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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
53+ 0.86% |
$3.18K - $3.72K
|
6.23K
$366K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.52K- 60.5% |
$331K - $387K
|
3.6K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.18K- 5.01% |
$70.8K - $82.8K
|
22.4K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.77K+ 20.65% |
$166K - $194K
|
16.2K
$951K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
21.5K+ 16.61% |
$1.29M - $1.51M
|
151K
$8.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-358- 48.97% |
$21.5K - $25.1K
|
373
$21.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.63K- 18.4% |
$97.8K - $114K
|
7.22K
$424K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
7.7K+ 184.39% |
$462K - $541K
|
11.9K
$698K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
622+ 6.82% |
$37.3K - $43.7K
|
9.75K
$573K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
117+ 8.09% |
$7.02K - $8.21K
|
1.56K
$91.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.34K- 11.87% |
$80.6K - $94.3K
|
9.97K
$586K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
10.8K+ 19.93% |
$648K - $758K
|
65K
$3.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-50- 13.85% |
$3K - $3.51K
|
311
$18.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
525+ 0.85% |
$31.5K - $36.8K
|
62.1K
$3.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-579- 1.91% |
$34.8K - $40.6K
|
29.8K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
89.1K+ 277.81% |
$5.35M - $6.25M
|
121K
$7.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-119- 11.66% |
$7.14K - $8.35K
|
902
$53K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
200+ 0.66% |
$12K - $14K
|
30.4K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
SELL
|
- |
-8.36K- 7.13% |
$502K - $587K
|
109K
$6.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
862+ 3.71% |
$51.8K - $60.5K
|
24.1K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-90- 3.45% |
$5.4K - $6.32K
|
2.52K
$148K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-249- 5.68% |
$14.9K - $17.5K
|
4.14K
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.23K- 18.11% |
$254K - $297K
|
19.1K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.17% |
$60 - $70.2
|
573
$33.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.3% |
$841 - $983
|
4.72K
$277K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-48- 0.46% |
$2.88K - $3.37K
|
10.4K
$609K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-16.9K- 11.87% |
$1.01M - $1.19M
|
125K
$7.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-290- 2.87% |
$17.4K - $20.4K
|
9.83K
$578K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
34.8K+ 3.04% |
$2.09M - $2.44M
|
1.18M
$69.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
459+ 10.63% |
$27.6K - $32.2K
|
4.78K
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-325- 3.94% |
$19.5K - $22.8K
|
7.93K
$466K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-538- 9.74% |
$32.3K - $37.8K
|
4.98K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-871- 2.45% |
$52.3K - $61.1K
|
34.6K
$2.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-31- 20.95% |
$1.86K - $2.18K
|
117
$6.87K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
27+ 0.49% |
$1.62K - $1.89K
|
5.51K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
98+ 14.37% |
$5.88K - $6.88K
|
780
$45.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-747- 2.13% |
$44.8K - $52.4K
|
34.3K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.71K- 13.59% |
$103K - $120K
|
10.9K
$639K
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
11+ 0.99% |
$660 - $772
|
1.13K
$66.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
75+ 1.64% |
$4.5K - $5.26K
|
4.64K
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.56K+ 9.73% |
$93.4K - $109K
|
17.5K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
87K+ 18.82% |
$5.22M - $6.11M
|
549K
$32.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2New |
$120 - $140
|
2
$118
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
875+ 4.73% |
$52.5K - $61.4K
|
19.4K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
56+ 0.48% |
$3.36K - $3.93K
|
11.7K
$686K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
15.5K+ 33.47% |
$930K - $1.09M
|
61.8K
$3.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
105+ 1.53% |
$6.3K - $7.37K
|
6.97K
$409K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-288- 24.26% |
$17.3K - $20.2K
|
899
$52.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-33- 4.47% |
$1.98K - $2.32K
|
706
$41.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-775- 19.73% |
$46.5K - $54.4K
|
3.15K
$185K
|