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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
610New |
$44.1K - $56.7K
|
610
$32.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.79KNew |
$202K - $259K
|
2.79K
$147K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
77+ 5.05% |
$5.57K - $7.15K
|
1.6K
$84.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-176- 5.72% |
$12.7K - $16.3K
|
2.9K
$153K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-351- 2.51% |
$25.4K - $32.6K
|
13.6K
$718K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-608- 15.85% |
$44K - $56.5K
|
3.23K
$170K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
13+ 0.41% |
$941 - $1.21K
|
3.21K
$169K
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-259- 6.89% |
$18.7K - $24.1K
|
3.5K
$184K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.15KClosed |
$155K - $199K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
300New |
$21.7K - $27.9K
|
300
$15.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3New |
$217 - $279
|
3
$158
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
2New |
$145 - $186
|
2
$105
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.04K- 5.86% |
$75.5K - $96.9K
|
16.8K
$882K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-53- 0.05% |
$3.84K - $4.92K
|
109K
$5.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
5.3KNew |
$384K - $492K
|
5.3K
$279K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-256- 1.64% |
$18.5K - $23.8K
|
15.4K
$810K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
42+ 1.53% |
$3.04K - $3.9K
|
2.79K
$147K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-207- 7.06% |
$15K - $19.2K
|
2.72K
$143K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.71KNew |
$196K - $252K
|
2.71K
$143K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
64+ 1.76% |
$4.63K - $5.94K
|
3.7K
$195K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
866+ 2.8% |
$62.7K - $80.4K
|
31.7K
$1.67M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-66.2K- 45.95% |
$4.79M - $6.15M
|
77.8K
$4.09M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10+ 11.9% |
$724 - $929
|
94
$4.95K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
311+ 4.18% |
$27.4K - $32.3K
|
7.75K
$408K
|
|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.12KNew |
$98.4K - $116K
|
1.12K
$58.7K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
CALL |
1.56MNew |
$138M - $162M
|
1.56M
$82.1M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1KNew |
$88.3K - $104K
|
1K
$52.6K
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
4.46KNew |
$393K - $463K
|
4.46K
$235K
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
306KNew |
$27M - $31.8M
|
306K
$16.1M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.35K- 2.33% |
$119K - $140K
|
56.5K
$2.97M
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
82+ 3.8% |
$7.24K - $8.51K
|
2.24K
$118K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.92KNew |
$258K - $303K
|
2.92K
$154K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
106New |
$9.35K - $11K
|
106
$5.58K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
139New |
$12.3K - $14.4K
|
139
$7.31K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
146+ 5.77% |
$12.9K - $15.2K
|
2.68K
$141K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
9.09KNew |
$802K - $943K
|
9.09K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
160KNew |
$14.1M - $16.6M
|
160K
$8.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Health Invest Partners Ab
|
BUY
|
- |
52KNew |
$4.59M - $5.4M
|
52K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-217- 8.16% |
$19.2K - $22.5K
|
2.44K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
3+ 0.1% |
$265 - $311
|
2.92K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 33.42% |
$102K - $119K
|
2.29K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
24.7K+ 3.91% |
$2.18M - $2.56M
|
656K
$34.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.95K- 10.35% |
$172K - $203K
|
16.9K
$890K
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-301- 11.44% |
$26.6K - $31.2K
|
2.33K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
32+ 2.38% |
$2.82K - $3.32K
|
1.37K
$72.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
131+ 1.19% |
$11.6K - $13.6K
|
11.2K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
71New |
$6.27K - $7.37K
|
71
$3.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-7K- 5.28% |
$618K - $726K
|
126K
$6.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-166- 0.99% |
$14.6K - $17.2K
|
16.7K
$878K
|
|