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 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-675- 1.83% |
$29.6K - $45.5K
|
36.1K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.04K+ 26.26% |
$45.6K - $70.3K
|
5.01K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.07K- 11.57% |
$47K - $72.5K
|
8.21K
$521K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.17% |
$131 - $202
|
260
$16.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19K- 67.23% |
$833K - $1.28M
|
9.27K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
408+ 2.59% |
$17.9K - $27.5K
|
16.2K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.17KNew |
$270K - $416K
|
6.17K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
713+ 1.67% |
$31.2K - $48.1K
|
43.3K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.51K- 18.84% |
$154K - $237K
|
15.1K
$959K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65.7K- 95.17% |
$2.88M - $4.43M
|
3.34K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-193- 2.36% |
$8.45K - $13K
|
7.98K
$506K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.61K+ 49.91% |
$70.5K - $109K
|
4.84K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.16K- 44.08% |
$94.4K - $146K
|
2.74K
$174K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-313- 46.1% |
$13.7K - $21.1K
|
366
$23.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-141- 2.88% |
$6.17K - $9.51K
|
4.75K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.5K- 21.9% |
$65.5K - $101K
|
5.33K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-5K- 95.24% |
$219K - $337K
|
250
$15.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-9.6K- 19.81% |
$420K - $648K
|
38.9K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-93.1K- 54.11% |
$4.08M - $6.28M
|
79K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-6K- 81.08% |
$263K - $405K
|
1.4K
$88.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-171K- 36.61% |
$7.5M - $11.6M
|
297K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
793+ 17.54% |
$34.7K - $53.5K
|
5.31K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-760- 51.7% |
$33.3K - $51.3K
|
710
$45.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.06K- 22.63% |
$90.4K - $139K
|
7.06K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.86K- 28.72% |
$256K - $395K
|
14.5K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-874- 3.98% |
$38.3K - $59K
|
21.1K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
32.9K+ 816.4% |
$1.44M - $2.22M
|
36.9K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-425- 0.96% |
$18.6K - $28.7K
|
43.6K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.5K- 36.56% |
$109K - $169K
|
4.34K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-605- 5.69% |
$26.5K - $40.8K
|
10K
$636K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-2.01K- 25.98% |
$88K - $136K
|
5.73K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
106KNew |
$4.63M - $7.13M
|
106K
$6.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.95K- 74.42% |
$129K - $199K
|
1.02K
$64.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-7.87K- 14.11% |
$345K - $531K
|
47.9K
$3.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-54- 0.32% |
$2.36K - $3.64K
|
16.6K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
SELL
|
- |
-5.99K- 38.83% |
$262K - $404K
|
9.44K
$599K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-4.55K- 82.22% |
$199K - $307K
|
983
$62.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.12K- 16.36% |
$49.2K - $75.8K
|
5.74K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.2K- 24.92% |
$445K - $685K
|
30.6K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-13.3K- 22.71% |
$584K - $900K
|
45.4K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-969- 3.71% |
$42.4K - $65.4K
|
25.2K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.26K+ 12.73% |
$99K - $153K
|
20K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-44.9K- 41.41% |
$1.96M - $3.03M
|
63.5K
$4.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-196- 2.56% |
$8.58K - $13.2K
|
7.46K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4.27K- 29.79% |
$187K - $288K
|
10.1K
$639K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-47- 25.27% |
$2.06K - $3.17K
|
139
$8.82K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.99K- 31.16% |
$175K - $269K
|
8.82K
$560K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-7.62K- 53.56% |
$334K - $514K
|
6.61K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-227- 0.8% |
$9.94K - $15.3K
|
28K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.27K- 18.93% |
$55.8K - $85.9K
|
5.46K
$346K
|