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 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.49K- 13.25% |
$65.4K - $101K
|
9.78K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.58K- 23.96% |
$201K - $309K
|
14.6K
$977K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-160- 59.04% |
$7K - $10.8K
|
111
$7.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-1.43K- 9.48% |
$62.4K - $96.1K
|
13.6K
$913K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
31.2KNew |
$1.37M - $2.1M
|
31.2K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
181+ 10.33% |
$7.92K - $12.2K
|
1.93K
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-182- 2.53% |
$7.97K - $12.3K
|
7K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.02K+ 13.76% |
$176K - $271K
|
33.3K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.62K- 15.65% |
$115K - $177K
|
14.1K
$949K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
160+ 6.63% |
$7K - $10.8K
|
2.57K
$173K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
444+ 34.39% |
$19.4K - $30K
|
1.74K
$116K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-90- 0.48% |
$3.94K - $6.07K
|
18.5K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
5.2K+ 28.11% |
$228K - $351K
|
23.7K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
11.5K+ 25484.44% |
$502K - $774K
|
11.5K
$773K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-865- 47.4% |
$37.9K - $58.4K
|
960
$64.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.09K- 15.07% |
$47.7K - $73.5K
|
6.14K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-675- 1.83% |
$29.6K - $45.5K
|
36.1K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.04K+ 26.26% |
$45.6K - $70.3K
|
5.01K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.07K- 11.57% |
$47K - $72.5K
|
8.21K
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.17% |
$131 - $202
|
260
$17.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19K- 67.23% |
$833K - $1.28M
|
9.27K
$623K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
408+ 2.59% |
$17.9K - $27.5K
|
16.2K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.17KNew |
$270K - $416K
|
6.17K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
713+ 1.67% |
$31.2K - $48.1K
|
43.3K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.51K- 18.84% |
$154K - $237K
|
15.1K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65.7K- 95.17% |
$2.88M - $4.43M
|
3.34K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-193- 2.36% |
$8.45K - $13K
|
7.98K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.61K+ 49.91% |
$70.5K - $109K
|
4.84K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.16K- 44.08% |
$94.4K - $146K
|
2.74K
$184K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-313- 46.1% |
$13.7K - $21.1K
|
366
$24.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-141- 2.88% |
$6.17K - $9.51K
|
4.75K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.5K- 21.9% |
$65.5K - $101K
|
5.33K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-5K- 95.24% |
$219K - $337K
|
250
$16.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-9.6K- 19.81% |
$420K - $648K
|
38.9K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-93.1K- 54.11% |
$4.08M - $6.28M
|
79K
$5.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-6K- 81.08% |
$263K - $405K
|
1.4K
$94K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-171K- 36.61% |
$7.5M - $11.6M
|
297K
$19.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
793+ 17.54% |
$34.7K - $53.5K
|
5.31K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-760- 51.7% |
$33.3K - $51.3K
|
710
$47.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.06K- 22.63% |
$90.4K - $139K
|
7.06K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.86K- 28.72% |
$256K - $395K
|
14.5K
$975K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-874- 3.98% |
$38.3K - $59K
|
21.1K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
32.9K+ 816.4% |
$1.44M - $2.22M
|
36.9K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-425- 0.96% |
$18.6K - $28.7K
|
43.6K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.5K- 36.56% |
$109K - $169K
|
4.34K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-605- 5.69% |
$26.5K - $40.8K
|
10K
$673K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-2.01K- 25.98% |
$88K - $136K
|
5.73K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
106KNew |
$4.63M - $7.13M
|
106K
$7.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.95K- 74.42% |
$129K - $199K
|
1.02K
$68.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-7.87K- 14.11% |
$345K - $531K
|
47.9K
$3.22M
|