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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-350K- 3.88% |
$15.3M - $23.6M
|
8.65M
$549M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
35.4K+ 10.32% |
$1.55M - $2.39M
|
379K
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
83+ 0.46% |
$3.63K - $5.6K
|
18.3K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-167K- 33.12% |
$7.31M - $11.3M
|
337K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
336New |
$14.7K - $22.7K
|
336
$21.3K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.06K+ 12.02% |
$134K - $207K
|
28.5K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-14.8K- 36.52% |
$648K - $998K
|
25.7K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.55K- 34.77% |
$243K - $374K
|
10.4K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
475+ 3.72% |
$20.8K - $32K
|
13.3K
$841K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.75K+ 12.81% |
$164K - $253K
|
33K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-13.1K- 22.81% |
$573K - $883K
|
44.3K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 2.18% |
$963 - $1.48K
|
986
$62.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-136K- 57.2% |
$5.94M - $9.16M
|
102K
$6.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
90.4K+ 22.92% |
$3.96M - $6.1M
|
485K
$30.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-20.8K- 52.56% |
$911K - $1.4M
|
18.8K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-45.9K- 17.9% |
$2.01M - $3.09M
|
210K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-147- 12.05% |
$6.44K - $9.92K
|
1.07K
$68.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-198- 39.6% |
$8.67K - $13.4K
|
302
$19.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
48.2KNew |
$2.11M - $3.25M
|
48.2K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
239+ 2.58% |
$10.5K - $16.1K
|
9.5K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.05M- 37.42% |
$89.5M - $138M
|
3.42M
$217M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
105K+ 23.35% |
$4.6M - $7.09M
|
555K
$35.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-998- 9.58% |
$43.7K - $67.3K
|
9.42K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
28.5K+ 10.43% |
$1.25M - $1.92M
|
302K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-198- 1.7% |
$8.67K - $13.4K
|
11.5K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
6.47KNew |
$283K - $436K
|
6.47K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-13K- 6.55% |
$569K - $877K
|
185K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.85K- 19.83% |
$300K - $462K
|
27.7K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
457+ 8.97% |
$20K - $30.8K
|
5.55K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-905- 3.17% |
$39.6K - $61.1K
|
27.6K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-176K- 30.61% |
$7.72M - $11.9M
|
399K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-13.6K- 1.51% |
$596K - $918K
|
887K
$56.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20.2K- 20.13% |
$882K - $1.36M
|
80K
$5.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22.1K+ 12.2% |
$967K - $1.49M
|
203K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-481- 3.77% |
$21.1K - $32.4K
|
12.3K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.7K- 20.86% |
$74.5K - $115K
|
6.46K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-78- 1.54% |
$3.41K - $5.26K
|
4.98K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-180K- 29.74% |
$7.87M - $12.1M
|
424K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
9K+ 10.31% |
$394K - $607K
|
96.3K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.19K+ 3124.51% |
$140K - $215K
|
3.29K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
137K+ 49.2% |
$6M - $9.24M
|
415K
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.21M+ 4.76% |
$53.1M - $81.8M
|
26.7M
$1.69B
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
12.8M+ 26.58% |
$561M - $865M
|
61M
$3.87B
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
20.3K+ 75.64% |
$889K - $1.37M
|
47.2K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-3.14M- 55.61% |
$137M - $212M
|
2.51M
$159M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-5.08K- 43.23% |
$223K - $343K
|
6.68K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-12.9K- 54.95% |
$565K - $870K
|
10.6K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.74K+ 14.23% |
$76.1K - $117K
|
14K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.09K- 29.75% |
$91.5K - $141K
|
4.94K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
204New |
$8.93K - $13.8K
|
204
$12.9K
|