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 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-599- 17.0% |
$39.9K - $46.6K
|
2.93K
$130K
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-573- 8.91% |
$38.2K - $44.6K
|
5.86K
$260K
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-520- 13.09% |
$34.7K - $40.4K
|
3.45K
$153K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-469- 97.71% |
$31.3K - $36.5K
|
11
$488
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-454- 13.44% |
$30.3K - $35.3K
|
2.92K
$130K
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-452- 12.32% |
$30.1K - $35.1K
|
3.22K
$143K
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-440- 50.29% |
$29.3K - $34.2K
|
435
$19.3K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-436- 36.27% |
$29.1K - $33.9K
|
766
$34K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-403- 71.2% |
$26.9K - $31.3K
|
163
$7.23K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-382- 25.78% |
$25.5K - $29.7K
|
1.1K
$48.8K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-377- 40.8% |
$25.1K - $29.3K
|
547
$24.3K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-336- 6.97% |
$22.4K - $26.1K
|
4.49K
$199K
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-335- 16.34% |
$22.3K - $26K
|
1.72K
$76.1K
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-320- 8.27% |
$21.3K - $24.9K
|
3.55K
$157K
|
|
Jul 03, 2023
Q2 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 50.33% |
$20.3K - $23.6K
|
300
$13.3K
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-300- 8.71% |
$20K - $23.3K
|
3.14K
$139K
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-258- 1.62% |
$17.2K - $20.1K
|
15.6K
$693K
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-217- 42.63% |
$14.5K - $16.9K
|
292
$13K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-179- 3.07% |
$11.9K - $13.9K
|
5.66K
$251K
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-150- 20.58% |
$10K - $11.7K
|
579
$25.7K
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-148- 4.38% |
$9.86K - $11.5K
|
3.23K
$143K
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-115Closed |
$7.66K - $8.94K
|
0
$0
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-98- 7.2% |
$6.53K - $7.62K
|
1.26K
$56K
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-84- 1.54% |
$5.6K - $6.53K
|
5.35K
$238K
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-80- 1.46% |
$5.33K - $6.22K
|
5.42K
$240K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-71- 1.07% |
$4.73K - $5.52K
|
6.56K
$291K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-63- 1.82% |
$4.2K - $4.9K
|
3.4K
$151K
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-56- 0.38% |
$3.73K - $4.35K
|
14.9K
$660K
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-55- 1.51% |
$3.67K - $4.28K
|
3.59K
$159K
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-28- 35.9% |
$1.87K - $2.18K
|
50
$2.22K
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-10- 0.13% |
$667 - $778
|
7.56K
$335K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-6- 1.08% |
$400 - $467
|
550
$24.4K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
CALL |
-5- 16.67% |
$333 - $389
|
25
$1.11K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
CALL |
-661K- 77.89% |
$47.8M - $61.4M
|
188K
$8.33M
|
|
May 15, 2023
Q1 2023
|
Armistice Capital, LLC
New York, NY |
SELL
|
- |
-320K- 67.23% |
$23.2M - $29.7M
|
156K
$6.92M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-116K- 12.73% |
$8.4M - $10.8M
|
796K
$35.3M
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-91K- 25.43% |
$6.58M - $8.45M
|
267K
$11.8M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-66.2K- 45.95% |
$4.79M - $6.15M
|
77.8K
$3.45M
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-30.5K- 58.1% |
$2.21M - $2.83M
|
22K
$976K
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-22.8K- 34.51% |
$1.65M - $2.12M
|
43.3K
$1.92M
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-16.8K- 31.11% |
$1.22M - $1.56M
|
37.2K
$1.65M
|
|
Aug 14, 2023
Q1 2023
|
Crake Asset Management LLP
London, X0 |
SELL
|
- |
-13.5K- 13.57% |
$977K - $1.25M
|
86K
$3.81M
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-9.99K- 81.37% |
$723K - $928K
|
2.29K
$101K
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-7.64K- 45.98% |
$553K - $709K
|
8.97K
$398K
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-6.65K- 30.73% |
$481K - $618K
|
15K
$665K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-6.14K- 66.37% |
$445K - $571K
|
3.11K
$138K
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.85K- 49.07% |
$424K - $544K
|
6.07K
$269K
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-5.3K- 28.55% |
$383K - $492K
|
13.3K
$588K
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.93K- 53.15% |
$357K - $458K
|
4.35K
$193K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.32K- 54.83% |
$240K - $308K
|
2.73K
$121K
|