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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
204K+ 78.71% |
$10.9M - $16.2M
|
462K
$26.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
875+ 4.22% |
$46.9K - $69.6K
|
21.6K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
9.99K+ 30.44% |
$536K - $795K
|
42.8K
$2.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.05K- 25.45% |
$110K - $163K
|
6K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-726K- 65.49% |
$38.9M - $57.8M
|
383K
$21.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-8.39K- 4.79% |
$450K - $668K
|
167K
$9.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.3% |
$107 - $159
|
156
$8.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.04K- 8.82% |
$55.9K - $83K
|
10.8K
$608K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.3K- 80.49% |
$177K - $263K
|
800
$45.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-431- 11.12% |
$23.1K - $34.3K
|
3.45K
$194K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-5.92K- 55.06% |
$317K - $471K
|
4.83K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-835- 0.75% |
$44.8K - $66.4K
|
111K
$6.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.72K- 34.87% |
$468K - $694K
|
16.3K
$919K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.98K+ 190.57% |
$428K - $635K
|
12.2K
$686K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-3.31K- 7.89% |
$177K - $263K
|
38.6K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19+ 0.17% |
$1.02K - $1.51K
|
11.2K
$632K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-5.02K- 2.29% |
$269K - $399K
|
214K
$12.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
88.9KNew |
$4.77M - $7.08M
|
88.9K
$5.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-477- 0.63% |
$25.6K - $38K
|
75K
$4.23M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-109K- 31.18% |
$5.87M - $8.7M
|
241K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-302- 7.42% |
$16.2K - $24K
|
3.77K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
11+ 26.83% |
$590 - $875
|
52
$2.93K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.53K- 6.35% |
$81.8K - $121K
|
22.5K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.77K- 8.33% |
$524K - $777K
|
108K
$6.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-68Closed |
$3.65K - $5.41K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-605- 0.4% |
$32.4K - $48.1K
|
151K
$8.51M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
11KNew |
$590K - $875K
|
11K
$620K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1K+ 316.46% |
$53.6K - $79.6K
|
1.32K
$74.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 11.75% |
$74.4K - $110K
|
13.2K
$744K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
83+ 0.57% |
$4.45K - $6.6K
|
14.7K
$830K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-7.11K- 49.7% |
$381K - $565K
|
7.19K
$406K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
954+ 186.69% |
$51.2K - $75.9K
|
1.47K
$82.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-3.05K- 6.52% |
$163K - $242K
|
43.7K
$2.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.11K+ 1.56% |
$113K - $168K
|
137K
$7.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-499- 12.55% |
$26.8K - $39.7K
|
3.48K
$196K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.1K- 2.19% |
$58.8K - $87.3K
|
49K
$2.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-561- 2.4% |
$30.1K - $44.6K
|
22.8K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-650- 1.85% |
$34.9K - $51.7K
|
34.5K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.12K+ 48.19% |
$167K - $248K
|
9.59K
$541K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-15.2K- 73.8% |
$815K - $1.21M
|
5.39K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-22- 10.09% |
$1.18K - $1.75K
|
196
$11.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-246- 4.68% |
$13.2K - $19.6K
|
5.01K
$283K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.57K- 5.69% |
$84.4K - $125K
|
26.1K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
17.1K+ 32.76% |
$918K - $1.36M
|
69.4K
$3.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-205- 1.24% |
$11K - $16.3K
|
16.3K
$921K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
107+ 1.99% |
$5.74K - $8.51K
|
5.49K
$309K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.16K+ 33.14% |
$116K - $171K
|
8.66K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.18K+ 4.98% |
$63.4K - $94K
|
24.9K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
1.28K+ 10.37% |
$68.9K - $102K
|
13.7K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.22K- 2.21% |
$119K - $177K
|
98.3K
$5.54M
|