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 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.65K+ 13.56% |
$72.4K - $112K
|
13.8K
$958K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-2.87K- 1.86% |
$126K - $194K
|
152K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-12.4K- 9.18% |
$542K - $834K
|
122K
$8.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.18K- 57.44% |
$270K - $417K
|
4.58K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-816- 4.18% |
$35.7K - $55K
|
18.7K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.47K+ 10.13% |
$64.3K - $99K
|
16K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-28- 3.85% |
$1.23K - $1.89K
|
699
$48.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
88+ 0.15% |
$3.85K - $5.94K
|
59.7K
$4.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
258New |
$11.3K - $17.4K
|
258
$17.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
3.71KNew |
$162K - $250K
|
3.71K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
115KNew |
$5.01M - $7.73M
|
115K
$7.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.42MNew |
$62.3M - $96M
|
1.42M
$98.5M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.53K- 0.33% |
$67.1K - $103K
|
463K
$32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.31K- 2.76% |
$232K - $358K
|
187K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-20.3K- 13.71% |
$889K - $1.37M
|
128K
$8.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-110K- 27.68% |
$4.8M - $7.4M
|
287K
$19.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.97K+ 2.31% |
$217K - $335K
|
220K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-7.04K- 29.73% |
$308K - $475K
|
16.6K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-954K- 97.99% |
$41.7M - $64.3M
|
19.5K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.1K- 7.44% |
$661K - $1.02M
|
188K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-2.47K- 21.71% |
$108K - $167K
|
8.91K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.8K+ 62.25% |
$1.04M - $1.61M
|
62.2K
$4.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
117+ 17.81% |
$5.12K - $7.89K
|
774
$53.6K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.32K- 72.15% |
$58K - $89.3K
|
511
$35.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-2.27K- 40.65% |
$99.4K - $153K
|
3.31K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-59K- 26.77% |
$2.58M - $3.98M
|
161K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-508- 9.06% |
$22.2K - $34.3K
|
5.1K
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-39.5K- 84.2% |
$1.73M - $2.67M
|
7.42K
$514K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
4.9K+ 13.17% |
$215K - $331K
|
42.2K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.38K+ 25.53% |
$60.6K - $93.4K
|
6.81K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-4.89K- 14.31% |
$214K - $330K
|
29.2K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
148K+ 7.41% |
$6.48M - $9.99M
|
2.15M
$149M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-610- 0.57% |
$26.7K - $41.2K
|
106K
$7.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.42KNew |
$150K - $231K
|
3.42K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
71New |
$3.11K - $4.79K
|
71
$4.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4.54K- 34.94% |
$199K - $306K
|
8.45K
$585K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-4.7K- 47.24% |
$206K - $317K
|
5.25K
$363K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.53K- 14.21% |
$111K - $171K
|
15.3K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.5K- 15.54% |
$720K - $1.11M
|
89.4K
$6.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-507- 9.93% |
$22.2K - $34.2K
|
4.6K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.61K- 17.67% |
$114K - $176K
|
12.2K
$842K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-8.22K- 23.27% |
$360K - $555K
|
27.1K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-6.14K- 4.13% |
$269K - $414K
|
142K
$9.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
466+ 137.46% |
$20.4K - $31.4K
|
805
$55.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-327- 17.32% |
$14.3K - $22.1K
|
1.56K
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
10+ 29.41% |
$438 - $675
|
44
$3.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-35.6K- 6.93% |
$1.56M - $2.4M
|
478K
$33.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 2.62% |
$8.76K - $13.5K
|
7.44K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.59K+ 16.41% |
$113K - $174K
|
18.3K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
500+ 1.76% |
$21.9K - $33.7K
|
29K
$2M
|