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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11+ 0.44% |
$971 - $1.14K
|
2.53K
$133K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.75KNew |
$155K - $182K
|
1.75K
$92.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
1KNew |
$88.3K - $104K
|
1K
$52.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
502New |
$44.3K - $52.1K
|
502
$26.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-500- 17.44% |
$44.1K - $51.9K
|
2.37K
$125K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.6% |
$265 - $311
|
503
$26.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-887- 11.86% |
$78.3K - $92.1K
|
6.59K
$347K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
20.8K+ 73.04% |
$1.84M - $2.16M
|
49.4K
$2.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
100+ 2.56% |
$8.83K - $10.4K
|
4K
$210K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.15K- 1.32% |
$101K - $119K
|
85.9K
$4.52M
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
78.4KNew |
$6.92M - $8.14M
|
78.4K
$4.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.83KNew |
$250K - $294K
|
2.83K
$149K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
145+ 2.72% |
$12.8K - $15K
|
5.48K
$288K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
869+ 1.32% |
$76.7K - $90.2K
|
66.7K
$3.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-21- 0.76% |
$1.85K - $2.18K
|
2.74K
$144K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-12- 0.47% |
$1.06K - $1.25K
|
2.55K
$134K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
178+ 7.27% |
$15.7K - $18.5K
|
2.63K
$138K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-98- 3.55% |
$8.65K - $10.2K
|
2.66K
$140K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
347+ 16.55% |
$30.6K - $36K
|
2.44K
$129K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 12.42% |
$149K - $175K
|
15.3K
$805K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
2.6KNew |
$229K - $270K
|
2.6K
$137K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-13- 0.53% |
$1.15K - $1.35K
|
2.43K
$128K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-20- 1.43% |
$1.77K - $2.08K
|
1.37K
$72.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$706 - $830
|
8
$421
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-2.94K- 3.93% |
$259K - $305K
|
71.8K
$3.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-540- 10.19% |
$47.7K - $56K
|
4.76K
$250K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
29+ 0.31% |
$2.56K - $3.01K
|
9.45K
$497K
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-288- 7.23% |
$25.4K - $29.9K
|
3.69K
$194K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 16.67% |
$883 - $1.04K
|
70
$3.68K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-454K- 67.76% |
$40.1M - $47.1M
|
216K
$11.4M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-20- 1.43% |
$1.77K - $2.08K
|
1.37K
$72.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.4% |
$794 - $934
|
2.28K
$120K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
56+ 2.5% |
$4.94K - $5.81K
|
2.3K
$121K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.61K- 1.46% |
$142K - $167K
|
108K
$5.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-47- 1.9% |
$4.15K - $4.88K
|
2.42K
$127K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-16- 0.61% |
$1.41K - $1.66K
|
2.62K
$138K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-273K- 65.47% |
$24.1M - $28.4M
|
144K
$7.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-94.5K- 82.61% |
$8.34M - $9.81M
|
19.9K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-64- 2.38% |
$5.65K - $6.64K
|
2.62K
$138K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
439+ 9.47% |
$38.7K - $45.6K
|
5.07K
$267K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-100- 3.36% |
$8.83K - $10.4K
|
2.88K
$151K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-80- 1.95% |
$7.06K - $8.3K
|
4.02K
$211K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.36K- 36.56% |
$120K - $141K
|
2.36K
$124K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
49+ 1.97% |
$4.32K - $5.09K
|
2.54K
$134K
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-94- 3.79% |
$8.3K - $9.76K
|
2.39K
$126K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-556- 17.31% |
$49.1K - $57.7K
|
2.66K
$140K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-3.92K- 42.95% |
$346K - $407K
|
5.21K
$274K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.17K+ 10.15% |
$280K - $329K
|
34.4K
$1.81M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
SELL
|
- |
-709- 6.81% |
$62.6K - $73.6K
|
9.7K
$511K
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-440- 0.55% |
$38.8K - $45.7K
|
79.7K
$4.19M
|