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 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-134K- 29.59% |
$7.45M - $8.43M
|
318K
$17.9M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
212+ 2.35% |
$11.8K - $13.4K
|
9.22K
$519K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.34K- 3.55% |
$74.6K - $84.5K
|
36.3K
$2.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.03K- 6.59% |
$57.7K - $65.3K
|
14.6K
$823K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-8.16K- 32.86% |
$455K - $515K
|
16.7K
$938K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-40.5K- 41.98% |
$2.26M - $2.56M
|
55.9K
$3.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-959- 6.55% |
$53.5K - $60.6K
|
13.7K
$770K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.83K+ 24.16% |
$158K - $179K
|
14.6K
$819K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.24K+ 16.02% |
$69K - $78.1K
|
8.95K
$504K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-122- 2.49% |
$6.81K - $7.71K
|
4.77K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-465- 0.64% |
$26K - $29.4K
|
72.5K
$4.08M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-112K- 5.31% |
$6.25M - $7.08M
|
2M
$112M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 4.63% |
$279 - $316
|
103
$5.79K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-23.8K- 46.82% |
$1.33M - $1.5M
|
27K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-207- 1.57% |
$11.6K - $13.1K
|
13K
$732K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
516New |
$28.8K - $32.6K
|
516
$29K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-368- 1.05% |
$20.5K - $23.3K
|
34.6K
$1.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.64K- 2.89% |
$91.7K - $104K
|
55.3K
$3.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
512+ 2.92% |
$28.6K - $32.3K
|
18.1K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.7K+ 12.38% |
$94.8K - $107K
|
15.4K
$868K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-60- 0.06% |
$3.35K - $3.79K
|
108K
$6.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-119- 8.28% |
$6.64K - $7.52K
|
1.32K
$74.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
676+ 5.22% |
$37.7K - $42.7K
|
13.6K
$766K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7.86K+ 5.88% |
$438K - $496K
|
142K
$7.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.18% |
$167 - $190
|
257
$14.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.37K- 13.11% |
$132K - $150K
|
15.7K
$884K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-11K- 17.22% |
$614K - $695K
|
52.9K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
45.9K+ 5.21% |
$2.56M - $2.9M
|
927K
$52.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.16K+ 82.57% |
$344K - $389K
|
13.6K
$766K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-32.4K- 17.68% |
$1.81M - $2.05M
|
151K
$8.49M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-173- 15.19% |
$9.66K - $10.9K
|
966
$54.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.6K- 4.44% |
$89.3K - $101K
|
34.4K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-28.6K- 9.38% |
$1.6M - $1.81M
|
277K
$15.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-62- 2.5% |
$3.46K - $3.92K
|
2.41K
$136K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.04K- 82.53% |
$170K - $192K
|
643
$36.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.49K- 15.41% |
$194K - $220K
|
19.1K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-885- 66.24% |
$49.4K - $55.9K
|
451
$25.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.32KNew |
$185K - $210K
|
3.32K
$187K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-961- 5.85% |
$53.6K - $60.7K
|
15.5K
$870K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-310- 6.1% |
$17.3K - $19.6K
|
4.78K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-11.2K- 60.55% |
$624K - $706K
|
7.29K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-98- 1.41% |
$5.47K - $6.19K
|
6.86K
$386K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-40- 1.31% |
$2.23K - $2.53K
|
3K
$169K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.47% |
$55.8 - $63.2
|
212
$11.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.79K- 25.7% |
$211K - $239K
|
10.9K
$616K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-9.01K- 45.64% |
$503K - $569K
|
10.7K
$603K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.14K- 86.62% |
$119K - $135K
|
330
$18.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.02% |
$55.8 - $63.2
|
5.77K
$325K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-903- 8.32% |
$50.4K - $57.1K
|
9.95K
$560K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 12.5% |
$112 - $126
|
14
$788
|