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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-769- 14.76% |
$42.9K - $48.6K
|
4.44K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2K- 6.64% |
$112K - $127K
|
28.2K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-5.46K- 30.99% |
$305K - $345K
|
12.2K
$772K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.79KNew |
$156K - $176K
|
2.79K
$177K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.06K- 33.14% |
$115K - $130K
|
4.16K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-407- 9.82% |
$22.7K - $25.7K
|
3.74K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-881- 10.3% |
$49.2K - $55.7K
|
7.67K
$487K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-253- 3.99% |
$14.1K - $16K
|
6.08K
$386K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-343- 22.29% |
$19.1K - $21.7K
|
1.2K
$75.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.9K- 16.34% |
$106K - $120K
|
9.71K
$617K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
532New |
$29.7K - $33.6K
|
532
$33.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.11K- 41.32% |
$285K - $323K
|
7.26K
$461K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.24KNew |
$181K - $205K
|
3.24K
$206K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.45K- 99.58% |
$304K - $344K
|
23
$1.46K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.78K- 44.2% |
$155K - $176K
|
3.51K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
5.15KNew |
$288K - $326K
|
5.15K
$327K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
3.5KNew |
$195K - $221K
|
3.5K
$222K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
55+ 1.1% |
$3.07K - $3.47K
|
5.07K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3.37KNew |
$188K - $213K
|
3.37K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-775- 15.07% |
$43.3K - $49K
|
4.37K
$277K
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-3K- 13.64% |
$167K - $190K
|
19K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
147KNew |
$8.18M - $9.26M
|
147K
$9.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-22.5K- 84.2% |
$1.26M - $1.42M
|
4.23K
$268K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-37- 11.49% |
$2.06K - $2.34K
|
285
$18.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-919- 21.62% |
$51.3K - $58.1K
|
3.33K
$211K
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-11.1K- 13.62% |
$617K - $699K
|
70.1K
$4.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
12.2K+ 28.97% |
$681K - $771K
|
54.4K
$3.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-104- 0.61% |
$5.8K - $6.57K
|
17.1K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.63KNew |
$203K - $229K
|
3.63K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-1.34K- 21.95% |
$75K - $84.9K
|
4.78K
$303K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
138+ 1.62% |
$7.7K - $8.72K
|
8.64K
$548K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-7.33K- 96.7% |
$409K - $463K
|
250
$15.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-173- 19.75% |
$9.66K - $10.9K
|
703
$44.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.65K- 29.46% |
$92K - $104K
|
3.95K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
142+ 3.58% |
$7.93K - $8.97K
|
4.11K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-100- 1.73% |
$5.58K - $6.32K
|
5.67K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$949 - $1.07K
|
17
$1.08K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.58K- 43.03% |
$200K - $226K
|
4.74K
$301K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-818- 15.87% |
$45.7K - $51.7K
|
4.34K
$275K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-126- 3.48% |
$7.03K - $7.96K
|
3.5K
$222K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.47KNew |
$194K - $219K
|
3.47K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
258+ 1.78% |
$14.4K - $16.3K
|
14.8K
$937K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.03K- 7.81% |
$57.5K - $65.1K
|
12.2K
$772K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
149+ 57.09% |
$8.32K - $9.41K
|
410
$26K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-471- 48.66% |
$26.3K - $29.8K
|
497
$31.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-147- 1.71% |
$8.2K - $9.29K
|
8.45K
$536K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.01K- 24.26% |
$112K - $127K
|
6.28K
$399K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
4KNew |
$223K - $253K
|
4K
$254K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
14+ 0.28% |
$781 - $885
|
4.94K
$313K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-1.82K- 81.96% |
$101K - $115K
|
400
$25.4K
|