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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
91+ 3.05% |
$6.55K - $7.41K
|
3.08K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.28K+ 14.15% |
$236K - $267K
|
26.4K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.78KNew |
$128K - $145K
|
1.78K
$112K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-205- 6.35% |
$14.8K - $16.7K
|
3.02K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-327- 7.76% |
$23.5K - $26.6K
|
3.89K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.21K- 18.52% |
$87.3K - $98.7K
|
5.33K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
523+ 19.62% |
$37.7K - $42.6K
|
3.19K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-47- 0.96% |
$3.38K - $3.83K
|
4.84K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-33K- 90.0% |
$2.37M - $2.69M
|
3.67K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.63K+ 20.17% |
$118K - $133K
|
9.73K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-160- 5.58% |
$11.5K - $13K
|
2.71K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-275- 5.53% |
$19.8K - $22.4K
|
4.7K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.96KNew |
$357K - $404K
|
4.96K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-522- 9.98% |
$37.6K - $42.5K
|
4.71K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
SELL
|
- |
-67.4K- 5.62% |
$4.85M - $5.49M
|
1.13M
$71.3M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.16K- 3.23% |
$83.2K - $94.1K
|
34.7K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.98K+ 7.24% |
$286K - $324K
|
58.9K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
220+ 8.0% |
$15.8K - $17.9K
|
2.97K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.17K- 13.4% |
$84.5K - $95.6K
|
7.59K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-476- 15.67% |
$34.3K - $38.8K
|
2.56K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.99KNew |
$647K - $732K
|
8.99K
$567K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
6.98KNew |
$502K - $568K
|
6.98K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
837+ 0.54% |
$60.3K - $68.1K
|
157K
$9.89M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.95K+ 16.97% |
$573K - $648K
|
54.8K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-538- 10.25% |
$38.7K - $43.8K
|
4.71K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.1% |
$216 - $244
|
2.87K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.52K- 2.92% |
$110K - $124K
|
50.8K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-691- 6.54% |
$49.7K - $56.3K
|
9.87K
$622K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-34.2K- 88.63% |
$2.46M - $2.79M
|
4.39K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.39K- 0.25% |
$172K - $195K
|
953K
$60.1M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-194- 4.73% |
$14K - $15.8K
|
3.91K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
576+ 4.06% |
$41.5K - $46.9K
|
14.8K
$931K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
854New |
$61.5K - $69.5K
|
854
$53.8K
|
|
|
May 14, 2024
Q1 2024
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-11.1K- 6.86% |
$802K - $907K
|
151K
$9.53M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-289- 9.83% |
$20.8K - $23.5K
|
2.65K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
SELL
|
- |
-14- 8.09% |
$1.01K - $1.14K
|
159
$10K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.47K- 3.33% |
$538K - $608K
|
217K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 13.31% |
$1.05M - $1.18M
|
124K
$7.81M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-106K- 52.04% |
$7.64M - $8.64M
|
97.9K
$6.17M
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
5.24KNew |
$377K - $426K
|
5.24K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.26K+ 64.91% |
$163K - $184K
|
5.74K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-701- 20.83% |
$50.5K - $57.1K
|
2.66K
$168K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-428- 4.12% |
$30.8K - $34.8K
|
9.95K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
872+ 40.0% |
$62.8K - $71K
|
3.05K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.49KNew |
$251K - $284K
|
3.49K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1+ 0.04% |
$72 - $81.4
|
2.52K
$159K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-136- 1.57% |
$9.79K - $11.1K
|
8.53K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-260- 1.27% |
$18.7K - $21.2K
|
20.3K
$1.28M
|