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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-644- 15.33% |
$34.5K - $51.2K
|
3.56K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-632- 30.61% |
$33.9K - $50.3K
|
1.43K
$63.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-559- 9.65% |
$30K - $44.5K
|
5.23K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-550- 3.65% |
$29.5K - $43.8K
|
14.5K
$643K
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-500- 20.0% |
$26.8K - $39.8K
|
2K
$88.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-500- 0.36% |
$26.8K - $39.8K
|
139K
$6.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-500- 2.87% |
$26.8K - $39.8K
|
16.9K
$750K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-499- 12.55% |
$26.8K - $39.7K
|
3.48K
$154K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-485- 10.0% |
$26K - $38.6K
|
4.37K
$194K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-477- 0.63% |
$25.6K - $38K
|
75K
$3.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-475- 1.25% |
$25.5K - $37.8K
|
37.5K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-450- 75.0% |
$24.1K - $35.8K
|
150
$6.65K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-439- 17.31% |
$23.5K - $34.9K
|
2.1K
$93K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-431- 11.12% |
$23.1K - $34.3K
|
3.45K
$153K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-425- 80.95% |
$22.8K - $33.8K
|
100
$4.44K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-408- 5.14% |
$21.9K - $32.5K
|
7.53K
$334K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-315- 10.4% |
$16.9K - $25.1K
|
2.71K
$120K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-302- 7.42% |
$16.2K - $24K
|
3.77K
$167K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-300- 13.27% |
$16.1K - $23.9K
|
1.96K
$86.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-300- 0.62% |
$16.1K - $23.9K
|
48K
$2.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-300- 9.76% |
$16.1K - $23.9K
|
2.78K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-300- 6.0% |
$16.1K - $23.9K
|
4.7K
$208K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-282- 6.86% |
$15.1K - $22.4K
|
3.83K
$170K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-262- 83.17% |
$14.1K - $20.8K
|
53
$2.35K
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-261- 6.05% |
$14K - $20.8K
|
4.05K
$180K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-261- 6.7% |
$14K - $20.8K
|
3.64K
$161K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-257- 6.89% |
$13.8K - $20.4K
|
3.48K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-254- 5.51% |
$13.6K - $20.2K
|
4.36K
$193K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-246- 71.1% |
$13.2K - $19.6K
|
100
$4.44K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-245- 5.28% |
$13.1K - $19.5K
|
4.4K
$195K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-245- 81.67% |
$13.1K - $19.5K
|
55
$2.44K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-231- 92.4% |
$12.4K - $18.4K
|
19
$843
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-228- 0.69% |
$12.2K - $18.1K
|
32.9K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-224- 84.85% |
$12K - $17.8K
|
40
$1.77K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-220- 7.53% |
$11.8K - $17.5K
|
2.7K
$120K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-205- 1.24% |
$11K - $16.3K
|
16.3K
$725K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 5.15% |
$10.7K - $15.9K
|
3.69K
$163K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-188- 4.33% |
$10.1K - $15K
|
4.16K
$184K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-174- 30.85% |
$9.33K - $13.8K
|
390
$17.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-174- 33.27% |
$9.33K - $13.8K
|
349
$15.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-167- 4.52% |
$8.96K - $13.3K
|
3.53K
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-157- 55.09% |
$8.42K - $12.5K
|
128
$5.68K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-133- 44.48% |
$7.13K - $10.6K
|
166
$7.36K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-129- 19.11% |
$6.92K - $10.3K
|
546
$24.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.41% |
$6.06K - $8.99K
|
7.88K
$350K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-112- 2.61% |
$6.01K - $8.91K
|
4.19K
$186K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-100- 25.0% |
$5.36K - $7.96K
|
300
$13.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 6.71% |
$5.36K - $7.96K
|
1.39K
$61.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-100- 20.0% |
$5.36K - $7.96K
|
400
$17.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-97- 2.47% |
$5.2K - $7.72K
|
3.83K
$170K
|