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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.59K- 15.61% |
$70.1K - $109K
|
8.57K
$526K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3.74KNew |
$165K - $257K
|
3.74K
$229K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-283- 77.75% |
$12.5K - $19.4K
|
81
$4.97K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
191K+ 901.61% |
$8.43M - $13.1M
|
212K
$13M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14.8K+ 7.27% |
$653K - $1.01M
|
218K
$13.4M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.32K+ 4.55% |
$58.2K - $90.4K
|
30.3K
$1.86M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-2.55K- 17.57% |
$113K - $175K
|
12K
$733K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
150+ 61.98% |
$6.63K - $10.3K
|
392
$24K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
58.5K+ 388.26% |
$2.59M - $4.02M
|
73.6K
$4.51M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-118- 0.69% |
$5.22K - $8.1K
|
17.1K
$1.05M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
103K+ 888.67% |
$4.57M - $7.09M
|
115K
$7.05M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.26K- 41.9% |
$188K - $292K
|
5.91K
$362K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-95- 11.39% |
$4.2K - $6.52K
|
739
$45.3K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
7.5KNew |
$332K - $515K
|
7.5K
$460K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-11K- 35.73% |
$486K - $755K
|
19.8K
$1.21M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.8KNew |
$566K - $878K
|
12.8K
$785K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.45K- 12.15% |
$63.9K - $99.3K
|
10.5K
$641K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
21.8KNew |
$964K - $1.5M
|
21.8K
$1.34M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.4K- 20.44% |
$460K - $714K
|
40.5K
$2.48M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
195New |
$8.62K - $13.4K
|
195
$12K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.48K- 15.55% |
$65.3K - $101K
|
8.02K
$492K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-21.5K- 8.61% |
$950K - $1.47M
|
228K
$14M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.9K- 13.39% |
$483K - $750K
|
70.6K
$4.33M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-101K- 1.2% |
$4.46M - $6.92M
|
8.32M
$511M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-117- 0.84% |
$5.17K - $8.03K
|
13.8K
$849K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.39KNew |
$194K - $301K
|
4.39K
$269K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.38K- 3.29% |
$61.1K - $94.8K
|
40.7K
$2.49M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
179K+ 560.41% |
$7.94M - $12.3M
|
211K
$13M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.27K+ 12.94% |
$100K - $156K
|
19.8K
$1.21M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
91New |
$4.02K - $6.25K
|
91
$5.58K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-35- 11.9% |
$1.55K - $2.4K
|
259
$15.9K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 0.86% |
$486 - $755
|
1.29K
$78.9K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
28New |
$1.24K - $1.92K
|
28
$1.72K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25K- 29.52% |
$1.11M - $1.72M
|
59.8K
$3.67M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-60- 8.49% |
$2.65K - $4.12K
|
647
$39.7K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-737K- 7.42% |
$32.6M - $50.6M
|
9.19M
$564M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
465KNew |
$20.6M - $31.9M
|
465K
$28.5M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
7.25KNew |
$320K - $497K
|
7.25K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.77K- 25.89% |
$78.1K - $121K
|
5.06K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
62.4KNew |
$2.76M - $4.28M
|
62.4K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-19.6K- 9.84% |
$867K - $1.35M
|
180K
$11M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.1K- 1.41% |
$48.7K - $75.6K
|
76.9K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-255K- 13.03% |
$11.3M - $17.5M
|
1.7M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
35K+ 30.47% |
$1.55M - $2.4M
|
150K
$9.19M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
14KNew |
$618K - $960K
|
14K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.21K+ 24.9% |
$53.4K - $82.8K
|
6.06K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
18+ 0.03% |
$796 - $1.24K
|
65.2K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15K+ 17.51% |
$663K - $1.03M
|
101K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.28M- 67.76% |
$145M - $225M
|
1.56M
$95.9M
|
|
|
May 15, 2025
Q1 2025
|
Integral Health Asset Management, LLC
|
SELL
|
- |
-300K- 60.0% |
$13.3M - $20.6M
|
200K
$12.3M
|