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 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 2.43% |
$1.06K - $1.65K
|
962
$61.6K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.42KNew |
$151K - $235K
|
3.42K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
44.1K+ 10.63% |
$1.95M - $3.03M
|
460K
$29.4M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-479K- 1.8% |
$21.2M - $32.9M
|
26.2M
$1.68B
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
7.36M+ 12.06% |
$325M - $505M
|
68.4M
$4.38B
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
32.4K+ 68.7% |
$1.43M - $2.22M
|
79.5K
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
16.2M+ 647.44% |
$717M - $1.11B
|
18.7M
$1.2B
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-190- 0.8% |
$8.4K - $13K
|
23.7K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-362K- 24.23% |
$16M - $24.9M
|
1.13M
$72.5M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
19.2KNew |
$851K - $1.32M
|
19.2K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
152+ 2.31% |
$6.72K - $10.4K
|
6.74K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
48+ 0.7% |
$2.12K - $3.29K
|
6.86K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.18K+ 14.61% |
$185K - $287K
|
32.8K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 1463.18% |
$699K - $1.09M
|
16.9K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-9.39K- 9.74% |
$415K - $644K
|
87K
$5.57M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-249- 2.03% |
$11K - $17.1K
|
12K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
156K+ 328.92% |
$6.88M - $10.7M
|
203K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-18.3K- 15.36% |
$810K - $1.26M
|
101K
$6.46M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-435- 2.63% |
$19.2K - $29.9K
|
16.1K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17New |
$752 - $1.17K
|
17
$1.09K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.08K- 6.06% |
$47.7K - $74K
|
16.7K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.63K- 2.13% |
$161K - $249K
|
167K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-769- 8.7% |
$34K - $52.8K
|
8.07K
$517K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-112- 0.28% |
$4.95K - $7.69K
|
40.5K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-125K- 27.35% |
$5.53M - $8.59M
|
332K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-780- 2.37% |
$34.5K - $53.5K
|
32.2K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-775- 6.63% |
$34.3K - $53.2K
|
10.9K
$699K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 1.4% |
$1.02K - $1.58K
|
1.62K
$104K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.58K+ 3.93% |
$114K - $177K
|
68.2K
$4.37M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.15K+ 4.09% |
$50.9K - $78.9K
|
29.3K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.8K- 15.2% |
$1.54M - $2.39M
|
194K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-543- 3.6% |
$24K - $37.3K
|
14.5K
$931K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.33K- 16.3% |
$58.9K - $91.4K
|
6.83K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-125- 21.19% |
$5.53K - $8.58K
|
465
$29.8K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
14.3K+ 3.31% |
$631K - $980K
|
445K
$28.5M
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.42K- 16.08% |
$107K - $166K
|
12.7K
$810K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.17KNew |
$140K - $218K
|
3.17K
$203K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-6.02K- 53.41% |
$266K - $413K
|
5.25K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-111- 7.12% |
$4.91K - $7.62K
|
1.45K
$92.7K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
296+ 4.78% |
$13.1K - $20.3K
|
6.49K
$416K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
20.3K+ 75.26% |
$898K - $1.39M
|
47.3K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.81K- 32.46% |
$79.9K - $124K
|
3.76K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-117K- 95.02% |
$5.18M - $8.04M
|
6.15K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.4K+ 11.62% |
$590K - $916K
|
128K
$8.21M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.38M+ 13.17% |
$105M - $163M
|
20.4M
$1.31B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
3.02MNew |
$133M - $207M
|
3.02M
$193M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-162- 44.75% |
$7.16K - $11.1K
|
200
$12.8K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
572New |
$25.3K - $39.3K
|
572
$36.6K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.31KNew |
$146K - $227K
|
3.31K
$212K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.5K- 12.91% |
$1.66M - $2.57M
|
253K
$16.2M
|