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 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
995+ 3.89% |
$55.5K - $62.9K
|
26.6K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-845- 7.94% |
$47.2K - $53.4K
|
9.8K
$516K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
229+ 9.76% |
$12.8K - $14.5K
|
2.58K
$135K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-16.2K- 3.16% |
$904K - $1.02M
|
496K
$26.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.32K- 2.94% |
$73.4K - $83.1K
|
43.4K
$2.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-304- 1.24% |
$17K - $19.2K
|
24.3K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.37K- 27.56% |
$76.2K - $86.2K
|
3.59K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.52K- 42.54% |
$197K - $223K
|
4.76K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.9K- 22.12% |
$273K - $309K
|
17.2K
$907K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.24K+ 1.02% |
$125K - $141K
|
222K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.05K- 8.21% |
$282K - $319K
|
56.5K
$2.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.58K- 17.58% |
$312K - $353K
|
26.2K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.26K- 25.25% |
$238K - $269K
|
12.6K
$663K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-16.8K- 23.3% |
$938K - $1.06M
|
55.4K
$2.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.12K- 50.46% |
$174K - $197K
|
3.06K
$161K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.83K- 1.9% |
$270K - $305K
|
249K
$13.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-147- 1.75% |
$8.2K - $9.29K
|
8.25K
$434K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.42K+ 17.09% |
$79.3K - $89.8K
|
9.74K
$512K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.28KNew |
$183K - $207K
|
3.28K
$173K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 1.74% |
$60K - $67.9K
|
60.8K
$3.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-176- 4.12% |
$9.82K - $11.1K
|
4.09K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-886- 23.45% |
$49.4K - $56K
|
2.89K
$152K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-7.93K- 67.04% |
$443K - $501K
|
3.9K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
477+ 12.6% |
$26.6K - $30.1K
|
4.26K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-11.6K- 25.43% |
$650K - $735K
|
34.1K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.1K- 25.16% |
$676K - $765K
|
36K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.4K- 2.44% |
$189K - $214K
|
136K
$7.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-238- 1.73% |
$13.3K - $15K
|
13.5K
$710K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.06K+ 57.09% |
$171K - $193K
|
8.41K
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.73K- 4.22% |
$96.5K - $109K
|
39.2K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
401+ 6.62% |
$22.4K - $25.3K
|
6.46K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-6.02K- 9.9% |
$336K - $380K
|
54.8K
$2.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-866- 5.79% |
$48.3K - $54.7K
|
14.1K
$742K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.79K- 8.6% |
$99.7K - $113K
|
19K
$998K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.59K- 22.2% |
$88.7K - $100K
|
5.57K
$293K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-246- 4.17% |
$13.7K - $15.5K
|
5.65K
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-585- 12.52% |
$32.6K - $37K
|
4.09K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-8.66K- 24.7% |
$483K - $547K
|
26.4K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
421K+ 17.4% |
$23.5M - $26.6M
|
2.84M
$150M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
609+ 6.02% |
$34K - $38.5K
|
10.7K
$564K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
6.92K+ 114.02% |
$386K - $437K
|
13K
$683K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.22K- 33.09% |
$124K - $140K
|
4.49K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
5.84KNew |
$326K - $369K
|
5.84K
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.32KNew |
$73.4K - $83.1K
|
1.32K
$69.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-277- 4.73% |
$15.5K - $17.5K
|
5.58K
$294K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
121+ 2.67% |
$6.75K - $7.64K
|
4.66K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.1% |
$1K - $1.14K
|
18.8K
$987K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-2.92K- 10.28% |
$163K - $184K
|
25.5K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
922+ 3.9% |
$51.5K - $58.3K
|
24.6K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-81- 5.45% |
$4.52K - $5.12K
|
1.4K
$73.9K
|