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 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
133+ 1662.5% |
$9.63K - $12.4K
|
141
$8.95K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.39KNew |
$463K - $594K
|
6.39K
$406K
|
|
|
May 03, 2023
Q1 2023
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
11.7K+ 38.49% |
$847K - $1.09M
|
42.1K
$2.67M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
316+ 5.64% |
$22.9K - $29.4K
|
5.92K
$376K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.32K- 54.83% |
$240K - $308K
|
2.73K
$173K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$941 - $1.21K
|
13
$825
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
23+ 0.67% |
$1.66K - $2.14K
|
3.43K
$218K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
46New |
$3.33K - $4.27K
|
46
$2.92K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-701- 16.84% |
$50.7K - $65.1K
|
3.46K
$220K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.93K- 53.15% |
$357K - $458K
|
4.35K
$276K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-100- 37.45% |
$7.24K - $9.29K
|
167
$10.6K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
3.89K+ 2.95% |
$282K - $361K
|
136K
$8.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 4.66% |
$157K - $201K
|
44.4K
$2.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-9- 8.26% |
$651 - $836
|
100
$6.35K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.85K- 49.07% |
$424K - $544K
|
6.07K
$386K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
8.39KNew |
$607K - $779K
|
8.39K
$533K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-2.33K- 5.87% |
$168K - $216K
|
37.3K
$2.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-5.3K- 28.55% |
$383K - $492K
|
13.3K
$841K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-261- 8.31% |
$18.9K - $24.2K
|
2.88K
$183K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-341- 8.15% |
$24.7K - $31.7K
|
3.85K
$244K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
174+ 6.41% |
$12.6K - $16.2K
|
2.89K
$183K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40New |
$2.89K - $3.72K
|
40
$2.54K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-31- 1.02% |
$2.24K - $2.88K
|
3.01K
$191K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
14.9KNew |
$1.08M - $1.39M
|
14.9K
$948K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-427- 9.25% |
$30.9K - $39.7K
|
4.19K
$266K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
610New |
$44.1K - $56.7K
|
610
$38.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.79KNew |
$202K - $259K
|
2.79K
$177K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
77+ 5.05% |
$5.57K - $7.15K
|
1.6K
$102K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-176- 5.72% |
$12.7K - $16.3K
|
2.9K
$184K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-351- 2.51% |
$25.4K - $32.6K
|
13.6K
$866K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-608- 15.85% |
$44K - $56.5K
|
3.23K
$205K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
13+ 0.41% |
$941 - $1.21K
|
3.21K
$204K
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-259- 6.89% |
$18.7K - $24.1K
|
3.5K
$222K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.15KClosed |
$155K - $199K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
300New |
$21.7K - $27.9K
|
300
$19K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3New |
$217 - $279
|
3
$190
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
2New |
$145 - $186
|
2
$127
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.04K- 5.86% |
$75.5K - $96.9K
|
16.8K
$1.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-53- 0.05% |
$3.84K - $4.92K
|
109K
$6.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
5.3KNew |
$384K - $492K
|
5.3K
$336K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-256- 1.64% |
$18.5K - $23.8K
|
15.4K
$977K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
42+ 1.53% |
$3.04K - $3.9K
|
2.79K
$177K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-207- 7.06% |
$15K - $19.2K
|
2.72K
$173K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.71KNew |
$196K - $252K
|
2.71K
$172K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
64+ 1.76% |
$4.63K - $5.94K
|
3.7K
$235K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
866+ 2.8% |
$62.7K - $80.4K
|
31.7K
$2.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-66.2K- 45.95% |
$4.79M - $6.15M
|
77.8K
$4.94M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10+ 11.9% |
$724 - $929
|
94
$5.97K
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$403K - $474K
|
4.57K
$290K
|
|