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 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-3.4K- 29.06% |
$300K - $353K
|
8.3K
$467K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.33K+ 18.19% |
$294K - $345K
|
21.6K
$1.22M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$192K - $226K
|
2.18K
$123K
|
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$248K - $291K
|
2.81K
$158K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.72KNew |
$593K - $697K
|
6.72K
$378K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.5K- 37.32% |
$132K - $155K
|
2.51K
$141K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
3.89KNew |
$343K - $403K
|
3.89K
$219K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.64KNew |
$233K - $274K
|
2.64K
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.41K+ 46.61% |
$125K - $146K
|
4.44K
$250K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
160New |
$14.1K - $16.6K
|
160
$9K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.89KNew |
$255K - $300K
|
2.89K
$163K
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
2.36KNew |
$208K - $245K
|
2.36K
$133K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
343+ 4.0% |
$30.3K - $35.6K
|
8.93K
$502K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.52KNew |
$311K - $366K
|
3.52K
$198K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.19KNew |
$194K - $228K
|
2.19K
$123K
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
190New |
$16.8K - $19.7K
|
190
$10.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.93K- 2.49% |
$170K - $200K
|
75.5K
$4.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
49+ 0.56% |
$4.32K - $5.09K
|
8.84K
$497K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.48K- 3.2% |
$130K - $153K
|
44.6K
$2.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-100- 3.98% |
$8.83K - $10.4K
|
2.42K
$136K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-712- 24.77% |
$62.8K - $73.9K
|
2.16K
$122K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-536- 2.17% |
$47.3K - $55.6K
|
24.2K
$1.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15+ 0.43% |
$1.32K - $1.56K
|
3.5K
$197K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11+ 0.44% |
$971 - $1.14K
|
2.53K
$142K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.75KNew |
$155K - $182K
|
1.75K
$98.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
1KNew |
$88.3K - $104K
|
1K
$56.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
502New |
$44.3K - $52.1K
|
502
$28.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-500- 17.44% |
$44.1K - $51.9K
|
2.37K
$133K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.6% |
$265 - $311
|
503
$28.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-887- 11.86% |
$78.3K - $92.1K
|
6.59K
$371K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
20.8K+ 73.04% |
$1.84M - $2.16M
|
49.4K
$2.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
100+ 2.56% |
$8.83K - $10.4K
|
4K
$225K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.15K- 1.32% |
$101K - $119K
|
85.9K
$4.83M
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
78.4KNew |
$6.92M - $8.14M
|
78.4K
$4.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.83KNew |
$250K - $294K
|
2.83K
$159K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
145+ 2.72% |
$12.8K - $15K
|
5.48K
$308K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
869+ 1.32% |
$76.7K - $90.2K
|
66.7K
$3.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-21- 0.76% |
$1.85K - $2.18K
|
2.74K
$154K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-12- 0.47% |
$1.06K - $1.25K
|
2.55K
$143K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
178+ 7.27% |
$15.7K - $18.5K
|
2.63K
$148K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-98- 3.55% |
$8.65K - $10.2K
|
2.66K
$150K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
347+ 16.55% |
$30.6K - $36K
|
2.44K
$137K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 12.42% |
$149K - $175K
|
15.3K
$860K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
2.6KNew |
$229K - $270K
|
2.6K
$146K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-13- 0.53% |
$1.15K - $1.35K
|
2.43K
$137K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-20- 1.43% |
$1.77K - $2.08K
|
1.37K
$77.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$706 - $830
|
8
$450
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-2.94K- 3.93% |
$259K - $305K
|
71.8K
$4.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-540- 10.19% |
$47.7K - $56K
|
4.76K
$268K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
29+ 0.31% |
$2.56K - $3.01K
|
9.45K
$532K
|