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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
325+ 3.65% |
$21.7K - $25.3K
|
9.24K
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-469- 97.71% |
$31.3K - $36.5K
|
11
$621
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-382- 25.78% |
$25.5K - $29.7K
|
1.1K
$62.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
419+ 11.36% |
$27.9K - $32.6K
|
4.11K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-300- 8.71% |
$20K - $23.3K
|
3.14K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-80- 1.46% |
$5.33K - $6.22K
|
5.42K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.77KNew |
$252K - $293K
|
3.77K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
9.2KNew |
$613K - $715K
|
9.2K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
60KNew |
$4M - $4.67M
|
60K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-155K- 27.48% |
$10.4M - $12.1M
|
410K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.2K- 38.96% |
$147K - $171K
|
3.45K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-272K- 90.23% |
$18.1M - $21.1M
|
29.4K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.43KNew |
$229K - $267K
|
3.43K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
935+ 7.16% |
$62.3K - $72.7K
|
14K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
1.22K+ 7.38% |
$81.5K - $95.1K
|
17.8K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.03K- 12.84% |
$68.8K - $80.3K
|
7.01K
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.96K+ 2.55% |
$397K - $464K
|
240K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
103K+ 351.57% |
$6.89M - $8.03M
|
133K
$7.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.03KNew |
$202K - $235K
|
3.03K
$171K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
40.9K+ 7.2% |
$2.73M - $3.18M
|
610K
$34.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-10.2K- 61.81% |
$681K - $795K
|
6.32K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.46K+ 5.5% |
$230K - $269K
|
66.2K
$3.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-43.3K- 37.87% |
$2.89M - $3.37M
|
71K
$4.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-6.19K- 9.57% |
$413K - $482K
|
58.5K
$3.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.55K+ 0.45% |
$170K - $199K
|
575K
$32.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-179- 3.07% |
$11.9K - $13.9K
|
5.66K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-980- 1.67% |
$65.3K - $76.2K
|
57.6K
$3.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.46K+ 10.83% |
$497K - $580K
|
76.3K
$4.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
CALL |
-5- 16.67% |
$333 - $389
|
25
$1.41K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-335- 16.34% |
$22.3K - $26K
|
1.72K
$96.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.95K- 86.21% |
$263K - $307K
|
632
$35.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 6.06% |
$103K - $120K
|
26.9K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.93K+ 4.17% |
$129K - $150K
|
48.2K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-454- 13.44% |
$30.3K - $35.3K
|
2.92K
$165K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-11.5K- 11.5% |
$766K - $894K
|
88.5K
$5M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.93K+ 36.01% |
$262K - $306K
|
14.8K
$838K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.47% |
$1K - $1.17K
|
3.18K
$180K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-148- 4.38% |
$9.86K - $11.5K
|
3.23K
$182K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
78+ 1.53% |
$5.2K - $6.06K
|
5.18K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
CALL |
300New |
$20K - $23.3K
|
300
$16.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.97K- 86.16% |
$132K - $153K
|
317
$17.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Veritas Asset Management LLP
|
SELL
|
- |
-5.89M- 99.46% |
$393M - $458M
|
32.3K
$1.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-150- 20.58% |
$10K - $11.7K
|
579
$32.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
120New |
$8K - $9.33K
|
120
$6.78K
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13.2KNew |
$880K - $1.03M
|
13.2K
$746K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
200New |
$13.3K - $15.6K
|
200
$11.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.46K+ 3.01% |
$164K - $192K
|
84.4K
$4.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-12.1K- 38.6% |
$805K - $939K
|
19.2K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.99K+ 18.35% |
$132K - $154K
|
12.8K
$724K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-258- 1.62% |
$17.2K - $20.1K
|
15.6K
$883K
|