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 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-18.8K- 20.48% |
$823K - $1.27M
|
73K
$5.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.17K- 2.69% |
$183K - $281K
|
151K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
39.5KNew |
$1.73M - $2.67M
|
39.5K
$2.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-992- 6.73% |
$43.4K - $66.9K
|
13.7K
$951K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.38K- 3.79% |
$60.3K - $93K
|
35K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.11K- 88.12% |
$48.7K - $75.1K
|
150
$10.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-18.9K- 14.14% |
$828K - $1.28M
|
115K
$7.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-744- 99.87% |
$32.6K - $50.2K
|
1
$69.2
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.08K+ 10.59% |
$47.5K - $73.1K
|
11.3K
$783K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.15K+ 5.36% |
$94K - $145K
|
42.2K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.31K+ 8.57% |
$57.1K - $88K
|
16.5K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24+ 19.83% |
$1.05K - $1.62K
|
145
$10K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
945New |
$41.4K - $63.7K
|
945
$65.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-108K- 34.06% |
$4.74M - $7.3M
|
209K
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-102K- 20.97% |
$4.46M - $6.88M
|
384K
$26.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8K+ 10.88% |
$350K - $540K
|
81.6K
$5.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
18New |
$788 - $1.21K
|
18
$1.25K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-428- 6.46% |
$18.7K - $28.9K
|
6.19K
$429K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.04K- 14.82% |
$220K - $340K
|
28.9K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.33K- 38.57% |
$58K - $89.4K
|
2.11K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
4.03K+ 14.23% |
$177K - $272K
|
32.4K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-302- 2.14% |
$13.2K - $20.4K
|
13.8K
$955K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 34.92% |
$44.2K - $68.1K
|
1.88K
$130K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.67K- 31.15% |
$204K - $315K
|
10.3K
$714K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-411- 1.23% |
$18K - $27.7K
|
33.1K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
569+ 28.69% |
$24.9K - $38.4K
|
2.55K
$177K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
452+ 54.92% |
$19.8K - $30.5K
|
1.28K
$88.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
760+ 7.63% |
$33.3K - $51.3K
|
10.7K
$742K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
309New |
$13.5K - $20.8K
|
309
$21.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.21K- 15.25% |
$359K - $554K
|
45.6K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23K+ 18.84% |
$1.01M - $1.55M
|
145K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.01K+ 16.7% |
$263K - $406K
|
42K
$2.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.35KNew |
$190K - $294K
|
4.35K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-15.9K- 4.98% |
$696K - $1.07M
|
304K
$21M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
148+ 0.64% |
$6.48K - $9.98K
|
23.4K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-133K- 78.77% |
$5.81M - $8.95M
|
35.7K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-936- 72.61% |
$41K - $63.1K
|
353
$24.4K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.3KNew |
$407K - $627K
|
9.3K
$644K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-300- 0.87% |
$13.1K - $20.2K
|
34K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 91.34% |
$448K - $690K
|
21.4K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
408+ 2.15% |
$17.9K - $27.5K
|
19.4K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-35.6K- 46.64% |
$1.56M - $2.4M
|
40.7K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-19K- 4.14% |
$834K - $1.29M
|
441K
$30.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.39K- 17.77% |
$60.8K - $93.7K
|
6.43K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4.01K- 19.32% |
$176K - $270K
|
16.7K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
414New |
$18.1K - $27.9K
|
414
$28.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.81KNew |
$298K - $460K
|
6.81K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-154- 1.38% |
$6.74K - $10.4K
|
11K
$764K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-22.4K- 48.2% |
$979K - $1.51M
|
24K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-936- 50.51% |
$41K - $63.1K
|
917
$63.5K
|