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 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$55.8 - $63.2
|
4.47K
$235K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-11- 91.67% |
$614 - $695
|
1
$52.6
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 0.83% |
$5.58K - $6.32K
|
12.1K
$636K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-160- 2.21% |
$8.93K - $10.1K
|
7.08K
$373K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 81.97% |
$1.13M - $1.28M
|
4.46K
$235K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-5.2K- 19.68% |
$290K - $328K
|
21.2K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-48- 1.2% |
$2.68K - $3.03K
|
3.97K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 9.78% |
$97.9K - $111K
|
16.2K
$852K
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.19K- 0.43% |
$66.2K - $74.9K
|
275K
$14.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-996- 3.93% |
$55.6K - $62.9K
|
24.4K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-6.28K- 8.94% |
$350K - $396K
|
63.9K
$3.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.08K- 17.42% |
$60.1K - $68K
|
5.11K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.6KNew |
$89.3K - $101K
|
1.6K
$84.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19.3K- 51.96% |
$1.07M - $1.22M
|
17.8K
$937K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.12K- 13.32% |
$174K - $197K
|
20.3K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
57+ 60.0% |
$3.18K - $3.6K
|
152
$8K
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-2.8K- 36.84% |
$156K - $177K
|
4.8K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-5.26K- 30.05% |
$294K - $332K
|
12.3K
$645K
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
1.45K+ 1.04% |
$80.6K - $91.3K
|
141K
$7.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-341- 9.65% |
$19K - $21.5K
|
3.19K
$168K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.33K- 24.31% |
$242K - $274K
|
13.5K
$710K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-450- 33.19% |
$25.1K - $28.4K
|
906
$47.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-2.15K- 17.06% |
$120K - $136K
|
10.4K
$549K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.7K- 57.37% |
$151K - $171K
|
2.01K
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.38K- 13.46% |
$76.9K - $87K
|
8.85K
$466K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.4K- 15.01% |
$190K - $215K
|
19.2K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.84K- 83.55% |
$103K - $116K
|
362
$19K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3.21K- 6.22% |
$179K - $203K
|
48.5K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-215- 6.22% |
$12K - $13.6K
|
3.24K
$170K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-560- 23.77% |
$31.3K - $35.4K
|
1.8K
$94.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-116- 0.6% |
$6.47K - $7.33K
|
19.3K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.12K- 35.33% |
$230K - $260K
|
7.54K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
11.2K+ 9.0% |
$624K - $706K
|
135K
$7.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-486- 4.74% |
$27.1K - $30.7K
|
9.76K
$514K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.76K- 15.41% |
$210K - $237K
|
20.6K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-183- 1.86% |
$10.2K - $11.6K
|
9.68K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-810- 9.49% |
$45.2K - $51.2K
|
7.73K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.15KNew |
$232K - $262K
|
4.15K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.07K- 6.07% |
$59.7K - $67.5K
|
16.6K
$871K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-769- 14.76% |
$42.9K - $48.6K
|
4.44K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2K- 6.64% |
$112K - $127K
|
28.2K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-5.46K- 30.99% |
$305K - $345K
|
12.2K
$640K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-148- 6.36% |
$8.26K - $9.35K
|
2.18K
$115K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.79KNew |
$156K - $176K
|
2.79K
$147K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.06K- 33.14% |
$115K - $130K
|
4.16K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-407- 9.82% |
$22.7K - $25.7K
|
3.74K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-15.1K- 11.83% |
$842K - $953K
|
113K
$5.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-881- 10.3% |
$49.2K - $55.7K
|
7.67K
$404K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-78.5K- 3.96% |
$4.38M - $4.96M
|
1.91M
$100M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-138K- 54.4% |
$7.72M - $8.74M
|
116K
$6.1M
|