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 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-190- 5.55% |
$10.6K - $12K
|
3.23K
$182K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.21K- 10.41% |
$179K - $203K
|
27.7K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.7M+ 5864.23% |
$95M - $107M
|
1.73M
$97.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-758- 5.06% |
$42.3K - $47.9K
|
14.2K
$801K
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
224+ 1.47% |
$12.5K - $14.2K
|
15.4K
$868K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
5.64K+ 2.22% |
$315K - $357K
|
259K
$14.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-56- 16.82% |
$3.13K - $3.54K
|
277
$15.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.1K- 9.49% |
$620K - $702K
|
106K
$5.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-26.7K- 79.92% |
$1.49M - $1.69M
|
6.71K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-9.36K- 25.67% |
$522K - $591K
|
27.1K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
8.34K+ 6.59% |
$465K - $527K
|
135K
$7.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-783- 0.29% |
$43.7K - $49.5K
|
270K
$15.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
93+ 8.7% |
$5.19K - $5.88K
|
1.16K
$65.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-11- 0.21% |
$614 - $695
|
5.21K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.3K- 1.61% |
$72.4K - $81.9K
|
79K
$4.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3+ 0.02% |
$167 - $190
|
13.2K
$742K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
51.8K+ 187.35% |
$2.89M - $3.27M
|
79.4K
$4.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.87K- 10.94% |
$160K - $182K
|
23.4K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.82K+ 22.44% |
$102K - $115K
|
9.94K
$559K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-880- 18.23% |
$49.1K - $55.6K
|
3.95K
$222K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.07K- 51.57% |
$506K - $573K
|
8.52K
$479K
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$55.8 - $63.2
|
6.2K
$349K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.3K- 35.15% |
$574K - $650K
|
19K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.74K- 4.77% |
$97.1K - $110K
|
34.7K
$1.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-45- 0.67% |
$2.51K - $2.84K
|
6.66K
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.97K+ 5.03% |
$277K - $314K
|
104K
$5.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-1.28K- 1.89% |
$71.5K - $81K
|
66.7K
$3.75M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.58K- 1.9% |
$88.1K - $99.7K
|
81.3K
$4.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-785- 5.46% |
$43.8K - $49.6K
|
13.6K
$765K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
9.08K+ 14.62% |
$506K - $573K
|
71.1K
$4M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
300+ 1.08% |
$16.7K - $19K
|
28.1K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.91K- 19.54% |
$107K - $121K
|
7.87K
$442K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.13M+ 8947.37% |
$63.2M - $71.6M
|
1.15M
$64.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-2.58K- 2.21% |
$144K - $163K
|
114K
$6.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.35KNew |
$243K - $275K
|
4.35K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-935- 3.62% |
$52.2K - $59.1K
|
24.9K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-577- 72.85% |
$32.2K - $36.5K
|
215
$12.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
47+ 3.69% |
$2.62K - $2.97K
|
1.32K
$74.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.05K- 0.82% |
$114K - $130K
|
250K
$14M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 0.27% |
$167 - $190
|
1.11K
$62.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-181- 2.69% |
$10.1K - $11.4K
|
6.54K
$368K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18.7K- 27.86% |
$1.04M - $1.18M
|
48.4K
$2.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-64- 35.75% |
$3.57K - $4.04K
|
115
$6.47K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-356- 4.78% |
$19.9K - $22.5K
|
7.09K
$399K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 0.76% |
$167 - $190
|
397
$22.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-459- 1.48% |
$25.6K - $29K
|
30.6K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-959- 4.03% |
$53.5K - $60.6K
|
22.8K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.24KNew |
$236K - $268K
|
4.24K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.9K- 3.31% |
$106K - $120K
|
55.5K
$3.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.15K- 16.14% |
$63.9K - $72.3K
|
5.95K
$335K
|