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 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-7.02K- 25.13% |
$307K - $473K
|
20.9K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.17K- 59.66% |
$314K - $484K
|
4.85K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.19KNew |
$315K - $485K
|
7.19K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-194- 40.08% |
$8.49K - $13.1K
|
290
$18.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-50- 4.2% |
$2.19K - $3.37K
|
1.14K
$72.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
330+ 0.57% |
$14.4K - $22.3K
|
57.8K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.91K- 18.68% |
$83.6K - $129K
|
8.31K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.14K- 6.34% |
$49.8K - $76.7K
|
16.8K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.47K- 21.67% |
$108K - $167K
|
8.93K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.08K- 12.37% |
$135K - $208K
|
21.8K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-11.2K- 64.84% |
$491K - $757K
|
6.09K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.22K- 23.64% |
$141K - $217K
|
10.4K
$660K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-721- 14.08% |
$31.6K - $48.6K
|
4.4K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
6.94KNew |
$304K - $468K
|
6.94K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.09K- 14.68% |
$91.5K - $141K
|
12.1K
$771K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-5.53K- 12.13% |
$242K - $373K
|
40K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-243- 1.21% |
$10.6K - $16.4K
|
19.9K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.18K- 13.3% |
$227K - $349K
|
33.8K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-10.6K- 35.19% |
$465K - $716K
|
19.6K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.28K+ 17.24% |
$56.2K - $86.6K
|
8.72K
$554K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-804- 24.86% |
$35.2K - $54.2K
|
2.43K
$154K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-23.8K- 30.08% |
$1.04M - $1.6M
|
55.3K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.01K- 77.45% |
$44.2K - $68.1K
|
294
$18.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
18.6KNew |
$816K - $1.26M
|
18.6K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
978+ 32600.0% |
$42.8K - $66K
|
981
$62.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
132+ 1.77% |
$5.78K - $8.9K
|
7.61K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16+ 0.59% |
$700 - $1.08K
|
2.73K
$173K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6- 1.01% |
$263 - $405
|
591
$37.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.26K+ 1.32% |
$98.8K - $152K
|
174K
$11M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-44.7K- 15.23% |
$1.96M - $3.01M
|
249K
$15.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
450+ 255.68% |
$19.7K - $30.4K
|
626
$39.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6.43K- 97.51% |
$281K - $433K
|
164
$10.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-75- 4.87% |
$3.28K - $5.06K
|
1.47K
$93.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-492- 9.38% |
$21.5K - $33.2K
|
4.75K
$302K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
33+ 1.96% |
$1.44K - $2.23K
|
1.71K
$109K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
12+ 4.6% |
$525 - $810
|
273
$17.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
683+ 15.16% |
$29.9K - $46.1K
|
5.19K
$329K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-6.09K- 23.51% |
$267K - $411K
|
19.8K
$1.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.03K- 6.92% |
$45K - $69.3K
|
13.8K
$877K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-9.77K- 4.03% |
$428K - $659K
|
233K
$14.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.13M- 99.02% |
$49.7M - $76.5M
|
11.2K
$711K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.92K- 12.92% |
$216K - $332K
|
33.2K
$2.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-462K- 40.11% |
$20.2M - $31.2M
|
690K
$43.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
40.8KNew |
$1.79M - $2.75M
|
40.8K
$2.59M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-2.87K- 3.61% |
$126K - $194K
|
76.6K
$4.86M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-368- 0.37% |
$16.1K - $24.8K
|
99K
$6.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.24K- 20.49% |
$98.2K - $151K
|
8.71K
$553K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
650+ 9.77% |
$28.5K - $43.8K
|
7.3K
$464K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-489- 35.08% |
$21.4K - $33K
|
905
$57.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
370+ 11.04% |
$16.2K - $25K
|
3.72K
$236K
|