Latest Institutional Transactions on Cvs Health Corp (CVS)
This table provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
56.2KNew |
$2.46M - $3.79M
|
56.2K
$3.7M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.45K- 39.76% |
$107K - $165K
|
3.7K
$244K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-17K- 99.81% |
$745K - $1.15M
|
33
$2.17K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
65.2KNew |
$2.85M - $4.4M
|
65.2K
$4.29M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-235- 2.99% |
$10.3K - $15.9K
|
7.63K
$502K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
699KNew |
$30.6M - $47.1M
|
699K
$45.9M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
959New |
$42K - $64.7K
|
959
$63.1K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-373- 75.05% |
$16.3K - $25.2K
|
124
$8.15K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
31New |
$1.36K - $2.09K
|
31
$2.04K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-48- 0.56% |
$2.1K - $3.24K
|
8.52K
$560K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.76K- 13.6% |
$165K - $254K
|
23.9K
$1.57M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-182- 2.16% |
$7.97K - $12.3K
|
8.23K
$541K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.5K- 42.67% |
$897K - $1.38M
|
27.5K
$1.81M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-274K- 97.77% |
$12M - $18.5M
|
6.24K
$410K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.38KNew |
$192K - $295K
|
4.38K
$288K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.96K- 27.47% |
$85.8K - $132K
|
5.17K
$340K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
500New |
$21.9K - $33.7K
|
500
$32.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.08M- 90.57% |
$47.4M - $73M
|
113K
$7.41M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.6KNew |
$466K - $718K
|
10.6K
$700K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
104New |
$4.55K - $7.02K
|
104
$6.84K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
10.1KNew |
$443K - $682K
|
10.1K
$665K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.58K- 22.5% |
$69.3K - $107K
|
5.46K
$359K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.94K- 1.84% |
$84.8K - $131K
|
103K
$6.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.75K- 10.27% |
$120K - $186K
|
24K
$1.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-384- 3.05% |
$16.8K - $25.9K
|
12.2K
$803K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.22K+ 23.4% |
$97.1K - $150K
|
11.7K
$769K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
72+ 0.46% |
$3.15K - $4.86K
|
15.6K
$1.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.54K- 32.26% |
$155K - $239K
|
7.43K
$488K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-295K- 94.35% |
$12.9M - $19.9M
|
17.7K
$1.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
8KNew |
$350K - $540K
|
8K
$526K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.05K- 12.21% |
$46K - $70.8K
|
7.55K
$496K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-20.9K- 3.28% |
$914K - $1.41M
|
615K
$40.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-12.5K- 42.01% |
$546K - $842K
|
17.2K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
32.2KNew |
$1.41M - $2.17M
|
32.2K
$2.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2.48KNew |
$109K - $167K
|
2.48K
$163K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
4.82KNew |
$211K - $325K
|
4.82K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
339K+ 82.69% |
$14.8M - $22.9M
|
749K
$49.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-306K- 25.06% |
$13.4M - $20.6M
|
914K
$60.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
147K+ 3.13% |
$6.44M - $9.92M
|
4.85M
$319M
|
|
|
Feb 14, 2025
Q4 2024
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-145K- 6.9% |
$6.33M - $9.76M
|
1.95M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
104K+ 31.69% |
$4.54M - $6.99M
|
431K
$28.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-342K- 10.27% |
$15M - $23.1M
|
2.99M
$197M
|
|
|
Feb 14, 2025
Q4 2024
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
2.71MNew |
$119M - $183M
|
2.71M
$178M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.52KNew |
$66.5K - $102K
|
1.52K
$99.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
73.4K+ 164.94% |
$3.21M - $4.95M
|
118K
$7.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
8.58KNew |
$376K - $579K
|
8.58K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
41.9K+ 95.83% |
$1.83M - $2.83M
|
85.6K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.2K- 7.06% |
$667K - $1.03M
|
201K
$13.2M
|