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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.67KNew |
$205K - $232K
|
3.67K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-549- 14.28% |
$30.6K - $34.7K
|
3.3K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-845- 7.94% |
$47.2K - $53.4K
|
9.8K
$732K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.37K- 27.56% |
$76.2K - $86.2K
|
3.59K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.12K- 50.46% |
$174K - $197K
|
3.06K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-147- 1.75% |
$8.2K - $9.29K
|
8.25K
$616K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.42K+ 17.09% |
$79.3K - $89.8K
|
9.74K
$727K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.28KNew |
$183K - $207K
|
3.28K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-7.93K- 67.04% |
$443K - $501K
|
3.9K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
477+ 12.6% |
$26.6K - $30.1K
|
4.26K
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.06K+ 57.09% |
$171K - $193K
|
8.41K
$628K
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-6.02K- 9.9% |
$336K - $380K
|
54.8K
$4.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-585- 12.52% |
$32.6K - $37K
|
4.09K
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.32KNew |
$73.4K - $83.1K
|
1.32K
$98.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-2.93K- 1.07% |
$164K - $185K
|
271K
$20.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-307- 4.49% |
$17.1K - $19.4K
|
6.54K
$488K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-239- 6.43% |
$13.3K - $15.1K
|
3.48K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-85- 1.24% |
$4.74K - $5.37K
|
6.76K
$505K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.98% |
$2.34K - $2.65K
|
4.33K
$323K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
3.21KNew |
$179K - $202K
|
3.21K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.73K- 1.64% |
$96.3K - $109K
|
103K
$7.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-200- 7.68% |
$11.2K - $12.6K
|
2.4K
$179K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-959- 6.55% |
$53.5K - $60.6K
|
13.7K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.24K+ 16.02% |
$69K - $78.1K
|
8.95K
$668K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 4.63% |
$279 - $316
|
103
$7.69K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
516New |
$28.8K - $32.6K
|
516
$38.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.04K- 82.53% |
$170K - $192K
|
643
$48K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-885- 66.24% |
$49.4K - $55.9K
|
451
$33.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.14K- 86.62% |
$119K - $135K
|
330
$24.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.02% |
$55.8 - $63.2
|
5.77K
$431K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.12K- 19.16% |
$118K - $134K
|
8.95K
$668K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.36K- 14.11% |
$187K - $212K
|
20.4K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
500New |
$27.9K - $31.6K
|
500
$37.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
560+ 7.6% |
$31.3K - $35.4K
|
7.93K
$592K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$7.47K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
282+ 3.54% |
$15.7K - $17.8K
|
8.25K
$616K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.85K+ 2.08% |
$159K - $180K
|
140K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-20K- 60.2% |
$1.12M - $1.26M
|
13.2K
$987K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-9.44K- 62.39% |
$527K - $596K
|
5.69K
$425K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
202+ 7.84% |
$11.3K - $12.8K
|
2.78K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.97K- 32.2% |
$110K - $125K
|
4.15K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-55- 1.17% |
$3.07K - $3.47K
|
4.63K
$346K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 57.59% |
$112K - $126K
|
5.47K
$409K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-26.9K- 86.02% |
$1.5M - $1.7M
|
4.37K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.03% |
$55.8 - $63.2
|
3.86K
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-26.7K- 79.92% |
$1.49M - $1.69M
|
6.71K
$501K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.07K- 51.57% |
$506K - $573K
|
8.52K
$636K
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.74K- 4.77% |
$97.1K - $110K
|
34.7K
$2.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-2.58K- 2.21% |
$144K - $163K
|
114K
$8.5M
|