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 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-35- 15.7% |
$1.88K - $2.78K
|
188
$10.6K
|
|
|
Jul 16, 2024
Q2 2024
|
M&G PLC
London, X0 |
BUY
|
- |
110K+ 14.1% |
$5.9M - $8.76M
|
891K
$50.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-261- 6.7% |
$14K - $20.8K
|
3.64K
$205K
|
|
|
Jul 16, 2024
Q2 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
1.49K+ 0.98% |
$79.9K - $119K
|
153K
$8.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.24% |
$268 - $398
|
2.06K
$116K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 28.57% |
$536K - $796K
|
45K
$2.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
108+ 0.83% |
$5.79K - $8.59K
|
13K
$734K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.1K- 48.5% |
$542K - $804K
|
10.7K
$604K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40.7K- 27.46% |
$2.18M - $3.24M
|
108K
$6.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-16.2K- 15.96% |
$867K - $1.29M
|
85.2K
$4.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-174- 33.27% |
$9.33K - $13.8K
|
349
$19.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3.95K- 23.56% |
$212K - $314K
|
12.8K
$721K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
592+ 11840.0% |
$31.7K - $47.1K
|
597
$33.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-300- 9.76% |
$16.1K - $23.9K
|
2.78K
$156K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.94K- 2.61% |
$104K - $154K
|
72.2K
$4.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-500- 2.87% |
$26.8K - $39.8K
|
16.9K
$951K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 3.13% |
$107 - $159
|
62
$3.49K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
30.8KNew |
$1.65M - $2.45M
|
30.8K
$1.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-262- 83.17% |
$14.1K - $20.8K
|
53
$2.98K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.46K- 12.48% |
$132K - $196K
|
17.3K
$972K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
302+ 116.15% |
$16.2K - $24K
|
562
$31.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.05K- 5.39% |
$56.3K - $83.5K
|
18.4K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.23K- 60.97% |
$495K - $734K
|
5.91K
$332K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-9.93K- 8.45% |
$532K - $790K
|
108K
$6.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-129- 19.11% |
$6.92K - $10.3K
|
546
$30.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-53.3K- 87.08% |
$2.86M - $4.24M
|
7.91K
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-300- 6.0% |
$16.1K - $23.9K
|
4.7K
$264K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
621+ 9.42% |
$33.3K - $49.4K
|
7.21K
$406K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.91KNew |
$424K - $629K
|
7.91K
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.75KNew |
$308K - $457K
|
5.75K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5.9K- 60.67% |
$316K - $469K
|
3.82K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.35K- 13.99% |
$72.4K - $107K
|
8.3K
$467K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
147New |
$7.88K - $11.7K
|
147
$8.27K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
49.1KNew |
$2.63M - $3.9M
|
49.1K
$2.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
9.74K+ 8.16% |
$522K - $775K
|
129K
$7.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1K- 11.39% |
$53.7K - $79.7K
|
7.8K
$439K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.93K+ 2.29% |
$157K - $233K
|
131K
$7.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-50- 1.09% |
$2.68K - $3.98K
|
4.52K
$254K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-700- 37.04% |
$37.5K - $55.7K
|
1.19K
$66.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-538- 11.14% |
$28.9K - $42.8K
|
4.29K
$242K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-891- 3.55% |
$47.8K - $70.9K
|
24.2K
$1.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.09K- 19.37% |
$327K - $484K
|
25.3K
$1.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
26K+ 20.16% |
$1.39M - $2.07M
|
155K
$8.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.9K- 87.43% |
$1.33M - $1.98M
|
3.58K
$201K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.44KNew |
$184K - $273K
|
3.44K
$193K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.96KNew |
$212K - $315K
|
3.96K
$223K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-36- 12.95% |
$1.93K - $2.86K
|
242
$13.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-81- 12.84% |
$4.34K - $6.44K
|
550
$30.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-100- 20.0% |
$5.36K - $7.96K
|
400
$22.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.07KNew |
$325K - $483K
|
6.07K
$341K
|