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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-4.22KClosed |
$275K - $322K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
53New |
$3.45K - $4.05K
|
53
$3.45K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.63% |
$65.2 - $76.4
|
159
$10.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-3.92K- 12.79% |
$255K - $300K
|
26.7K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.28K+ 17.69% |
$83.6K - $98K
|
8.54K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-63K- 37.33% |
$4.11M - $4.82M
|
106K
$6.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
30KNew |
$1.96M - $2.29M
|
30K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.2KNew |
$208K - $244K
|
3.2K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 10.06% |
$109K - $128K
|
18.4K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2.91KNew |
$190K - $223K
|
2.91K
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
748+ 24.16% |
$48.7K - $57.2K
|
3.84K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.34K+ 27.97% |
$153K - $179K
|
10.7K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-32.8K- 61.55% |
$2.14M - $2.51M
|
20.5K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.84K+ 28.42% |
$185K - $217K
|
12.8K
$836K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
122K+ 51.34% |
$7.94M - $9.31M
|
359K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-69- 2.28% |
$4.5K - $5.27K
|
2.95K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-400- 6.06% |
$26.1K - $30.6K
|
6.2K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
32.5KNew |
$2.12M - $2.48M
|
32.5K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
6.92K+ 43.88% |
$451K - $528K
|
22.7K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.1K- 3.68% |
$856K - $1M
|
344K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-8.63K- 51.05% |
$562K - $659K
|
8.27K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
106+ 1.74% |
$6.91K - $8.1K
|
6.21K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
132+ 22.37% |
$8.6K - $10.1K
|
722
$47.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-47- 1.32% |
$3.06K - $3.59K
|
3.5K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-3.2K- 17.58% |
$209K - $245K
|
15K
$978K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
81+ 0.79% |
$5.28K - $6.19K
|
10.3K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-105K- 59.69% |
$6.87M - $8.06M
|
71.2K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
9.4K+ 6.64% |
$612K - $718K
|
151K
$9.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-950- 18.98% |
$61.9K - $72.6K
|
4.05K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.84KNew |
$446K - $523K
|
6.84K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.53KClosed |
$230K - $270K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
890+ 9.8% |
$58K - $68K
|
9.97K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.3K+ 584.18% |
$739K - $866K
|
13.3K
$865K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-125K- 62.5% |
$8.15M - $9.55M
|
75K
$4.89M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.01K- 27.08% |
$131K - $154K
|
5.42K
$353K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
6.86KNew |
$447K - $524K
|
6.86K
$447K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.68KNew |
$239K - $281K
|
3.68K
$239K
|
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$124K - $145K
|
1.9K
$124K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
137+ 16.25% |
$8.93K - $10.5K
|
980
$63.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.75K- 21.86% |
$179K - $210K
|
9.84K
$641K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
854New |
$55.7K - $65.3K
|
854
$55.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-484- 11.72% |
$31.5K - $37K
|
3.64K
$237K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
290+ 5.14% |
$18.9K - $22.2K
|
5.93K
$386K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
257+ 7.1% |
$16.7K - $19.6K
|
3.88K
$253K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-438- 12.86% |
$28.5K - $33.5K
|
2.97K
$193K
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100+ 400.0% |
$6.52K - $7.64K
|
125
$8.15K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156+ 3.95% |
$10.2K - $11.9K
|
4.1K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
492KNew |
$32.1M - $37.6M
|
492K
$32.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
50+ 1.69% |
$3.26K - $3.82K
|
3.02K
$196K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
12+ 0.07% |
$782 - $917
|
18.4K
$1.2M
|