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 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-16.2K- 52.86% |
$707K - $1.09M
|
14.4K
$997K
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-53.7K- 24.29% |
$2.35M - $3.62M
|
167K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-97- 97.0% |
$4.25K - $6.54K
|
3
$208
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.58K- 70.12% |
$69K - $106K
|
672
$46.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-22.2K- 76.09% |
$970K - $1.49M
|
6.96K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.69K+ 17.41% |
$249K - $384K
|
38.4K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-560- 1.17% |
$24.5K - $37.8K
|
47.5K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-10.9K- 52.78% |
$475K - $732K
|
9.71K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-136- 39.65% |
$5.95K - $9.17K
|
207
$14.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.41K+ 26.78% |
$61.8K - $95.2K
|
6.68K
$462K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6.9K- 40.36% |
$302K - $465K
|
10.2K
$705K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12K+ 7.8% |
$523K - $806K
|
165K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
29.7K+ 213.83% |
$1.3M - $2.01M
|
43.6K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.31K- 25.23% |
$364K - $560K
|
24.6K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-240- 9.83% |
$10.5K - $16.2K
|
2.2K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-6.17K- 15.78% |
$270K - $416K
|
32.9K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-549- 1.42% |
$24K - $37K
|
38.2K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.3K- 30.33% |
$494K - $762K
|
25.9K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
6.48M+ 49.3% |
$283M - $437M
|
19.6M
$1.36B
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.1K+ 7.72% |
$91.9K - $142K
|
29.3K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-106K- 34.25% |
$4.66M - $7.18M
|
204K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.86K- 22.01% |
$81.4K - $125K
|
6.59K
$456K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.55K- 13.73% |
$287K - $442K
|
41.2K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110K- 27.43% |
$4.8M - $7.4M
|
290K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
2.6KNew |
$114K - $175K
|
2.6K
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-37.7K- 26.79% |
$1.65M - $2.55M
|
103K
$7.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
490+ 3.1% |
$21.5K - $33.1K
|
16.3K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.1K- 20.54% |
$1.45M - $2.23M
|
128K
$8.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-36.4K- 13.94% |
$1.59M - $2.45M
|
225K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-22- 0.39% |
$963 - $1.48K
|
5.64K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.36K- 2.74% |
$147K - $227K
|
119K
$8.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
72.1KNew |
$3.16M - $4.87M
|
72.1K
$4.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
650New |
$28.5K - $43.8K
|
650
$45K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$219 - $337
|
5
$346
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-94.5K- 32.27% |
$4.14M - $6.37M
|
198K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-5.34K- 30.82% |
$234K - $361K
|
12K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-14.8K- 25.14% |
$646K - $995K
|
43.9K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.01K- 13.86% |
$44.2K - $68.1K
|
6.28K
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.29K- 21.94% |
$144K - $222K
|
11.7K
$809K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.7K- 31.62% |
$1.26M - $1.94M
|
62.1K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.63K- 50.11% |
$247K - $380K
|
5.61K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 15.26% |
$13.1K - $20.2K
|
1.67K
$115K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
9.63KNew |
$422K - $650K
|
9.63K
$667K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
710K+ 5.82% |
$31.1M - $47.9M
|
12.9M
$894M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.33K- 46.54% |
$189K - $292K
|
4.97K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
23.6K+ 29.7% |
$1.03M - $1.59M
|
103K
$7.13M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
355K+ 10.98% |
$15.5M - $23.9M
|
3.58M
$248M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
36New |
$1.58K - $2.43K
|
36
$2.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-278- 1.66% |
$12.2K - $18.8K
|
16.5K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.21K- 4.75% |
$96.6K - $149K
|
44.2K
$3.06M
|