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 04, 2022
Q3 2022
|
Ardevora Asset Management LLP
|
SELL
|
- |
-65.4K- 10.69% |
$6.05M - $6.96M
|
546K
$30.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
104New |
$9.62K - $11.1K
|
104
$5.85K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$209K - $240K
|
2.26K
$127K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
568+ 2.01% |
$52.6K - $60.5K
|
28.9K
$1.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
SELL
|
- |
-39K- 94.26% |
$3.61M - $4.15M
|
2.37K
$134K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.55% |
$925 - $1.06K
|
1.83K
$103K
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-125- 5.29% |
$11.6K - $13.3K
|
2.24K
$126K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-710- 85.03% |
$65.7K - $75.6K
|
125
$7.03K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.03K+ 5.83% |
$95.5K - $110K
|
18.7K
$1.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
132+ 4.3% |
$12.2K - $14K
|
3.2K
$180K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.1KNew |
$194K - $224K
|
2.1K
$118K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
867+ 1.29% |
$80.2K - $92.3K
|
68.1K
$3.83M
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
727+ 1.82% |
$67.3K - $77.4K
|
40.6K
$2.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
57+ 2.45% |
$5.27K - $6.07K
|
2.38K
$134K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.99KNew |
$647K - $744K
|
6.99K
$393K
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
77+ 2.75% |
$7.12K - $8.2K
|
2.87K
$162K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-163- 4.45% |
$15.1K - $17.3K
|
3.5K
$197K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-15- 0.41% |
$1.39K - $1.6K
|
3.62K
$204K
|
|
|
Oct 31, 2022
Q3 2022
|
Nepsis Inc.
|
BUY
|
- |
2.87K+ 1.87% |
$266K - $306K
|
156K
$8.79M
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-300- 10.31% |
$27.8K - $31.9K
|
2.61K
$147K
|
|
|
Oct 28, 2022
Q3 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-216- 9.1% |
$20K - $23K
|
2.16K
$121K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
15.7KNew |
$1.45M - $1.67M
|
15.7K
$884K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
3.4KNew |
$315K - $362K
|
3.4K
$191K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-7.83K- 1.94% |
$724K - $833K
|
397K
$22.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
10.5KNew |
$975K - $1.12M
|
10.5K
$593K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
100+ 4.01% |
$9.25K - $10.6K
|
2.59K
$146K
|
|
|
Oct 26, 2022
Q3 2022
|
Close Asset Management LTD
|
SELL
|
- |
-52- 28.89% |
$4.81K - $5.53K
|
128
$7.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-123- 2.72% |
$11.4K - $13.1K
|
4.4K
$248K
|
|
|
Oct 26, 2022
Q3 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-509- 1.15% |
$47.1K - $54.2K
|
43.6K
$2.45M
|
|
|
Oct 26, 2022
Q3 2022
|
Canal Insurance CO
|
BUY
|
CALL |
100+ 100.0% |
$9.25K - $10.6K
|
200
$11.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
108+ 4.83% |
$9.99K - $11.5K
|
2.34K
$132K
|
|
|
Oct 26, 2022
Q3 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
22.2K+ 93.21% |
$2.06M - $2.36M
|
46.1K
$2.59M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
443New |
$41K - $47.1K
|
443
$24.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
CALL |
-4.8K- 24.37% |
$444K - $511K
|
14.9K
$838K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-17.9K- 27.27% |
$1.65M - $1.9M
|
47.6K
$2.68M
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.2KNew |
$203K - $234K
|
2.2K
$124K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.27K+ 2.45% |
$117K - $135K
|
53K
$2.98M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-104- 3.22% |
$9.62K - $11.1K
|
3.13K
$176K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-2.22K- 42.68% |
$205K - $236K
|
2.98K
$168K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.52KNew |
$233K - $268K
|
2.52K
$142K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-400- 17.99% |
$37K - $42.6K
|
1.82K
$103K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.17KNew |
$385K - $443K
|
4.17K
$234K
|
|
|
Oct 20, 2022
Q3 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-63- 2.63% |
$5.83K - $6.71K
|
2.33K
$131K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.15K+ 2.5% |
$106K - $122K
|
47.2K
$2.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
310New |
$28.7K - $33K
|
310
$17.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
3.42KNew |
$316K - $364K
|
3.42K
$192K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
16+ 0.6% |
$1.48K - $1.7K
|
2.68K
$151K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
134New |
$12.4K - $14.3K
|
134
$7.54K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-1.49K- 24.08% |
$137K - $158K
|
4.68K
$263K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-4.61K- 14.87% |
$427K - $491K
|
26.4K
$1.49M
|