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 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.53KNew |
$242K - $373K
|
5.53K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.71M- 98.64% |
$74.7M - $115M
|
23.6K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
437+ 112.05% |
$19.1K - $29.5K
|
827
$52.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12K- 7.06% |
$524K - $807K
|
157K
$9.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-291K- 7.76% |
$12.7M - $19.6M
|
3.45M
$219M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-50.7K- 83.68% |
$2.22M - $3.42M
|
9.88K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.09K- 19.97% |
$47.5K - $73.2K
|
4.35K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-9.14K- 26.05% |
$400K - $617K
|
26K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-281- 6.26% |
$12.3K - $19K
|
4.21K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-496- 8.03% |
$21.7K - $33.5K
|
5.68K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
76New |
$3.33K - $5.13K
|
76
$4.82K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.59% |
$438 - $675
|
1.7K
$108K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-113- 1.35% |
$4.95K - $7.62K
|
8.25K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-85- 0.69% |
$3.72K - $5.73K
|
12.2K
$775K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.34K+ 7.91% |
$102K - $158K
|
31.9K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.4K+ 9.1% |
$674K - $1.04M
|
185K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-271- 0.81% |
$11.9K - $18.3K
|
33.4K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.49K+ 18.33% |
$65.3K - $101K
|
9.63K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
708+ 2.66% |
$31K - $47.8K
|
27.3K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10.3K- 3.74% |
$453K - $698K
|
266K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17.3K- 52.48% |
$757K - $1.17M
|
15.7K
$994K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
7.96K+ 17.83% |
$348K - $537K
|
52.6K
$3.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-178K- 84.73% |
$7.78M - $12M
|
32K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10.5K+ 7.79% |
$461K - $711K
|
146K
$9.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-5.1K- 4.18% |
$223K - $344K
|
117K
$7.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-5.58K- 12.54% |
$244K - $376K
|
38.9K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-7.93K- 17.64% |
$347K - $535K
|
37.1K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 21.43% |
$131 - $202
|
17
$1.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
152K+ 275.13% |
$6.67M - $10.3M
|
208K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-13.2K- 62.82% |
$576K - $888K
|
7.79K
$494K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1+ 0.02% |
$43.8 - $67.5
|
4.49K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-42.9K- 59.18% |
$1.88M - $2.89M
|
29.6K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.53K+ 8.28% |
$111K - $171K
|
33.1K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-399- 1.08% |
$17.5K - $26.9K
|
36.4K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-228- 2.29% |
$9.98K - $15.4K
|
9.72K
$617K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
4New |
$175 - $270
|
4
$254
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.47KNew |
$108K - $166K
|
2.47K
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-35.9K- 50.15% |
$1.57M - $2.42M
|
35.7K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70+ 17.5% |
$3.06K - $4.72K
|
470
$29.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
450New |
$19.7K - $30.4K
|
450
$28.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
91New |
$3.98K - $6.14K
|
91
$5.78K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
7.07K+ 14.06% |
$310K - $477K
|
57.4K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2.73K- 28.25% |
$120K - $184K
|
6.95K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-876- 0.3% |
$38.4K - $59.1K
|
292K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-130- 3.2% |
$5.69K - $8.77K
|
3.94K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Arga Investment Management, LP
|
BUY
|
- |
2.37M+ 7567.69% |
$104M - $160M
|
2.4M
$153M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.65K- 19.65% |
$116K - $178K
|
10.8K
$687K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
10.9K+ 15.12% |
$476K - $733K
|
82.7K
$5.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.7K- 24.22% |
$555K - $855K
|
39.7K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.6K+ 1.62% |
$158K - $243K
|
226K
$14.3M
|