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
|
Donald L. Hagan, LLC
|
SELL
|
- |
-147- 1.75% |
$8.2K - $9.29K
|
8.25K
$642K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-147- 1.71% |
$8.2K - $9.29K
|
8.45K
$658K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-112- 3.05% |
$6.25K - $7.08K
|
3.56K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-85- 1.24% |
$4.74K - $5.37K
|
6.76K
$527K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-55- 1.17% |
$3.07K - $3.47K
|
4.63K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-37- 0.74% |
$2.06K - $2.34K
|
4.97K
$387K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-37- 11.49% |
$2.06K - $2.34K
|
285
$22.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 89.66% |
$1.45K - $1.64K
|
3
$234
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-21- 8.68% |
$1.17K - $1.33K
|
221
$17.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-11- 91.67% |
$614 - $695
|
1
$77.9
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 4.63% |
$279 - $316
|
103
$8.02K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.02% |
$55.8 - $63.2
|
5.77K
$450K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-285K- 85.84% |
$15.3M - $22.7M
|
47K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-99.5K- 84.82% |
$5.33M - $7.91M
|
17.8K
$1.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-90.9K- 94.31% |
$4.88M - $7.23M
|
5.49K
$428K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-53.3K- 87.08% |
$2.86M - $4.24M
|
7.91K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-52.5K- 34.38% |
$2.82M - $4.18M
|
100K
$7.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-49.2K- 99.96% |
$2.64M - $3.92M
|
20
$1.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-45.2K- 98.79% |
$2.43M - $3.6M
|
555
$43.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-31.2K- 71.23% |
$1.67M - $2.48M
|
12.6K
$982K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-27.7K- 84.51% |
$1.48M - $2.2M
|
5.07K
$395K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.9K- 87.43% |
$1.33M - $1.98M
|
3.58K
$279K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-21.3KClosed |
$1.14M - $1.69M
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-20.5K- 16.63% |
$1.1M - $1.63M
|
103K
$8.02M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-18.3K- 95.67% |
$984K - $1.46M
|
831
$64.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-16.2K- 50.8% |
$870K - $1.29M
|
15.7K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-16.2K- 15.96% |
$867K - $1.29M
|
85.2K
$6.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-16.1K- 61.15% |
$862K - $1.28M
|
10.2K
$795K
|
|
|
Aug 14, 2025
Q2 2024
|
Letson Investment Management, Inc.
Atlanta, GA |
SELL
|
- |
-15KClosed |
$803K - $1.19M
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-13.9K- 69.37% |
$743K - $1.1M
|
6.12K
$477K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-12.4K- 58.76% |
$664K - $985K
|
8.69K
$677K
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-10.7K- 62.4% |
$575K - $854K
|
6.47K
$504K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-9.93K- 8.45% |
$532K - $790K
|
108K
$8.38M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.23K- 60.97% |
$495K - $734K
|
5.91K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-9.08K- 48.5% |
$487K - $722K
|
9.64K
$751K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-8.05K- 38.23% |
$431K - $640K
|
13K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-6.73K- 21.03% |
$361K - $535K
|
25.3K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.58K- 10.04% |
$353K - $523K
|
58.9K
$4.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5.9K- 60.67% |
$316K - $469K
|
3.82K
$298K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.23K- 98.1% |
$280K - $416K
|
101
$7.87K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-5.07K- 23.43% |
$272K - $404K
|
16.6K
$1.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-5K- 94.16% |
$268K - $398K
|
310
$24.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-4.66K- 49.79% |
$250K - $370K
|
4.7K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.27K- 10.02% |
$175K - $260K
|
29.3K
$2.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.23K- 7.87% |
$173K - $257K
|
37.8K
$2.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-3.17K- 3.84% |
$170K - $252K
|
79.4K
$6.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-3.07K- 40.09% |
$165K - $244K
|
4.59K
$358K
|
|
|
Sep 09, 2025
Q2 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-3.03KClosed |
$162K - $241K
|
0
$0
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.96KClosed |
$159K - $235K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.9KClosed |
$155K - $231K
|
0
$0
|
|