14.5K - $16.9K
|
292
$15.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-377- 40.8% |
$25.1K - $29.3K
|
547
$28.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-958- 9.39% |
$63.9K - $74.5K
|
9.25K
$487K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
CALL |
6KNew |
$400K - $467K
|
6K
$316K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
142+ 4.18% |
$9.46K - $11K
|
3.54K
$186K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
100+ 12.5% |
$6.67K - $7.78K
|
900
$47.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
138+ 8.37% |
$9.2K - $10.7K
|
1.79K
$94K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
15KNew |
$1M - $1.17M
|
15K
$789K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.18K- 7.94% |
$145K - $169K
|
25.3K
$1.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.5K+ 20.0% |
$100K - $117K
|
9K
$474K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-8.22K- 29.49% |
$548K - $639K
|
19.7K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-2.33K- 11.16% |
$155K - $181K
|
18.5K
$975K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-1.88K- 20.04% |
$125K - $146K
|
7.5K
$395K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-320- 8.27% |
$21.3K - $24.9K
|
3.55K
$187K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.79KNew |
$186K - $217K
|
2.79K
$147K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-440- 50.29% |
$29.3K - $34.2K
|
435
$22.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.9KNew |
$790K - $921K
|
11.9K
$624K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-56- 0.38% |
$3.73K - $4.35K
|
14.9K
$783K
|