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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-11.5K- 11.5% |
$766K - $894K
|
88.5K
$5.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-10.2K- 61.81% |
$681K - $795K
|
6.32K
$399K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-8.38K- 50.18% |
$558K - $651K
|
8.32K
$526K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-8.22K- 29.49% |
$548K - $639K
|
19.7K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-8.04K- 14.82% |
$536K - $625K
|
46.2K
$2.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-6.19K- 9.57% |
$413K - $482K
|
58.5K
$3.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-5.11K- 11.56% |
$340K - $397K
|
39.1K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-5.09K- 50.38% |
$339K - $396K
|
5.01K
$317K
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-4.6K- 9.98% |
$307K - $358K
|
41.5K
$2.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.4K- 70.84% |
$293K - $342K
|
1.81K
$114K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.95K- 86.21% |
$263K - $307K
|
632
$40K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-3.92K- 39.02% |
$261K - $305K
|
6.12K
$387K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.34KClosed |
$222K - $259K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.31K- 6.87% |
$220K - $257K
|
44.8K
$2.83M
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2.91K- 18.03% |
$194K - $226K
|
13.2K
$836K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-2.9K- 14.99% |
$193K - $226K
|
16.5K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-2.33K- 11.16% |
$155K - $181K
|
18.5K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.2K- 38.96% |
$147K - $171K
|
3.45K
$218K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.18K- 7.94% |
$145K - $169K
|
25.3K
$1.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.08K- 4.28% |
$138K - $161K
|
46.5K
$2.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 23.5% |
$132K - $154K
|
6.45K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.97K- 86.16% |
$132K - $153K
|
317
$20K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-1.88K- 20.04% |
$125K - $146K
|
7.5K
$474K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.84K- 33.81% |
$123K - $143K
|
3.6K
$227K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.07K- 99.91% |
$71.2K - $83.1K
|
1
$63.2
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.03K- 12.84% |
$68.8K - $80.3K
|
7.01K
$443K
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-980- 1.67% |
$65.3K - $76.2K
|
57.6K
$3.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-958- 9.39% |
$63.9K - $74.5K
|
9.25K
$585K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-900- 8.12% |
$60K - $70K
|
10.2K
$644K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-889- 88.9% |
$59.3K - $69.1K
|
111
$7.02K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-872- 19.53% |
$58.1K - $67.8K
|
3.59K
$227K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-720- 17.49% |
$48K - $56K
|
3.4K
$215K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-656- 29.44% |
$43.7K - $51K
|
1.57K
$99.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-599- 17.0% |
$39.9K - $46.6K
|
2.93K
$185K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-573- 8.91% |
$38.2K - $44.6K
|
5.86K
$370K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-520- 13.09% |
$34.7K - $40.4K
|
3.45K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-469- 97.71% |
$31.3K - $36.5K
|
11
$695
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-454- 13.44% |
$30.3K - $35.3K
|
2.92K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-452- 12.32% |
$30.1K - $35.1K
|
3.22K
$203K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-440- 50.29% |
$29.3K - $34.2K
|
435
$27.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-436- 36.27% |
$29.1K - $33.9K
|
766
$48.4K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-403- 71.2% |
$26.9K - $31.3K
|
163
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-382- 25.78% |
$25.5K - $29.7K
|
1.1K
$69.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-377- 40.8% |
$25.1K - $29.3K
|
547
$34.6K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-336- 6.97% |
$22.4K - $26.1K
|
4.49K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-335- 16.34% |
$22.3K - $26K
|
1.72K
$108K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-320- 8.27% |
$21.3K - $24.9K
|
3.55K
$224K
|
|
|
Jul 03, 2023
Q2 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 50.33% |
$20.3K - $23.6K
|
300
$19K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-300- 8.71% |
$20K - $23.3K
|
3.14K
$199K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-258- 1.62% |
$17.2K - $20.1K
|
15.6K
$988K
|