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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-63.3KClosed |
$6.38M - $7.02M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-44.3KClosed |
$4.47M - $4.91M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100Closed |
$10.1K - $11.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
15+ 14.29% |
$1.51K - $1.66K
|
120
$6.31K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.28KClosed |
$230K - $252K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.98KClosed |
$200K - $219K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.13KNew |
$114K - $125K
|
1.13K
$59.3K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4Closed |
$403 - $443
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-2.55KClosed |
$256K - $282K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.95% |
$2.72K - $2.99K
|
2.82K
$148K
|
|
|
May 09, 2022
Q1 2022
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-7KClosed |
$705K - $776K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-120Closed |
$12.1K - $13.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.95KClosed |
$196K - $216K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Gam Holding Ag
|
SELL
|
- |
-94.1KClosed |
$9.48M - $10.4M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-2.74KClosed |
$276K - $303K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-65- 55.56% |
$6.55K - $7.2K
|
52
$2.74K
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.13KClosed |
$416K - $458K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.32KClosed |
$234K - $258K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-65Closed |
$6.55K - $7.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-3.73KClosed |
$376K - $414K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2.29K- 23.01% |
$230K - $253K
|
7.65K
$402K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.26K+ 514.29% |
$127K - $140K
|
1.51K
$79.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-412- 13.87% |
$41.5K - $45.7K
|
2.56K
$135K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-46Closed |
$4.64K - $5.1K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Euclidean Technologies Management, LLC
|
SELL
|
- |
-2.29KClosed |
$231K - $254K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-13Closed |
$1.31K - $1.44K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-528Closed |
$53.2K - $58.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-50Closed |
$5.04K - $5.54K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
1.29KNew |
$130K - $143K
|
1.29K
$67.9K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
32New |
$3.22K - $3.55K
|
32
$1.68K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
CALL |
-764- 36.68% |
$77K - $84.7K
|
1.32K
$69.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
33+ 1.45% |
$3.33K - $3.66K
|
2.31K
$121K
|
|
|
Apr 21, 2022
Q1 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-5.06KClosed |
$510K - $561K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Maj Invest Holding A
|
SELL
|
- |
-160- 22.86% |
$16.1K - $17.7K
|
540
$28.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.51KClosed |
$455K - $500K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.37KClosed |
$239K - $263K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-2.3KClosed |
$231K - $255K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
960+ 17.56% |
$96.7K - $106K
|
6.43K
$338K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.06KClosed |
$207K - $228K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4.58KClosed |
$461K - $507K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
20+ 8.0% |
$2.02K - $2.22K
|
270
$14.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
CALL |
-1.2K- 70.59% |
$121K - $133K
|
500
$26.3K
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-5.66KClosed |
$570K - $627K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.06KClosed |
$208K - $229K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-199Closed |
$20.1K - $22.1K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-19KClosed |
$1.91M - $2.11M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-2.01KClosed |
$203K - $223K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-9.76KClosed |
$812K - $1.01M
|
0
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-146- 63.76% |
$12.1K - $15.1K
|
83
$4.37K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
195New |
$16.2K - $20.2K
|
195
$10.3K
|
|