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 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.77K- 18.37% |
$121K - $187K
|
12.3K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-3.8K- 25.99% |
$166K - $256K
|
10.8K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-2.94K- 26.68% |
$128K - $198K
|
8.07K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-293K- 46.65% |
$12.8M - $19.8M
|
336K
$22.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
2.47K+ 9.71% |
$108K - $167K
|
27.9K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22+ 13.02% |
$963 - $1.48K
|
191
$12.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
128K+ 24.85% |
$5.61M - $8.65M
|
644K
$43.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-7.87K- 37.89% |
$344K - $531K
|
12.9K
$871K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-20- 10.26% |
$876 - $1.35K
|
175
$11.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
17+ 3.45% |
$744 - $1.15K
|
510
$34.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-118- 9.25% |
$5.17K - $7.96K
|
1.16K
$78.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
75.2K+ 1366.76% |
$3.29M - $5.07M
|
80.7K
$5.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-9.66K- 35.21% |
$423K - $652K
|
17.8K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-299- 3.04% |
$13.1K - $20.2K
|
9.54K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-307- 27.71% |
$13.4K - $20.7K
|
801
$54.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.32K+ 21.02% |
$102K - $156K
|
13.3K
$902K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-16.6K- 14.31% |
$726K - $1.12M
|
99.3K
$6.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.53KNew |
$242K - $373K
|
5.53K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.71M- 98.64% |
$74.7M - $115M
|
23.6K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
437+ 112.05% |
$19.1K - $29.5K
|
827
$55.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12K- 7.06% |
$524K - $807K
|
157K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-291K- 7.76% |
$12.7M - $19.6M
|
3.45M
$234M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-50.7K- 83.68% |
$2.22M - $3.42M
|
9.88K
$668K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.09K- 19.97% |
$47.5K - $73.2K
|
4.35K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-9.14K- 26.05% |
$400K - $617K
|
26K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-281- 6.26% |
$12.3K - $19K
|
4.21K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-496- 8.03% |
$21.7K - $33.5K
|
5.68K
$384K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
76New |
$3.33K - $5.13K
|
76
$5.14K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.59% |
$438 - $675
|
1.7K
$115K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-113- 1.35% |
$4.95K - $7.62K
|
8.25K
$558K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-85- 0.69% |
$3.72K - $5.73K
|
12.2K
$825K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.34K+ 7.91% |
$102K - $158K
|
31.9K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.4K+ 9.1% |
$674K - $1.04M
|
185K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-271- 0.81% |
$11.9K - $18.3K
|
33.4K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.49K+ 18.33% |
$65.3K - $101K
|
9.63K
$651K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
708+ 2.66% |
$31K - $47.8K
|
27.3K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10.3K- 3.74% |
$453K - $698K
|
266K
$18M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17.3K- 52.48% |
$757K - $1.17M
|
15.7K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
7.96K+ 17.83% |
$348K - $537K
|
52.6K
$3.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-178K- 84.73% |
$7.78M - $12M
|
32K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10.5K+ 7.79% |
$461K - $711K
|
146K
$9.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-5.1K- 4.18% |
$223K - $344K
|
117K
$7.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-5.58K- 12.54% |
$244K - $376K
|
38.9K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-7.93K- 17.64% |
$347K - $535K
|
37.1K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 21.43% |
$131 - $202
|
17
$1.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
152K+ 275.13% |
$6.67M - $10.3M
|
208K
$14M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-13.2K- 62.82% |
$576K - $888K
|
7.79K
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1+ 0.02% |
$43.8 - $67.5
|
4.49K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-42.9K- 59.18% |
$1.88M - $2.89M
|
29.6K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.53K+ 8.28% |
$111K - $171K
|
33.1K
$2.24M
|