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 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-142- 2.06% |
$12.5K - $14.7K
|
6.76K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-92- 1.68% |
$8.12K - $9.55K
|
5.38K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.92K+ 19.8% |
$699K - $822K
|
47.9K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
CALL |
256+ 118.52% |
$22.6K - $26.6K
|
472
$26.6K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.62KNew |
$232K - $272K
|
2.62K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-580- 9.22% |
$51.2K - $60.2K
|
5.71K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-49- 1.69% |
$4.32K - $5.09K
|
2.85K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.25KNew |
$198K - $233K
|
2.25K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.73KNew |
$153K - $180K
|
1.73K
$97.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-13.8K- 71.88% |
$1.22M - $1.43M
|
5.4K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
728+ 8.76% |
$64.2K - $75.6K
|
9.04K
$509K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-702- 4.35% |
$62K - $72.9K
|
15.4K
$868K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
528+ 812.31% |
$46.6K - $54.8K
|
593
$33.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.41KNew |
$213K - $250K
|
2.41K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-30.2K- 24.38% |
$2.66M - $3.13M
|
93.6K
$5.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-75- 3.33% |
$6.62K - $7.78K
|
2.18K
$122K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-4.13K- 82.41% |
$365K - $429K
|
882
$49.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-13.4K- 27.5% |
$1.18M - $1.39M
|
35.3K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.1KNew |
$450K - $530K
|
5.1K
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-6- 0.23% |
$530 - $623
|
2.63K
$148K
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
12.5KNew |
$1.1M - $1.3M
|
12.5K
$702K
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-5.33K- 62.63% |
$470K - $553K
|
3.18K
$179K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-522- 3.84% |
$46.1K - $54.2K
|
13.1K
$735K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-826- 14.52% |
$72.9K - $85.7K
|
4.86K
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.19% |
$441 - $519
|
2.64K
$148K
|
|
|
Feb 09, 2023
Q4 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
13.7K+ 41.26% |
$1.21M - $1.42M
|
47K
$2.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.41KNew |
$213K - $251K
|
2.41K
$136K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
32+ 0.7% |
$2.82K - $3.32K
|
4.6K
$259K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-219- 9.16% |
$19.3K - $22.7K
|
2.17K
$122K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
212+ 1.96% |
$18.7K - $22K
|
11K
$621K
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1K- 4.26% |
$88.3K - $104K
|
22.5K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
202+ 8.88% |
$17.8K - $21K
|
2.48K
$139K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.03K+ 14.18% |
$267K - $314K
|
24.4K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
388+ 0.64% |
$34.2K - $40.3K
|
60.6K
$3.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-598- 5.33% |
$52.8K - $62.1K
|
10.6K
$598K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.23KNew |
$197K - $231K
|
2.23K
$125K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
175+ 5.95% |
$15.4K - $18.2K
|
3.12K
$175K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 1.26% |
$2.56K - $3.01K
|
2.28K
$128K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-670- 9.99% |
$59.1K - $69.5K
|
6.04K
$340K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34.6K- 28.37% |
$3.05M - $3.59M
|
87.3K
$4.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
105+ 4.56% |
$9.27K - $10.9K
|
2.41K
$135K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
427+ 7.82% |
$37.7K - $44.3K
|
5.89K
$331K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
32+ 0.47% |
$2.82K - $3.32K
|
6.86K
$386K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
248+ 3.8% |
$21.9K - $25.7K
|
6.77K
$381K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
675+ 2.52% |
$59.6K - $70.1K
|
27.5K
$1.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-5.77K- 61.48% |
$509K - $599K
|
3.62K
$203K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-2.02K- 70.68% |
$179K - $210K
|
839
$47.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-318- 10.0% |
$28.1K - $33K
|
2.86K
$161K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-82- 0.89% |
$7.24K - $8.51K
|
9.17K
$516K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-367- 4.27% |
$32.4K - $38.1K
|
8.23K
$463K
|