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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-815- 19.38% |
$54K - $64.4K
|
3.39K
$150K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-810- 22.88% |
$53.7K - $64K
|
2.73K
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-808- 12.5% |
$53.6K - $63.8K
|
5.65K
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-570- 13.04% |
$37.8K - $45K
|
3.8K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-558- 3.56% |
$37K - $44.1K
|
15.1K
$671K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-545- 7.64% |
$36.1K - $43.1K
|
6.59K
$292K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-480- 4.84% |
$31.8K - $37.9K
|
9.43K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-453- 7.6% |
$30K - $35.8K
|
5.51K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-450Closed |
$29.8K - $35.6K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-443- 1.11% |
$29.4K - $35K
|
39.5K
$1.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-440- 1.01% |
$29.2K - $34.8K
|
43.2K
$1.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-373- 2.91% |
$24.7K - $29.5K
|
12.4K
$551K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-366- 11.93% |
$24.3K - $28.9K
|
2.7K
$120K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-360- 1.56% |
$23.9K - $28.4K
|
22.7K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-335- 8.09% |
$22.2K - $26.5K
|
3.81K
$169K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-290- 6.35% |
$19.2K - $22.9K
|
4.27K
$190K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-268- 5.81% |
$17.8K - $21.2K
|
4.35K
$193K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-268- 2.77% |
$17.8K - $21.2K
|
9.4K
$417K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-267- 6.28% |
$17.7K - $21.1K
|
3.98K
$177K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-260- 6.25% |
$17.2K - $20.5K
|
3.9K
$173K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-253- 5.96% |
$16.8K - $20K
|
3.99K
$177K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-251- 7.4% |
$16.6K - $19.8K
|
3.14K
$139K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-227- 12.18% |
$15K - $17.9K
|
1.64K
$72.6K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-193- 4.98% |
$12.8K - $15.2K
|
3.68K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-189- 6.55% |
$12.5K - $14.9K
|
2.7K
$120K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-187- 37.63% |
$12.4K - $14.8K
|
310
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-174- 74.36% |
$11.5K - $13.7K
|
60
$2.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-172- 4.02% |
$11.4K - $13.6K
|
4.11K
$182K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-143- 12.77% |
$9.48K - $11.3K
|
977
$43.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-139- 1.71% |
$9.21K - $11K
|
7.99K
$354K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-125- 1.32% |
$8.29K - $9.88K
|
9.33K
$414K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-107- 58.15% |
$7.09K - $8.45K
|
77
$3.42K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 1.19% |
$6.63K - $7.9K
|
8.3K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-99- 2.55% |
$6.56K - $7.82K
|
3.78K
$168K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-99- 0.22% |
$6.56K - $7.82K
|
44.3K
$1.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-60- 2.31% |
$3.98K - $4.74K
|
2.53K
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-53- 0.02% |
$3.51K - $4.19K
|
242K
$10.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-49- 1.49% |
$3.25K - $3.87K
|
3.23K
$143K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-31- 13.25% |
$2.05K - $2.45K
|
203
$9.01K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-24- 0.52% |
$1.59K - $1.9K
|
4.59K
$203K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23- 92.0% |
$1.52K - $1.82K
|
2
$88.7
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-20- 0.03% |
$1.33K - $1.58K
|
74K
$3.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-16- 0.44% |
$1.06K - $1.26K
|
3.63K
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-15- 0.18% |
$994 - $1.19K
|
8.17K
$362K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-15- 0.42% |
$994 - $1.19K
|
3.59K
$159K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7- 0.24% |
$464 - $553
|
2.96K
$131K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-125K- 62.5% |
$8.15M - $9.55M
|
75K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-105K- 59.69% |
$6.87M - $8.06M
|
71.2K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-63K- 37.33% |
$4.11M - $4.82M
|
106K
$4.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-55.9K- 79.99% |
$3.64M - $4.27M
|
14K
$620K
|
|