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 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 4.63% |
$279 - $316
|
103
$5.42K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-23.8K- 46.82% |
$1.33M - $1.5M
|
27K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-207- 1.57% |
$11.6K - $13.1K
|
13K
$685K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
516New |
$28.8K - $32.6K
|
516
$27.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-368- 1.05% |
$20.5K - $23.3K
|
34.6K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.64K- 2.89% |
$91.7K - $104K
|
55.3K
$2.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
512+ 2.92% |
$28.6K - $32.3K
|
18.1K
$950K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.7K+ 12.38% |
$94.8K - $107K
|
15.4K
$812K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-60- 0.06% |
$3.35K - $3.79K
|
108K
$5.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-119- 8.28% |
$6.64K - $7.52K
|
1.32K
$69.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
676+ 5.22% |
$37.7K - $42.7K
|
13.6K
$717K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7.86K+ 5.88% |
$438K - $496K
|
142K
$7.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.37K- 13.11% |
$132K - $150K
|
15.7K
$827K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-11K- 17.22% |
$614K - $695K
|
52.9K
$2.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-32.4K- 17.68% |
$1.81M - $2.05M
|
151K
$7.94M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-173- 15.19% |
$9.66K - $10.9K
|
966
$50.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.6K- 4.44% |
$89.3K - $101K
|
34.4K
$1.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-28.6K- 9.38% |
$1.6M - $1.81M
|
277K
$14.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-62- 2.5% |
$3.46K - $3.92K
|
2.41K
$127K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.04K- 82.53% |
$170K - $192K
|
643
$33.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-885- 66.24% |
$49.4K - $55.9K
|
451
$23.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.32KNew |
$185K - $210K
|
3.32K
$175K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-961- 5.85% |
$53.6K - $60.7K
|
15.5K
$814K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-310- 6.1% |
$17.3K - $19.6K
|
4.78K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-11.2K- 60.55% |
$624K - $706K
|
7.29K
$383K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-40- 1.31% |
$2.23K - $2.53K
|
3K
$158K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.47% |
$55.8 - $63.2
|
212
$11.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-9.01K- 45.64% |
$503K - $569K
|
10.7K
$564K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.14K- 86.62% |
$119K - $135K
|
330
$17.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.02% |
$55.8 - $63.2
|
5.77K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-903- 8.32% |
$50.4K - $57.1K
|
9.95K
$524K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 12.5% |
$112 - $126
|
14
$737
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-82.1K- 6.51% |
$4.58M - $5.18M
|
1.18M
$62M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
3.22KNew |
$180K - $203K
|
3.22K
$169K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.12K- 19.16% |
$118K - $134K
|
8.95K
$471K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-278- 64.35% |
$15.5K - $17.6K
|
154
$8.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.84K+ 15.15% |
$437K - $495K
|
59.6K
$3.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.36K- 14.11% |
$187K - $212K
|
20.4K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-248- 5.62% |
$13.8K - $15.7K
|
4.16K
$219K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.4K+ 3.8% |
$357K - $404K
|
175K
$9.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.14KNew |
$231K - $262K
|
4.14K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
345+ 8.5% |
$19.3K - $21.8K
|
4.4K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
29.5K+ 9.41% |
$1.65M - $1.86M
|
343K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-792- 48.83% |
$44.2K - $50K
|
830
$43.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-29.3K- 32.19% |
$1.64M - $1.85M
|
61.7K
$3.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$175K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.12K- 9.28% |
$118K - $134K
|
20.8K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
395+ 3.97% |
$22K - $25K
|
10.3K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.84K- 8.24% |
$270K - $306K
|
53.8K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.28M+ 222.89% |
$71.6M - $81.1M
|
1.86M
$97.8M
|