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): $2,267,947.35

CVS Health Insider Trading History Chart

CVS Health Share Price & Price History

^$67.04

▲ +1.07 (1.62%)

As of 10/10/2024 01:18 PM 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

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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
10/10/2024	Lion Street Advisors LLC	7,074	$0.45M	0.2%	-2.3%	0.001%
10/10/2024	Valeo Financial Advisors LLC	28,457	$1.79M	0.0%	-13.3%	0.002%
10/10/2024	Wynn Capital LLC	19,155	$1.20M	0.8%	+7.2%	0.002%
10/10/2024	Livforsakringsbolaget Skandia Omsesidigt	60,553	$3.81M	0.2%	+41.5%	0.005%
10/9/2024	Red Mountain Financial LLC	3,331	$0.21M	0.2%	-21.6%	0.000%
10/9/2024	Iowa State Bank	19,052	$1.20M	0.2%	+4.7%	0.002%
10/9/2024	Charles Schwab Trust Co	9,120	$0.57M	0.0%	+4.1%	0.001%
10/9/2024	Pine Haven Investment Counsel Inc	9,281	$0.58M	0.5%	-8.4%	0.001%
10/9/2024	Virginia Wealth Management Group Inc.	54,351	$3.42M	2.1%	+29.0%	0.004%
10/9/2024	Independence Bank of Kentucky	9,987	$0.63M	0.1%	+6.4%	0.001%
10/9/2024	Clarius Group LLC	3,629	$0.22M	0.0%	-58.6%	0.000%
10/9/2024	Watts Gwilliam & Co. LLC	6,652	$0.44M	0.1%	N/A	0.001%
10/9/2024	WealthBridge Investment Counsel Inc.	70,148	$4.41M	1.6%	-13.6%	0.006%
10/9/2024	Tobam	5,433	$0.34M	0.1%	-35.4%	0.000%
10/9/2024	Strategic Advisors LLC	4,227	$0.27M	0.0%	-84.2%	0.000%
10/9/2024	Northwest Bank & Trust Co	15,558	$0.98M	0.7%	-1.4%	0.001%
10/9/2024	UMB Bank n.a.	18,614	$1.17M	0.0%	-21.5%	0.001%
10/9/2024	Northstar Group Inc.	12,294	$0.77M	0.1%	-17.8%	0.001%
10/9/2024	Perpetual Ltd	33,443	$2.10M	0.0%	-9.2%	0.003%
10/9/2024	Pensionfund Sabic	19,000	$1.20M	0.4%	-13.6%	0.002%
10/9/2024	BSN CAPITAL PARTNERS Ltd	146,630	$8.50M	1.6%	N/A	0.012%
10/9/2024	Bruce G. Allen Investments LLC	1,681	$0.11M	0.1%	+13.1%	0.000%
10/9/2024	Adirondack Trust Co.	11,272	$0.71M	0.3%	-6.6%	0.001%
10/9/2024	Sanibel Captiva Trust Company Inc.	58,733	$3.69M	0.1%	-34.1%	0.005%
10/9/2024	Wedmont Private Capital	11,980	$0.78M	0.0%	+12.0%	0.001%
10/9/2024	Marcum Wealth LLC	7,440	$0.47M	0.0%	-6.2%	0.001%
10/9/2024	Hexagon Capital Partners LLC	5,268	$0.33M	0.1%	+3.5%	0.000%
10/8/2024	CWM LLC	76,241	$4.79M	0.0%	+14.1%	0.006%
10/8/2024	Daymark Wealth Partners LLC	90,697	$5.70M	0.2%	+37.6%	0.007%
10/8/2024	Peddock Capital Advisors LLC	17,307	$1.09M	0.3%	-10.9%	0.001%
10/8/2024	Perkins Coie Trust Co	1,517	$95K	0.0%	-45.6%	0.000%
10/8/2024	Partnership Wealth Management LLC	703	$44K	0.0%	-19.7%	0.000%
10/8/2024	Strategic Wealth Partners Ltd.	6,703	$0.42M	0.0%	-18.3%	0.001%
10/8/2024	WealthCare Investment Partners LLC	3,946	$0.26M	0.1%	-29.5%	0.000%
10/8/2024	Marquette Asset Management LLC	3,630	$0.23M	0.0%	N/A	0.000%
10/8/2024	Brookstone Capital Management	62,589	$3.94M	0.1%	+4.6%	0.005%
10/8/2024	Leibman Financial Services Inc.	4,780	$0.30M	0.2%	-21.9%	0.000%
10/8/2024	City Holding Co.	1,825	$0.12M	0.0%	-87.7%	0.000%
10/8/2024	Country Trust Bank	383,339	$24.10M	0.6%	+6.0%	0.031%
10/8/2024	Atomi Financial Group Inc.	20,384	$1.28M	0.1%	+11.7%	0.002%
10/8/2024	MBM Wealth Consultants LLC	3,469	$0.22M	0.1%	N/A	0.000%
10/8/2024	Dynamic Advisor Solutions LLC	42,852	$2.70M	0.1%	-8.0%	0.003%
10/8/2024	Axiom Advisory LLC	14,762	$0.86M	0.0%	+1.8%	0.001%
10/8/2024	Exeter Financial LLC	45,564	$2.87M	1.3%	+2.3%	0.004%
10/8/2024	Chapin Davis Inc.	12,163	$0.77M	0.2%	-7.8%	0.001%
10/8/2024	Bangor Savings Bank	1,394	$88K	0.0%	-15.9%	0.000%
10/8/2024	Greenfield Savings Bank	20,100	$1.26M	0.6%	-5.5%	0.002%
10/8/2024	Mather Group LLC.	3,467	$0.22M	0.0%	-70.1%	0.000%
10/8/2024	City Center Advisors LLC	11,546	$0.73M	0.8%	+64.3%	0.001%
10/7/2024	Bank of New Hampshire	497	$31K	0.0%	-48.7%	0.000%
10/7/2024	Oak Asset Management LLC	79,035	$4.97M	1.8%	-6.7%	0.006%
10/7/2024	Fulton Bank N.A.	38,113	$2.40M	0.1%	-25.2%	0.003%
10/7/2024	Value Partners Investments Inc.	1,195,276	$75.16M	2.2%	+0.4%	0.095%
10/7/2024	Miracle Mile Advisors LLC	11,402	$0.72M	0.0%	-27.3%	0.001%
10/7/2024	Everpar Advisors LLC	4,338	$0.27M	0.1%	-15.9%	0.000%
10/7/2024	Diversified Trust Co	4,735	$0.30M	0.0%	-43.0%	0.000%
10/7/2024	GAMMA Investing LLC	10,347	$0.65M	0.1%	+14.6%	0.001%
10/5/2024	Handelsbanken Fonder AB	582,270	$36.61M	0.1%	+1.3%	0.046%
10/5/2024	Cullen Investment Group LTD.	30,174	$1.90M	0.3%	-3.4%	0.002%
10/5/2024	Bard Financial Services Inc.	94,850	$5.96M	1.2%	-42.0%	0.008%
10/5/2024	Quent Capital LLC	2,935	$0.18M	0.0%	-34.7%	0.000%
10/5/2024	Wallace Advisory Group LLC	7,477	$0.44M	0.3%	-3.4%	0.001%
10/5/2024	Goelzer Investment Management Inc.	75,948	$4.78M	0.3%	-6.2%	0.006%
10/4/2024	Peoples Bank KS	16,273	$1.02M	0.7%	-44.5%	0.001%
10/4/2024	HBW Advisory Services LLC	6,281	$0.40M	0.1%	-24.3%	0.001%
10/4/2024	LifePlan Financial LLC	21,937	$1.38M	1.2%	+12.1%	0.002%
10/3/2024	Rockland Trust Co.	6,398	$0.40M	0.0%	-8.8%	0.001%
10/3/2024	Apella Capital LLC	3,998	$0.25M	0.0%	N/A	0.000%
10/3/2024	Park Avenue Securities LLC	23,287	$1.46M	0.0%	-9.0%	0.002%
10/3/2024	Alpha Omega Wealth Management LLC	153,687	$9.66M	1.8%	+1.3%	0.012%
10/3/2024	Canandaigua National Bank & Trust Co.	48,726	$3.06M	0.3%	-11.6%	0.004%
10/3/2024	Farmers Trust Co.	79,493	$5M	0.9%	+7.6%	0.006%
10/3/2024	SG Americas Securities LLC	19,567	$1.23M	0.0%	-97.3%	0.002%
10/3/2024	Curbstone Financial Management Corp	19,964	$1.26M	0.3%	-17.5%	0.002%
10/3/2024	Czech National Bank	256,430	$16.12M	0.2%	+7.2%	0.020%
10/3/2024	AMF Tjanstepension AB	61,744	$3.88M	0.0%	+124.1%	0.005%
10/2/2024	Central Pacific Bank Trust Division	33,268	$2.09M	0.3%	-0.6%	0.003%
10/2/2024	Massmutual Trust Co. FSB ADV	69,076	$4.34M	0.1%	-9.3%	0.006%
10/2/2024	Trust Co. of Toledo NA OH	39,442	$2.48M	0.3%	-0.9%	0.003%
10/2/2024	Doliver Advisors LP	6,560	$0.41M	0.1%	-40.0%	0.001%
10/1/2024	Appleton Partners Inc. MA	3,292	$0.21M	0.0%	-21.0%	0.000%
10/1/2024	Park National Corp OH	242,625	$15.26M	0.5%	-3.5%	0.019%
10/1/2024	Neville Rodie & Shaw Inc.	30,141	$1.90M	0.1%	-54.0%	0.002%
9/30/2024	Mattson Financial Services LLC	17,161	$1.01M	0.4%	N/A	0.001%
9/23/2024	Centaurus Financial Inc.	6,683	$0.40M	0.0%	-56.4%	0.001%
9/20/2024	Anchor Investment Management LLC	20,747	$1.23M	0.1%	-20.8%	0.002%
9/11/2024	Newbridge Financial Services Group Inc.	4,096	$0.24M	0.1%	+82.5%	0.000%
9/10/2024	Prio Wealth Limited Partnership	57,413	$3.39M	0.1%	+1.1%	0.005%
9/5/2024	Sanctuary Advisors LLC	135,546	$8.01M	0.1%	N/A	0.011%
8/30/2024	Brown Financial Advisors	11,573	$0.68M	0.3%	N/A	0.001%
8/30/2024	Strategic Investment Solutions Inc. IL	1,042	$63K	0.0%	N/A	0.000%
8/28/2024	Farmers National Bank	97,817	$5.78M	1.7%	+5.9%	0.008%
8/27/2024	Clearbridge Investments LLC	2,524,592	$149.10M	0.1%	-35.7%	0.201%
8/27/2024	Dana Investment Advisors Inc.	138,114	$8.16M	0.3%	+1.0%	0.011%
8/27/2024	KPP Advisory Services LLC	9,562	$0.57M	0.2%	+3.5%	0.001%
8/26/2024	Teachers Retirement System of The State of Kentucky	100,870	$5.96M	0.1%	-58.8%	0.008%
8/26/2024	Founders Financial Alliance LLC	17,578	$1.04M	0.3%	-2.0%	0.001%
8/22/2024	Cetera Investment Advisers	372,970	$22.03M	0.1%	-8.6%	0.030%
8/21/2024	SPC Financial Inc.	11,993	$0.71M	0.1%	-7.5%	0.001%
8/21/2024	Truist Financial Corp	565,774	$33.42M	0.1%	-81.5%	0.045%

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: $67.04

$66.67

$67.67

50 Day Range

MA: $58.84

$55.81

$65.96

52 Week Range

Now: $67.04

$52.77

$83.25

Volume

5,175,447 shs

Average Volume

10,991,110 shs

Market Capitalization

$84.16 billion

P/E Ratio

11.78

Dividend Yield

4.23%

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:
Value Partners Investments Inc. — 0.10%
Handelsbanken Fonder AB — 0.05%
Country Trust Bank — 0.03%
Czech National Bank — 0.02%
Park National Corp OH — 0.02%
Alpha Omega Wealth Management LLC — 0.01%
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
Bard Financial Services Inc.
Neville Rodie & Shaw Inc.
Sanibel Captiva Trust Company Inc.
Strategic Advisors LLC
Peoples Bank KS
City Holding Co.
Fulton Bank N.A.
Which institutional investors are buying CVS Health stock?: In the previous quarter, CVS stock was acquired by institutional investors including:
BSN CAPITAL PARTNERS Ltd
AMF Tjanstepension AB
Daymark Wealth Partners LLC
Country Trust Bank
Livforsakringsbolaget Skandia Omsesidigt
Czech National Bank
Virginia Wealth Management Group Inc.
CWM 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.