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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.25KClosed |
$199K - $240K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-229- 6.59% |
$20.3K - $24.4K
|
3.25K
$175K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8.01K- 87.55% |
$710K - $854K
|
1.14K
$61.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
10New |
$887 - $1.07K
|
10
$540
|
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
5.1KNew |
$452K - $544K
|
5.1K
$275K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-571- 13.76% |
$50.6K - $60.9K
|
3.58K
$193K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.05KClosed |
$93.3K - $112K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-198- 3.32% |
$17.6K - $21.1K
|
5.77K
$312K
|
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-469K- 99.39% |
$41.5M - $50M
|
2.89K
$156K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.45KClosed |
$306K - $368K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-188KClosed |
$16.7M - $20.1M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Eos Management, L.P.
|
SELL
|
- |
-7.06KClosed |
$626K - $753K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-5.77K- 7.21% |
$512K - $615K
|
74.2K
$4.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
17.9KNew |
$1.59M - $1.91M
|
17.9K
$967K
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-12.6KClosed |
$1.12M - $1.34M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-8.25KClosed |
$731K - $879K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
3.8KNew |
$337K - $405K
|
3.8K
$205K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.23KClosed |
$375K - $451K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-809- 20.7% |
$71.7K - $86.3K
|
3.1K
$167K
|
|
|
Jul 28, 2022
Q2 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-2.77KClosed |
$245K - $295K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-671Closed |
$59.5K - $71.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8.44KClosed |
$748K - $900K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-2.06KClosed |
$182K - $219K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-68- 0.49% |
$6.03K - $7.25K
|
13.7K
$741K
|
|
|
Jul 27, 2022
Q2 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.91KClosed |
$258K - $310K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.3KNew |
$204K - $245K
|
2.3K
$124K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.27K- 45.67% |
$112K - $135K
|
1.51K
$81.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-800- 0.91% |
$70.9K - $85.3K
|
86.9K
$4.69M
|
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-44KClosed |
$3.9M - $4.69M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
150New |
$13.3K - $16K
|
150
$8.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.3K+ 14.68% |
$204K - $245K
|
17.9K
$969K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-624- 0.59% |
$55.3K - $66.5K
|
106K
$5.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.02KClosed |
$179K - $215K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
36New |
$3.19K - $3.84K
|
36
$1.94K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-27Closed |
$2.39K - $2.88K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.11KClosed |
$98.6K - $119K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-9.87KClosed |
$875K - $1.05M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-211- 5.76% |
$18.7K - $22.5K
|
3.45K
$187K
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-5.01KClosed |
$444K - $534K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-13.8KClosed |
$1.23M - $1.47M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$88.7 - $107
|
1.09K
$58.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
242New |
$21.5K - $25.8K
|
242
$13.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 1.23% |
$88.7 - $107
|
82
$4.43K
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.14KClosed |
$190K - $228K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
260+ 1.04% |
$23.1K - $27.7K
|
25.3K
$1.37M
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.23KClosed |
$198K - $238K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-21KClosed |
$1.86M - $2.24M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
165+ 5.85% |
$14.6K - $17.6K
|
2.98K
$161K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-956Closed |
$84.8K - $102K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
7.85K+ 151.11% |
$696K - $837K
|
13K
$705K
|