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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.04K- 2.47% |
$74.7K - $84.5K
|
40.9K
$2.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
491+ 7.11% |
$35.3K - $40K
|
7.4K
$418K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.82K- 41.47% |
$131K - $148K
|
2.57K
$145K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
285+ 6.53% |
$20.5K - $23.2K
|
4.65K
$263K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-10- 0.39% |
$720 - $814
|
2.58K
$146K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-434- 14.64% |
$31.2K - $35.3K
|
2.53K
$143K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.88K- 2.26% |
$135K - $153K
|
81.3K
$4.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 26.67% |
$77.7K - $87.9K
|
2.97K
$168K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.21K- 11.55% |
$87.3K - $98.7K
|
9.28K
$524K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
631+ 22.24% |
$45.4K - $51.4K
|
3.47K
$196K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
49+ 0.92% |
$3.53K - $3.99K
|
5.37K
$303K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-11- 0.73% |
$792 - $896
|
1.5K
$84.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-54- 1.66% |
$3.89K - $4.4K
|
3.2K
$181K
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.59K+ 69.02% |
$187K - $211K
|
6.35K
$358K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.34% |
$2.74K - $3.09K
|
2.81K
$158K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-213- 6.1% |
$15.3K - $17.3K
|
3.28K
$185K
|
|
|
Apr 15, 2024
Q1 2024
|
Pensioenfonds Rail & Ov
|
SELL
|
- |
-638K- 99.27% |
$46M - $52M
|
4.67K
$264K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-225- 8.19% |
$16.2K - $18.3K
|
2.52K
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-595- 14.19% |
$42.8K - $48.4K
|
3.6K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
614+ 3.24% |
$44.2K - $50K
|
19.6K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-277K- 56.93% |
$20M - $22.6M
|
210K
$11.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-94- 3.18% |
$6.77K - $7.65K
|
2.86K
$162K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-940- 18.53% |
$67.7K - $76.5K
|
4.13K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-12.3K- 60.63% |
$885K - $1M
|
7.98K
$451K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
118+ 3.47% |
$8.49K - $9.61K
|
3.52K
$199K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-65- 2.13% |
$4.68K - $5.29K
|
2.99K
$169K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-202- 5.53% |
$14.5K - $16.4K
|
3.45K
$195K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10+ 0.33% |
$720 - $814
|
3.03K
$171K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-380- 10.36% |
$27.4K - $30.9K
|
3.29K
$186K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-27.2K- 78.5% |
$1.96M - $2.22M
|
7.46K
$421K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-20K- 86.01% |
$1.44M - $1.63M
|
3.25K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-79- 3.0% |
$5.69K - $6.43K
|
2.55K
$144K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.5K+ 56.82% |
$108K - $122K
|
4.14K
$234K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
139+ 4.9% |
$10K - $11.3K
|
2.98K
$168K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
350+ 4.75% |
$25.2K - $28.5K
|
7.72K
$436K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-280- 8.4% |
$20.2K - $22.8K
|
3.06K
$173K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-200- 5.54% |
$14.4K - $16.3K
|
3.41K
$193K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-47- 1.72% |
$3.38K - $3.83K
|
2.69K
$152K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15+ 0.31% |
$1.08K - $1.22K
|
4.87K
$275K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-439- 2.5% |
$31.6K - $35.7K
|
17.2K
$969K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
$271K - $306K
|
3.76K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.06% |
$144 - $163
|
3.36K
$190K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
134KNew |
$9.61M - $10.9M
|
134K
$7.54M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-87- 2.49% |
$6.26K - $7.08K
|
3.4K
$192K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$72 - $81.4
|
2.58K
$145K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.55KNew |
$184K - $208K
|
2.55K
$144K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-9- 0.03% |
$648 - $733
|
34.5K
$1.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-465- 8.13% |
$33.5K - $37.9K
|
5.25K
$297K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-325- 8.24% |
$23.4K - $26.5K
|
3.62K
$204K
|