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 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
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 27.78% |
$268 - $398
|
23
$1.55K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 28.57% |
$536K - $796K
|
45K
$3.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
108+ 0.83% |
$5.79K - $8.59K
|
13K
$878K
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-16.2K- 15.96% |
$867K - $1.29M
|
85.2K
$5.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-174- 33.27% |
$9.33K - $13.8K
|
349
$23.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-500- 2.87% |
$26.8K - $39.8K
|
16.9K
$1.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 3.13% |
$107 - $159
|
62
$4.17K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
30.8KNew |
$1.65M - $2.45M
|
30.8K
$2.07M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
302+ 116.15% |
$16.2K - $24K
|
562
$37.8K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.23K- 60.97% |
$495K - $734K
|
5.91K
$398K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-9.93K- 8.45% |
$532K - $790K
|
108K
$7.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-129- 19.11% |
$6.92K - $10.3K
|
546
$36.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-53.3K- 87.08% |
$2.86M - $4.24M
|
7.91K
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-300- 6.0% |
$16.1K - $23.9K
|
4.7K
$316K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
621+ 9.42% |
$33.3K - $49.4K
|
7.21K
$485K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.91KNew |
$424K - $629K
|
7.91K
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.75KNew |
$308K - $457K
|
5.75K
$387K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5.9K- 60.67% |
$316K - $469K
|
3.82K
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
147New |
$7.88K - $11.7K
|
147
$9.89K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
49.1KNew |
$2.63M - $3.9M
|
49.1K
$3.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
9.74K+ 8.16% |
$522K - $775K
|
129K
$8.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.93K+ 2.29% |
$157K - $233K
|
131K
$8.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-50- 1.09% |
$2.68K - $3.98K
|
4.52K
$304K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.09K- 19.37% |
$327K - $484K
|
25.3K
$1.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.9K- 87.43% |
$1.33M - $1.98M
|
3.58K
$241K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.96KNew |
$212K - $315K
|
3.96K
$266K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-81- 12.84% |
$4.34K - $6.44K
|
550
$37K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.07KNew |
$325K - $483K
|
6.07K
$408K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-246- 71.1% |
$13.2K - $19.6K
|
100
$6.73K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-18.3K- 95.67% |
$984K - $1.46M
|
831
$55.9K
|
|
| Q1 2024 | |||||||
|
Apr 10, 2025
Q1 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
710+ 5.53% |
$51.1K - $57.8K
|
13.6K
$912K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
59+ 2.3% |
$4.25K - $4.8K
|
2.63K
$177K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
253+ 1686.67% |
$18.2K - $20.6K
|
268
$18K
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-33.6KClosed |
$2.42M - $2.74M
|
0
$0
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
7.8KNew |
$562K - $635K
|
7.8K
$525K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
288+ 11.31% |
$20.7K - $23.4K
|
2.83K
$191K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.68KNew |
$193K - $218K
|
2.68K
$180K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-99.9K- 35.25% |
$7.19M - $8.13M
|
184K
$12.3M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-2- 1.3% |
$144 - $163
|
152
$10.2K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.13KNew |
$297K - $336K
|
4.13K
$278K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.02K- 24.62% |
$73.4K - $83K
|
3.12K
$210K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.65K+ 158.77% |
$479K - $542K
|
10.8K
$730K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
119+ 3.72% |
$8.57K - $9.69K
|
3.31K
$223K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
213+ 8.18% |
$15.3K - $17.3K
|
2.82K
$189K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-132- 0.6% |
$9.5K - $10.7K
|
21.9K
$1.47M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
847+ 2.29% |
$61K - $69K
|
37.9K
$2.55M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 0.63% |
$18K - $20.4K
|
39.4K
$2.65M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-168K- 97.16% |
$12.1M - $13.6M
|
4.9K
$330K
|
|