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 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-969- 3.71% |
$42.4K - $65.4K
|
25.2K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.26K+ 12.73% |
$99K - $153K
|
20K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-44.9K- 41.41% |
$1.96M - $3.03M
|
63.5K
$3.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-196- 2.56% |
$8.58K - $13.2K
|
7.46K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4.27K- 29.79% |
$187K - $288K
|
10.1K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-47- 25.27% |
$2.06K - $3.17K
|
139
$7.85K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.99K- 31.16% |
$175K - $269K
|
8.82K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-7.62K- 53.56% |
$334K - $514K
|
6.61K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-227- 0.8% |
$9.94K - $15.3K
|
28K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.27K- 18.93% |
$55.8K - $85.9K
|
5.46K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.99K- 0.5% |
$86.9K - $134K
|
395K
$22.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.18K- 11.47% |
$95.6K - $147K
|
16.9K
$952K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-548- 36.12% |
$24K - $37K
|
969
$54.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.49K+ 40.98% |
$65.1K - $100K
|
5.12K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-28.3K- 27.3% |
$1.24M - $1.91M
|
75.3K
$4.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.81K- 38.18% |
$211K - $325K
|
7.79K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-215- 1.12% |
$9.41K - $14.5K
|
18.9K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-226- 12.09% |
$9.89K - $15.2K
|
1.64K
$92.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-27K- 10.39% |
$1.18M - $1.82M
|
232K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-904- 14.13% |
$39.6K - $61K
|
5.49K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-478- 4.14% |
$20.9K - $32.2K
|
11.1K
$625K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.13M- 56.94% |
$49.7M - $76.5M
|
858K
$48.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.36K+ 5.84% |
$59.5K - $91.7K
|
24.6K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.3K+ 16.6% |
$56.7K - $87.4K
|
9.1K
$514K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-12.5K- 24.08% |
$546K - $842K
|
39.3K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-9.1K- 7.47% |
$399K - $614K
|
113K
$6.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-525- 34.61% |
$23K - $35.4K
|
992
$56K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.13K- 5.45% |
$49.4K - $76.2K
|
19.6K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 0.59% |
$2.19K - $3.37K
|
8.4K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.44K- 42.67% |
$63K - $97K
|
1.93K
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-320- 1.53% |
$14K - $21.6K
|
20.6K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-1.18K- 6.45% |
$51.7K - $79.7K
|
17.1K
$969K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-2.44K- 10.21% |
$107K - $164K
|
21.4K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
12New |
$525 - $810
|
12
$678
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-439- 80.26% |
$19.2K - $29.6K
|
108
$6.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-6.96K- 80.36% |
$305K - $469K
|
1.7K
$96.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.53K- 22.49% |
$67.1K - $103K
|
5.28K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-18.8K- 5.85% |
$825K - $1.27M
|
303K
$17.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.23K- 11.16% |
$185K - $285K
|
33.7K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-72- 32.43% |
$3.15K - $4.86K
|
150
$8.47K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.3K- 3.55% |
$101K - $155K
|
62.5K
$3.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-243- 4.05% |
$10.6K - $16.4K
|
5.76K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.17K+ 16.44% |
$95K - $146K
|
15.4K
$868K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
326+ 38.72% |
$14.3K - $22K
|
1.17K
$66K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
275New |
$12K - $18.6K
|
275
$15.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
16.4K+ 6.4% |
$719K - $1.11M
|
273K
$15.4M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.68K- 31.86% |
$161K - $248K
|
7.87K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.83K+ 10.91% |
$299K - $461K
|
69.4K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-245- 8.53% |
$10.7K - $16.5K
|
2.63K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3.53K- 8.94% |
$154K - $238K
|
35.9K
$2.03M
|