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 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-196- 2.56% |
$8.58K - $13.2K
|
7.46K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.99K- 31.16% |
$175K - $269K
|
8.82K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.27K- 18.93% |
$55.8K - $85.9K
|
5.46K
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.18K- 11.47% |
$95.6K - $147K
|
16.9K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-226- 12.09% |
$9.89K - $15.2K
|
1.64K
$107K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-525- 34.61% |
$23K - $35.4K
|
992
$64.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.13K- 5.45% |
$49.4K - $76.2K
|
19.6K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.44K- 42.67% |
$63K - $97K
|
1.93K
$126K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-320- 1.53% |
$14K - $21.6K
|
20.6K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
12New |
$525 - $810
|
12
$782
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-439- 80.26% |
$19.2K - $29.6K
|
108
$7.04K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.53K- 22.49% |
$67.1K - $103K
|
5.28K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-72- 32.43% |
$3.15K - $4.86K
|
150
$9.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-243- 4.05% |
$10.6K - $16.4K
|
5.76K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
326+ 38.72% |
$14.3K - $22K
|
1.17K
$76.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
275New |
$12K - $18.6K
|
275
$17.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.83K+ 10.91% |
$299K - $461K
|
69.4K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-4.21K- 18.1% |
$184K - $284K
|
19.1K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.13K- 85.78% |
$49.6K - $76.5K
|
188
$12.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-7.02K- 25.13% |
$307K - $473K
|
20.9K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.17K- 59.66% |
$314K - $484K
|
4.85K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-50- 4.2% |
$2.19K - $3.37K
|
1.14K
$74.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.91K- 18.68% |
$83.6K - $129K
|
8.31K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.14K- 6.34% |
$49.8K - $76.7K
|
16.8K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-11.2K- 64.84% |
$491K - $757K
|
6.09K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.18K- 13.3% |
$227K - $349K
|
33.8K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-804- 24.86% |
$35.2K - $54.2K
|
2.43K
$158K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.01K- 77.45% |
$44.2K - $68.1K
|
294
$19.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
18.6KNew |
$816K - $1.26M
|
18.6K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
978+ 32600.0% |
$42.8K - $66K
|
981
$63.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
450+ 255.68% |
$19.7K - $30.4K
|
626
$40.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-75- 4.87% |
$3.28K - $5.06K
|
1.47K
$95.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
683+ 15.16% |
$29.9K - $46.1K
|
5.19K
$338K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.13M- 99.02% |
$49.7M - $76.5M
|
11.2K
$730K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
650+ 9.77% |
$28.5K - $43.8K
|
7.3K
$476K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-489- 35.08% |
$21.4K - $33K
|
905
$59K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-83- 7.11% |
$3.63K - $5.6K
|
1.08K
$70.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-58.4K- 93.02% |
$2.56M - $3.94M
|
4.39K
$286K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-8.93K- 51.95% |
$391K - $603K
|
8.26K
$538K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.58M- 23.26% |
$69.2M - $107M
|
5.21M
$340M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.43K- 21.86% |
$62.8K - $96.7K
|
5.13K
$334K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-7.13K- 14.63% |
$312K - $481K
|
41.6K
$2.71M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-17.3K- 40.1% |
$758K - $1.17M
|
25.9K
$1.68M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-2.49K- 0.6% |
$109K - $168K
|
410K
$26.7M
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
201K+ 2.18% |
$11.2M - $12.7M
|
9.4M
$613M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-13.2K- 2.9% |
$736K - $833K
|
441K
$28.7M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.28K- 7.76% |
$127K - $144K
|
27.1K
$1.76M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
460New |
$25.7K - $29.1K
|
460
$30K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-155- 16.72% |
$8.65K - $9.79K
|
772
$50.3K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7New |
$391 - $442
|
7
$456
|
|