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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-377- 40.8% |
$25.1K - $29.3K
|
547
$30.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-958- 9.39% |
$63.9K - $74.5K
|
9.25K
$520K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
CALL |
6KNew |
$400K - $467K
|
6K
$338K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
142+ 4.18% |
$9.46K - $11K
|
3.54K
$199K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
100+ 12.5% |
$6.67K - $7.78K
|
900
$50.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
138+ 8.37% |
$9.2K - $10.7K
|
1.79K
$101K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
15KNew |
$1M - $1.17M
|
15K
$844K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
103+ 2.29% |
$6.86K - $8.01K
|
4.61K
$259K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.18K- 7.94% |
$145K - $169K
|
25.3K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.5K+ 20.0% |
$100K - $117K
|
9K
$506K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-8.22K- 29.49% |
$548K - $639K
|
19.7K
$1.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-2.33K- 11.16% |
$155K - $181K
|
18.5K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-1.88K- 20.04% |
$125K - $146K
|
7.5K
$422K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-320- 8.27% |
$21.3K - $24.9K
|
3.55K
$200K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.79KNew |
$186K - $217K
|
2.79K
$157K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-440- 50.29% |
$29.3K - $34.2K
|
435
$24.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.9KNew |
$790K - $921K
|
11.9K
$667K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-56- 0.38% |
$3.73K - $4.35K
|
14.9K
$837K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-84- 1.54% |
$5.6K - $6.53K
|
5.35K
$301K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
138KNew |
$9.2M - $10.7M
|
138K
$7.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-900- 8.12% |
$60K - $70K
|
10.2K
$573K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-656- 29.44% |
$43.7K - $51K
|
1.57K
$88.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60New |
$4K - $4.67K
|
60
$3.38K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
340+ 6.9% |
$22.7K - $26.4K
|
5.27K
$296K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
33+ 0.75% |
$2.2K - $2.57K
|
4.43K
$249K
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-119K- 37.06% |
$7.9M - $9.21M
|
201K
$11.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.34K+ 29.64% |
$223K - $260K
|
14.6K
$823K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.4K- 70.84% |
$293K - $342K
|
1.81K
$102K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
76+ 0.27% |
$5.07K - $5.91K
|
27.9K
$1.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
4.7K+ 139.32% |
$313K - $365K
|
8.07K
$454K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-520- 13.09% |
$34.7K - $40.4K
|
3.45K
$194K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
15+ 0.31% |
$1K - $1.17K
|
4.91K
$276K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
126+ 2.52% |
$8.4K - $9.8K
|
5.13K
$289K
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.08K- 4.28% |
$138K - $161K
|
46.5K
$2.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-720- 17.49% |
$48K - $56K
|
3.4K
$191K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.84K- 33.81% |
$123K - $143K
|
3.6K
$202K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
15.9K+ 33.26% |
$1.06M - $1.24M
|
63.8K
$3.59M
|
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-431K- 92.08% |
$28.7M - $33.5M
|
37.1K
$2.08M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-6- 1.08% |
$400 - $467
|
550
$30.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-252K- 62.06% |
$16.8M - $19.6M
|
154K
$8.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 10.34% |
$200 - $233
|
32
$1.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
590+ 0.73% |
$39.3K - $45.9K
|
81.2K
$4.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
6.47K+ 14.3% |
$431K - $503K
|
51.7K
$2.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-573- 8.91% |
$38.2K - $44.6K
|
5.86K
$330K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.04KNew |
$69.3K - $80.9K
|
1.04K
$58.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-55- 1.51% |
$3.67K - $4.28K
|
3.59K
$202K
|
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
572+ 0.52% |
$38.1K - $44.5K
|
111K
$6.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-436- 36.27% |
$29.1K - $33.9K
|
766
$43.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
22+ 0.21% |
$1.47K - $1.71K
|
10.3K
$581K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
539+ 4.04% |
$35.9K - $41.9K
|
13.9K
$781K
|