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 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.45K- 99.58% |
$304K - $344K
|
23
$1.55K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
5.15KNew |
$288K - $326K
|
5.15K
$347K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
3.5KNew |
$195K - $221K
|
3.5K
$236K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3.37KNew |
$188K - $213K
|
3.37K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-775- 15.07% |
$43.3K - $49K
|
4.37K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-3K- 13.64% |
$167K - $190K
|
19K
$1.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
147KNew |
$8.18M - $9.26M
|
147K
$9.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-22.5K- 84.2% |
$1.26M - $1.42M
|
4.23K
$284K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-37- 11.49% |
$2.06K - $2.34K
|
285
$19.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-919- 21.62% |
$51.3K - $58.1K
|
3.33K
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-11.1K- 13.62% |
$617K - $699K
|
70.1K
$4.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
12.2K+ 28.97% |
$681K - $771K
|
54.4K
$3.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.63KNew |
$203K - $229K
|
3.63K
$244K
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-1.34K- 21.95% |
$75K - $84.9K
|
4.78K
$322K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-7.33K- 96.7% |
$409K - $463K
|
250
$16.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-173- 19.75% |
$9.66K - $10.9K
|
703
$47.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.65K- 29.46% |
$92K - $104K
|
3.95K
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
142+ 3.58% |
$7.93K - $8.97K
|
4.11K
$276K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-100- 1.73% |
$5.58K - $6.32K
|
5.67K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$949 - $1.07K
|
17
$1.14K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.58K- 43.03% |
$200K - $226K
|
4.74K
$319K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-126- 3.48% |
$7.03K - $7.96K
|
3.5K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.47KNew |
$194K - $219K
|
3.47K
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
258+ 1.78% |
$14.4K - $16.3K
|
14.8K
$993K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.03K- 7.81% |
$57.5K - $65.1K
|
12.2K
$818K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
149+ 57.09% |
$8.32K - $9.41K
|
410
$27.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-471- 48.66% |
$26.3K - $29.8K
|
497
$33.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-147- 1.71% |
$8.2K - $9.29K
|
8.45K
$569K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
14+ 0.28% |
$781 - $885
|
4.94K
$332K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-1.82K- 81.96% |
$101K - $115K
|
400
$26.9K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-35.4K- 54.01% |
$1.98M - $2.24M
|
30.1K
$2.03M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-875- 21.0% |
$48.8K - $55.3K
|
3.29K
$222K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
84.5K+ 4.21% |
$4.53M - $6.73M
|
2.09M
$141M
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
976+ 16.06% |
$52.3K - $77.7K
|
7.05K
$475K
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-367K- 34.25% |
$19.7M - $29.2M
|
704K
$47.4M
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.96KClosed |
$159K - $235K
|
0
$0
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-21.3KClosed |
$1.14M - $1.69M
|
0
$0
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.67KNew |
$197K - $292K
|
3.67K
$247K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-220- 7.53% |
$11.8K - $17.5K
|
2.7K
$182K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-5- 0.14% |
$268 - $398
|
3.56K
$240K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
884New |
$47.4K - $70.3K
|
884
$59.5K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
11.6KNew |
$621K - $921K
|
11.6K
$779K
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-94- 0.07% |
$5.04K - $7.48K
|
138K
$9.29M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
12.5KNew |
$671K - $995K
|
12.5K
$842K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
78New |
$4.18K - $6.21K
|
78
$5.25K
|
|
|
Aug 15, 2024
Q2 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
4.06KNew |
$217K - $323K
|
4.06K
$273K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
13.5KNew |
$722K - $1.07M
|
13.5K
$906K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-257- 6.89% |
$13.8K - $20.4K
|
3.48K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
500New |
$26.8K - $39.8K
|
500
$33.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Prosight Management, LP
Dallas, TX |
BUY
|
- |
40KNew |
$2.15M - $3.18M
|
40K
$2.69M
|
|