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
|
Garland Capital Management Inc
|
SELL
|
- |
-6.02K- 9.9% |
$336K - $380K
|
54.8K
$3.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-866- 5.79% |
$48.3K - $54.7K
|
14.1K
$796K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.79K- 8.6% |
$99.7K - $113K
|
19K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.59K- 22.2% |
$88.7K - $100K
|
5.57K
$315K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-585- 12.52% |
$32.6K - $37K
|
4.09K
$231K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-8.66K- 24.7% |
$483K - $547K
|
26.4K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
421K+ 17.4% |
$23.5M - $26.6M
|
2.84M
$161M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
609+ 6.02% |
$34K - $38.5K
|
10.7K
$606K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
5.84KNew |
$326K - $369K
|
5.84K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.32KNew |
$73.4K - $83.1K
|
1.32K
$74.3K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
121+ 2.67% |
$6.75K - $7.64K
|
4.66K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-2.92K- 10.28% |
$163K - $184K
|
25.5K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
922+ 3.9% |
$51.5K - $58.3K
|
24.6K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-2.93K- 1.07% |
$164K - $185K
|
271K
$15.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.2K- 1.47% |
$67K - $75.8K
|
80.4K
$4.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-307- 4.49% |
$17.1K - $19.4K
|
6.54K
$369K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.08K+ 12.83% |
$172K - $194K
|
27.1K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-75- 0.87% |
$4.19K - $4.74K
|
8.58K
$484K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-239- 6.43% |
$13.3K - $15.1K
|
3.48K
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.63K- 36.42% |
$91K - $103K
|
2.85K
$161K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-421- 31.3% |
$23.5K - $26.6K
|
924
$52.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-85- 1.24% |
$4.74K - $5.37K
|
6.76K
$382K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-40- 0.22% |
$2.23K - $2.53K
|
18.2K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.98% |
$2.34K - $2.65K
|
4.33K
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2+ 0.87% |
$112 - $126
|
233
$13.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
3.21KNew |
$179K - $202K
|
3.21K
$181K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 20.83% |
$279 - $316
|
29
$1.64K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.73K- 1.64% |
$96.3K - $109K
|
103K
$5.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-3.18K- 34.23% |
$178K - $201K
|
6.11K
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-200- 7.68% |
$11.2K - $12.6K
|
2.4K
$136K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
558+ 15.45% |
$31.1K - $35.3K
|
4.17K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-8.39K- 47.91% |
$468K - $530K
|
9.12K
$515K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.86KNew |
$216K - $244K
|
3.86K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.2K+ 0.78% |
$67K - $75.8K
|
155K
$8.74M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
40+ 5.82% |
$2.23K - $2.53K
|
727
$41.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
162+ 0.12% |
$9.04K - $10.2K
|
136K
$7.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-236- 5.39% |
$13.2K - $14.9K
|
4.15K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.5K- 9.24% |
$195K - $221K
|
34.4K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-54K- 20.01% |
$3.01M - $3.41M
|
216K
$12.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.08K- 59.72% |
$284K - $321K
|
3.43K
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-134K- 29.59% |
$7.45M - $8.43M
|
318K
$17.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.34K- 3.55% |
$74.6K - $84.5K
|
36.3K
$2.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-8.16K- 32.86% |
$455K - $515K
|
16.7K
$942K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-40.5K- 41.98% |
$2.26M - $2.56M
|
55.9K
$3.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-959- 6.55% |
$53.5K - $60.6K
|
13.7K
$773K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.24K+ 16.02% |
$69K - $78.1K
|
8.95K
$505K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-122- 2.49% |
$6.81K - $7.71K
|
4.77K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 4.63% |
$279 - $316
|
103
$5.82K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
516New |
$28.8K - $32.6K
|
516
$29.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.64K- 2.89% |
$91.7K - $104K
|
55.3K
$3.12M
|