Latest Institutional Sells of Cvs Health Corp (CVS)
This list provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-176- 4.12% |
$9.82K - $11.1K
|
4.09K
$182K
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-175- 1.81% |
$9.77K - $11.1K
|
9.49K
$421K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-173- 15.19% |
$9.66K - $10.9K
|
966
$42.9K
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-173- 19.75% |
$9.66K - $10.9K
|
703
$31.2K
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-165- 2.45% |
$9.21K - $10.4K
|
6.57K
$291K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-165- 2.28% |
$9.21K - $10.4K
|
7.07K
$314K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-164- 8.79% |
$9.15K - $10.4K
|
1.7K
$75.5K
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-163- 4.64% |
$9.1K - $10.3K
|
3.35K
$149K
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-162- 2.86% |
$9.04K - $10.2K
|
5.5K
$244K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-160- 1.07% |
$8.93K - $10.1K
|
14.8K
$659K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-160- 2.21% |
$8.93K - $10.1K
|
7.08K
$314K
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-155- 16.72% |
$8.65K - $9.79K
|
772
$34.2K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-155- 1.75% |
$8.65K - $9.79K
|
8.72K
$387K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-153- 80.53% |
$8.54K - $9.67K
|
37
$1.64K
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-153- 2.79% |
$8.54K - $9.67K
|
5.33K
$236K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-148- 6.36% |
$8.26K - $9.35K
|
2.18K
$96.7K
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-147- 1.75% |
$8.2K - $9.29K
|
8.25K
$366K
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-147- 1.71% |
$8.2K - $9.29K
|
8.45K
$375K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-146- 0.2% |
$8.15K - $9.22K
|
73.6K
$3.26M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-146- 1.07% |
$8.15K - $9.22K
|
13.5K
$597K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-139- 0.95% |
$7.76K - $8.78K
|
14.5K
$643K
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-138- 2.66% |
$7.7K - $8.72K
|
5.05K
$224K
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-133- 3.26% |
$7.42K - $8.4K
|
3.95K
$175K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-132- 6.24% |
$7.37K - $8.34K
|
1.98K
$88K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-132- 0.88% |
$7.37K - $8.34K
|
14.9K
$659K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-130- 1.03% |
$7.26K - $8.21K
|
12.5K
$553K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-127- 5.94% |
$7.09K - $8.02K
|
2.01K
$89.3K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-126- 3.48% |
$7.03K - $7.96K
|
3.5K
$155K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-122- 2.49% |
$6.81K - $7.71K
|
4.77K
$212K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-119- 8.28% |
$6.64K - $7.52K
|
1.32K
$58.5K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-116- 21.01% |
$6.47K - $7.33K
|
436
$19.3K
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-116- 0.6% |
$6.47K - $7.33K
|
19.3K
$856K
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-112- 3.05% |
$6.25K - $7.08K
|
3.56K
$158K
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-106- 3.11% |
$5.92K - $6.7K
|
3.3K
$146K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-106- 1.24% |
$5.92K - $6.7K
|
8.45K
$375K
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-104- 0.61% |
$5.8K - $6.57K
|
17.1K
$757K
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-101- 1.46% |
$5.64K - $6.38K
|
6.83K
$303K
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-100- 10.0% |
$5.58K - $6.32K
|
900
$39.9K
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-100- 1.73% |
$5.58K - $6.32K
|
5.67K
$252K
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-98- 1.41% |
$5.47K - $6.19K
|
6.86K
$304K
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-96- 0.06% |
$5.36K - $6.07K
|
174K
$7.72M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-92- 25.34% |
$5.13K - $5.81K
|
271
$12K
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-90- 0.16% |
$5.02K - $5.69K
|
57.4K
$2.55M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-88- 1.89% |
$4.91K - $5.56K
|
4.57K
$203K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-88- 7.75% |
$4.91K - $5.56K
|
1.05K
$46.5K
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-85- 1.24% |
$4.74K - $5.37K
|
6.76K
$300K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-84- 4.26% |
$4.69K - $5.31K
|
1.89K
$83.8K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-81- 5.45% |
$4.52K - $5.12K
|
1.4K
$62.3K
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-80- 0.2% |
$4.46K - $5.05K
|
39.9K
$1.77M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-80- 3.94% |
$4.46K - $5.05K
|
1.95K
$86.6K
|