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 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
7.07K+ 14.06% |
$310K - $477K
|
57.4K
$3.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2.73K- 28.25% |
$120K - $184K
|
6.95K
$392K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-876- 0.3% |
$38.4K - $59.1K
|
292K
$16.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-130- 3.2% |
$5.69K - $8.77K
|
3.94K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Arga Investment Management, LP
|
BUY
|
- |
2.37M+ 7567.69% |
$104M - $160M
|
2.4M
$136M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.65K- 19.65% |
$116K - $178K
|
10.8K
$611K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
10.9K+ 15.12% |
$476K - $733K
|
82.7K
$4.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.7K- 24.22% |
$555K - $855K
|
39.7K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.6K+ 1.62% |
$158K - $243K
|
226K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.43K- 0.52% |
$62.5K - $96.3K
|
272K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
8New |
$350 - $540
|
8
$452
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.3K+ 18.31% |
$56.7K - $87.4K
|
8.37K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.6K+ 25.07% |
$1.16M - $1.79M
|
133K
$7.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-56.6K- 88.97% |
$2.48M - $3.82M
|
7.02K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.34K- 51.29% |
$190K - $293K
|
4.12K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.2KNew |
$140K - $216K
|
3.2K
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-848- 12.05% |
$37.1K - $57.2K
|
6.19K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.89K- 6.99% |
$214K - $330K
|
65.1K
$3.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.62K+ 12.57% |
$70.9K - $109K
|
14.5K
$819K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-192- 3.32% |
$8.41K - $13K
|
5.59K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-37.3K- 46.51% |
$1.63M - $2.52M
|
42.9K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.46K- 5.06% |
$414K - $638K
|
177K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-75- 14.1% |
$3.28K - $5.06K
|
457
$25.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.41K- 18.11% |
$193K - $297K
|
19.9K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
190New |
$8.32K - $12.8K
|
190
$10.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
600+ 4.45% |
$26.3K - $40.5K
|
14.1K
$796K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.15K- 29.16% |
$50.3K - $77.4K
|
2.79K
$158K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.54K- 7.73% |
$199K - $306K
|
54.2K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-317K- 36.08% |
$13.9M - $21.4M
|
562K
$31.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.2K- 19.86% |
$52.6K - $81K
|
4.85K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.15K- 46.15% |
$94.1K - $145K
|
2.51K
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.86K- 18.62% |
$81.4K - $125K
|
8.13K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
394KNew |
$17.3M - $26.6M
|
394K
$22.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.45K+ 4.31% |
$63.5K - $97.8K
|
35.1K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
4.35K+ 6.81% |
$190K - $293K
|
68.2K
$3.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-48.5K- 28.41% |
$2.12M - $3.27M
|
122K
$6.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-19.1K- 30.95% |
$837K - $1.29M
|
42.6K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.63K+ 26.98% |
$115K - $178K
|
12.4K
$700K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.32K- 1.11% |
$102K - $156K
|
207K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$102K - $157K
|
2.33K
$131K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-12.8K- 44.49% |
$559K - $861K
|
15.9K
$899K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
11.3KNew |
$494K - $761K
|
11.3K
$637K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-68.7K- 84.49% |
$3.01M - $4.63M
|
12.6K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.45K- 27.57% |
$282K - $435K
|
16.9K
$957K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-297- 18.33% |
$13K - $20K
|
1.32K
$74.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.45K- 28.72% |
$239K - $368K
|
13.5K
$764K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-130- 90.28% |
$5.69K - $8.77K
|
14
$791
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
88+ 39.64% |
$3.85K - $5.94K
|
310
$17.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-123- 8.76% |
$5.38K - $8.3K
|
1.28K
$72.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-12.5K- 28.34% |
$548K - $844K
|
31.6K
$1.79M
|