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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.27K- 26.36% |
$231K - $355K
|
14.7K
$981K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
120New |
$5.25K - $8.1K
|
120
$8K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-4.86K- 51.15% |
$213K - $328K
|
4.64K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-281K- 33.21% |
$12.3M - $19M
|
565K
$37.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.57K+ 63.35% |
$200K - $308K
|
11.8K
$786K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
400New |
$17.5K - $27K
|
400
$26.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.45K+ 6.05% |
$239K - $368K
|
95.5K
$6.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-2.83K- 16.35% |
$124K - $191K
|
14.5K
$966K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
287+ 5.5% |
$12.6K - $19.4K
|
5.5K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-127K- 80.46% |
$5.55M - $8.55M
|
30.8K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-49K- 56.32% |
$2.15M - $3.31M
|
38K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.09K- 19.07% |
$47.9K - $73.8K
|
4.64K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-703- 2.86% |
$30.8K - $47.4K
|
23.9K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 0.73% |
$1.71K - $2.63K
|
5.42K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.9K- 4.62% |
$959K - $1.48M
|
452K
$30.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-37.6K- 42.83% |
$1.65M - $2.54M
|
50.2K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.32K- 69.55% |
$145K - $224K
|
1.45K
$96.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
55.5K+ 41.55% |
$2.43M - $3.75M
|
189K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
784+ 2.21% |
$34.3K - $52.9K
|
36.2K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.46K+ 4.9% |
$195K - $301K
|
95.5K
$6.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
42.6KNew |
$1.87M - $2.88M
|
42.6K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
American Assets Investment Management, LLC
|
SELL
|
- |
-20K- 25.0% |
$876K - $1.35M
|
60K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
24.1K+ 849.65% |
$1.06M - $1.63M
|
27K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
30.5K+ 20.27% |
$1.34M - $2.06M
|
181K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-214K- 6.65% |
$9.35M - $14.4M
|
3M
$200M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
28K+ 16.41% |
$1.23M - $1.89M
|
199K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.24K- 22.64% |
$98.2K - $151K
|
7.66K
$511K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-1.95K- 13.62% |
$85.2K - $131K
|
12.3K
$822K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
233+ 3.7% |
$10.2K - $15.7K
|
6.53K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-88- 88.0% |
$3.85K - $5.94K
|
12
$800
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-10.5K- 2.7% |
$461K - $711K
|
380K
$25.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.59K- 52.75% |
$289K - $445K
|
5.9K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
348New |
$15.2K - $23.5K
|
348
$23.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.51K- 20.19% |
$154K - $237K
|
13.9K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
14.8K+ 86.54% |
$649K - $1M
|
31.9K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.31K- 7.75% |
$101K - $156K
|
27.5K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
5.44KNew |
$238K - $367K
|
5.44K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
19.8KNew |
$866K - $1.33M
|
19.8K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-6.17K- 17.67% |
$270K - $416K
|
28.7K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.52K- 21.61% |
$154K - $237K
|
12.8K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.81K- 6.66% |
$210K - $324K
|
67.4K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.24K- 42.59% |
$186K - $286K
|
5.71K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
4.59K+ 2.49% |
$201K - $309K
|
189K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-45.6K- 47.29% |
$2M - $3.08M
|
50.9K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-8.39K- 37.91% |
$367K - $566K
|
13.7K
$916K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-61K- 77.53% |
$2.67M - $4.11M
|
17.7K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-722- 9.77% |
$31.6K - $48.7K
|
6.67K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
1.98KNew |
$86.7K - $134K
|
1.98K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.98K- 27.37% |
$86.9K - $134K
|
5.27K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.4K+ 92.15% |
$716K - $1.1M
|
34.1K
$2.27M
|