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 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.5K- 2.78% |
$545K - $840K
|
436K
$29M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.37K- 28.54% |
$104K - $160K
|
5.92K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.37K+ 0.82% |
$60K - $92.4K
|
169K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
136K+ 4.78% |
$5.95M - $9.17M
|
2.98M
$198M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
529New |
$23.2K - $35.7K
|
529
$35.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5.33KNew |
$233K - $359K
|
5.33K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.09K- 50.07% |
$267K - $411K
|
6.08K
$404K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
21K+ 3.6% |
$917K - $1.41M
|
603K
$40.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-795- 27.94% |
$34.8K - $53.6K
|
2.05K
$136K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-20.8K- 12.3% |
$911K - $1.4M
|
148K
$9.87M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 1.06% |
$4.38K - $6.75K
|
9.3K
$618K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.11K- 18.08% |
$48.6K - $74.9K
|
5.03K
$335K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.17K- 26.68% |
$94.9K - $146K
|
5.96K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.6K- 22.3% |
$594K - $915K
|
47.2K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
47.2KNew |
$2.07M - $3.19M
|
47.2K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
9.4K+ 13.91% |
$412K - $634K
|
77K
$5.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.6KNew |
$114K - $175K
|
2.6K
$173K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-816- 7.61% |
$35.7K - $55K
|
9.91K
$658K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.19K- 1.36% |
$52.1K - $80.3K
|
86.4K
$5.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-88- 0.57% |
$3.85K - $5.94K
|
15.2K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-33.6K- 3.67% |
$1.47M - $2.27M
|
883K
$58.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-8.8K- 14.69% |
$385K - $594K
|
51.1K
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
244New |
$10.7K - $16.5K
|
244
$16.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.29K- 27.48% |
$231K - $357K
|
14K
$928K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-7.7K- 37.38% |
$337K - $519K
|
12.9K
$858K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.85K- 7.64% |
$81K - $125K
|
22.4K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
818New |
$35.8K - $55.2K
|
818
$54.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
26.7K+ 33.72% |
$1.17M - $1.8M
|
106K
$7.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-210- 2.29% |
$9.19K - $14.2K
|
8.94K
$594K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
741+ 5.78% |
$32.4K - $50K
|
13.6K
$902K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-19.8K- 77.71% |
$867K - $1.34M
|
5.68K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-9.65K- 21.93% |
$422K - $651K
|
34.3K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-39.9K- 10.53% |
$1.75M - $2.69M
|
340K
$22.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
BUY
|
- |
52+ 0.19% |
$2.28K - $3.51K
|
27.2K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.02K- 22.66% |
$88.5K - $136K
|
6.9K
$459K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.38K- 9.62% |
$104K - $161K
|
22.4K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-955- 16.21% |
$41.8K - $64.4K
|
4.94K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
9New |
$394 - $607
|
9
$598
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
435+ 2.53% |
$19K - $29.3K
|
17.6K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.56K- 17.22% |
$200K - $308K
|
21.9K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.65K+ 13.56% |
$72.4K - $112K
|
13.8K
$920K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-2.87K- 1.86% |
$126K - $194K
|
152K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-12.4K- 9.18% |
$542K - $834K
|
122K
$8.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.18K- 57.44% |
$270K - $417K
|
4.58K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-816- 4.18% |
$35.7K - $55K
|
18.7K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.47K+ 10.13% |
$64.3K - $99K
|
16K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-28- 3.85% |
$1.23K - $1.89K
|
699
$46.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
88+ 0.15% |
$3.85K - $5.94K
|
59.7K
$3.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
258New |
$11.3K - $17.4K
|
258
$17.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
3.71KNew |
$162K - $250K
|
3.71K
$246K
|