Latest Institutional Transactions on Cvs Health Corp (CVS)
This table provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
17.5KNew |
$768K - $1.18M
|
17.5K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.4KNew |
$61.1K - $94.2K
|
1.4K
$88.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.94K- 2.79% |
$85.1K - $131K
|
67.6K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
210KNew |
$9.19M - $14.2M
|
210K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
145+ 337.21% |
$6.35K - $9.78K
|
188
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-667- 47.99% |
$29.2K - $45K
|
723
$45.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-171K- 4.59% |
$7.49M - $11.5M
|
3.55M
$226M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-26- 0.11% |
$1.14K - $1.75K
|
24.1K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-13K- 10.92% |
$570K - $878K
|
106K
$6.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-800- 0.31% |
$35K - $54K
|
254K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-82.8K- 83.23% |
$3.63M - $5.59M
|
16.7K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2+ 0.86% |
$87.6 - $135
|
235
$14.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
500+ 1.68% |
$21.9K - $33.7K
|
30.3K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.53K- 16.33% |
$242K - $373K
|
28.3K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-150K- 22.75% |
$6.59M - $10.1M
|
511K
$32.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
30.5K+ 31.8% |
$1.34M - $2.06M
|
127K
$8.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
139KNew |
$6.08M - $9.37M
|
139K
$8.81M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-24.6K- 62.73% |
$1.08M - $1.66M
|
14.6K
$928K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-70- 0.54% |
$3.06K - $4.72K
|
13K
$823K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-41.3K- 45.71% |
$1.81M - $2.79M
|
49K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-98.4K- 7.56% |
$4.31M - $6.64M
|
1.2M
$76.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
194K+ 240.8% |
$8.48M - $13.1M
|
274K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-73.4K- 51.89% |
$3.22M - $4.95M
|
68.1K
$4.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-950- 9.09% |
$41.6K - $64.1K
|
9.5K
$603K
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
146KNew |
$6.38M - $9.83M
|
146K
$9.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.86K+ 52.61% |
$213K - $328K
|
14.1K
$895K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-122K- 60.41% |
$5.35M - $8.25M
|
80.1K
$5.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-179K- 58.21% |
$7.82M - $12.1M
|
128K
$8.14M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-2.58K- 22.65% |
$113K - $174K
|
8.8K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-56.8K- 40.53% |
$2.49M - $3.83M
|
83.4K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-5.96K- 20.76% |
$261K - $402K
|
22.7K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2+ 0.0% |
$87.6 - $135
|
55.3K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-110K- 6.55% |
$4.8M - $7.4M
|
1.56M
$99.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-230- 87.12% |
$10.1K - $15.5K
|
34
$2.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32.6K- 72.22% |
$1.43M - $2.2M
|
12.6K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.27K- 26.36% |
$231K - $355K
|
14.7K
$935K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
120New |
$5.25K - $8.1K
|
120
$7.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-4.86K- 51.15% |
$213K - $328K
|
4.64K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-281K- 33.21% |
$12.3M - $19M
|
565K
$35.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.57K+ 63.35% |
$200K - $308K
|
11.8K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
400New |
$17.5K - $27K
|
400
$25.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.45K+ 6.05% |
$239K - $368K
|
95.5K
$6.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-2.83K- 16.35% |
$124K - $191K
|
14.5K
$920K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
287+ 5.5% |
$12.6K - $19.4K
|
5.5K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-127K- 80.46% |
$5.55M - $8.55M
|
30.8K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-49K- 56.32% |
$2.15M - $3.31M
|
38K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.09K- 19.07% |
$47.9K - $73.8K
|
4.64K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-703- 2.86% |
$30.8K - $47.4K
|
23.9K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 0.73% |
$1.71K - $2.63K
|
5.42K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.9K- 4.62% |
$959K - $1.48M
|
452K
$28.7M
|