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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.76K+ 17.7% |
$126K - $143K
|
11.7K
$657K
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
17.1KNew |
$1.23M - $1.39M
|
17.1K
$960K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-60- 0.39% |
$4.32K - $4.89K
|
15.3K
$859K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.54K+ 73.83% |
$327K - $370K
|
10.7K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-3.02K- 7.71% |
$218K - $246K
|
36.2K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-1.97K- 33.62% |
$142K - $161K
|
3.9K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.91K+ 23.55% |
$137K - $155K
|
10K
$562K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.04KNew |
$219K - $247K
|
3.04K
$171K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-200- 20.83% |
$14.4K - $16.3K
|
760
$42.8K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
164+ 15.71% |
$11.8K - $13.4K
|
1.21K
$68K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-87.5K- 5.34% |
$6.3M - $7.12M
|
1.55M
$87.2M
|
|
|
May 10, 2024
Q1 2024
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-9.3K- 36.33% |
$670K - $757K
|
16.3K
$917K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-400- 5.74% |
$28.8K - $32.6K
|
6.57K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 45.26% |
$97.3K - $110K
|
4.34K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-96- 3.46% |
$6.91K - $7.82K
|
2.68K
$151K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.82KNew |
$203K - $229K
|
2.82K
$158K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-432- 10.27% |
$31.1K - $35.2K
|
3.78K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
95.2K+ 299.37% |
$6.85M - $7.75M
|
127K
$7.15M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
88+ 2.89% |
$6.34K - $7.16K
|
3.14K
$176K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
9.66KNew |
$695K - $787K
|
9.66K
$543K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-75- 13.97% |
$5.4K - $6.11K
|
462
$26K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-1.36K- 14.95% |
$97.8K - $111K
|
7.73K
$435K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-849- 2.98% |
$61.1K - $69.1K
|
27.6K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-96- 2.8% |
$6.91K - $7.82K
|
3.34K
$188K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-400- 5.67% |
$28.8K - $32.6K
|
6.65K
$374K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
16New |
$1.15K - $1.3K
|
16
$900
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-426- 8.33% |
$30.7K - $34.7K
|
4.69K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-824- 2.74% |
$59.3K - $67.1K
|
29.2K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1- 0.31% |
$72 - $81.4
|
322
$18.1K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-30- 0.22% |
$2.16K - $2.44K
|
13.7K
$769K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-382- 7.36% |
$27.5K - $31.1K
|
4.81K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 300.0% |
$3.24K - $3.66K
|
60
$3.38K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1K- 23.89% |
$72K - $81.4K
|
3.19K
$179K
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.54K+ 97.16% |
$471K - $533K
|
13.3K
$747K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-257- 8.09% |
$18.5K - $20.9K
|
2.92K
$164K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-852- 11.52% |
$61.3K - $69.4K
|
6.54K
$368K
|
|
|
May 08, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-393K- 22.31% |
$28.3M - $32M
|
1.37M
$77M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-261- 8.14% |
$18.8K - $21.3K
|
2.94K
$166K
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-2.2K- 20.23% |
$158K - $179K
|
8.68K
$488K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
250+ 3.06% |
$18K - $20.4K
|
8.41K
$473K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-343- 8.35% |
$24.7K - $27.9K
|
3.76K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-41- 6.67% |
$2.95K - $3.34K
|
574
$32.3K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
322+ 7.03% |
$23.2K - $26.2K
|
4.9K
$276K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.02K- 35.72% |
$146K - $165K
|
3.64K
$205K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-735- 20.38% |
$52.9K - $59.8K
|
2.87K
$162K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
80+ 2.7% |
$5.76K - $6.51K
|
3.05K
$171K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.9KNew |
$209K - $236K
|
2.9K
$163K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
415+ 15.1% |
$29.9K - $33.8K
|
3.16K
$178K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.61K- 0.54% |
$116K - $131K
|
299K
$16.8M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-80- 1.29% |
$5.76K - $6.51K
|
6.13K
$345K
|