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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.3K- 80.49% |
$177K - $263K
|
800
$35.5K
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.27K- 10.02% |
$175K - $260K
|
29.3K
$1.3M
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.23K- 7.87% |
$173K - $257K
|
37.8K
$1.68M
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-3.17K- 3.84% |
$170K - $252K
|
79.4K
$3.52M
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-3.07K- 40.09% |
$165K - $244K
|
4.59K
$204K
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-2.94K- 34.35% |
$158K - $234K
|
5.62K
$249K
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.9KClosed |
$155K - $231K
|
0
$0
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.77K- 24.18% |
$149K - $220K
|
8.68K
$385K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.75K- 40.8% |
$147K - $218K
|
3.98K
$177K
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.63KClosed |
$141K - $209K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.62K- 17.5% |
$141K - $209K
|
12.4K
$548K
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-2.4K- 66.67% |
$129K - $191K
|
1.2K
$53.2K
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-2.35K- 4.55% |
$126K - $187K
|
49.3K
$2.19M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.29K- 17.71% |
$123K - $182K
|
10.6K
$472K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.28K- 25.29% |
$122K - $181K
|
6.72K
$298K
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 34.71% |
$108K - $161K
|
3.8K
$169K
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.88K- 16.57% |
$101K - $150K
|
9.47K
$420K
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.8K- 30.01% |
$96.5K - $143K
|
4.2K
$186K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.74K- 97.21% |
$93.5K - $139K
|
50
$2.22K
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-1.73K- 29.32% |
$92.9K - $138K
|
4.18K
$185K
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.7K- 29.65% |
$91.4K - $136K
|
4.04K
$179K
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.6K- 10.54% |
$85.8K - $127K
|
13.6K
$602K
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.53K- 6.35% |
$81.8K - $121K
|
22.5K
$997K
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.5K- 23.84% |
$80.6K - $120K
|
4.8K
$213K
|
|
Jul 30, 2024
Q2 2024
|
Lane Generational LLC
|
SELL
|
- |
-1.39K- 2.71% |
$74.3K - $110K
|
49.8K
$2.21M
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.33K- 19.51% |
$71.5K - $106K
|
5.5K
$244K
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.33K- 24.93% |
$71.2K - $106K
|
4K
$177K
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.33K- 25.22% |
$71.1K - $105K
|
3.93K
$174K
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.3K- 9.25% |
$69.9K - $104K
|
12.8K
$568K
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.3K- 1.97% |
$69.7K - $103K
|
64.8K
$2.87M
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.2K- 23.53% |
$64.4K - $95.5K
|
3.9K
$173K
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 8.62% |
$59.4K - $88.2K
|
11.7K
$521K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.03K- 58.8% |
$55.3K - $82.1K
|
723
$32.1K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1K- 11.39% |
$53.7K - $79.7K
|
7.8K
$346K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-990- 90.83% |
$53.1K - $78.8K
|
100
$4.44K
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-985- 18.21% |
$52.8K - $78.4K
|
4.42K
$196K
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-948- 4.92% |
$50.8K - $75.4K
|
18.3K
$813K
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-920- 3.51% |
$49.3K - $73.2K
|
25.3K
$1.12M
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-903- 13.81% |
$48.4K - $71.8K
|
5.63K
$250K
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-898- 15.56% |
$48.2K - $71.4K
|
4.87K
$216K
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-835- 0.75% |
$44.8K - $66.4K
|
111K
$4.91M
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-800- 2.86% |
$42.9K - $63.6K
|
27.2K
$1.21M
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-769- 17.39% |
$41.2K - $61.2K
|
3.65K
$162K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-763- 31.67% |
$40.9K - $60.7K
|
1.65K
$73K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-758- 13.21% |
$40.7K - $60.3K
|
4.98K
$221K
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-746- 9.95% |
$40K - $59.4K
|
6.75K
$299K
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-739- 6.26% |
$39.6K - $58.8K
|
11.1K
$491K
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-727- 2.61% |
$39K - $57.8K
|
27.1K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-700- 98.73% |
$37.5K - $55.7K
|
9
$399
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-700- 37.04% |
$37.5K - $55.7K
|
1.19K
$52.8K
|