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 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
6.86KNew |
$447K - $524K
|
6.86K
$441K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.68KNew |
$239K - $281K
|
3.68K
$236K
|
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$124K - $145K
|
1.9K
$122K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
137+ 16.25% |
$8.93K - $10.5K
|
980
$63K
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.75K- 21.86% |
$179K - $210K
|
9.84K
$632K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
854New |
$55.7K - $65.3K
|
854
$54.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-484- 11.72% |
$31.5K - $37K
|
3.64K
$234K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
290+ 5.14% |
$18.9K - $22.2K
|
5.93K
$381K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
257+ 7.1% |
$16.7K - $19.6K
|
3.88K
$249K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-438- 12.86% |
$28.5K - $33.5K
|
2.97K
$191K
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100+ 400.0% |
$6.52K - $7.64K
|
125
$8.03K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156+ 3.95% |
$10.2K - $11.9K
|
4.1K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
492KNew |
$32.1M - $37.6M
|
492K
$31.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
50+ 1.69% |
$3.26K - $3.82K
|
3.02K
$194K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
12+ 0.07% |
$782 - $917
|
18.4K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.2K+ 5.7% |
$273K - $321K
|
77.7K
$5M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.96KNew |
$258K - $303K
|
3.96K
$255K
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.99K- 43.26% |
$195K - $228K
|
3.92K
$252K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
101New |
$6.58K - $7.72K
|
101
$6.49K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
17New |
$1.11K - $1.3K
|
17
$1.09K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-55.9K- 79.99% |
$3.64M - $4.27M
|
14K
$898K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.84KNew |
$251K - $294K
|
3.84K
$247K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-414- 16.25% |
$27K - $31.6K
|
2.13K
$137K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
3.06KNew |
$199K - $234K
|
3.06K
$197K
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-3.52K- 35.2% |
$229K - $269K
|
6.47K
$416K
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
140+ 0.19% |
$9.12K - $10.7K
|
75.6K
$4.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-367- 10.27% |
$23.9K - $28K
|
3.21K
$206K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.1K+ 3.18% |
$71.4K - $83.7K
|
35.5K
$2.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.98K- 6.58% |
$129K - $151K
|
28K
$1.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
656+ 4.23% |
$42.8K - $50.1K
|
16.2K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
356+ 8.12% |
$23.2K - $27.2K
|
4.74K
$305K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
115+ 21.5% |
$7.49K - $8.79K
|
650
$41.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
296+ 31.13% |
$19.3K - $22.6K
|
1.25K
$80.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-534- 6.92% |
$34.8K - $40.8K
|
7.18K
$461K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-156- 2.36% |
$10.2K - $11.9K
|
6.47K
$416K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-17K- 72.25% |
$1.11M - $1.3M
|
6.52K
$419K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-56- 66.67% |
$3.65K - $4.28K
|
28
$1.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-699- 1.16% |
$45.6K - $53.4K
|
59.8K
$3.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
100+ 1.73% |
$6.52K - $7.64K
|
5.89K
$378K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-499- 10.52% |
$32.5K - $38.1K
|
4.25K
$273K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
262New |
$17.1K - $20K
|
262
$16.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-26.9K- 51.68% |
$1.75M - $2.06M
|
25.2K
$1.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-164- 3.84% |
$10.7K - $12.5K
|
4.11K
$264K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
148+ 4.94% |
$9.65K - $11.3K
|
3.14K
$202K
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-3.18K- 11.72% |
$207K - $243K
|
23.9K
$1.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-218- 67.49% |
$14.2K - $16.7K
|
105
$6.75K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-27.9K- 90.01% |
$1.82M - $2.13M
|
3.09K
$199K
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-17- 0.54% |
$1.11K - $1.3K
|
3.16K
$203K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
113+ 42.97% |
$7.36K - $8.63K
|
376
$24.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.52K- 9.32% |
$99.3K - $116K
|
14.8K
$953K
|