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 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
21.8K+ 6.02% |
$1.21M - $1.37M
|
383K
$21.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13+ 0.85% |
$726 - $821
|
1.54K
$86.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.13K+ 11.65% |
$119K - $134K
|
20.4K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-80- 3.94% |
$4.46K - $5.05K
|
1.95K
$110K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
195+ 13.12% |
$10.9K - $12.3K
|
1.68K
$94.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-802- 6.64% |
$44.8K - $50.7K
|
11.3K
$636K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.29K+ 12.03% |
$71.8K - $81.2K
|
12K
$676K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-491- 6.19% |
$27.4K - $31K
|
7.44K
$420K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-30.4K- 34.09% |
$1.7M - $1.92M
|
58.7K
$3.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.63KNew |
$203K - $229K
|
3.63K
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.76K+ 4.62% |
$154K - $175K
|
62.6K
$3.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-1.34K- 21.95% |
$75K - $84.9K
|
4.78K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-13.1K- 87.74% |
$729K - $825K
|
1.83K
$103K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9.44K+ 14.12% |
$527K - $596K
|
76.2K
$4.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
178+ 3.5% |
$9.93K - $11.2K
|
5.27K
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
24.8K+ 37.62% |
$1.38M - $1.57M
|
90.7K
$5.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 10.92% |
$118K - $134K
|
17.3K
$976K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
138+ 1.62% |
$7.7K - $8.72K
|
8.64K
$487K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.06% |
$167 - $190
|
4.98K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-7.33K- 96.7% |
$409K - $463K
|
250
$14.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
102K+ 145.16% |
$5.69M - $6.44M
|
172K
$9.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
7.4KNew |
$413K - $468K
|
7.4K
$417K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-173- 19.75% |
$9.66K - $10.9K
|
703
$39.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.5K- 18.26% |
$83.5K - $94.6K
|
6.7K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.65K- 29.46% |
$92K - $104K
|
3.95K
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
142+ 3.58% |
$7.93K - $8.97K
|
4.11K
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.27K- 45.63% |
$71K - $80.4K
|
1.52K
$85.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-100- 1.73% |
$5.58K - $6.32K
|
5.67K
$320K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-886- 34.42% |
$49.4K - $56K
|
1.69K
$95.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$949 - $1.07K
|
17
$959
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.09K- 21.47% |
$284K - $321K
|
18.6K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2.67K- 17.82% |
$149K - $168K
|
12.3K
$693K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.28K- 27.28% |
$239K - $270K
|
11.4K
$643K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-13- 0.25% |
$726 - $821
|
5.24K
$295K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.58K- 43.03% |
$200K - $226K
|
4.74K
$267K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-818- 15.87% |
$45.7K - $51.7K
|
4.34K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-126- 3.48% |
$7.03K - $7.96K
|
3.5K
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-90- 0.16% |
$5.02K - $5.69K
|
57.4K
$3.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.47KNew |
$194K - $219K
|
3.47K
$196K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
4.35K+ 0.37% |
$243K - $275K
|
1.2M
$67.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.71K- 7.96% |
$207K - $234K
|
42.9K
$2.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
258+ 1.78% |
$14.4K - $16.3K
|
14.8K
$832K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-264- 15.92% |
$14.7K - $16.7K
|
1.39K
$78.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.03K- 7.81% |
$57.5K - $65.1K
|
12.2K
$686K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
149+ 57.09% |
$8.32K - $9.41K
|
410
$23.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-12.8K- 25.18% |
$716K - $810K
|
38.1K
$2.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-1.16K- 5.47% |
$64.9K - $73.5K
|
20.1K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
642+ 270.89% |
$35.8K - $40.6K
|
879
$49.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-471- 48.66% |
$26.3K - $29.8K
|
497
$28K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-5.64K- 6.66% |
$315K - $356K
|
79K
$4.46M
|