Latest Institutional Sells of Cvs Health Corp (CVS)
This list provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-920- 3.51% |
$49.3K - $73.2K
|
25.3K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-903- 13.81% |
$48.4K - $71.8K
|
5.63K
$318K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-898- 15.56% |
$48.2K - $71.4K
|
4.87K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-835- 0.75% |
$44.8K - $66.4K
|
111K
$6.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-800- 2.86% |
$42.9K - $63.6K
|
27.2K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-769- 17.39% |
$41.2K - $61.2K
|
3.65K
$206K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-763- 31.67% |
$40.9K - $60.7K
|
1.65K
$93K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-758- 13.21% |
$40.7K - $60.3K
|
4.98K
$281K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-746- 9.95% |
$40K - $59.4K
|
6.75K
$381K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-739- 6.26% |
$39.6K - $58.8K
|
11.1K
$625K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-727- 2.61% |
$39K - $57.8K
|
27.1K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-700- 98.73% |
$37.5K - $55.7K
|
9
$508
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-644- 15.33% |
$34.5K - $51.2K
|
3.56K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-632- 30.61% |
$33.9K - $50.3K
|
1.43K
$80.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-559- 9.65% |
$30K - $44.5K
|
5.23K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-550- 3.65% |
$29.5K - $43.8K
|
14.5K
$819K
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-500- 20.0% |
$26.8K - $39.8K
|
2K
$113K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-500- 0.36% |
$26.8K - $39.8K
|
139K
$7.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-500- 2.87% |
$26.8K - $39.8K
|
16.9K
$954K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-499- 12.55% |
$26.8K - $39.7K
|
3.48K
$196K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-485- 10.0% |
$26K - $38.6K
|
4.37K
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-477- 0.63% |
$25.6K - $38K
|
75K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-475- 1.25% |
$25.5K - $37.8K
|
37.5K
$2.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-450- 75.0% |
$24.1K - $35.8K
|
150
$8.47K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-439- 17.31% |
$23.5K - $34.9K
|
2.1K
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-431- 11.12% |
$23.1K - $34.3K
|
3.45K
$195K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-425- 80.95% |
$22.8K - $33.8K
|
100
$5.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-408- 5.14% |
$21.9K - $32.5K
|
7.53K
$425K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-302- 7.42% |
$16.2K - $24K
|
3.77K
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-300- 0.62% |
$16.1K - $23.9K
|
48K
$2.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-300- 9.76% |
$16.1K - $23.9K
|
2.78K
$157K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-300- 6.0% |
$16.1K - $23.9K
|
4.7K
$265K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-282- 6.86% |
$15.1K - $22.4K
|
3.83K
$216K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-262- 83.17% |
$14.1K - $20.8K
|
53
$2.99K
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-261- 6.05% |
$14K - $20.8K
|
4.05K
$229K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-261- 6.7% |
$14K - $20.8K
|
3.64K
$205K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-257- 6.89% |
$13.8K - $20.4K
|
3.48K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-254- 5.51% |
$13.6K - $20.2K
|
4.36K
$246K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-246- 71.1% |
$13.2K - $19.6K
|
100
$5.65K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-245- 5.28% |
$13.1K - $19.5K
|
4.4K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-245- 81.67% |
$13.1K - $19.5K
|
55
$3.11K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-231- 92.4% |
$12.4K - $18.4K
|
19
$1.07K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-228- 0.69% |
$12.2K - $18.1K
|
32.9K
$1.86M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-224- 84.85% |
$12K - $17.8K
|
40
$2.26K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-220- 7.53% |
$11.8K - $17.5K
|
2.7K
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-205- 1.24% |
$11K - $16.3K
|
16.3K
$923K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 5.15% |
$10.7K - $15.9K
|
3.69K
$208K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-188- 4.33% |
$10.1K - $15K
|
4.16K
$235K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-174- 33.27% |
$9.33K - $13.8K
|
349
$19.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-167- 4.52% |
$8.96K - $13.3K
|
3.53K
$199K
|