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 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
1.66K+ 8.64% |
$119K - $135K
|
20.8K
$1.31M
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
4.35K+ 131.62% |
$313K - $355K
|
7.66K
$483K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-19.3K- 9.84% |
$1.39M - $1.57M
|
177K
$11.2M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-952- 24.43% |
$68.5K - $77.5K
|
2.95K
$186K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7+ 0.23% |
$504 - $570
|
3.06K
$193K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
178+ 3.19% |
$12.8K - $14.5K
|
5.75K
$362K
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-500- 11.11% |
$36K - $40.7K
|
4K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-118- 4.11% |
$8.49K - $9.61K
|
2.75K
$173K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.57K- 0.17% |
$113K - $128K
|
905K
$57.1M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.48K+ 61.44% |
$178K - $202K
|
6.51K
$410K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
229+ 0.15% |
$16.5K - $18.6K
|
156K
$9.82M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
271New |
$19.5K - $22.1K
|
271
$17.1K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.33KNew |
$96K - $109K
|
1.33K
$84K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
202+ 7.46% |
$14.5K - $16.4K
|
2.91K
$183K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
299+ 9.7% |
$21.5K - $24.3K
|
3.38K
$213K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-152- 4.94% |
$10.9K - $12.4K
|
2.92K
$184K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-18.7K- 85.89% |
$1.35M - $1.53M
|
3.08K
$194K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
783New |
$56.4K - $63.8K
|
783
$49.3K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
127+ 2.39% |
$9.14K - $10.3K
|
5.44K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
272+ 10.08% |
$19.6K - $22.1K
|
2.97K
$187K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-200- 2.54% |
$14.4K - $16.3K
|
7.68K
$484K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.95KNew |
$356K - $403K
|
4.95K
$312K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13.3K- 67.87% |
$958K - $1.08M
|
6.3K
$397K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.85KNew |
$205K - $232K
|
2.85K
$180K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-938- 18.36% |
$67.5K - $76.4K
|
4.17K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25+ 0.9% |
$1.8K - $2.04K
|
2.79K
$176K
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
79+ 0.06% |
$5.69K - $6.43K
|
127K
$7.99M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
207New |
$14.9K - $16.9K
|
207
$13K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-260- 6.17% |
$18.7K - $21.2K
|
3.95K
$249K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-55- 0.97% |
$3.96K - $4.48K
|
5.64K
$355K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-56.4K- 80.24% |
$4.06M - $4.59M
|
13.9K
$875K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
225+ 6.33% |
$16.2K - $18.3K
|
3.78K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-53- 1.08% |
$3.82K - $4.32K
|
4.84K
$305K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-2.4K- 32.0% |
$172K - $195K
|
5.09K
$321K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-224- 4.88% |
$16.1K - $18.2K
|
4.36K
$275K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-622- 13.91% |
$44.8K - $50.6K
|
3.85K
$243K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-165- 2.45% |
$11.9K - $13.4K
|
6.57K
$414K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-6.11K- 97.6% |
$440K - $497K
|
150
$9.45K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
72+ 1.51% |
$5.18K - $5.86K
|
4.84K
$305K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.61K- 2.38% |
$116K - $131K
|
65.9K
$4.15M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-199- 0.77% |
$14.3K - $16.2K
|
25.7K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.94K- 16.29% |
$283K - $321K
|
20.2K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-31.2K- 96.38% |
$2.24M - $2.54M
|
1.17K
$73.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-503- 9.97% |
$36.2K - $41K
|
4.54K
$286K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.62K- 3.59% |
$189K - $214K
|
70.4K
$4.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.95K- 90.77% |
$212K - $240K
|
300
$18.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-30- 0.75% |
$2.16K - $2.44K
|
3.99K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
41+ 0.11% |
$2.95K - $3.34K
|
37.5K
$2.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
182+ 54.33% |
$13.1K - $14.8K
|
517
$32.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 9.43% |
$142K - $161K
|
22.9K
$1.45M
|