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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.02K- 52.0% |
$307K - $473K
|
6.48K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.7K- 32.33% |
$468K - $721K
|
22.4K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-439K- 69.29% |
$19.2M - $29.6M
|
194K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-87.7K- 93.68% |
$3.84M - $5.91M
|
5.92K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300+ 9.09% |
$13.1K - $20.2K
|
3.6K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-13.6K- 29.75% |
$595K - $917K
|
32.1K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15- 0.19% |
$657 - $1.01K
|
7.96K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
BUY
|
- |
30K+ 15.0% |
$1.31M - $2.02M
|
230K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-5.54K- 7.5% |
$243K - $374K
|
68.3K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-986- 13.77% |
$43.2K - $66.5K
|
6.18K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.25K- 9.16% |
$54.5K - $84K
|
12.3K
$831K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.6K+ 52.48% |
$465K - $717K
|
30.9K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 15.81% |
$78K - $120K
|
9.48K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.74K- 26.42% |
$76K - $117K
|
4.83K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-924- 13.03% |
$40.5K - $62.3K
|
6.17K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 14.49% |
$50.4K - $77.6K
|
9.1K
$612K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-309- 1.52% |
$13.5K - $20.8K
|
20K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-560- 25.7% |
$24.5K - $37.8K
|
1.62K
$109K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-253K- 53.77% |
$11.1M - $17.1M
|
217K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6- 0.1% |
$263 - $405
|
6.19K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
43.7KNew |
$1.91M - $2.95M
|
43.7K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
2KNew |
$87.6K - $135K
|
2K
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-17- 11.18% |
$744 - $1.15K
|
135
$9.08K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.14KNew |
$181K - $279K
|
4.14K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.98K- 9.72% |
$174K - $268K
|
37K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-141- 1.1% |
$6.17K - $9.51K
|
12.7K
$857K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3.58K- 61.04% |
$157K - $241K
|
2.28K
$154K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
73+ 18.39% |
$3.2K - $4.92K
|
470
$31.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-9.33K- 49.75% |
$408K - $629K
|
9.42K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-65.1K- 85.71% |
$2.85M - $4.39M
|
10.9K
$730K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57.7K- 90.93% |
$2.53M - $3.89M
|
5.76K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
371New |
$16.2K - $25K
|
371
$25K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-3.25K- 27.92% |
$142K - $219K
|
8.38K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.6K+ 9.02% |
$114K - $176K
|
31.5K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.06K- 7.45% |
$46.4K - $71.4K
|
13.2K
$886K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-80.5K- 81.34% |
$3.53M - $5.43M
|
18.5K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-499- 7.72% |
$21.8K - $33.7K
|
5.96K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-36.3K- 38.54% |
$1.59M - $2.45M
|
57.9K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19.8K- 14.57% |
$866K - $1.33M
|
116K
$7.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-15.6K- 57.52% |
$682K - $1.05M
|
11.5K
$774K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-16.1K- 48.23% |
$706K - $1.09M
|
17.3K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
10.6KNew |
$464K - $714K
|
10.6K
$713K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.6K- 37.21% |
$509K - $784K
|
19.6K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.53K- 62.04% |
$67.1K - $103K
|
938
$63.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-3.38K- 23.12% |
$148K - $228K
|
11.3K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-12.8K- 15.98% |
$561K - $865K
|
67.4K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.51K- 3.03% |
$416K - $641K
|
305K
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
17New |
$744 - $1.15K
|
17
$1.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-17.3K- 38.04% |
$758K - $1.17M
|
28.2K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-282- 4.38% |
$12.3K - $19K
|
6.15K
$414K
|