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

^$61.01

▲ +2.36 (4.02%)

As of 07/26/2024 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

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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
7/26/2024	BLB&B Advisors LLC	33,424	$1.97M	0.1%	-70.4%	0.003%
7/26/2024	Conning Inc.	16,717	$0.99M	0.0%	-96.7%	0.001%
7/26/2024	Simmons Bank	10,355	$0.61M	0.0%	-25.8%	0.001%
7/26/2024	WealthShield Partners LLC	3,795	$0.22M	0.0%	-12.2%	0.000%
7/26/2024	Checchi Capital Advisers LLC	6,810	$0.40M	0.0%	-37.6%	0.001%
7/26/2024	Hall Capital Management Co. Inc.	4,156	$0.25M	0.1%	-4.3%	0.000%
7/26/2024	Harbour Investments Inc.	5,676	$0.34M	0.0%	-5.8%	0.000%
7/26/2024	LS Investment Advisors LLC	51,292	$3.03M	0.5%	-26.1%	0.004%
7/26/2024	Eagle Bay Advisors LLC	1,275	$75K	0.0%	-31.5%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	22,828	$1.35M	0.2%	+38.5%	0.002%
7/26/2024	AustralianSuper Pty Ltd	1,385,890	$81.85M	0.5%	+29.6%	0.110%
7/26/2024	Atomi Financial Group Inc.	18,257	$1.08M	0.1%	-1.6%	0.001%
7/26/2024	Groesbeck Investment Management Corp NJ	3,460	$0.20M	0.3%	N/A	0.000%
7/26/2024	Legato Capital Management LLC	61,751	$3.65M	0.5%	-8.5%	0.005%
7/26/2024	Atlantic Edge Private Wealth Management LLC	13,438	$0.79M	0.3%	-5.3%	0.001%
7/26/2024	Summit Securities Group LLC	2,536	$0.15M	0.0%	N/A	0.000%
7/26/2024	Dearborn Partners LLC	13,286	$0.79M	0.0%	-23.7%	0.001%
7/26/2024	Railway Pension Investments Ltd	573,446	$33.87M	0.4%	+5.3%	0.046%
7/26/2024	Allspring Global Investments Holdings LLC	873,628	$51.60M	0.1%	-13.7%	0.070%
7/26/2024	State of Michigan Retirement System	2,005,677	$118.46M	0.6%	+402.5%	0.160%
7/26/2024	St. Johns Investment Management Company LLC	15,556	$0.92M	0.4%	-12.6%	0.001%
7/26/2024	Alpha Omega Wealth Management LLC	151,718	$8.96M	1.7%	+10.9%	0.012%
7/26/2024	Bailard Inc.	14,967	$0.88M	0.0%	-41.6%	0.001%
7/26/2024	Verdence Capital Advisors LLC	8,152	$0.48M	0.0%	-32.0%	0.001%
7/26/2024	Bank of New York Mellon Corp	9,785,802	$577.95M	0.1%	-2.8%	0.780%
7/26/2024	Catalyst Financial Partners LLC	4,057	$0.24M	0.1%	-25.1%	0.000%
7/26/2024	Bristlecone Advisors LLC	9,945	$0.59M	0.0%	+9.1%	0.001%
7/26/2024	Salomon & Ludwin LLC	1,972	$0.12M	0.0%	-37.6%	0.000%
7/25/2024	First Heartland Consultants Inc.	4,659	$0.28M	0.0%	+11.1%	0.000%
7/25/2024	Addison Capital Co	23,569	$1.39M	0.6%	+1.0%	0.002%
7/25/2024	apricus wealth LLC	37,702	$2.23M	1.6%	-0.8%	0.003%
7/25/2024	Cypress Capital Group	6,334	$0.37M	0.0%	-35.4%	0.001%
7/25/2024	Raymond James Trust N.A.	288,603	$17.05M	0.4%	+0.9%	0.023%
7/25/2024	Highland Capital Management LLC	102,939	$6.08M	0.4%	-16.6%	0.008%
7/25/2024	Capital Advisors Ltd. LLC	1,006	$59K	0.0%	+29.3%	0.000%
7/25/2024	Calamos Advisors LLC	223,406	$13.19M	0.1%	-3.5%	0.018%
7/25/2024	Northcape Wealth Management LLC	27,139	$1.60M	0.6%	-2.6%	0.002%
7/25/2024	AMG National Trust Bank	51,114	$3.02M	0.1%	+70.5%	0.004%
7/25/2024	Sigma Investment Counselors Inc.	31,295	$1.85M	0.1%	-12.2%	0.002%
7/25/2024	Tempus Wealth Planning LLC	4,317	$0.26M	0.1%	+55.1%	0.000%
7/25/2024	Compass Capital Management Inc.	867,999	$51.26M	3.4%	+19.9%	0.069%
7/25/2024	Independence Bank of Kentucky	9,390	$0.56M	0.1%	-59.8%	0.001%
7/25/2024	SNS Financial Group LLC	15,473	$0.91M	0.1%	N/A	0.001%
7/25/2024	Community Financial Services Group LLC	3,580	$0.21M	0.0%	+15.4%	0.000%
7/25/2024	Tranquility Partners LLC	5,298	$0.31M	0.1%	-5.2%	0.000%
7/25/2024	Institute for Wealth Management LLC.	7,824	$0.46M	0.1%	+31.5%	0.001%
7/25/2024	Cape ANN Savings Bank	4,590	$0.27M	0.2%	-40.1%	0.000%
7/25/2024	Kanawha Capital Management LLC	26,130	$1.54M	0.1%	-37.4%	0.002%
7/25/2024	Etesian Wealth Advisors Inc.	5,997	$0.35M	0.2%	-13.3%	0.000%
7/25/2024	Mn Services Vermogensbeheer B.V.	512,200	$30.25M	0.2%	-1.6%	0.041%
7/25/2024	Nichols & Pratt Advisers LLP MA	183,380	$10.83M	0.7%	-12.5%	0.015%
7/25/2024	Atlantic Union Bankshares Corp	88,774	$5.24M	0.3%	+2.9%	0.007%
7/24/2024	LRI Investments LLC	18,092	$1.07M	0.1%	+33.0%	0.001%
7/24/2024	Gilliland Jeter Wealth Management LLC	1,397	$82K	0.0%	-19.2%	0.000%
7/24/2024	Family Firm Inc.	2,097	$0.12M	0.0%	-17.3%	0.000%
7/24/2024	White Pine Investment CO	105,209	$6.21M	1.8%	+2.6%	0.008%
7/24/2024	Keynote Financial Services LLC	25,031	$1.48M	1.2%	+4.9%	0.002%
7/24/2024	Tower Bridge Advisors	40,952	$2.42M	0.2%	-73.0%	0.003%
7/24/2024	Retirement Systems of Alabama	276,922	$16.36M	0.1%	-0.3%	0.022%
7/24/2024	Penbrook Management LLC	7,600	$0.45M	0.3%	-5.0%	0.001%
7/24/2024	Horizon Bancorp Inc. IN	3,424	$0.20M	0.1%	+16.1%	0.000%
7/24/2024	Premier Path Wealth Partners LLC	21,951	$1.30M	0.2%	-3.3%	0.002%
7/24/2024	Secure Asset Management LLC	21,126	$1.25M	0.2%	-5.9%	0.002%
7/24/2024	Diversified LLC	3,592	$0.21M	0.0%	N/A	0.000%
7/24/2024	JB Capital LLC	11,273	$0.67M	0.0%	+3.1%	0.001%
7/24/2024	New York State Teachers Retirement System	1,260,014	$74.42M	0.2%	-3.3%	0.100%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	5,667	$0.34M	0.1%	-11.8%	0.000%
7/24/2024	Nicholas Company Inc.	72,195	$4.26M	0.1%	-27.8%	0.006%
7/24/2024	Louisiana State Employees Retirement System	71,000	$4.19M	0.1%	-3.1%	0.006%
7/24/2024	&PARTNERS	14,960	$0.88M	0.0%	+177.6%	0.001%
7/23/2024	Geneos Wealth Management Inc.	54,237	$3.20M	0.1%	-19.0%	0.004%
7/23/2024	SOL Capital Management CO	62,067	$3.67M	0.4%	+27.3%	0.005%
7/23/2024	HTLF Bank	4,143	$0.25M	0.0%	-9.7%	0.000%
7/23/2024	Hennessy Advisors Inc.	64,800	$3.83M	0.1%	-2.0%	0.005%
7/23/2024	Scharf Investments LLC	1,983,608	$117.15M	3.3%	-6.2%	0.158%
7/23/2024	Plimoth Trust Co. LLC	46,637	$2.75M	0.7%	+0.4%	0.004%
7/23/2024	PSI Advisors LLC	14,989	$0.89M	0.3%	-12.0%	0.001%
7/23/2024	1620 Investment Advisors Inc.	3,044	$0.18M	0.1%	-16.7%	0.000%
7/23/2024	Richard W. Paul & Associates LLC	14,489	$0.86M	0.3%	+43,806.1%	0.001%
7/23/2024	Proffitt & Goodson Inc.	9,346	$0.55M	0.1%	-26.2%	0.001%
7/23/2024	Heritage Financial Services LLC	8,518	$0.50M	0.1%	N/A	0.001%
7/23/2024	Harbour Trust & Investment Management Co	6,121	$0.36M	0.0%	-91.1%	0.000%
7/23/2024	Inlet Private Wealth LLC	70,171	$4.14M	1.1%	+133.9%	0.006%
7/23/2024	RMR Wealth Builders	15,009	$0.89M	0.1%	-4.0%	0.001%
7/23/2024	NewSquare Capital LLC	109,123	$6.36M	0.5%	+7.8%	0.009%
7/23/2024	Courier Capital LLC	25,852	$1.53M	0.1%	-70.5%	0.002%
7/23/2024	Nexus Investment Management ULC	401,162	$23.69M	2.5%	-2.3%	0.032%
7/23/2024	Benchmark Financial Wealth Advisors LLC	3,785	$0.22M	0.1%	+44.2%	0.000%
7/23/2024	MeadowBrook Investment Advisors LLC	14,867	$0.88M	0.6%	+4.8%	0.001%
7/23/2024	Eads & Heald Wealth Management	15,667	$0.93M	0.4%	-17.8%	0.001%
7/23/2024	Iowa State Bank	18,193	$1.07M	0.2%	-70.2%	0.001%
7/23/2024	Busey Bank	12,532	$0.74M	0.0%	-6.9%	0.001%
7/23/2024	TFC Financial Management Inc.	1,334	$79K	0.0%	-50.8%	0.000%
7/23/2024	Byrne Asset Management LLC	16,401	$0.96M	0.7%	-28.0%	0.001%
7/23/2024	Vicus Capital	5,162	$0.31M	0.0%	-18.5%	0.000%
7/23/2024	Essex LLC	5,377	$0.32M	0.1%	-16.6%	0.000%
7/23/2024	Fifth Third Wealth Advisors LLC	12,176	$0.72M	0.1%	N/A	0.001%
7/23/2024	MFA Wealth Advisors LLC	792	$47K	0.0%	N/A	0.000%
7/23/2024	Crescent Grove Advisors LLC	6,059	$0.36M	0.0%	+42.3%	0.000%
7/23/2024	XML Financial LLC	84,364	$4.98M	0.5%	-3.3%	0.007%

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: $61.01

$58.91

$61.10

50 Day Range

MA: $58.85

$53.63

$61.82

52 Week Range

Now: $61.01

$52.77

$83.25

Volume

14,551,276 shs

Average Volume

11,599,269 shs

Market Capitalization

$76.59 billion

P/E Ratio

10.72

Dividend Yield

4.54%

Beta

0.52

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:
Bank of New York Mellon Corp — 0.78%
Sumitomo Mitsui Trust Holdings Inc. — 0.30%
Raymond James & Associates — 0.18%
State of Michigan Retirement System — 0.16%
Scharf Investments LLC — 0.16%
AustralianSuper Pty Ltd — 0.11%
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:
Dixon Mitchell Investment Counsel Inc.
Chevy Chase Trust Holdings LLC
Conning Inc.
Raymond James & Associates
Raymond James Financial Services Advisors Inc.
Bank of New York Mellon Corp
Matrix Asset Advisors Inc. NY
WASHINGTON TRUST Co
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:
State of Michigan Retirement System
Assenagon Asset Management S.A.
Williams Financial LLC
IMC Chicago LLC
AustralianSuper Pty Ltd
Value Partners Investments Inc.
Compass Capital Management Inc.
M&G Plc
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.