CVS Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.24%

Insider Buying (Last 12 Months): $194,820.00

Insider Selling (Last 12 Months): $2,267,947.35

CVS Health Insider Trading History Chart

CVS Health Share Price & Price History

^$55.81

▼ -0.65 (-1.15%)

As of 11/1/2024 06:43 PM ET

Days: 30 | 90 | 365

Tim Sykes’ Urgent Trade Alert: “Make this move now”

From Timothy Sykes | Ad

Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.

Click here to see the surprising reason why

CVS Health Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/2/2024	Edward J. Ludwig	Director	Buy	1,000	$53.88	$53,880.00	21,630
2/16/2024	Prem S. Shah	EVP	Sell	29,473	$76.95	$2,267,947.35	39,765
11/3/2023	Edward J. Ludwig	Director	Buy	2,000	$70.47	$140,940.00	20,630
8/3/2023	James David Clark	SVP	Sell	25,759	$74.92	$1,929,864.28	4,698
5/3/2023	Karen S. Lynch	CEO	Buy	14,000	$69.75	$976,500.00	431,392
12/15/2022	Thomas M Moriarty	EVP	Sell	137,466	$98.36	$13,521,155.76	608,129
8/4/2022	Alan Lotvin	EVP	Sell	22,541	$104.00	$2,344,264.00	109,183
6/28/2022	Thomas M Moriarty	EVP	Sell	138,654	$95.00	$13,172,130.00	626,273
4/8/2022	Prem S. Shah	EVP	Sell	16,954	$105.00	$1,780,170.00	43,453
4/4/2022	Daniel P. Finke	EVP	Sell	55,359	$100.13	$5,543,096.67	3,098
3/30/2022	Prem S. Shah	EVP	Sell	5,346	$104.70	$559,726.20
3/17/2022	Prem S. Shah	EVP	Sell	4,624	$106.65	$493,149.60
2/10/2022	Edward J. Ludwig	Director	Buy	1,000	$105.90	$105,900.00
2/3/2022	Troyen A Brennan	EVP	Sell	47,937	$110.00	$5,273,070.00
2/1/2022	Alan Lotvin	EVP	Sell	21,386	$106.50	$2,277,609.00
1/28/2022	James David Clark	SVP	Sell	6,059	$109.00	$660,431.00
1/27/2022	Jonathan C. Roberts	COO	Sell	68,482	$107.50	$7,361,815.00
11/3/2021	Jonathan C. Roberts	COO	Sell	108,870	$95.00	$10,342,650.00
11/1/2021	Troyen A Brennan	EVP	Sell	28,159	$90.00	$2,534,310.00

Why Buffett, Bezos, & Congress Are Piling Into This One Sector

From InvestorPlace | Ad

Why are Warren Buffett, Jeff Bezos, Michael Bloomberg, “The Walmart Family”, Bill Gates, and 48 members of Congress shifting their stocks in a frenzy? And why are they all piling into ONE unique corner of the market…

Click here for the details

SEC Filings (Institutional Ownership Changes) for CVS Health (NYSE:CVS)

80.66% of CVS Health stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

CVS Health Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/2/2024	Mesirow Financial Investment Management Inc.	128,336	$8.07M	0.2%	-13.6%	0.010%
11/2/2024	XML Financial LLC	80,251	$5.05M	0.5%	-4.9%	0.006%
11/1/2024	Sheets Smith Wealth Management	31,229	$1.96M	0.2%	-71.0%	0.002%
11/1/2024	Atria Investments Inc	66,210	$4.16M	0.1%	-21.4%	0.005%
11/1/2024	Tompkins Financial Corp	6,838	$0.43M	0.0%	+17.1%	0.001%
11/1/2024	TCTC Holdings LLC	390,349	$24.55M	0.8%	-6.1%	0.031%
11/1/2024	Westchester Capital Management Inc.	122,686	$7.71M	1.9%	-0.2%	0.010%
11/1/2024	Lindbrook Capital LLC	6,524	$0.41M	0.0%	+8.8%	0.001%
11/1/2024	Klingman & Associates LLC	3,798	$0.24M	0.0%	-24.2%	0.000%
11/1/2024	Wealth Quarterback LLC	5,030	$0.32M	0.2%	-68.7%	0.000%
11/1/2024	Assetmark Inc.	410,001	$25.78M	0.1%	+9.7%	0.033%
11/1/2024	Beta Wealth Group Inc.	46,963	$2.95M	1.3%	+3.0%	0.004%
11/1/2024	Washington Trust Advisors Inc.	440	$28K	0.0%	-40.5%	0.000%
11/1/2024	Windward Capital Management Co. CA	292,925	$18.42M	1.4%	+0.4%	0.023%
11/1/2024	Applied Finance Capital Management LLC	497,864	$31.31M	0.8%	+7.7%	0.040%
11/1/2024	SpiderRock Advisors LLC	10,807	$0.68M	0.0%	+3.2%	0.001%
11/1/2024	CWA Asset Management Group LLC	12,362	$0.78M	0.0%	N/A	0.001%
11/1/2024	Equitable Trust Co.	23,885	$1.50M	0.1%	-17.8%	0.002%
11/1/2024	Capital Performance Advisors LLP	1,580	$99K	0.0%	N/A	0.000%
11/1/2024	AIA Group Ltd	37,190	$2.34M	0.1%	-13.1%	0.003%
11/1/2024	J.P. Marvel Investment Advisors LLC	67,747	$4.26M	0.7%	-2.1%	0.005%
11/1/2024	Winthrop Advisory Group LLC	3,366	$0.21M	0.0%	N/A	0.000%
11/1/2024	Verity Asset Management Inc.	4,713	$0.30M	0.1%	+7.2%	0.000%
10/31/2024	Sittner & Nelson LLC	1,918	$0.12M	0.1%	+152.4%	0.000%
10/31/2024	LS Investment Advisors LLC	8,716	$0.55M	0.1%	-83.0%	0.001%
10/31/2024	Portside Wealth Group LLC	28,266	$1.78M	0.3%	+8.9%	0.002%
10/31/2024	Keynote Financial Services LLC	28,351	$1.78M	1.4%	+13.3%	0.002%
10/31/2024	Hara Capital LLC	1,076	$68K	0.0%	N/A	0.000%
10/31/2024	JB Capital LLC	11,060	$0.70M	0.0%	-1.9%	0.001%
10/31/2024	Olstein Capital Management L.P.	165,000	$10.38M	1.8%	+6.5%	0.013%
10/31/2024	Deseret Mutual Benefit Administrators	12,822	$0.81M	0.4%	+2.8%	0.001%
10/31/2024	Principal Financial Group Inc.	1,434,476	$90.20M	0.0%	+4.8%	0.114%
10/31/2024	Montecito Bank & Trust	17,190	$1.08M	0.2%	+22.7%	0.001%
10/31/2024	Cozad Asset Management Inc.	6,299	$0.40M	0.0%	-37.3%	0.001%
10/31/2024	WoodTrust Financial Corp	3,667	$0.23M	0.0%	N/A	0.000%
10/31/2024	Poplar Forest Capital LLC	486,074	$30.56M	4.2%	+27.1%	0.039%
10/31/2024	Graypoint LLC	4,504	$0.28M	0.0%	-6.7%	0.000%
10/31/2024	M&G PLC	909,675	$57.31M	0.3%	+2.1%	0.072%
10/30/2024	North Star Investment Management Corp.	39,241	$2.47M	0.2%	-4.2%	0.003%
10/30/2024	Garland Capital Management Inc.	54,790	$3.45M	2.6%	-9.9%	0.004%
10/30/2024	Crestwood Advisors Group LLC	18,972	$1.19M	0.0%	-8.6%	0.002%
10/30/2024	NorthRock Partners LLC	5,572	$0.35M	0.0%	-22.2%	0.000%
10/30/2024	Heritage Investors Management Corp	26,161	$1.65M	0.1%	-17.6%	0.002%
10/30/2024	Clarity Financial LLC	9,738	$0.61M	0.1%	+17.1%	0.001%
10/30/2024	Amalgamated Bank	249,287	$15.68M	0.1%	-1.9%	0.020%
10/30/2024	United Advisor Group LLC	3,282	$0.21M	0.0%	N/A	0.000%
10/30/2024	Sentry Investment Management LLC	3,062	$0.19M	0.1%	-50.5%	0.000%
10/30/2024	Stoneridge Investment Partners LLC	55,355	$3.48M	1.3%	-23.3%	0.004%
10/30/2024	Gulf International Bank UK Ltd	97,142	$6.11M	0.2%	-4.7%	0.008%
10/30/2024	Alterna Wealth Management Inc.	9,800	$0.62M	0.6%	-7.9%	0.001%
10/30/2024	Moloney Securities Asset Management LLC	26,597	$1.67M	0.2%	+3.9%	0.002%
10/30/2024	Impax Asset Management Group plc	460,028	$28.93M	0.1%	-8.1%	0.037%
10/30/2024	Hazlett Burt & Watson Inc.	2,575	$0.16M	0.1%	+9.8%	0.000%
10/30/2024	Mn Services Vermogensbeheer B.V.	496,000	$31.19M	0.2%	-3.2%	0.040%
10/30/2024	PDS Planning Inc	3,864	$0.24M	0.0%	N/A	0.000%
10/30/2024	Asset Management One Co. Ltd.	514,093	$32.33M	0.1%	+9.9%	0.041%
10/30/2024	National Pension Service	2,843,402	$178.79M	0.2%	+17.4%	0.226%
10/30/2024	Cohen Capital Management Inc.	154,797	$9.73M	1.6%	+0.8%	0.012%
10/30/2024	Klingenstein Fields & Co. LP	5,141	$0.32M	0.0%	-98.1%	0.000%
10/30/2024	Intact Investment Management Inc.	80,400	$5.06M	0.2%	-1.5%	0.006%
10/29/2024	Old North State Wealth Management LLC	71,855	$4.52M	2.5%	-26.0%	0.006%
10/29/2024	Northeast Investment Management	20,951	$1.32M	0.1%	-45.4%	0.002%
10/29/2024	Roman Butler Fullerton & Co.	6,535	$0.43M	0.1%	-4.5%	0.001%
10/29/2024	Citizens National Bank Trust Department	2,845	$0.18M	0.0%	-36.4%	0.000%
10/29/2024	Robeco Institutional Asset Management B.V.	470,297	$29.57M	0.1%	-3.4%	0.037%
10/29/2024	Fernwood Investment Management LLC	26,398	$1.66M	0.5%	-24.7%	0.002%
10/29/2024	Fort L.P.	3,205	$0.20M	0.5%	N/A	0.000%
10/29/2024	Van ECK Associates Corp	516,095	$32.45M	0.0%	+17.2%	0.041%
10/29/2024	GFS Advisors LLC	9,115	$0.57M	0.1%	-47.9%	0.001%
10/29/2024	Confluence Wealth Services Inc.	8,454	$0.53M	0.0%	-14.1%	0.001%
10/29/2024	Janney Montgomery Scott LLC	338,239	$21.27M	0.1%	-24.8%	0.027%
10/29/2024	Allen Wealth Management LLC	6,113	$0.38M	0.3%	-34.2%	0.000%
10/29/2024	White Pine Investment CO	103,483	$6.51M	1.8%	-1.6%	0.008%
10/29/2024	New Covenant Trust Company N.A.	4,170	$0.26M	0.2%	+15.4%	0.000%
10/29/2024	Conning Inc.	8,367	$0.53M	0.0%	-49.9%	0.001%
10/29/2024	Clear Creek Financial Management LLC	3,479	$0.22M	0.0%	-6.4%	0.000%
10/29/2024	Princeton Global Asset Management LLC	924	$58K	0.0%	-31.3%	0.000%
10/29/2024	Investors Asset Management of Georgia Inc. GA ADV	10,721	$0.67M	0.3%	+6.0%	0.001%
10/29/2024	Realta Investment Advisors	4,490	$0.30M	0.1%	-33.1%	0.000%
10/29/2024	Key Financial Inc	5,584	$0.35M	0.1%	-4.7%	0.000%
10/29/2024	Greenwich Wealth Management LLC	24,557	$1.54M	0.1%	+3.9%	0.002%
10/29/2024	Biechele Royce Advisors	271,413	$17.07M	5.6%	-1.1%	0.022%
10/29/2024	Chicago Partners Investment Group LLC	13,620	$0.86M	0.0%	+5.2%	0.001%
10/29/2024	Farther Finance Advisors LLC	15,710	$0.99M	0.0%	-13.1%	0.001%
10/29/2024	Weatherly Asset Management L. P.	15,426	$0.97M	0.1%	+12.4%	0.001%
10/29/2024	Capital Advisors Inc. OK	15,711	$0.99M	0.0%	+1.7%	0.001%
10/28/2024	Lowe Brockenbrough & Co. Inc.	55,896	$3.52M	0.2%	-42.0%	0.004%
10/28/2024	Roanoke Asset Management Corp NY	36,344	$2.29M	0.7%	-3.5%	0.003%
10/28/2024	Affinity Investment Advisors LLC	16,670	$1.05M	0.7%	-32.9%	0.001%
10/28/2024	Eads & Heald Wealth Management	14,634	$0.92M	0.4%	-6.6%	0.001%
10/28/2024	Gladstone Institutional Advisory LLC	14,556	$0.92M	0.0%	+24.2%	0.001%
10/28/2024	Interchange Capital Partners LLC	13,693	$0.86M	0.3%	-6.5%	0.001%
10/28/2024	Silver Coast Investments LLC	8,950	$0.56M	0.2%	+16.0%	0.001%
10/28/2024	New York State Common Retirement Fund	1,998,867	$125.69M	0.2%	-5.3%	0.159%
10/28/2024	Hills Bank & Trust Co	55,257	$3.48M	0.3%	-2.9%	0.004%
10/28/2024	Focus Financial Network Inc.	18,061	$1.14M	0.0%	+2.9%	0.001%
10/28/2024	Hartford Financial Management Inc.	34,597	$2.18M	0.4%	-1.1%	0.003%
10/28/2024	Stephens Inc. AR	72,488	$4.56M	0.1%	-0.6%	0.006%
10/28/2024	Reston Wealth Management LLC	516	$32K	0.0%	N/A	0.000%
10/28/2024	United Asset Strategies Inc.	9,217	$0.58M	0.1%	+2.4%	0.001%

Data available starting January 2016

CVS Health Corporation provides health solutions in the United States. It operates through Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments. The Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services. It serves employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governmental units, government-sponsored plans, labor groups, and expatriates. The Health Services segment offers pharmacy benefit management solutions, including plan design and administration, formulary management, retail pharmacy network management, specialty and mail order pharmacy, clinical, disease management, and medical spend management services. It serves employers, insurance companies, unions, government employee groups, health plans, prescription drug plans, Medicaid managed care plans, CMS, plans offered on public health insurance, and other sponsors of health benefit plans. The Pharmacy & Consumer Wellness segment sells prescription and over-the-counter drugs, consumer health and beauty products, and personal care products. This segment also distributes prescription drugs; and provides related pharmacy consulting and other ancillary services to care facilities and other care settings. It operates online retail pharmacy websites, LTC pharmacies and on-site pharmacies, retail specialty pharmacy stores, compounding pharmacies and branches for infusion and enteral nutrition services. The company was formerly known as CVS Caremark Corporation and changed its name to CVS Health Corporation in September 2014. CVS Health Corporation was incorporated in 1996 and is headquartered in Woonsocket, Rhode Island.

Today's Range

Now: $55.81

$55.62

$57.23

50 Day Range

MA: $59.66

$55.81

$67.46

52 Week Range

Now: $55.81

$52.77

$83.25

Volume

13,581,795 shs

Average Volume

11,174,882 shs

Market Capitalization

$70.21 billion

P/E Ratio

9.93

Dividend Yield

4.72%

Beta

0.54

Who are the company insiders with the largest holdings of CVS Health?: CVS Health's top insider shareholders include:
Thomas M Moriarty (EVP)
Karen S Lynch (CEO)
Prem S Shah (EVP)
Edward J Ludwig (Director)
James David Clark (SVP)
Learn More about top insider investors at CVS Health.
Who are the major institutional investors of CVS Health?: CVS Health's top institutional shareholders include:
National Pension Service — 0.23%
Raymond James & Associates — 0.16%
New York State Common Retirement Fund — 0.16%
Assenagon Asset Management S.A. — 0.16%
DekaBank Deutsche Girozentrale — 0.15%
Pathway Financial Advisers LLC — 0.14%
Learn More about top institutional investors of CVS Health stock.
Which institutional investors are selling CVS Health stock?: In the previous quarter, CVS stock was sold by these institutional investors:
SG Americas Securities LLC
abrdn plc
Thomasville National Bank
Cardinal Capital Management Inc.
Klingenstein Fields & Co. LP
Raymond James & Associates
Allspring Global Investments Holdings LLC
Vontobel Holding Ltd.
Which institutional investors are buying CVS Health stock?: In the previous quarter, CVS stock was acquired by institutional investors including:
Pathway Financial Advisers LLC
Pathway Financial Advisers LLC
DekaBank Deutsche Girozentrale
International Assets Investment Management LLC
Assenagon Asset Management S.A.
National Pension Service
AustralianSuper Pty Ltd
BSN CAPITAL PARTNERS Ltd
In the last year, these company insiders have bought CVS Health stock:
Thomas M Moriarty (EVP)
Karen S Lynch (CEO)
Learn More investors buying CVS Health stock.