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 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.77K- 24.18% |
$149K - $220K
|
8.68K
$676K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.75K- 40.8% |
$147K - $218K
|
3.98K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.62K- 17.5% |
$141K - $209K
|
12.4K
$963K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-2.35K- 4.55% |
$126K - $187K
|
49.3K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 34.71% |
$108K - $161K
|
3.8K
$296K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.8K- 30.01% |
$96.5K - $143K
|
4.2K
$327K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.74K- 97.21% |
$93.5K - $139K
|
50
$3.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-1.73K- 29.32% |
$92.9K - $138K
|
4.18K
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.7K- 29.65% |
$91.4K - $136K
|
4.04K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.53K- 6.35% |
$81.8K - $121K
|
22.5K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.5K- 23.84% |
$80.6K - $120K
|
4.8K
$374K
|
|
|
Jul 30, 2024
Q2 2024
|
Lane Generational LLC
|
SELL
|
- |
-1.39K- 2.71% |
$74.3K - $110K
|
49.8K
$3.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.33K- 24.93% |
$71.2K - $106K
|
4K
$311K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.3K- 9.25% |
$69.9K - $104K
|
12.8K
$997K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 8.62% |
$59.4K - $88.2K
|
11.7K
$915K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.03K- 58.8% |
$55.3K - $82.1K
|
723
$56.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-990- 90.83% |
$53.1K - $78.8K
|
100
$7.79K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-985- 18.21% |
$52.8K - $78.4K
|
4.42K
$345K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-920- 3.51% |
$49.3K - $73.2K
|
25.3K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-903- 13.81% |
$48.4K - $71.8K
|
5.63K
$439K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-898- 15.56% |
$48.2K - $71.4K
|
4.87K
$380K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-835- 0.75% |
$44.8K - $66.4K
|
111K
$8.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-769- 17.39% |
$41.2K - $61.2K
|
3.65K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-763- 31.67% |
$40.9K - $60.7K
|
1.65K
$128K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-758- 13.21% |
$40.7K - $60.3K
|
4.98K
$388K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-739- 6.26% |
$39.6K - $58.8K
|
11.1K
$861K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-727- 2.61% |
$39K - $57.8K
|
27.1K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-700- 98.73% |
$37.5K - $55.7K
|
9
$701
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-644- 15.33% |
$34.5K - $51.2K
|
3.56K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-632- 30.61% |
$33.9K - $50.3K
|
1.43K
$112K
|
|
|
Aug 09, 2024
Q2 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-559- 9.65% |
$30K - $44.5K
|
5.23K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-550- 3.65% |
$29.5K - $43.8K
|
14.5K
$1.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-500- 2.87% |
$26.8K - $39.8K
|
16.9K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-499- 12.55% |
$26.8K - $39.7K
|
3.48K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-485- 10.0% |
$26K - $38.6K
|
4.37K
$340K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-477- 0.63% |
$25.6K - $38K
|
75K
$5.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-475- 1.25% |
$25.5K - $37.8K
|
37.5K
$2.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-439- 17.31% |
$23.5K - $34.9K
|
2.1K
$163K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-431- 11.12% |
$23.1K - $34.3K
|
3.45K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-408- 5.14% |
$21.9K - $32.5K
|
7.53K
$586K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-302- 7.42% |
$16.2K - $24K
|
3.77K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-300- 0.62% |
$16.1K - $23.9K
|
48K
$3.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-300- 6.0% |
$16.1K - $23.9K
|
4.7K
$366K
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-261- 6.05% |
$14K - $20.8K
|
4.05K
$316K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-257- 6.89% |
$13.8K - $20.4K
|
3.48K
$271K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-246- 71.1% |
$13.2K - $19.6K
|
100
$7.79K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-245- 5.28% |
$13.1K - $19.5K
|
4.4K
$343K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-231- 92.4% |
$12.4K - $18.4K
|
19
$1.48K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-228- 0.69% |
$12.2K - $18.1K
|
32.9K
$2.57M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-220- 7.53% |
$11.8K - $17.5K
|
2.7K
$210K
|