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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-8.66K- 24.7% |
$483K - $547K
|
26.4K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
609+ 6.02% |
$34K - $38.5K
|
10.7K
$603K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
6.92K+ 114.02% |
$386K - $437K
|
13K
$731K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.22K- 33.09% |
$124K - $140K
|
4.49K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
5.84KNew |
$326K - $369K
|
5.84K
$329K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.32KNew |
$73.4K - $83.1K
|
1.32K
$74K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-277- 4.73% |
$15.5K - $17.5K
|
5.58K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
121+ 2.67% |
$6.75K - $7.64K
|
4.66K
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.1% |
$1K - $1.14K
|
18.8K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-2.92K- 10.28% |
$163K - $184K
|
25.5K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
922+ 3.9% |
$51.5K - $58.3K
|
24.6K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-81- 5.45% |
$4.52K - $5.12K
|
1.4K
$79K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-2.93K- 1.07% |
$164K - $185K
|
271K
$15.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-268K- 98.11% |
$14.9M - $16.9M
|
5.14K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.2K- 1.47% |
$67K - $75.8K
|
80.4K
$4.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-25.3K- 26.01% |
$1.41M - $1.6M
|
71.9K
$4.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-307- 4.49% |
$17.1K - $19.4K
|
6.54K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.08K+ 12.83% |
$172K - $194K
|
27.1K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-17.4K- 45.43% |
$973K - $1.1M
|
21K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-75- 0.87% |
$4.19K - $4.74K
|
8.58K
$482K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-8.35K- 49.95% |
$466K - $528K
|
8.37K
$471K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-239- 6.43% |
$13.3K - $15.1K
|
3.48K
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.63K- 36.42% |
$91K - $103K
|
2.85K
$160K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-16.7K- 3.43% |
$931K - $1.05M
|
470K
$26.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-421- 31.3% |
$23.5K - $26.6K
|
924
$52K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-85- 1.24% |
$4.74K - $5.37K
|
6.76K
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-40- 0.22% |
$2.23K - $2.53K
|
18.2K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.98% |
$2.34K - $2.65K
|
4.33K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2+ 0.87% |
$112 - $126
|
233
$13.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
65+ 13.92% |
$3.63K - $4.11K
|
532
$29.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
3.21KNew |
$179K - $202K
|
3.21K
$180K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 20.83% |
$279 - $316
|
29
$1.63K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
75.8K+ 17.22% |
$4.23M - $4.79M
|
516K
$29M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.73K- 1.64% |
$96.3K - $109K
|
103K
$5.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-111K- 24.76% |
$6.21M - $7.03M
|
338K
$19M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-3.18K- 34.23% |
$178K - $201K
|
6.11K
$344K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-200- 7.68% |
$11.2K - $12.6K
|
2.4K
$135K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
558+ 15.45% |
$31.1K - $35.3K
|
4.17K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.39K- 14.09% |
$77.4K - $87.6K
|
8.45K
$476K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-8.39K- 47.91% |
$468K - $530K
|
9.12K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-236- 5.39% |
$13.2K - $14.9K
|
4.15K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.5K- 9.24% |
$195K - $221K
|
34.4K
$1.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-54K- 20.01% |
$3.01M - $3.41M
|
216K
$12.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.37% |
$167 - $190
|
222
$12.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.25K+ 13.87% |
$69.5K - $78.7K
|
10.2K
$575K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.08K- 59.72% |
$284K - $321K
|
3.43K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
261+ 1.69% |
$14.6K - $16.5K
|
15.7K
$884K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
8+ 1.17% |
$446 - $505
|
693
$39K
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
152K+ 10.96% |
$8.48M - $9.6M
|
1.54M
$86.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
172+ 15.19% |
$9.6K - $10.9K
|
1.3K
$73.4K
|