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 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-488- 70.42% |
$21.4K - $32.9K
|
205
$13K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
500New |
$21.9K - $33.7K
|
500
$31.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
164New |
$7.18K - $11.1K
|
164
$10.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-16.7K- 62.49% |
$731K - $1.13M
|
10K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.21% |
$438 - $675
|
4.75K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-6.39K- 14.74% |
$280K - $431K
|
37K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-5.16K- 52.45% |
$226K - $348K
|
4.68K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Cm Management, LLC
|
SELL
|
- |
-10K- 28.57% |
$438K - $675K
|
25K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-700- 5.16% |
$30.6K - $47.2K
|
12.9K
$817K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
56.9K+ 21.78% |
$2.49M - $3.84M
|
318K
$20.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.98K- 22.92% |
$130K - $201K
|
10K
$635K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88.3K- 27.84% |
$3.87M - $5.96M
|
229K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-16.2K- 52.86% |
$707K - $1.09M
|
14.4K
$915K
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-53.7K- 24.29% |
$2.35M - $3.62M
|
167K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-97- 97.0% |
$4.25K - $6.54K
|
3
$190
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.58K- 70.12% |
$69K - $106K
|
672
$42.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-22.2K- 76.09% |
$970K - $1.49M
|
6.96K
$442K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.69K+ 17.41% |
$249K - $384K
|
38.4K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-560- 1.17% |
$24.5K - $37.8K
|
47.5K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-10.9K- 52.78% |
$475K - $732K
|
9.71K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-136- 39.65% |
$5.95K - $9.17K
|
207
$13.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.41K+ 26.78% |
$61.8K - $95.2K
|
6.68K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6.9K- 40.36% |
$302K - $465K
|
10.2K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12K+ 7.8% |
$523K - $806K
|
165K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.77K- 12.59% |
$77.6K - $120K
|
12.3K
$782K
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
29.7K+ 213.83% |
$1.3M - $2.01M
|
43.6K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.31K- 25.23% |
$364K - $560K
|
24.6K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-1.6K- 7.35% |
$69.8K - $108K
|
20.1K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-240- 9.83% |
$10.5K - $16.2K
|
2.2K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-6.17K- 15.78% |
$270K - $416K
|
32.9K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-549- 1.42% |
$24K - $37K
|
38.2K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.3K- 30.33% |
$494K - $762K
|
25.9K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
6.48M+ 49.3% |
$283M - $437M
|
19.6M
$1.24B
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.1K+ 7.72% |
$91.9K - $142K
|
29.3K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.29K- 38.39% |
$144K - $222K
|
5.28K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-106K- 34.25% |
$4.66M - $7.18M
|
204K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.86K- 22.01% |
$81.4K - $125K
|
6.59K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.55K- 13.73% |
$287K - $442K
|
41.2K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110K- 27.43% |
$4.8M - $7.4M
|
290K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
2.6KNew |
$114K - $175K
|
2.6K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-37.7K- 26.79% |
$1.65M - $2.55M
|
103K
$6.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
490+ 3.1% |
$21.5K - $33.1K
|
16.3K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.1K- 20.54% |
$1.45M - $2.23M
|
128K
$8.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-36.4K- 13.94% |
$1.59M - $2.45M
|
225K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-22- 0.39% |
$963 - $1.48K
|
5.64K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.36K- 2.74% |
$147K - $227K
|
119K
$7.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
72.1KNew |
$3.16M - $4.87M
|
72.1K
$4.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.91K- 18.54% |
$128K - $197K
|
12.8K
$812K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
650New |
$28.5K - $43.8K
|
650
$41.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$219 - $337
|
5
$317
|