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 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
13.4KNew |
$587K - $904K
|
13.4K
$906K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
5.75KNew |
$252K - $388K
|
5.75K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.58MNew |
$113M - $174M
|
2.58M
$175M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
86New |
$3.77K - $5.8K
|
86
$5.81K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-13- 24.53% |
$569 - $877
|
40
$2.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-112- 52.83% |
$4.9K - $7.56K
|
100
$6.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
248+ 3.8% |
$10.9K - $16.7K
|
6.77K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.78K- 25.94% |
$78K - $120K
|
5.09K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-95.3K- 74.28% |
$4.17M - $6.43M
|
33K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-10.9K- 21.39% |
$479K - $738K
|
40.2K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-35- 2.65% |
$1.53K - $2.36K
|
1.28K
$86.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
13K+ 13.42% |
$571K - $880K
|
110K
$7.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-14.1K- 12.39% |
$618K - $952K
|
99.9K
$6.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-825- 1.08% |
$36.1K - $55.7K
|
75.5K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-260- 5.07% |
$11.4K - $17.5K
|
4.87K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
200+ 3.37% |
$8.76K - $13.5K
|
6.14K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.28K- 9.12% |
$99.8K - $154K
|
22.7K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.39K+ 87.88% |
$192K - $296K
|
9.39K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
20.2KNew |
$883K - $1.36M
|
20.2K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.48K- 52.21% |
$371K - $572K
|
7.77K
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-41K- 27.18% |
$1.8M - $2.77M
|
110K
$7.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
9.9K+ 2.0% |
$433K - $668K
|
506K
$34.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.07K- 1.1% |
$46.9K - $72.3K
|
96.1K
$6.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
123KNew |
$5.41M - $8.33M
|
123K
$8.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
3.3K+ 55.93% |
$144K - $223K
|
9.2K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-34.9K- 25.61% |
$1.53M - $2.35M
|
101K
$6.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-531- 9.48% |
$23.2K - $35.8K
|
5.07K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-5.09K- 14.78% |
$223K - $343K
|
29.3K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-205- 30.97% |
$8.97K - $13.8K
|
457
$30.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-200- 2.31% |
$8.76K - $13.5K
|
8.45K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-7.97K- 45.62% |
$349K - $538K
|
9.5K
$642K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 8.11% |
$13.1K - $20.2K
|
4K
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.39K- 10.62% |
$60.8K - $93.6K
|
11.7K
$790K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-102- 31.68% |
$4.47K - $6.88K
|
220
$14.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-18.8K- 20.48% |
$823K - $1.27M
|
73K
$4.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.17K- 2.69% |
$183K - $281K
|
151K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
39.5KNew |
$1.73M - $2.67M
|
39.5K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-992- 6.73% |
$43.4K - $66.9K
|
13.7K
$928K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.38K- 3.79% |
$60.3K - $93K
|
35K
$2.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.11K- 88.12% |
$48.7K - $75.1K
|
150
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-18.9K- 14.14% |
$828K - $1.28M
|
115K
$7.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-744- 99.87% |
$32.6K - $50.2K
|
1
$67.6
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.08K+ 10.59% |
$47.5K - $73.1K
|
11.3K
$765K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.15K+ 5.36% |
$94K - $145K
|
42.2K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.31K+ 8.57% |
$57.1K - $88K
|
16.5K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24+ 19.83% |
$1.05K - $1.62K
|
145
$9.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
945New |
$41.4K - $63.7K
|
945
$63.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-108K- 34.06% |
$4.74M - $7.3M
|
209K
$14.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-102K- 20.97% |
$4.46M - $6.88M
|
384K
$26M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8K+ 10.88% |
$350K - $540K
|
81.6K
$5.51M
|