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 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-82.1K- 6.51% |
$4.58M - $5.18M
|
1.18M
$66.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
3.22KNew |
$180K - $203K
|
3.22K
$181K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.12K- 19.16% |
$118K - $134K
|
8.95K
$504K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-278- 64.35% |
$15.5K - $17.6K
|
154
$8.66K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.84K+ 15.15% |
$437K - $495K
|
59.6K
$3.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.36K- 14.11% |
$187K - $212K
|
20.4K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-248- 5.62% |
$13.8K - $15.7K
|
4.16K
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.4K+ 3.8% |
$357K - $404K
|
175K
$9.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.14KNew |
$231K - $262K
|
4.14K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-814- 4.91% |
$45.4K - $51.4K
|
15.8K
$887K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
345+ 8.5% |
$19.3K - $21.8K
|
4.4K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
29.5K+ 9.41% |
$1.65M - $1.86M
|
343K
$19.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.2K- 21.5% |
$623K - $705K
|
40.8K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-792- 48.83% |
$44.2K - $50K
|
830
$46.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-29.3K- 32.19% |
$1.64M - $1.85M
|
61.7K
$3.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.12K- 9.28% |
$118K - $134K
|
20.8K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
395+ 3.97% |
$22K - $25K
|
10.3K
$582K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.84K- 8.24% |
$270K - $306K
|
53.8K
$3.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.11K- 5.49% |
$61.7K - $69.9K
|
19K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.28M+ 222.89% |
$71.6M - $81.1M
|
1.86M
$105M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.52K- 10.0% |
$364K - $412K
|
58.7K
$3.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-3.1K- 14.36% |
$173K - $196K
|
18.5K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-959- 2.09% |
$53.5K - $60.6K
|
45K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-510- 17.11% |
$28.5K - $32.2K
|
2.47K
$139K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-9.36K- 30.43% |
$522K - $591K
|
21.4K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-37.7K- 16.78% |
$2.1M - $2.38M
|
187K
$10.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
59+ 46.46% |
$3.29K - $3.73K
|
186
$10.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.28K- 21.49% |
$71.2K - $80.6K
|
4.66K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-16.1K- 15.13% |
$899K - $1.02M
|
90.3K
$5.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 1.99% |
$1.12K - $1.26K
|
986
$55.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.11K- 22.61% |
$118K - $133K
|
7.22K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-27.3K- 7.99% |
$1.52M - $1.72M
|
314K
$17.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-132- 0.88% |
$7.37K - $8.34K
|
14.9K
$836K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.01K- 30.69% |
$391K - $443K
|
15.8K
$890K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
500New |
$27.9K - $31.6K
|
500
$28.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
560+ 7.6% |
$31.3K - $35.4K
|
7.93K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
627+ 40.71% |
$35K - $39.6K
|
2.17K
$122K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-2.12K- 26.06% |
$118K - $134K
|
6K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-540- 9.53% |
$30.1K - $34.1K
|
5.13K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-312- 4.81% |
$17.4K - $19.7K
|
6.17K
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.81K- 45.32% |
$213K - $241K
|
4.6K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-84- 4.26% |
$4.69K - $5.31K
|
1.89K
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$5.63K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-3.8K- 31.42% |
$212K - $240K
|
8.29K
$466K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-370- 5.25% |
$20.6K - $23.4K
|
6.67K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
282+ 3.54% |
$15.7K - $17.8K
|
8.25K
$464K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-764- 53.46% |
$42.6K - $48.3K
|
665
$37.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.85K+ 2.08% |
$159K - $180K
|
140K
$7.85M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
40.1K+ 1032.25% |
$2.24M - $2.53M
|
44K
$2.47M
|