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 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
28.7K+ 5.27% |
$1.54M - $2.28M
|
573K
$38.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.54KNew |
$136K - $202K
|
2.54K
$171K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
$53.6K - $79.6K
|
1K
$67.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 16.67% |
$1.34K - $1.99K
|
125
$8.41K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-5K- 94.16% |
$268K - $398K
|
310
$20.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-188- 4.33% |
$10.1K - $15K
|
4.16K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-5.07K- 23.43% |
$272K - $404K
|
16.6K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
478+ 15.41% |
$25.6K - $38K
|
3.58K
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15.6K- 37.37% |
$836K - $1.24M
|
26.1K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-3.07K- 40.09% |
$165K - $244K
|
4.59K
$309K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-97- 2.15% |
$5.2K - $7.72K
|
4.42K
$298K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.03K- 58.8% |
$55.3K - $82.1K
|
723
$48.7K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$375 - $557
|
7
$471
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-20.5K- 16.63% |
$1.1M - $1.63M
|
103K
$6.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
144K+ 19.85% |
$7.71M - $11.4M
|
868K
$58.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.83K+ 44.46% |
$98.3K - $146K
|
5.96K
$401K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.53K+ 55.12% |
$82.3K - $122K
|
4.32K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-727- 2.61% |
$39K - $57.8K
|
27.1K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 5.15% |
$10.7K - $15.9K
|
3.69K
$248K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-439- 17.31% |
$23.5K - $34.9K
|
2.1K
$141K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.59KNew |
$193K - $286K
|
3.59K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
50+ 1.08% |
$2.68K - $3.98K
|
4.68K
$315K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-133- 44.48% |
$7.13K - $10.6K
|
166
$11.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
115+ 3.16% |
$6.17K - $9.15K
|
3.76K
$253K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
195New |
$10.5K - $15.5K
|
195
$13.1K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-11- 0.26% |
$590 - $875
|
4.25K
$286K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2- 0.05% |
$107 - $159
|
3.87K
$261K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
5.34KNew |
$286K - $425K
|
5.34K
$359K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.23K- 98.1% |
$280K - $416K
|
101
$6.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-4K- 89.77% |
$215K - $318K
|
456
$30.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-8.05K- 38.23% |
$431K - $640K
|
13K
$875K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-985- 18.21% |
$52.8K - $78.4K
|
4.42K
$298K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.06K- 12.84% |
$218K - $323K
|
27.5K
$1.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
104+ 7.44% |
$5.58K - $8.27K
|
1.5K
$101K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
15.5KNew |
$832K - $1.23M
|
15.5K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.6KNew |
$729K - $1.08M
|
13.6K
$915K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6.49K+ 14.93% |
$348K - $516K
|
49.9K
$3.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-112- 2.61% |
$6.01K - $8.91K
|
4.19K
$282K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.59K+ 3.01% |
$85.4K - $127K
|
54.4K
$3.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-13.9K- 69.37% |
$743K - $1.1M
|
6.12K
$412K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.3K- 9.25% |
$69.9K - $104K
|
12.8K
$861K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
300New |
$16.1K - $23.9K
|
300
$20.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
$18.8K - $27.8K
|
350
$23.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
15K+ 7.23% |
$806K - $1.2M
|
223K
$15M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.41% |
$6.06K - $8.99K
|
7.88K
$531K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200New |
$10.7K - $15.9K
|
200
$13.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.23K- 7.87% |
$173K - $257K
|
37.8K
$2.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-990- 90.83% |
$53.1K - $78.8K
|
100
$6.73K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
50New |
$2.68K - $3.98K
|
50
$3.36K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 0.4% |
$53.6 - $79.6
|
250
$16.8K
|