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 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.15K- 14.9% |
$95K - $147K
|
12.3K
$786K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
588+ 3.68% |
$26K - $40.4K
|
16.6K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-174- 3.03% |
$7.69K - $11.9K
|
5.57K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2.25K+ 27.91% |
$99.5K - $155K
|
10.3K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-16- 0.65% |
$708 - $1.1K
|
2.44K
$156K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
575+ 1.3% |
$25.4K - $39.5K
|
44.8K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
969K+ 0.83% |
$42.9M - $66.5M
|
118M
$7.58B
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-133- 0.87% |
$5.88K - $9.13K
|
15.1K
$967K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
172+ 33.73% |
$7.61K - $11.8K
|
682
$43.7K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.7KNew |
$164K - $254K
|
3.7K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.36KNew |
$148K - $230K
|
3.36K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
13+ 1.18% |
$575 - $892
|
1.11K
$71.3K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2K- 7.7% |
$88.4K - $137K
|
23.9K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-817K- 18.66% |
$36.1M - $56.1M
|
3.56M
$228M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-81K- 2.7% |
$3.58M - $5.56M
|
2.92M
$187M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-9- 0.03% |
$398 - $618
|
32.4K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
729K+ 5.64% |
$32.2M - $50M
|
13.6M
$874M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.44K+ 4.69% |
$240K - $373K
|
121K
$7.78M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
133KNew |
$5.89M - $9.15M
|
133K
$8.53M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-41- 0.28% |
$1.81K - $2.81K
|
14.4K
$923K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-300- 12.09% |
$13.3K - $20.6K
|
2.18K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-2.33K- 37.53% |
$103K - $160K
|
3.87K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.49K- 22.01% |
$65.8K - $102K
|
5.27K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-8.39K- 12.45% |
$371K - $576K
|
59K
$3.78M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.87KNew |
$127K - $197K
|
2.87K
$184K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13.5K- 57.48% |
$599K - $929K
|
10K
$641K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.14K- 53.88% |
$227K - $353K
|
4.4K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.79K+ 26.8% |
$433K - $672K
|
46.3K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.91K+ 3.06% |
$173K - $268K
|
132K
$8.44M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-279- 1.16% |
$12.3K - $19.2K
|
23.8K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-8.63K- 12.09% |
$382K - $592K
|
62.7K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-4.44K- 50.48% |
$196K - $305K
|
4.36K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-9.59K- 45.88% |
$424K - $659K
|
11.3K
$725K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
4.88KNew |
$216K - $335K
|
4.88K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 0.69% |
$1.55K - $2.4K
|
5.1K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3K+ 33.65% |
$455K - $707K
|
40.9K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
605+ 11.69% |
$26.8K - $41.5K
|
5.78K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
3.18KNew |
$140K - $218K
|
3.18K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.33K- 16.14% |
$236K - $366K
|
27.7K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
70.4K+ 197.12% |
$3.11M - $4.83M
|
106K
$6.8M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
130+ 0.31% |
$5.75K - $8.92K
|
42K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
488+ 3.52% |
$21.6K - $33.5K
|
14.3K
$918K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-459- 2.59% |
$20.3K - $31.5K
|
17.2K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
8.76K+ 3.88% |
$387K - $601K
|
235K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.54K- 48.14% |
$156K - $243K
|
3.81K
$244K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
14.2KNew |
$630K - $977K
|
14.2K
$912K
|
|
|
May 08, 2025
Q1 2025
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-12.5K- 27.53% |
$552K - $857K
|
32.9K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.6K- 27.36% |
$115K - $178K
|
6.9K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.63K- 7.15% |
$71.9K - $112K
|
21.1K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-187- 0.11% |
$8.27K - $12.8K
|
168K
$10.8M
|