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 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-79- 3.0% |
$5.69K - $6.43K
|
2.55K
$161K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.5K+ 56.82% |
$108K - $122K
|
4.14K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
139+ 4.9% |
$10K - $11.3K
|
2.98K
$188K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
350+ 4.75% |
$25.2K - $28.5K
|
7.72K
$487K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-280- 8.4% |
$20.2K - $22.8K
|
3.06K
$193K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-200- 5.54% |
$14.4K - $16.3K
|
3.41K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-47- 1.72% |
$3.38K - $3.83K
|
2.69K
$169K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15+ 0.31% |
$1.08K - $1.22K
|
4.87K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-439- 2.5% |
$31.6K - $35.7K
|
17.2K
$1.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
$271K - $306K
|
3.76K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.06% |
$144 - $163
|
3.36K
$211K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
134KNew |
$9.61M - $10.9M
|
134K
$8.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-87- 2.49% |
$6.26K - $7.08K
|
3.4K
$215K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$72 - $81.4
|
2.58K
$162K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.55KNew |
$184K - $208K
|
2.55K
$161K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-9- 0.03% |
$648 - $733
|
34.5K
$2.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-465- 8.13% |
$33.5K - $37.9K
|
5.25K
$331K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-325- 8.24% |
$23.4K - $26.5K
|
3.62K
$228K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-350- 1.97% |
$25.2K - $28.5K
|
17.4K
$1.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
2.7KNew |
$194K - $220K
|
2.7K
$170K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.05K- 42.96% |
$148K - $167K
|
2.72K
$172K
|
|
| Q4 2023 | |||||||
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.99KNew |
$331K - $394K
|
4.99K
$315K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.81KClosed |
$319K - $380K
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23- 92.0% |
$1.52K - $1.82K
|
2
$126
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.01KNew |
$200K - $238K
|
3.01K
$190K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.14KNew |
$208K - $248K
|
3.14K
$198K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
5KNew |
$331K - $395K
|
5K
$315K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-3.61K- 37.01% |
$239K - $285K
|
6.15K
$387K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
456New |
$30.2K - $36K
|
456
$28.7K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5New |
$331 - $395
|
5
$315
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
411New |
$27.2K - $32.5K
|
411
$25.9K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
9.1KNew |
$604K - $719K
|
9.1K
$574K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
831+ 20775.0% |
$55.1K - $65.6K
|
835
$52.6K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
474New |
$31.4K - $37.4K
|
474
$29.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
50.1KNew |
$3.32M - $3.96M
|
50.1K
$3.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-20- 0.03% |
$1.33K - $1.58K
|
74K
$4.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-2.17K- 30.36% |
$144K - $171K
|
4.97K
$313K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-16- 0.44% |
$1.06K - $1.26K
|
3.63K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
116KNew |
$7.69M - $9.16M
|
116K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Pavadi Capital LLC
New York, NY |
BUY
|
- |
29.6K+ 52.77% |
$1.96M - $2.34M
|
85.6K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
83.5KNew |
$5.53M - $6.59M
|
83.5K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-35.6K- 7.09% |
$2.36M - $2.81M
|
466K
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-172- 4.02% |
$11.4K - $13.6K
|
4.11K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-558- 3.56% |
$37K - $44.1K
|
15.1K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-8.15K- 22.14% |
$540K - $644K
|
28.7K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
- |
65KNew |
$4.31M - $5.14M
|
65K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-189- 6.55% |
$12.5K - $14.9K
|
2.7K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-174- 74.36% |
$11.5K - $13.7K
|
60
$3.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-3.83K- 5.23% |
$254K - $303K
|
69.4K
$4.37M
|
|