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 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.64K- 47.47% |
$203K - $230K
|
4.03K
$227K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.98K- 60.5% |
$110K - $125K
|
1.29K
$72.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.15K- 2.23% |
$120K - $136K
|
94.2K
$5.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.24KNew |
$181K - $205K
|
3.24K
$183K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.48K- 1.69% |
$82.4K - $93.3K
|
85.8K
$4.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.45K- 99.58% |
$304K - $344K
|
23
$1.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
17.8K+ 41.47% |
$991K - $1.12M
|
60.6K
$3.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-9.55K- 21.01% |
$533K - $604K
|
35.9K
$2.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-3- 0.01% |
$167 - $190
|
21K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-598- 15.14% |
$33.4K - $37.8K
|
3.35K
$189K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-47K- 12.73% |
$2.62M - $2.97M
|
322K
$18.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.78K- 44.2% |
$155K - $176K
|
3.51K
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-9.52K- 0.82% |
$531K - $601K
|
1.15M
$65M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-165- 2.28% |
$9.21K - $10.4K
|
7.07K
$399K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.36K- 13.27% |
$243K - $275K
|
28.5K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
5.15KNew |
$288K - $326K
|
5.15K
$291K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
162+ 7.25% |
$9.04K - $10.2K
|
2.4K
$135K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
3.5KNew |
$195K - $221K
|
3.5K
$197K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.37K- 27.65% |
$188K - $213K
|
8.83K
$498K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-146- 1.07% |
$8.15K - $9.22K
|
13.5K
$759K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-8.6K- 6.59% |
$480K - $543K
|
122K
$6.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
55+ 1.1% |
$3.07K - $3.47K
|
5.07K
$286K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3.37KNew |
$188K - $213K
|
3.37K
$190K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-949- 16.24% |
$53K - $60K
|
4.89K
$276K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-25.9K- 36.78% |
$1.44M - $1.63M
|
44.5K
$2.51M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-11.4K- 61.42% |
$636K - $720K
|
7.16K
$404K
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-314K- 95.43% |
$17.5M - $19.8M
|
15K
$848K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.68K+ 61.9% |
$317K - $359K
|
14.9K
$838K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
5.26K+ 53.3% |
$294K - $333K
|
15.1K
$854K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-982- 16.16% |
$54.8K - $62K
|
5.1K
$287K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-514- 15.18% |
$28.7K - $32.5K
|
2.87K
$162K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15+ 0.31% |
$837 - $948
|
4.82K
$272K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-775- 15.07% |
$43.3K - $49K
|
4.37K
$246K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-422- 5.83% |
$23.6K - $26.7K
|
6.82K
$384K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.58K- 26.25% |
$144K - $163K
|
7.23K
$408K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.4K- 9.22% |
$189K - $214K
|
33.4K
$1.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-3K- 13.64% |
$167K - $190K
|
19K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
147KNew |
$8.18M - $9.26M
|
147K
$8.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-22.5K- 84.2% |
$1.26M - $1.42M
|
4.23K
$238K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-2.98K- 35.44% |
$166K - $188K
|
5.43K
$306K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-222- 1.41% |
$12.4K - $14K
|
15.6K
$877K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-37- 11.49% |
$2.06K - $2.34K
|
285
$16.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
859+ 4.72% |
$47.9K - $54.3K
|
19.1K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-919- 21.62% |
$51.3K - $58.1K
|
3.33K
$188K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-35- 1.03% |
$1.95K - $2.21K
|
3.37K
$190K
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-11.1K- 13.62% |
$617K - $699K
|
70.1K
$3.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
597+ 6.36% |
$33.3K - $37.7K
|
9.99K
$563K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.13K- 58.56% |
$286K - $324K
|
3.63K
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
151+ 0.64% |
$8.43K - $9.54K
|
23.9K
$1.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-14.4K- 68.36% |
$802K - $908K
|
6.65K
$375K
|