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 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$7.82K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
282+ 3.54% |
$15.7K - $17.8K
|
8.25K
$645K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.85K+ 2.08% |
$159K - $180K
|
140K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-20K- 60.2% |
$1.12M - $1.26M
|
13.2K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-9.44K- 62.39% |
$527K - $596K
|
5.69K
$445K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
202+ 7.84% |
$11.3K - $12.8K
|
2.78K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.97K- 32.2% |
$110K - $125K
|
4.15K
$324K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-55- 1.17% |
$3.07K - $3.47K
|
4.63K
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-26.9K- 86.02% |
$1.5M - $1.7M
|
4.37K
$342K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.03% |
$55.8 - $63.2
|
3.86K
$301K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-26.7K- 79.92% |
$1.49M - $1.69M
|
6.71K
$524K
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.74K- 4.77% |
$97.1K - $110K
|
34.7K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-2.58K- 2.21% |
$144K - $163K
|
114K
$8.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-577- 72.85% |
$32.2K - $36.5K
|
215
$16.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.9K- 3.31% |
$106K - $120K
|
55.5K
$4.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.15K- 16.14% |
$63.9K - $72.3K
|
5.95K
$465K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$6.25K - $7.08K
|
112
$8.75K
|
|
|
Oct 21, 2024
Q3 2024
|
Kempner Capital Management Inc.
|
BUY
|
- |
34KNew |
$1.9M - $2.15M
|
34K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-3.32K- 7.6% |
$185K - $210K
|
40.4K
$3.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-245K- 10.74% |
$13.7M - $15.5M
|
2.04M
$160M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-182K- 15.15% |
$10.1M - $11.5M
|
1.02M
$79.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 89.66% |
$1.45K - $1.64K
|
3
$234
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
350New |
$19.5K - $22.1K
|
350
$27.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
45.1KNew |
$2.52M - $2.85M
|
45.1K
$3.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-790- 18.64% |
$44.1K - $49.9K
|
3.45K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.15K- 19.18% |
$64.2K - $72.7K
|
4.85K
$379K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-377- 21.82% |
$21K - $23.8K
|
1.35K
$106K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10+ 0.2% |
$558 - $632
|
5.07K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.06K- 44.52% |
$171K - $193K
|
3.82K
$298K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
2.19K+ 34.41% |
$122K - $139K
|
8.57K
$670K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.43K- 1.33% |
$79.8K - $90.3K
|
106K
$8.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-112- 3.05% |
$6.25K - $7.08K
|
3.56K
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-11- 91.67% |
$614 - $695
|
1
$78.2
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-160- 2.21% |
$8.93K - $10.1K
|
7.08K
$553K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-5.2K- 19.68% |
$290K - $328K
|
21.2K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 9.78% |
$97.9K - $111K
|
16.2K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.19K- 0.43% |
$66.2K - $74.9K
|
275K
$21.5M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.6KNew |
$89.3K - $101K
|
1.6K
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-5.26K- 30.05% |
$294K - $332K
|
12.3K
$957K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-450- 33.19% |
$25.1K - $28.4K
|
906
$70.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.7K- 57.37% |
$151K - $171K
|
2.01K
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-215- 6.22% |
$12K - $13.6K
|
3.24K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2K- 6.64% |
$112K - $127K
|
28.2K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-5.46K- 30.99% |
$305K - $345K
|
12.2K
$950K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.06K- 33.14% |
$115K - $130K
|
4.16K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-407- 9.82% |
$22.7K - $25.7K
|
3.74K
$292K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.9K- 16.34% |
$106K - $120K
|
9.71K
$759K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
532New |
$29.7K - $33.6K
|
532
$41.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.11K- 41.32% |
$285K - $323K
|
7.26K
$567K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.45K- 99.58% |
$304K - $344K
|
23
$1.8K
|