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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
400New |
$17.5K - $27K
|
400
$29.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
287+ 5.5% |
$12.6K - $19.4K
|
5.5K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-49K- 56.32% |
$2.15M - $3.31M
|
38K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
American Assets Investment Management, LLC
|
SELL
|
- |
-20K- 25.0% |
$876K - $1.35M
|
60K
$4.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-88- 88.0% |
$3.85K - $5.94K
|
12
$896
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
348New |
$15.2K - $23.5K
|
348
$26K
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
19.8KNew |
$866K - $1.33M
|
19.8K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.98K- 27.37% |
$86.9K - $134K
|
5.27K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.4K+ 92.15% |
$716K - $1.1M
|
34.1K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
7.89KNew |
$346K - $532K
|
7.89K
$589K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
525New |
$23K - $35.4K
|
525
$39.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
11.5KNew |
$503K - $776K
|
11.5K
$859K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
970+ 14.37% |
$42.5K - $65.4K
|
7.72K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-488- 70.42% |
$21.4K - $32.9K
|
205
$15.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
500New |
$21.9K - $33.7K
|
500
$37.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Cm Management, LLC
|
SELL
|
- |
-10K- 28.57% |
$438K - $675K
|
25K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.98K- 22.92% |
$130K - $201K
|
10K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-16.2K- 52.86% |
$707K - $1.09M
|
14.4K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-97- 97.0% |
$4.25K - $6.54K
|
3
$224
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
29.7K+ 213.83% |
$1.3M - $2.01M
|
43.6K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-106K- 34.25% |
$4.66M - $7.18M
|
204K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
72.1KNew |
$3.16M - $4.87M
|
72.1K
$5.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 15.26% |
$13.1K - $20.2K
|
1.67K
$124K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
9.63KNew |
$422K - $650K
|
9.63K
$719K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
36New |
$1.58K - $2.43K
|
36
$2.69K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3- 0.91% |
$131 - $202
|
328
$24.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-7.64K- 19.95% |
$335K - $516K
|
30.7K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
325New |
$14.2K - $21.9K
|
325
$24.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
12.4KNew |
$543K - $837K
|
12.4K
$927K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
13.4KNew |
$587K - $904K
|
13.4K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-13- 24.53% |
$569 - $877
|
40
$2.99K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-112- 52.83% |
$4.9K - $7.56K
|
100
$7.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-7.97K- 45.62% |
$349K - $538K
|
9.5K
$710K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 8.11% |
$13.1K - $20.2K
|
4K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.38K- 3.79% |
$60.3K - $93K
|
35K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-744- 99.87% |
$32.6K - $50.2K
|
1
$74.7
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24+ 19.83% |
$1.05K - $1.62K
|
145
$10.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
945New |
$41.4K - $63.7K
|
945
$70.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
18New |
$788 - $1.21K
|
18
$1.34K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
309New |
$13.5K - $20.8K
|
309
$23.1K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.3KNew |
$407K - $627K
|
9.3K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4.01K- 19.32% |
$176K - $270K
|
16.7K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-936- 50.51% |
$41K - $63.1K
|
917
$68.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.86K- 16.86% |
$81.2K - $125K
|
9.15K
$683K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5.33KNew |
$233K - $359K
|
5.33K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 1.06% |
$4.38K - $6.75K
|
9.3K
$694K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.11K- 18.08% |
$48.6K - $74.9K
|
5.03K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
47.2KNew |
$2.07M - $3.19M
|
47.2K
$3.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
244New |
$10.7K - $16.5K
|
244
$18.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-7.7K- 37.38% |
$337K - $519K
|
12.9K
$963K
|