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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
127+ 0.74% |
$8.42K - $10K
|
17.2K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.6K+ 5913.64% |
$172K - $206K
|
2.65K
$172K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.7K- 38.07% |
$113K - $134K
|
2.77K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.77KNew |
$118K - $140K
|
1.77K
$116K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.82KNew |
$187K - $223K
|
2.82K
$184K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.06K- 10.51% |
$69.9K - $83.3K
|
8.98K
$585K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.81KNew |
$186K - $222K
|
2.81K
$183K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-335- 8.09% |
$22.2K - $26.5K
|
3.81K
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-49.5K- 98.2% |
$3.28M - $3.91M
|
909
$59.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
2.67KNew |
$177K - $211K
|
2.67K
$174K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-808- 12.5% |
$53.6K - $63.8K
|
5.65K
$368K
|
|
|
Feb 02, 2024
Q4 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
2.7KNew |
$179K - $213K
|
2.7K
$176K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.62K- 10.62% |
$108K - $128K
|
13.7K
$891K
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-26.5K- 10.89% |
$1.76M - $2.09M
|
217K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
2.95KNew |
$195K - $233K
|
2.95K
$192K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-268- 5.81% |
$17.8K - $21.2K
|
4.35K
$283K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-107- 58.15% |
$7.09K - $8.45K
|
77
$5.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.03K- 28.91% |
$135K - $160K
|
4.99K
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-360- 1.56% |
$23.9K - $28.4K
|
22.7K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.64KNew |
$175K - $208K
|
2.64K
$172K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
948New |
$62.8K - $74.9K
|
948
$61.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7.57K- 18.71% |
$502K - $598K
|
32.9K
$2.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.55KNew |
$169K - $202K
|
2.55K
$166K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.01K- 8.41% |
$266K - $317K
|
43.7K
$2.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.63K- 10.26% |
$108K - $128K
|
14.2K
$927K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
107New |
$7.09K - $8.45K
|
107
$6.97K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-810- 22.88% |
$53.7K - $64K
|
2.73K
$178K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-570- 13.04% |
$37.8K - $45K
|
3.8K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
554+ 15.15% |
$36.7K - $43.8K
|
4.21K
$274K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
5.59KNew |
$371K - $442K
|
5.59K
$364K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
632New |
$41.9K - $49.9K
|
632
$41.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
66+ 0.94% |
$4.38K - $5.21K
|
7.07K
$461K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.72K+ 9.16% |
$180K - $215K
|
32.4K
$2.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.87KNew |
$190K - $227K
|
2.87K
$187K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-60- 2.31% |
$3.98K - $4.74K
|
2.53K
$165K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.34K- 33.86% |
$155K - $185K
|
4.56K
$297K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
837New |
$55.5K - $66.1K
|
837
$54.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-187- 37.63% |
$12.4K - $14.8K
|
310
$20.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$1.06K - $1.26K
|
16
$1.04K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-39.6K- 98.84% |
$2.63M - $3.13M
|
465
$30.3K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.63KNew |
$174K - $208K
|
2.63K
$172K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$170K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
524+ 10.83% |
$34.7K - $41.4K
|
5.36K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$189K - $225K
|
2.85K
$185K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.63KNew |
$174K - $208K
|
2.63K
$171K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.68KNew |
$177K - $211K
|
2.68K
$174K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.33KNew |
$353K - $421K
|
5.33K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 9.61% |
$126K - $151K
|
17.9K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-24- 0.52% |
$1.59K - $1.9K
|
4.59K
$299K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-373- 2.91% |
$24.7K - $29.5K
|
12.4K
$810K
|