Latest Institutional Sells of Cvs Health Corp (CVS)
This list provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-475- 1.25% |
$25.5K - $37.8K
|
37.5K
$2.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-450- 75.0% |
$24.1K - $35.8K
|
150
$9.52K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-439- 17.31% |
$23.5K - $34.9K
|
2.1K
$133K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-431- 11.12% |
$23.1K - $34.3K
|
3.45K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-408- 5.14% |
$21.9K - $32.5K
|
7.53K
$478K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-302- 7.42% |
$16.2K - $24K
|
3.77K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-300- 0.62% |
$16.1K - $23.9K
|
48K
$3.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-300- 9.76% |
$16.1K - $23.9K
|
2.78K
$176K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-300- 6.0% |
$16.1K - $23.9K
|
4.7K
$298K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-282- 6.86% |
$15.1K - $22.4K
|
3.83K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-261- 6.05% |
$14K - $20.8K
|
4.05K
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-261- 6.7% |
$14K - $20.8K
|
3.64K
$231K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-257- 6.89% |
$13.8K - $20.4K
|
3.48K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-254- 5.51% |
$13.6K - $20.2K
|
4.36K
$277K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-246- 71.1% |
$13.2K - $19.6K
|
100
$6.35K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-245- 5.28% |
$13.1K - $19.5K
|
4.4K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-245- 81.67% |
$13.1K - $19.5K
|
55
$3.49K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-231- 92.4% |
$12.4K - $18.4K
|
19
$1.21K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-228- 0.69% |
$12.2K - $18.1K
|
32.9K
$2.09M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-224- 84.85% |
$12K - $17.8K
|
40
$2.54K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-220- 7.53% |
$11.8K - $17.5K
|
2.7K
$171K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-205- 1.24% |
$11K - $16.3K
|
16.3K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 5.15% |
$10.7K - $15.9K
|
3.69K
$234K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-188- 4.33% |
$10.1K - $15K
|
4.16K
$264K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-174- 33.27% |
$9.33K - $13.8K
|
349
$22.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-167- 4.52% |
$8.96K - $13.3K
|
3.53K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-157- 55.09% |
$8.42K - $12.5K
|
128
$8.13K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-133- 44.48% |
$7.13K - $10.6K
|
166
$10.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-129- 19.11% |
$6.92K - $10.3K
|
546
$34.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.41% |
$6.06K - $8.99K
|
7.88K
$500K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-112- 2.61% |
$6.01K - $8.91K
|
4.19K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-100- 25.0% |
$5.36K - $7.96K
|
300
$19K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-97- 2.47% |
$5.2K - $7.72K
|
3.83K
$243K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-97- 2.15% |
$5.2K - $7.72K
|
4.42K
$281K
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-94- 0.07% |
$5.04K - $7.48K
|
138K
$8.77M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-81- 12.84% |
$4.34K - $6.44K
|
550
$34.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-72- 23.15% |
$3.86K - $5.73K
|
239
$15.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-50- 1.09% |
$2.68K - $3.98K
|
4.52K
$287K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-45- 0.75% |
$2.41K - $3.58K
|
5.97K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-45- 2.56% |
$2.41K - $3.58K
|
1.71K
$109K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 16.67% |
$1.34K - $1.99K
|
125
$7.94K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-22- 10.09% |
$1.18K - $1.75K
|
196
$12.4K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-11- 0.26% |
$590 - $875
|
4.25K
$270K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-5- 0.14% |
$268 - $398
|
3.56K
$226K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2- 0.05% |
$107 - $159
|
3.87K
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 3.13% |
$107 - $159
|
62
$3.94K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 0.4% |
$53.6 - $79.6
|
250
$15.9K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Pensioenfonds Rail & Ov
|
SELL
|
- |
-638K- 99.27% |
$46M - $52M
|
4.67K
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-414K- 99.31% |
$29.8M - $33.7M
|
2.87K
$182K
|
|
|
May 08, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-393K- 22.31% |
$28.3M - $32M
|
1.37M
$86.9M
|
|