CVS Insider Trading

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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): $4,197,811.63

CVS Health Insider Trading History Chart

CVS Health Share Price & Price History

^$56.00

▼ -0.47 (-0.83%)

As of 05/14/2024 01:00 AM ET

Days: 30 | 90 | 365

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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
10/26/2021	Troyen A Brennan	EVP	Sell	82,757	$88.00	$7,282,616.00
9/2/2021	Troyen A Brennan	EVP	Sell	2,625	$87.00	$228,375.00	140,201
8/5/2021	Edward J. Ludwig	Director	Buy	3,000	$79.55	$238,650.00	17,334
6/28/2021	Alan Lotvin	EVP	Sell	2,781	$83.67	$232,686.27	61,048
6/15/2021	Troyen A Brennan	EVP	Sell	67,552	$86.00	$5,809,472.00	210,378
6/7/2021	Daniel P. Finke	EVP	Sell	37,594	$86.60	$3,255,640.40	60,904

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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
5/15/2024	LRI Investments LLC	15,077	$1.20M	0.2%	N/A	0.001%
5/15/2024	1832 Asset Management L.P.	27,126	$2.16M	0.0%	-15.2%	0.002%
5/15/2024	Linscomb Wealth Inc.	100,126	$7.99M	0.4%	-1.6%	0.008%
5/15/2024	Truvestments Capital LLC	2,327	$0.19M	0.1%	-19.6%	0.000%
5/15/2024	Quadrature Capital Ltd	206,338	$16.46M	0.3%	N/A	0.016%
5/15/2024	Gabelli Funds LLC	542,450	$43.27M	0.3%	-21.1%	0.043%
5/15/2024	Gamco Investors INC. ET AL	186,514	$14.88M	0.2%	-10.3%	0.015%
5/15/2024	Stonebridge Capital Advisors LLC	14,731	$1.18M	0.1%	-4.4%	0.001%
5/14/2024	Canada Pension Plan Investment Board	1,475,830	$117.71M	0.1%	+2.6%	0.118%
5/14/2024	Westwood Holdings Group Inc.	953,357	$76.04M	0.6%	-0.3%	0.076%
5/14/2024	JT Stratford LLC	4,392	$0.35M	0.1%	-88.6%	0.000%
5/14/2024	Capital World Investors	43,776,874	$3.49B	0.6%	+8.0%	3.487%
5/14/2024	Capital Research Global Investors	13,143,822	$1.05B	0.2%	+1.4%	1.047%
5/14/2024	Capital International Sarl	33,051	$2.64M	0.1%	+63.6%	0.003%
5/14/2024	Toronto Dominion Bank	778,856	$62.12M	0.1%	+1.1%	0.062%
5/14/2024	Capital International Inc. CA	350,323	$27.94M	0.4%	+25.5%	0.028%
5/14/2024	Capital International Investors	37,917,923	$3.02B	0.6%	+12.5%	3.020%
5/14/2024	Capital Group Private Client Services Inc.	355,198	$28.33M	0.3%	+9.7%	0.028%
5/14/2024	Sheaff Brock Investment Advisors LLC	14,300	$1.14M	0.1%	-10.1%	0.001%
5/14/2024	Stamos Capital Partners L.P.	51,870	$4.14M	0.9%	+21.7%	0.004%
5/14/2024	Rodgers Brothers Inc.	23,306	$1.86M	0.3%	-17.1%	0.002%
5/14/2024	First Commonwealth Financial Corp PA	9,873	$0.79M	0.2%	-6.5%	0.001%
5/14/2024	Ariel Investments LLC	606,609	$48.38M	0.5%	N/A	0.048%
5/14/2024	Advisors Asset Management Inc.	106,636	$8.51M	0.2%	-0.9%	0.008%
5/14/2024	Axxcess Wealth Management LLC	26,996	$2.15M	0.1%	+24.0%	0.002%
5/14/2024	EP Wealth Advisors LLC	608,867	$48.56M	0.6%	+3.4%	0.049%
5/14/2024	Wellington Wealth Strategies LLC.	6,976	$0.56M	0.3%	N/A	0.001%
5/14/2024	Freestone Capital Holdings LLC	8,996	$0.72M	0.0%	-3.4%	0.001%
5/14/2024	CreativeOne Wealth LLC	9,414	$0.75M	0.0%	+21.8%	0.001%
5/14/2024	Delap Wealth Advisory LLC	8,993	$0.72M	0.3%	N/A	0.001%
5/14/2024	EntryPoint Capital LLC	1,397	$0.11M	0.1%	+127.5%	0.000%
5/14/2024	Vident Advisory LLC	371,983	$29.67M	0.6%	+15.1%	0.030%
5/14/2024	Fayez Sarofim & Co	11,354	$0.91M	0.0%	+4.7%	0.001%
5/14/2024	LGT Group Foundation	24,203	$1.93M	0.0%	+3.1%	0.002%
5/14/2024	Shell Asset Management Co.	71,326	$5.69M	0.3%	+10.1%	0.006%
5/14/2024	Payden & Rygel Investment Group	183,500	$14.64M	0.7%	N/A	0.015%
5/14/2024	Crewe Advisors LLC	498	$40K	0.0%	N/A	0.000%
5/14/2024	Elgethun Capital Management	38,017	$3.02M	0.8%	-0.5%	0.003%
5/14/2024	Evermay Wealth Management LLC	2,592	$0.21M	0.0%	-22.1%	0.000%
5/14/2024	Natixis Investment Managers International	1,460	$0.12M	0.0%	-16.3%	0.000%
5/14/2024	Natixis	204,813	$16.34M	0.1%	-51.0%	0.016%
5/14/2024	InterOcean Capital Group LLC	358,820	$28.62M	0.7%	+46.2%	0.029%
5/14/2024	Pitcairn Co.	43,606	$3.48M	0.2%	+5.5%	0.003%
5/14/2024	Puzo Michael J	18,710	$1.49M	0.4%	-44.1%	0.001%
5/14/2024	CANADA LIFE ASSURANCE Co	1,777,846	$141.92M	0.3%	+3.7%	0.142%
5/14/2024	Oxford Financial Group LTD. LLC	3,302	$0.26M	0.0%	-8.6%	0.000%
5/14/2024	American International Group Inc.	318,741	$25.42M	0.1%	-2.3%	0.025%
5/14/2024	Vaughan David Investments LLC IL	379,298	$30.25M	0.8%	+1.8%	0.030%
5/14/2024	Twin Capital Management Inc.	32,506	$2.59M	0.3%	-6.2%	0.003%
5/14/2024	National Bank of Canada FI	688,836	$54.94M	0.1%	-38.6%	0.055%
5/14/2024	Lake Street Advisors Group LLC	12,917	$1.03M	0.0%	+29.3%	0.001%
5/14/2024	Arjuna Capital	59,271	$4.73M	1.3%	+3.9%	0.005%
5/13/2024	Bessemer Group Inc.	73,343	$5.85M	0.0%	+55.5%	0.006%
5/13/2024	Atlanta Consulting Group Advisors LLC	4,129	$0.33M	0.1%	N/A	0.000%
5/13/2024	Paragon Capital Management LLC	55,793	$4.45M	2.4%	-1.3%	0.004%
5/13/2024	UniSuper Management Pty Ltd	29,847	$2.38M	0.0%	-77.6%	0.002%
5/13/2024	Clearbridge Investments LLC	3,924,411	$313.01M	0.2%	+28.8%	0.313%
5/13/2024	Balanced Rock Investment Advisors LLC	3,876	$0.31M	0.3%	-48.1%	0.000%
5/13/2024	O Shaughnessy Asset Management LLC	86,556	$6.90M	0.1%	+34.9%	0.007%
5/13/2024	Lane Generational LLC	51,211	$4.09M	4.8%	-5.0%	0.004%
5/13/2024	Ameritas Investment Partners Inc.	13,615	$1.09M	0.0%	-4.6%	0.001%
5/13/2024	Rockport Wealth LLC	3,038	$0.24M	0.1%	N/A	0.000%
5/13/2024	PAX Financial Group LLC	7,400	$0.59M	0.1%	-5.4%	0.001%
5/13/2024	Penobscot Investment Management Company Inc.	13,132	$1.05M	0.1%	-18.1%	0.001%
5/11/2024	Bahl & Gaynor Inc.	15,833	$1.26M	0.0%	+11.9%	0.001%
5/11/2024	Trustmark National Bank Trust Department	24,047	$1.92M	0.2%	+581.0%	0.002%
5/11/2024	Davis R M Inc.	3,010	$0.24M	0.0%	+8.7%	0.000%
5/11/2024	Resurgent Financial Advisors LLC	4,339	$0.35M	0.2%	+45.3%	0.000%
5/11/2024	Hillsdale Investment Management Inc.	6,570	$0.52M	0.0%	-5.7%	0.001%
5/11/2024	Orion Capital Management LLC	3,600	$0.29M	0.2%	-34.2%	0.000%
5/11/2024	Ironwood Investment Counsel LLC	96,400	$7.69M	1.4%	-0.6%	0.008%
5/11/2024	Catalytic Wealth RIA LLC	17,534	$1.40M	0.3%	+13.0%	0.001%
5/11/2024	Jacobi Capital Management LLC	32,678	$2.61M	0.2%	-2.6%	0.003%
5/11/2024	Strait & Sound Wealth Management LLC	5,825	$0.47M	0.3%	-5.8%	0.000%
5/11/2024	Chiron Capital Management LLC	23,985	$1.91M	1.7%	-16.0%	0.002%
5/10/2024	Allstate Corp	3,775	$0.30M	0.0%	-10.3%	0.000%
5/10/2024	Ontario Teachers Pension Plan Board	30,669	$2.45M	0.0%	-11.0%	0.002%
5/10/2024	Acadian Asset Management LLC	246,905	$19.69M	0.1%	-2.1%	0.020%
5/10/2024	TIAA Trust National Association	40,844	$3.26M	0.0%	+0.9%	0.003%
5/10/2024	Vanguard Group Inc.	116,117,490	$9.26B	0.2%	-1.3%	9.250%
5/10/2024	Spirepoint Private Client LLC	2,815	$0.23M	0.0%	N/A	0.000%
5/10/2024	Intech Investment Management LLC	48,340	$3.86M	0.1%	-83.1%	0.004%
5/10/2024	Nicolet Advisory Services LLC	11,083	$0.81M	0.1%	+8.1%	0.001%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	881,372	$70.26M	0.2%	-8.1%	0.070%
5/10/2024	Te Ahumairangi Investment Management Ltd	116,942	$9.33M	1.6%	+1.9%	0.009%
5/10/2024	M&G Plc	780,670	$62.45M	0.4%	N/A	0.062%
5/10/2024	Banco Santander S.A.	84,307	$6.72M	0.1%	-4.0%	0.007%
5/10/2024	Tocqueville Asset Management L.P.	12,416	$0.99M	0.0%	-2.8%	0.001%
5/10/2024	Sentry Investment Management LLC	7,447	$0.59M	0.2%	+109.9%	0.001%
5/10/2024	TCTC Holdings LLC	447,599	$35.70M	1.2%	-0.2%	0.036%
5/10/2024	1ST Source Bank	13,835	$1.10M	0.1%	-13.7%	0.001%
5/10/2024	Wintrust Investments LLC	35,243	$2.81M	0.2%	-2.8%	0.003%
5/10/2024	Cumberland Partners Ltd	34,469	$2.75M	0.2%	-5.3%	0.003%
5/10/2024	GM Advisory Group LLC	11,237	$0.90M	0.1%	+5.2%	0.001%
5/10/2024	Nwam LLC	4,810	$0.38M	0.0%	-7.4%	0.000%
5/9/2024	RFP Financial Group LLC	4,520	$0.36M	0.1%	-7.0%	0.000%
5/9/2024	Dorsey & Whitney Trust CO LLC	20,635	$1.65M	0.1%	-10.1%	0.002%
5/9/2024	Trillium Asset Management LLC	147,892	$11.80M	0.3%	-1.1%	0.012%
5/9/2024	ProVise Management Group LLC	153,183	$12.22M	1.1%	+9.2%	0.012%
5/9/2024	Leo Wealth LLC	7,045	$0.56M	0.1%	-5.6%	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: $56.00

$55.20

$57.10

50 Day Range

MA: $70.46

$54.93

$79.76

52 Week Range

Now: $56.00

$53.70

$83.25

Volume

15,410,680 shs

Average Volume

15,022,968 shs

Market Capitalization

$70.30 billion

P/E Ratio

9.84

Dividend Yield

4.71%

Beta

0.56

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)
Alan Lotvin (EVP)
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:
Vanguard Group Inc. — 9.25%
Capital World Investors — 3.49%
Capital International Investors — 3.02%
Capital Research Global Investors — 1.05%
Bank of New York Mellon Corp — 0.80%
Nordea Investment Management AB — 0.66%
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:
Assenagon Asset Management S.A.
Vanguard Group Inc.
Nordea Investment Management AB
Pensioenfonds Rail & OV
National Bank of Canada FI
Janney Montgomery Scott LLC
Bank of New York Mellon Corp
Sequoia Financial Advisors LLC
During the last year, company insiders that have sold CVS Health company stock include:
Thomas M Moriarty (EVP)
Karen S Lynch (CEO)
Learn More investors selling CVS Health stock.
Which institutional investors are buying CVS Health stock?: In the last quarter, CVS stock was bought by institutional investors including:
Pzena Investment Management LLC
Capital International Investors
Capital World Investors
Mawer Investment Management Ltd.
Clearbridge Investments LLC
Twin Tree Management LP
M&G Plc
Ariel Investments LLC
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.