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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-39.5K- 84.2% |
$1.73M - $2.67M
|
7.42K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
4.9K+ 13.17% |
$215K - $331K
|
42.2K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.38K+ 25.53% |
$60.6K - $93.4K
|
6.81K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-4.89K- 14.31% |
$214K - $330K
|
29.2K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
148K+ 7.41% |
$6.48M - $9.99M
|
2.15M
$136M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-610- 0.57% |
$26.7K - $41.2K
|
106K
$6.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.42KNew |
$150K - $231K
|
3.42K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
71New |
$3.11K - $4.79K
|
71
$4.51K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4.54K- 34.94% |
$199K - $306K
|
8.45K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-4.7K- 47.24% |
$206K - $317K
|
5.25K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.53K- 14.21% |
$111K - $171K
|
15.3K
$970K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.5K- 15.54% |
$720K - $1.11M
|
89.4K
$5.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-264- 4.76% |
$11.6K - $17.8K
|
5.28K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-507- 9.93% |
$22.2K - $34.2K
|
4.6K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.61K- 17.67% |
$114K - $176K
|
12.2K
$773K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-8.22K- 23.27% |
$360K - $555K
|
27.1K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-6.14K- 4.13% |
$269K - $414K
|
142K
$9.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
466+ 137.46% |
$20.4K - $31.4K
|
805
$51.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-327- 17.32% |
$14.3K - $22.1K
|
1.56K
$99.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
10+ 29.41% |
$438 - $675
|
44
$2.79K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-35.6K- 6.93% |
$1.56M - $2.4M
|
478K
$30.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 2.62% |
$8.76K - $13.5K
|
7.44K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.59K+ 16.41% |
$113K - $174K
|
18.3K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
500+ 1.76% |
$21.9K - $33.7K
|
29K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.81K- 45.12% |
$298K - $460K
|
8.29K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-223- 4.34% |
$9.76K - $15K
|
4.92K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-19.7K- 1.67% |
$863K - $1.33M
|
1.16M
$73.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-188K- 19.93% |
$8.21M - $12.7M
|
754K
$47.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-253K- 16.42% |
$11.1M - $17M
|
1.29M
$81.6M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 2.28% |
$61.3K - $94.4K
|
60K
$3.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
60+ 0.57% |
$2.63K - $4.05K
|
10.6K
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-5.95K- 40.01% |
$260K - $401K
|
8.92K
$566K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.37K+ 134.19% |
$410K - $632K
|
16.3K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
6.97KNew |
$305K - $470K
|
6.97K
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-30- 10.83% |
$1.31K - $2.02K
|
247
$15.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.93K- 18.03% |
$84.7K - $130K
|
8.79K
$558K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
35K+ 1.34% |
$1.53M - $2.36M
|
2.65M
$168M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-261- 15.33% |
$11.4K - $17.6K
|
1.44K
$91.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.73% |
$2.19K - $3.37K
|
6.82K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
26.5KNew |
$1.16M - $1.79M
|
26.5K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.57KNew |
$244K - $376K
|
5.57K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 1.62% |
$236K - $364K
|
338K
$21.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
204+ 4.8% |
$8.93K - $13.8K
|
4.46K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-343- 87.95% |
$15K - $23.1K
|
47
$2.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.84K- 19.59% |
$124K - $191K
|
11.6K
$739K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-896- 8.44% |
$39.2K - $60.4K
|
9.72K
$617K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
256New |
$11.2K - $17.3K
|
256
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-216- 3.82% |
$9.46K - $14.6K
|
5.44K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-1.81K- 22.64% |
$79.4K - $122K
|
6.2K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-600- 9.08% |
$26.3K - $40.5K
|
6.01K
$381K
|