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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 37.51% |
$137K - $155K
|
3.17K
$199K
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
20+ 0.15% |
$1.44K - $1.63K
|
13.5K
$852K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
999+ 30.14% |
$71.9K - $81.3K
|
4.31K
$272K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.5K- 88.46% |
$108K - $122K
|
195
$12.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
7.42K+ 109.54% |
$534K - $604K
|
14.2K
$894K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.16KNew |
$227K - $257K
|
3.16K
$199K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
48+ 1.26% |
$3.46K - $3.91K
|
3.86K
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
200+ 7.14% |
$14.4K - $16.3K
|
3K
$189K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-100- 2.66% |
$7.2K - $8.14K
|
3.66K
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-600- 12.17% |
$43.2K - $48.9K
|
4.33K
$273K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
11+ 0.42% |
$792 - $896
|
2.63K
$166K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-12- 0.29% |
$864 - $977
|
4.19K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-146- 3.17% |
$10.5K - $11.9K
|
4.46K
$281K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
455+ 0.47% |
$32.8K - $37K
|
96.6K
$6.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
443+ 11.8% |
$31.9K - $36.1K
|
4.2K
$265K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-93.4K- 96.22% |
$6.72M - $7.61M
|
3.67K
$232K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 6.88% |
$7.2K - $8.14K
|
1.35K
$85.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-554- 14.47% |
$39.9K - $45.1K
|
3.28K
$206K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$164K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.04K- 2.47% |
$74.7K - $84.5K
|
40.9K
$2.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
491+ 7.11% |
$35.3K - $40K
|
7.4K
$466K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.82K- 41.47% |
$131K - $148K
|
2.57K
$162K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
285+ 6.53% |
$20.5K - $23.2K
|
4.65K
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-10- 0.39% |
$720 - $814
|
2.58K
$163K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-434- 14.64% |
$31.2K - $35.3K
|
2.53K
$159K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.88K- 2.26% |
$135K - $153K
|
81.3K
$5.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 26.67% |
$77.7K - $87.9K
|
2.97K
$187K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.21K- 11.55% |
$87.3K - $98.7K
|
9.28K
$585K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
631+ 22.24% |
$45.4K - $51.4K
|
3.47K
$219K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
49+ 0.92% |
$3.53K - $3.99K
|
5.37K
$338K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-11- 0.73% |
$792 - $896
|
1.5K
$94.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-54- 1.66% |
$3.89K - $4.4K
|
3.2K
$202K
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.59K+ 69.02% |
$187K - $211K
|
6.35K
$400K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.34% |
$2.74K - $3.09K
|
2.81K
$177K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-213- 6.1% |
$15.3K - $17.3K
|
3.28K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Pensioenfonds Rail & Ov
|
SELL
|
- |
-638K- 99.27% |
$46M - $52M
|
4.67K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-225- 8.19% |
$16.2K - $18.3K
|
2.52K
$159K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-595- 14.19% |
$42.8K - $48.4K
|
3.6K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
614+ 3.24% |
$44.2K - $50K
|
19.6K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-277K- 56.93% |
$20M - $22.6M
|
210K
$13.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-94- 3.18% |
$6.77K - $7.65K
|
2.86K
$180K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-940- 18.53% |
$67.7K - $76.5K
|
4.13K
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-12.3K- 60.63% |
$885K - $1M
|
7.98K
$503K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
118+ 3.47% |
$8.49K - $9.61K
|
3.52K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-65- 2.13% |
$4.68K - $5.29K
|
2.99K
$189K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-202- 5.53% |
$14.5K - $16.4K
|
3.45K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10+ 0.33% |
$720 - $814
|
3.03K
$191K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-380- 10.36% |
$27.4K - $30.9K
|
3.29K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-27.2K- 78.5% |
$1.96M - $2.22M
|
7.46K
$470K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-20K- 86.01% |
$1.44M - $1.63M
|
3.25K
$205K
|