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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.15K- 1.32% |
$101K - $119K
|
85.9K
$5.52M
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
78.4KNew |
$6.92M - $8.14M
|
78.4K
$5.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.83KNew |
$250K - $294K
|
2.83K
$182K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
145+ 2.72% |
$12.8K - $15K
|
5.48K
$352K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
869+ 1.32% |
$76.7K - $90.2K
|
66.7K
$4.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-21- 0.76% |
$1.85K - $2.18K
|
2.74K
$176K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-12- 0.47% |
$1.06K - $1.25K
|
2.55K
$164K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-98- 3.55% |
$8.65K - $10.2K
|
2.66K
$171K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
347+ 16.55% |
$30.6K - $36K
|
2.44K
$157K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 12.42% |
$149K - $175K
|
15.3K
$983K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
2.6KNew |
$229K - $270K
|
2.6K
$167K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-13- 0.53% |
$1.15K - $1.35K
|
2.43K
$156K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-20- 1.43% |
$1.77K - $2.08K
|
1.37K
$88.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$706 - $830
|
8
$514
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-2.94K- 3.93% |
$259K - $305K
|
71.8K
$4.61M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-540- 10.19% |
$47.7K - $56K
|
4.76K
$306K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
29+ 0.31% |
$2.56K - $3.01K
|
9.45K
$607K
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-288- 7.23% |
$25.4K - $29.9K
|
3.69K
$237K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 16.67% |
$883 - $1.04K
|
70
$4.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-454K- 67.76% |
$40.1M - $47.1M
|
216K
$13.9M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-20- 1.43% |
$1.77K - $2.08K
|
1.37K
$88.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.4% |
$794 - $934
|
2.28K
$147K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
56+ 2.5% |
$4.94K - $5.81K
|
2.3K
$148K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.61K- 1.46% |
$142K - $167K
|
108K
$6.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-47- 1.9% |
$4.15K - $4.88K
|
2.42K
$156K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-273K- 65.47% |
$24.1M - $28.4M
|
144K
$9.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-94.5K- 82.61% |
$8.34M - $9.81M
|
19.9K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-64- 2.38% |
$5.65K - $6.64K
|
2.62K
$168K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
439+ 9.47% |
$38.7K - $45.6K
|
5.07K
$326K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-100- 3.36% |
$8.83K - $10.4K
|
2.88K
$185K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-80- 1.95% |
$7.06K - $8.3K
|
4.02K
$258K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.36K- 36.56% |
$120K - $141K
|
2.36K
$151K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
49+ 1.97% |
$4.32K - $5.09K
|
2.54K
$163K
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-94- 3.79% |
$8.3K - $9.76K
|
2.39K
$153K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-556- 17.31% |
$49.1K - $57.7K
|
2.66K
$171K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-3.92K- 42.95% |
$346K - $407K
|
5.21K
$334K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.17K+ 10.15% |
$280K - $329K
|
34.4K
$2.21M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
SELL
|
- |
-709- 6.81% |
$62.6K - $73.6K
|
9.7K
$624K
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-440- 0.55% |
$38.8K - $45.7K
|
79.7K
$5.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-16.3K- 73.76% |
$1.44M - $1.69M
|
5.8K
$373K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.07KNew |
$182K - $215K
|
2.07K
$133K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
86New |
$7.59K - $8.93K
|
86
$5.53K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-170- 15.54% |
$15K - $17.6K
|
924
$59.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
10K+ 31.64% |
$886K - $1.04M
|
41.8K
$2.68M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-31- 23.66% |
$2.74K - $3.22K
|
100
$6.43K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
343New |
$30.3K - $35.6K
|
343
$22K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
910New |
$80.3K - $94.4K
|
910
$58.5K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
9+ 0.34% |
$794 - $934
|
2.68K
$172K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.53KNew |
$326K - $375K
|
3.53K
$227K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-95Closed |
$8.79K - $10.1K
|
0
$0
|
|