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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-50- 4.2% |
$2.19K - $3.37K
|
1.14K
$85.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.18K- 13.3% |
$227K - $349K
|
33.8K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
978+ 32600.0% |
$42.8K - $66K
|
981
$73.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-75- 4.87% |
$3.28K - $5.06K
|
1.47K
$109K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
650+ 9.77% |
$28.5K - $43.8K
|
7.3K
$545K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-489- 35.08% |
$21.4K - $33K
|
905
$67.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.43K- 21.86% |
$62.8K - $96.7K
|
5.13K
$383K
|
|
| Q3 2024 | |||||||
|
Aug 27, 2025
Q3 2024
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-5.5KClosed |
$307K - $347K
|
0
$0
|
|
|
Jul 24, 2025
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.02K+ 10.86% |
$113K - $128K
|
20.6K
$1.54M
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
17.7K+ 33.16% |
$990K - $1.12M
|
71.2K
$5.32M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.28K- 7.76% |
$127K - $144K
|
27.1K
$2.02M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7New |
$391 - $442
|
7
$523
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.18KNew |
$178K - $201K
|
3.18K
$238K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.26KClosed |
$237K - $269K
|
0
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-938- 22.4% |
$52.3K - $59.3K
|
3.25K
$243K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-317- 0.72% |
$17.7K - $20K
|
44K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.84K- 15.21% |
$103K - $116K
|
10.3K
$765K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.55K- 26.18% |
$86.7K - $98.2K
|
4.38K
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-163- 4.64% |
$9.1K - $10.3K
|
3.35K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-15.4K- 33.77% |
$861K - $974K
|
30.2K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.41KNew |
$246K - $279K
|
4.41K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.88K- 28.49% |
$105K - $119K
|
4.71K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
- |
20KNew |
$1.12M - $1.26M
|
20K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
1KNew |
$55.8K - $63.2K
|
1K
$74.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
401+ 11.28% |
$22.4K - $25.3K
|
3.96K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.2K- 4.95% |
$290K - $329K
|
100K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
11.3KNew |
$631K - $714K
|
11.3K
$844K
|
|
|
Nov 14, 2024
Q3 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
1KNew |
$55.8K - $63.2K
|
1K
$74.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-494- 5.26% |
$27.6K - $31.2K
|
8.91K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
14.6K+ 48.39% |
$813K - $920K
|
44.7K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.67KNew |
$316K - $358K
|
5.67K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
478New |
$26.7K - $30.2K
|
478
$35.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-444- 21.55% |
$24.8K - $28.1K
|
1.62K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-16.4K- 73.05% |
$916K - $1.04M
|
6.05K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
6.5KNew |
$363K - $411K
|
6.5K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
4.2K+ 2.14% |
$234K - $265K
|
201K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-18.6K- 21.89% |
$1.04M - $1.17M
|
66.2K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-19.1K- 4.66% |
$1.07M - $1.21M
|
391K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cruiser Capital Advisors, LLC
Stamford, CT |
BUY
|
- |
10KNew |
$558K - $632K
|
10K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
1.58MNew |
$87.9M - $99.5M
|
1.58M
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
9.81KNew |
$548K - $620K
|
9.81K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
SELL
|
- |
-100K- 10.28% |
$5.59M - $6.33M
|
875K
$65.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
115KNew |
$6.42M - $7.27M
|
115K
$8.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4.78KNew |
$267K - $302K
|
4.78K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-161K- 93.1% |
$8.99M - $10.2M
|
11.9K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Toms Capital Investment Management LP
New York, NY |
BUY
|
- |
1.94MNew |
$108M - $123M
|
1.94M
$145M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-22.6K- 83.33% |
$1.26M - $1.43M
|
4.53K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
PUT |
-37K- 28.51% |
$2.06M - $2.34M
|
92.8K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.36KNew |
$243K - $275K
|
4.36K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 41.23% |
$127K - $143K
|
3.23K
$241K
|
|