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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-160- 1.07% |
$8.93K - $10.1K
|
14.8K
$835K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13K+ 64.59% |
$724K - $819K
|
33K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-550- 7.77% |
$30.7K - $34.7K
|
6.53K
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
622+ 9.74% |
$34.7K - $39.3K
|
7.01K
$394K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-49- 0.8% |
$2.73K - $3.1K
|
6.05K
$340K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-18.4K- 39.67% |
$1.02M - $1.16M
|
27.9K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.26K- 5.08% |
$70.5K - $79.8K
|
23.6K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-11.1K- 26.8% |
$621K - $703K
|
30.4K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.22K- 12.39% |
$124K - $140K
|
15.7K
$884K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
3.8K+ 51.4% |
$212K - $240K
|
11.2K
$630K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.31K- 15.97% |
$184K - $209K
|
17.4K
$978K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
252+ 2.97% |
$14.1K - $15.9K
|
8.73K
$491K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.7K+ 49.24% |
$879K - $995K
|
47.7K
$2.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$6.25K - $7.08K
|
112
$6.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
495New |
$27.6K - $31.3K
|
495
$27.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.93K- 11.99% |
$219K - $248K
|
28.9K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Kempner Capital Management Inc.
|
BUY
|
- |
34KNew |
$1.9M - $2.15M
|
34K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-181- 3.51% |
$10.1K - $11.4K
|
4.98K
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.19K- 6.53% |
$66.4K - $75.2K
|
17K
$959K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-4.56K- 52.54% |
$254K - $288K
|
4.12K
$232K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
850+ 6.0% |
$47.4K - $53.7K
|
15K
$844K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-718- 15.42% |
$40.1K - $45.4K
|
3.94K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.79K- 45.98% |
$379K - $429K
|
7.97K
$449K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-92- 25.34% |
$5.13K - $5.81K
|
271
$15.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-7.03K- 15.07% |
$392K - $444K
|
39.6K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.11K- 7.43% |
$62.1K - $70.3K
|
13.9K
$781K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-3.32K- 7.6% |
$185K - $210K
|
40.4K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.01K- 2.55% |
$112K - $127K
|
77.1K
$4.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.6K- 6.32% |
$2.49M - $2.82M
|
661K
$37.2M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.24K- 0.76% |
$125K - $141K
|
293K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-245K- 10.74% |
$13.7M - $15.5M
|
2.04M
$115M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.98K- 27.38% |
$110K - $125K
|
5.24K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 14.19% |
$1.17K - $1.33K
|
169
$9.51K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.41K- 10.43% |
$135K - $153K
|
20.7K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-182K- 15.15% |
$10.1M - $11.5M
|
1.02M
$57.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.29KNew |
$183K - $208K
|
3.29K
$185K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-777- 9.23% |
$43.4K - $49.1K
|
7.64K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 89.66% |
$1.45K - $1.64K
|
3
$169
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-57- 53.77% |
$3.18K - $3.6K
|
49
$2.76K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
350New |
$19.5K - $22.1K
|
350
$19.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
195New |
$10.9K - $12.3K
|
195
$11K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
45.1KNew |
$2.52M - $2.85M
|
45.1K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
969+ 9.66% |
$54.1K - $61.2K
|
11K
$619K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-20.8K- 13.2% |
$1.16M - $1.32M
|
137K
$7.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.65K- 7.03% |
$92.2K - $104K
|
21.9K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-244K- 27.98% |
$13.6M - $15.4M
|
629K
$35.4M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
9+ 1.67% |
$502 - $569
|
549
$30.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-527- 5.03% |
$29.4K - $33.3K
|
9.95K
$560K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
8.14KNew |
$454K - $514K
|
8.14K
$458K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
7.14K+ 2.58% |
$399K - $451K
|
284K
$16M
|