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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.01K- 8.41% |
$266K - $317K
|
43.7K
$2.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.63K- 10.26% |
$108K - $128K
|
14.2K
$800K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
107New |
$7.09K - $8.45K
|
107
$6.02K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-810- 22.88% |
$53.7K - $64K
|
2.73K
$154K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-12- 1.28% |
$795 - $948
|
927
$52.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-570- 13.04% |
$37.8K - $45K
|
3.8K
$214K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
554+ 15.15% |
$36.7K - $43.8K
|
4.21K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
5.59KNew |
$371K - $442K
|
5.59K
$314K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-60- 0.86% |
$3.98K - $4.74K
|
6.93K
$390K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
632New |
$41.9K - $49.9K
|
632
$35.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
66+ 0.94% |
$4.38K - $5.21K
|
7.07K
$398K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.72K+ 9.16% |
$180K - $215K
|
32.4K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.87KNew |
$190K - $227K
|
2.87K
$162K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-60- 2.31% |
$3.98K - $4.74K
|
2.53K
$143K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.34K- 33.86% |
$155K - $185K
|
4.56K
$257K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
837New |
$55.5K - $66.1K
|
837
$47.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
24New |
$1.59K - $1.9K
|
24
$1.35K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-187- 37.63% |
$12.4K - $14.8K
|
310
$17.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$1.06K - $1.26K
|
16
$900
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-39.6K- 98.84% |
$2.63M - $3.13M
|
465
$26.2K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.63KNew |
$174K - $208K
|
2.63K
$148K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$147K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
524+ 10.83% |
$34.7K - $41.4K
|
5.36K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$189K - $225K
|
2.85K
$160K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.63KNew |
$174K - $208K
|
2.63K
$148K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.68KNew |
$177K - $211K
|
2.68K
$150K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.33KNew |
$353K - $421K
|
5.33K
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 9.61% |
$126K - $151K
|
17.9K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-24- 0.52% |
$1.59K - $1.9K
|
4.59K
$258K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-373- 2.91% |
$24.7K - $29.5K
|
12.4K
$699K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
512+ 1.66% |
$33.9K - $40.4K
|
31.4K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-545- 7.64% |
$36.1K - $43.1K
|
6.59K
$371K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
30+ 0.61% |
$1.99K - $2.37K
|
4.92K
$277K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.54KNew |
$234K - $279K
|
3.54K
$199K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-10.9K- 27.88% |
$723K - $861K
|
28.2K
$1.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-837- 6.78% |
$55.5K - $66.1K
|
11.5K
$647K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-125- 1.32% |
$8.29K - $9.88K
|
9.33K
$525K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$147K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-480- 4.84% |
$31.8K - $37.9K
|
9.43K
$531K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-1.98K- 39.3% |
$131K - $156K
|
3.05K
$172K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-193- 4.98% |
$12.8K - $15.2K
|
3.68K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
4.09KNew |
$271K - $323K
|
4.09K
$230K
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-52.5K- 82.03% |
$3.48M - $4.15M
|
11.5K
$647K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-443- 1.11% |
$29.4K - $35K
|
39.5K
$2.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
6.88KNew |
$456K - $544K
|
6.88K
$387K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.01K+ 1.33% |
$66.8K - $79.6K
|
76.6K
$4.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
3KNew |
$199K - $237K
|
3K
$169K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
291New |
$19.3K - $23K
|
291
$16.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.86KNew |
$322K - $384K
|
4.86K
$274K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-490- 17.1% |
$32.5K - $38.7K
|
2.38K
$134K
|