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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 1.62% |
$236K - $364K
|
338K
$19.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
204+ 4.8% |
$8.93K - $13.8K
|
4.46K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-343- 87.95% |
$15K - $23.1K
|
47
$2.65K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.84K- 19.59% |
$124K - $191K
|
11.6K
$657K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-896- 8.44% |
$39.2K - $60.4K
|
9.72K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
256New |
$11.2K - $17.3K
|
256
$14.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-216- 3.82% |
$9.46K - $14.6K
|
5.44K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-1.81K- 22.64% |
$79.4K - $122K
|
6.2K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-600- 9.08% |
$26.3K - $40.5K
|
6.01K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-558- 2.36% |
$24.4K - $37.6K
|
23.1K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.18K+ 23.74% |
$183K - $282K
|
21.8K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
859+ 3.18% |
$37.6K - $57.9K
|
27.9K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.32K- 42.28% |
$189K - $291K
|
5.9K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-965- 12.49% |
$42.2K - $65.1K
|
6.76K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-304- 7.31% |
$13.3K - $20.5K
|
3.86K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
210+ 3.21% |
$9.19K - $14.2K
|
6.75K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
105New |
$4.6K - $7.08K
|
105
$5.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 2.8% |
$569 - $877
|
452
$25.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
448+ 4.33% |
$19.6K - $30.2K
|
10.8K
$609K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-73.5K- 53.64% |
$3.22M - $4.96M
|
63.5K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-869- 4.06% |
$38K - $58.6K
|
20.5K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.67K- 7.04% |
$73.3K - $113K
|
22.1K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100+ 204.08% |
$4.38K - $6.75K
|
149
$8.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.1K- 39.29% |
$311K - $479K
|
11K
$619K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
5+ 1.14% |
$219 - $337
|
443
$25K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-98- 0.75% |
$4.29K - $6.61K
|
12.9K
$729K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.4K- 13.5% |
$61.2K - $94.3K
|
8.96K
$506K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
628New |
$27.5K - $42.4K
|
628
$35.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-25.7K- 94.28% |
$1.12M - $1.73M
|
1.56K
$88K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.29K- 14.84% |
$100K - $154K
|
13.1K
$742K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-212- 1.42% |
$9.28K - $14.3K
|
14.7K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
34.7K+ 7.63% |
$1.52M - $2.34M
|
490K
$27.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
108New |
$4.73K - $7.29K
|
108
$6.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-906- 30.87% |
$39.7K - $61.1K
|
2.03K
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.1K- 4.38% |
$136K - $209K
|
67.7K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-150- 0.43% |
$6.57K - $10.1K
|
34.4K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.5K- 1.9% |
$65.7K - $101K
|
77.5K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.26K- 22.71% |
$99.1K - $153K
|
7.7K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.73K- 11.89% |
$75.8K - $117K
|
12.8K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-18.8K- 77.13% |
$822K - $1.27M
|
5.57K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
15.5KNew |
$679K - $1.05M
|
15.5K
$876K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-486- 3.09% |
$21.3K - $32.8K
|
15.2K
$860K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.77K- 18.37% |
$121K - $187K
|
12.3K
$695K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-3.8K- 25.99% |
$166K - $256K
|
10.8K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-2.94K- 26.68% |
$128K - $198K
|
8.07K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-293K- 46.65% |
$12.8M - $19.8M
|
336K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
2.47K+ 9.71% |
$108K - $167K
|
27.9K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22+ 13.02% |
$963 - $1.48K
|
191
$10.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
128K+ 24.85% |
$5.61M - $8.65M
|
644K
$36.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-7.87K- 37.89% |
$344K - $531K
|
12.9K
$728K
|