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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.33K+ 1.84% |
$409K - $463K
|
406K
$21.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-196- 2.39% |
$10.9K - $12.4K
|
8.01K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-861- 2.58% |
$48.1K - $54.4K
|
32.5K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-175- 1.81% |
$9.77K - $11.1K
|
9.49K
$500K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.61K- 6.25% |
$90.1K - $102K
|
24.2K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
7.27K+ 11.3% |
$406K - $460K
|
71.6K
$3.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.19K- 2.27% |
$66.4K - $75.1K
|
51.1K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-60- 0.87% |
$3.35K - $3.79K
|
6.87K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
885+ 3.08% |
$49.4K - $55.9K
|
29.6K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-564K- 68.36% |
$31.5M - $35.6M
|
261K
$13.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.48K+ 21.67% |
$82.4K - $93.3K
|
8.29K
$436K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
891+ 9.53% |
$49.7K - $56.3K
|
10.2K
$539K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-37- 0.74% |
$2.06K - $2.34K
|
4.97K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-2.42K- 9.29% |
$135K - $153K
|
23.7K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
110+ 2.9% |
$6.14K - $6.95K
|
3.91K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-17.4K- 34.64% |
$974K - $1.1M
|
32.9K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
11.2K+ 163.84% |
$625K - $707K
|
18K
$948K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.39K+ 9.06% |
$189K - $214K
|
40.8K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
810New |
$45.2K - $51.2K
|
810
$42.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-299- 5.27% |
$16.7K - $18.9K
|
5.38K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-48.1K- 28.31% |
$2.68M - $3.04M
|
122K
$6.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-243- 7.07% |
$13.6K - $15.4K
|
3.19K
$168K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
5.9KNew |
$329K - $373K
|
5.9K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-40- 0.05% |
$2.23K - $2.53K
|
73.8K
$3.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-847- 10.82% |
$47.3K - $53.5K
|
6.98K
$367K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-632- 7.61% |
$35.3K - $39.9K
|
7.67K
$404K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
4.08K+ 13.15% |
$228K - $258K
|
35.1K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
5.1K+ 187.85% |
$285K - $322K
|
7.82K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 2.5% |
$893 - $1.01K
|
657
$34.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.36K- 85.01% |
$411K - $465K
|
1.3K
$68.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-106- 1.24% |
$5.92K - $6.7K
|
8.45K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
29.3K+ 76.5% |
$1.64M - $1.85M
|
67.6K
$3.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-165- 2.45% |
$9.21K - $10.4K
|
6.57K
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
3.36KNew |
$188K - $213K
|
3.36K
$177K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.61K+ 5.02% |
$89.7K - $102K
|
33.6K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.75K+ 10.9% |
$97.4K - $110K
|
17.8K
$935K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.58KNew |
$88.2K - $99.8K
|
1.58K
$83.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-5.13K- 0.62% |
$286K - $324K
|
824K
$43.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
332+ 3.17% |
$18.5K - $21K
|
10.8K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
180K+ 20.14% |
$10M - $11.4M
|
1.07M
$56.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-491- 2.79% |
$27.4K - $31K
|
17.1K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
42K+ 200.0% |
$2.34M - $2.65M
|
63K
$3.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-5.16K- 17.76% |
$288K - $326K
|
23.9K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.02K- 19.63% |
$168K - $191K
|
12.4K
$650K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.48K- 12.92% |
$82.5K - $93.4K
|
9.96K
$524K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.02% |
$55.8 - $63.2
|
4.07K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-20.2K- 13.59% |
$1.13M - $1.28M
|
128K
$6.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 3.81% |
$2.06K - $2.34K
|
1.01K
$53K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-300- 40.54% |
$16.7K - $19K
|
440
$23.2K
|