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 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-94.5K- 32.27% |
$4.14M - $6.37M
|
198K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-5.34K- 30.82% |
$234K - $361K
|
12K
$761K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-14.8K- 25.14% |
$646K - $995K
|
43.9K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.01K- 13.86% |
$44.2K - $68.1K
|
6.28K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.29K- 21.94% |
$144K - $222K
|
11.7K
$742K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.7K- 31.62% |
$1.26M - $1.94M
|
62.1K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.63K- 50.11% |
$247K - $380K
|
5.61K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 15.26% |
$13.1K - $20.2K
|
1.67K
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
9.63KNew |
$422K - $650K
|
9.63K
$612K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
710K+ 5.82% |
$31.1M - $47.9M
|
12.9M
$820M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.33K- 46.54% |
$189K - $292K
|
4.97K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
23.6K+ 29.7% |
$1.03M - $1.59M
|
103K
$6.54M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
355K+ 10.98% |
$15.5M - $23.9M
|
3.58M
$228M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
36New |
$1.58K - $2.43K
|
36
$2.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-278- 1.66% |
$12.2K - $18.8K
|
16.5K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.21K- 4.75% |
$96.6K - $149K
|
44.2K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-141K- 11.74% |
$6.18M - $9.52M
|
1.06M
$67.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3- 0.91% |
$131 - $202
|
328
$20.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-44.7K- 28.34% |
$1.96M - $3.01M
|
113K
$7.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-7.64K- 19.95% |
$335K - $516K
|
30.7K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
325New |
$14.2K - $21.9K
|
325
$20.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Clark Estates Inc
New York, NY |
BUY
|
- |
7.5K+ 19.8% |
$328K - $506K
|
45.4K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-487- 0.45% |
$21.3K - $32.9K
|
107K
$6.8M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3K+ 19986.67% |
$131K - $202K
|
3.01K
$191K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-23.9K- 5.82% |
$1.04M - $1.61M
|
386K
$24.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-3.87K- 31.99% |
$169K - $261K
|
8.23K
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
106K+ 22.79% |
$4.63M - $7.13M
|
570K
$36.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.31K- 6.51% |
$189K - $291K
|
61.9K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-214- 3.96% |
$9.37K - $14.4K
|
5.19K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.01K+ 0.56% |
$87.9K - $135K
|
362K
$23M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
12.4KNew |
$543K - $837K
|
12.4K
$788K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-294- 3.63% |
$12.9K - $19.8K
|
7.8K
$495K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.4K- 71.47% |
$676K - $1.04M
|
6.16K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
13.4KNew |
$587K - $904K
|
13.4K
$851K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
5.75KNew |
$252K - $388K
|
5.75K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.58MNew |
$113M - $174M
|
2.58M
$164M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
86New |
$3.77K - $5.8K
|
86
$5.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-13- 24.53% |
$569 - $877
|
40
$2.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-112- 52.83% |
$4.9K - $7.56K
|
100
$6.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
248+ 3.8% |
$10.9K - $16.7K
|
6.77K
$430K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.78K- 25.94% |
$78K - $120K
|
5.09K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-95.3K- 74.28% |
$4.17M - $6.43M
|
33K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-10.9K- 21.39% |
$479K - $738K
|
40.2K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-35- 2.65% |
$1.53K - $2.36K
|
1.28K
$81.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
13K+ 13.42% |
$571K - $880K
|
110K
$7M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-14.1K- 12.39% |
$618K - $952K
|
99.9K
$6.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-825- 1.08% |
$36.1K - $55.7K
|
75.5K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-260- 5.07% |
$11.4K - $17.5K
|
4.87K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
200+ 3.37% |
$8.76K - $13.5K
|
6.14K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.28K- 9.12% |
$99.8K - $154K
|
22.7K
$1.44M
|