Latest Institutional Sells of Cvs Health Corp (CVS)
This list provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-6.57K- 68.07% |
$428K - $502K
|
3.08K
$166K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-5.37K- 78.95% |
$350K - $410K
|
1.43K
$77.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-4.22KClosed |
$275K - $322K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-3.92K- 12.79% |
$255K - $300K
|
26.7K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.53KClosed |
$230K - $270K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-3.52K- 35.2% |
$229K - $269K
|
6.47K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-3.2K- 17.58% |
$209K - $245K
|
15K
$810K
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-3.18K- 11.72% |
$207K - $243K
|
23.9K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.99K- 43.26% |
$195K - $228K
|
3.92K
$212K
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.75K- 21.86% |
$179K - $210K
|
9.84K
$531K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.48K- 69.47% |
$162K - $189K
|
1.09K
$58.9K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.01K- 27.08% |
$131K - $154K
|
5.42K
$293K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2K- 2.04% |
$130K - $153K
|
96.1K
$5.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.98K- 6.58% |
$129K - $151K
|
28K
$1.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.52K- 9.32% |
$99.3K - $116K
|
14.8K
$801K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-982- 25.13% |
$64K - $75K
|
2.93K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-950- 18.98% |
$61.9K - $72.6K
|
4.05K
$219K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-700- 17.09% |
$45.6K - $53.5K
|
3.4K
$183K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-699- 1.16% |
$45.6K - $53.4K
|
59.8K
$3.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-539- 4.39% |
$35.1K - $41.2K
|
11.7K
$633K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-534- 6.92% |
$34.8K - $40.8K
|
7.18K
$388K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-499- 10.52% |
$32.5K - $38.1K
|
4.25K
$229K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-484- 11.72% |
$31.5K - $37K
|
3.64K
$197K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-439- 0.38% |
$28.6K - $33.5K
|
114K
$6.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-438- 12.86% |
$28.5K - $33.5K
|
2.97K
$160K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-414- 16.25% |
$27K - $31.6K
|
2.13K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-400- 6.06% |
$26.1K - $30.6K
|
6.2K
$335K
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-400- 9.09% |
$26.1K - $30.6K
|
4K
$216K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-367- 10.27% |
$23.9K - $28K
|
3.21K
$173K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-318- 2.64% |
$20.7K - $24.3K
|
11.7K
$634K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-275- 2.73% |
$17.9K - $21K
|
9.79K
$529K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-218- 67.49% |
$14.2K - $16.7K
|
105
$5.67K
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-164- 3.84% |
$10.7K - $12.5K
|
4.11K
$222K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-156- 2.36% |
$10.2K - $11.9K
|
6.47K
$349K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-116- 3.24% |
$7.56K - $8.86K
|
3.46K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-69- 2.28% |
$4.5K - $5.27K
|
2.95K
$159K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-56- 66.67% |
$3.65K - $4.28K
|
28
$1.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-47- 1.32% |
$3.06K - $3.59K
|
3.5K
$189K
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-17- 0.54% |
$1.11K - $1.3K
|
3.16K
$170K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Veritas Asset Management LLP
|
SELL
|
- |
-5.89M- 99.46% |
$393M - $458M
|
32.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-441K- 63.34% |
$29.4M - $34.3M
|
255K
$13.8M
|
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-431K- 92.08% |
$28.7M - $33.5M
|
37.1K
$2M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-427K- 94.21% |
$28.5M - $33.2M
|
26.2K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-272K- 90.23% |
$18.1M - $21.1M
|
29.4K
$1.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-252K- 62.06% |
$16.8M - $19.6M
|
154K
$8.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-155K- 27.48% |
$10.4M - $12.1M
|
410K
$22.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-119K- 37.06% |
$7.9M - $9.21M
|
201K
$10.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-53.1K- 19.91% |
$3.54M - $4.13M
|
214K
$11.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-43.3K- 37.87% |
$2.89M - $3.37M
|
71K
$3.84M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-26.6K- 18.85% |
$1.77M - $2.07M
|
115K
$6.19M
|
|