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 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-56- 66.67% |
$3.65K - $4.28K
|
28
$2.15K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-699- 1.16% |
$45.6K - $53.4K
|
59.8K
$4.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
100+ 1.73% |
$6.52K - $7.64K
|
5.89K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-499- 10.52% |
$32.5K - $38.1K
|
4.25K
$326K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
262New |
$17.1K - $20K
|
262
$20.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-26.9K- 51.68% |
$1.75M - $2.06M
|
25.2K
$1.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-164- 3.84% |
$10.7K - $12.5K
|
4.11K
$315K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
148+ 4.94% |
$9.65K - $11.3K
|
3.14K
$241K
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-3.18K- 11.72% |
$207K - $243K
|
23.9K
$1.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-218- 67.49% |
$14.2K - $16.7K
|
105
$8.05K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-27.9K- 90.01% |
$1.82M - $2.13M
|
3.09K
$237K
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-17- 0.54% |
$1.11K - $1.3K
|
3.16K
$242K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
113+ 42.97% |
$7.36K - $8.63K
|
376
$28.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.52K- 9.32% |
$99.3K - $116K
|
14.8K
$1.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Focused Investors LLC
|
SELL
|
- |
-18.2K- 1.55% |
$1.19M - $1.39M
|
1.16M
$88.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-539- 4.39% |
$35.1K - $41.2K
|
11.7K
$899K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-982- 25.13% |
$64K - $75K
|
2.93K
$224K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.14KNew |
$205K - $240K
|
3.14K
$241K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-439- 0.38% |
$28.6K - $33.5K
|
114K
$8.71M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4KNew |
$261K - $306K
|
4K
$307K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-700- 17.09% |
$45.6K - $53.5K
|
3.4K
$260K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-116- 3.24% |
$7.56K - $8.86K
|
3.46K
$265K
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-400- 9.09% |
$26.1K - $30.6K
|
4K
$307K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
64New |
$4.17K - $4.89K
|
64
$4.91K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-275- 2.73% |
$17.9K - $21K
|
9.79K
$750K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
477New |
$31.1K - $36.4K
|
477
$36.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
21.6KNew |
$1.41M - $1.65M
|
21.6K
$1.66M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
37+ 0.62% |
$2.41K - $2.83K
|
5.97K
$458K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-318- 2.64% |
$20.7K - $24.3K
|
11.7K
$900K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.48K- 69.47% |
$162K - $189K
|
1.09K
$83.6K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.6K+ 10.06% |
$235K - $275K
|
39.4K
$3.02M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
11.7KNew |
$762K - $894K
|
11.7K
$897K
|
|
| Q2 2023 | |||||||
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.34KClosed |
$222K - $259K
|
0
$0
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-403- 71.2% |
$26.9K - $31.3K
|
163
$12.5K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-115Closed |
$7.66K - $8.94K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-26.6K- 18.85% |
$1.77M - $2.07M
|
115K
$8.78M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-8.38K- 50.18% |
$558K - $651K
|
8.32K
$638K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-63- 1.82% |
$4.2K - $4.9K
|
3.4K
$260K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.8KNew |
$387K - $451K
|
5.8K
$445K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
529New |
$35.3K - $41.1K
|
529
$40.6K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
142New |
$9.46K - $11K
|
142
$10.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-889- 88.9% |
$59.3K - $69.1K
|
111
$8.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-5.09K- 50.38% |
$339K - $396K
|
5.01K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
17.1K+ 487.71% |
$1.14M - $1.33M
|
20.6K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
5.55KNew |
$370K - $431K
|
5.55K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-452- 12.32% |
$30.1K - $35.1K
|
3.22K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 21.52% |
$76.8K - $89.6K
|
6.51K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-28- 35.9% |
$1.87K - $2.18K
|
50
$3.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-13.4K- 79.4% |
$894K - $1.04M
|
3.48K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
7.84K+ 14.68% |
$522K - $609K
|
61.2K
$4.69M
|
|