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 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-522- 3.84% |
$46.1K - $54.2K
|
13.1K
$687K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-826- 14.52% |
$72.9K - $85.7K
|
4.86K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.19% |
$441 - $519
|
2.64K
$139K
|
|
|
Feb 09, 2023
Q4 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
13.7K+ 41.26% |
$1.21M - $1.42M
|
47K
$2.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.41KNew |
$213K - $251K
|
2.41K
$127K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
32+ 0.7% |
$2.82K - $3.32K
|
4.6K
$242K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-219- 9.16% |
$19.3K - $22.7K
|
2.17K
$114K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
212+ 1.96% |
$18.7K - $22K
|
11K
$581K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
202+ 8.88% |
$17.8K - $21K
|
2.48K
$130K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.03K+ 14.18% |
$267K - $314K
|
24.4K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
388+ 0.64% |
$34.2K - $40.3K
|
60.6K
$3.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-598- 5.33% |
$52.8K - $62.1K
|
10.6K
$559K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.23KNew |
$197K - $231K
|
2.23K
$117K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
175+ 5.95% |
$15.4K - $18.2K
|
3.12K
$164K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 1.26% |
$2.56K - $3.01K
|
2.28K
$120K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-670- 9.99% |
$59.1K - $69.5K
|
6.04K
$318K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34.6K- 28.37% |
$3.05M - $3.59M
|
87.3K
$4.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
105+ 4.56% |
$9.27K - $10.9K
|
2.41K
$127K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
427+ 7.82% |
$37.7K - $44.3K
|
5.89K
$310K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
32+ 0.47% |
$2.82K - $3.32K
|
6.86K
$361K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
248+ 3.8% |
$21.9K - $25.7K
|
6.77K
$356K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
675+ 2.52% |
$59.6K - $70.1K
|
27.5K
$1.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-5.77K- 61.48% |
$509K - $599K
|
3.62K
$190K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-2.02K- 70.68% |
$179K - $210K
|
839
$44.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-318- 10.0% |
$28.1K - $33K
|
2.86K
$151K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-82- 0.89% |
$7.24K - $8.51K
|
9.17K
$483K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-367- 4.27% |
$32.4K - $38.1K
|
8.23K
$433K
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-3.4K- 29.06% |
$300K - $353K
|
8.3K
$437K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.33K+ 18.19% |
$294K - $345K
|
21.6K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$192K - $226K
|
2.18K
$115K
|
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$248K - $291K
|
2.81K
$148K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.72KNew |
$593K - $697K
|
6.72K
$354K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.5K- 37.32% |
$132K - $155K
|
2.51K
$132K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
3.89KNew |
$343K - $403K
|
3.89K
$205K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.64KNew |
$233K - $274K
|
2.64K
$139K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.41K+ 46.61% |
$125K - $146K
|
4.44K
$234K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
160New |
$14.1K - $16.6K
|
160
$8.42K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.89KNew |
$255K - $300K
|
2.89K
$152K
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
2.36KNew |
$208K - $245K
|
2.36K
$124K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
343+ 4.0% |
$30.3K - $35.6K
|
8.93K
$470K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.52KNew |
$311K - $366K
|
3.52K
$185K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.19KNew |
$194K - $228K
|
2.19K
$115K
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
190New |
$16.8K - $19.7K
|
190
$10K
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.93K- 2.49% |
$170K - $200K
|
75.5K
$3.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
49+ 0.56% |
$4.32K - $5.09K
|
8.84K
$465K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.48K- 3.2% |
$130K - $153K
|
44.6K
$2.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-100- 3.98% |
$8.83K - $10.4K
|
2.42K
$127K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-712- 24.77% |
$62.8K - $73.9K
|
2.16K
$114K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-536- 2.17% |
$47.3K - $55.6K
|
24.2K
$1.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15+ 0.43% |
$1.32K - $1.56K
|
3.5K
$184K
|