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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-427- 9.25% |
$30.9K - $39.7K
|
4.19K
$226K
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-351- 2.51% |
$25.4K - $32.6K
|
13.6K
$737K
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-341- 8.15% |
$24.7K - $31.7K
|
3.85K
$208K
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-317Closed |
$22.9K - $29.4K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-298- 9.1% |
$21.6K - $27.7K
|
2.98K
$161K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-261- 8.31% |
$18.9K - $24.2K
|
2.88K
$156K
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-259- 6.89% |
$18.7K - $24.1K
|
3.5K
$189K
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-256- 1.64% |
$18.5K - $23.8K
|
15.4K
$831K
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-242- 78.06% |
$17.5K - $22.5K
|
68
$3.67K
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-207- 7.06% |
$15K - $19.2K
|
2.72K
$147K
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-200- 20.3% |
$14.5K - $18.6K
|
785
$42.4K
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-176- 5.72% |
$12.7K - $16.3K
|
2.9K
$157K
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-138- 3.78% |
$9.99K - $12.8K
|
3.51K
$190K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-100- 37.45% |
$7.24K - $9.29K
|
167
$9.02K
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-56- 4.19% |
$4.05K - $5.2K
|
1.28K
$69.2K
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-53- 0.05% |
$3.84K - $4.92K
|
109K
$5.87M
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-50- 1.6% |
$3.62K - $4.64K
|
3.08K
$166K
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-31- 1.02% |
$2.24K - $2.88K
|
3.01K
$163K
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-30- 0.25% |
$2.17K - $2.79K
|
12K
$649K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-13- 3.32% |
$941 - $1.21K
|
378
$20.4K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-9- 8.26% |
$651 - $836
|
100
$5.4K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-675K- 98.93% |
$59.6M - $70M
|
7.32K
$395K
|
|
Feb 14, 2023
Q4 2022
|
Farallon Capital Management LLC
San Francisco, CA |
SELL
|
- |
-562K- 44.74% |
$49.6M - $58.3M
|
694K
$37.5M
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-454K- 67.76% |
$40.1M - $47.1M
|
216K
$11.7M
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-273K- 65.47% |
$24.1M - $28.4M
|
144K
$7.79M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-94.5K- 82.61% |
$8.34M - $9.81M
|
19.9K
$1.07M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34.6K- 28.37% |
$3.05M - $3.59M
|
87.3K
$4.71M
|
|
Feb 10, 2023
Q4 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-30.2K- 24.38% |
$2.66M - $3.13M
|
93.6K
$5.06M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-16.3K- 73.76% |
$1.44M - $1.69M
|
5.8K
$313K
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-13.8K- 71.88% |
$1.22M - $1.43M
|
5.4K
$292K
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-13.4K- 27.5% |
$1.18M - $1.39M
|
35.3K
$1.9M
|
|
Feb 14, 2023
Q4 2022
|
Westport Asset Management Inc
Southport, CT |
SELL
|
- |
-10K- 36.05% |
$884K - $1.04M
|
17.8K
$960K
|
|
Feb 14, 2023
Q4 2022
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-7K- 5.28% |
$618K - $726K
|
126K
$6.78M
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-5.77K- 61.48% |
$509K - $599K
|
3.62K
$195K
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-5.33K- 62.63% |
$470K - $553K
|
3.18K
$172K
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-4.52K- 31.65% |
$399K - $469K
|
9.76K
$527K
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-4.13K- 82.41% |
$365K - $429K
|
882
$47.6K
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-3.92K- 42.95% |
$346K - $407K
|
5.21K
$281K
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-3.4K- 29.06% |
$300K - $353K
|
8.3K
$448K
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-2.94K- 3.93% |
$259K - $305K
|
71.8K
$3.88M
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-2.02K- 70.68% |
$179K - $210K
|
839
$45.3K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.95K- 10.35% |
$172K - $203K
|
16.9K
$913K
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.93K- 2.49% |
$170K - $200K
|
75.5K
$4.08M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.61K- 1.46% |
$142K - $167K
|
108K
$5.85M
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.5K- 37.32% |
$132K - $155K
|
2.51K
$136K
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.48K- 3.2% |
$130K - $153K
|
44.6K
$2.41M
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.36K- 36.56% |
$120K - $141K
|
2.36K
$127K
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.35K- 2.33% |
$119K - $140K
|
56.5K
$3.05M
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 33.42% |
$102K - $119K
|
2.29K
$124K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.15K- 1.32% |
$101K - $119K
|
85.9K
$4.64M
|