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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-176K- 86.57% |
$10.6M - $12.4M
|
27.3K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
37.7K+ 0.33% |
$2.27M - $2.65M
|
11.6M
$851M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.1K- 67.77% |
$604K - $705K
|
4.78K
$351K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 13.31% |
$65.8K - $76.9K
|
9.33K
$686K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.23KNew |
$194K - $226K
|
3.23K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-715- 6.55% |
$42.9K - $50.2K
|
10.2K
$749K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
21.9K+ 7.6% |
$1.32M - $1.54M
|
310K
$22.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.9K+ 90.86% |
$354K - $414K
|
12.4K
$910K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.97K- 4.96% |
$479K - $559K
|
153K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-150- 1.17% |
$9.01K - $10.5K
|
12.7K
$933K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
52+ 94.55% |
$3.12K - $3.65K
|
107
$7.86K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.3K+ 4.73% |
$980K - $1.15M
|
361K
$26.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-55.6K- 15.34% |
$3.34M - $3.9M
|
307K
$22.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.1K- 19.35% |
$2.71M - $3.16M
|
188K
$13.8M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
315+ 48.02% |
$18.9K - $22.1K
|
971
$71.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.94KNew |
$176K - $206K
|
2.94K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
39+ 3.04% |
$2.34K - $2.74K
|
1.32K
$97.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
455+ 1.9% |
$27.3K - $31.9K
|
24.4K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
17.1K+ 42.32% |
$1.03M - $1.2M
|
57.6K
$4.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.5K+ 15.36% |
$270K - $316K
|
33.8K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.21K- 8.09% |
$133K - $155K
|
25.1K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-200- 9.17% |
$12K - $14K
|
1.98K
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.12KNew |
$247K - $289K
|
4.12K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
3.38KNew |
$203K - $237K
|
3.38K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66+ 2.98% |
$3.96K - $4.63K
|
2.28K
$167K
|
|
|
Aug 08, 2025
Q2 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-105- 0.01% |
$6.3K - $7.37K
|
1.11M
$81.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
10.5KNew |
$631K - $738K
|
10.5K
$772K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-218- 6.53% |
$13.1K - $15.3K
|
3.12K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
487+ 1.29% |
$29.2K - $34.2K
|
38.3K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
253+ 55.6% |
$15.2K - $17.8K
|
708
$52K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
433+ 20.18% |
$26K - $30.4K
|
2.58K
$189K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
178K+ 7.97% |
$10.7M - $12.5M
|
2.42M
$178M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
152K+ 19.19% |
$9.12M - $10.7M
|
943K
$69.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
657+ 3.75% |
$39.4K - $46.1K
|
18.2K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
23.9KNew |
$1.44M - $1.68M
|
23.9K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-10.1K- 8.79% |
$606K - $709K
|
105K
$7.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-803- 19.0% |
$48.2K - $56.4K
|
3.42K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1K- 16.91% |
$60K - $70.2K
|
4.91K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
85.9KNew |
$5.16M - $6.03M
|
85.9K
$6.31M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
491+ 4.43% |
$29.5K - $34.5K
|
11.6K
$851K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
6KNew |
$360K - $421K
|
6K
$441K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.89K+ 4.94% |
$113K - $133K
|
40.2K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-506- 1.37% |
$30.4K - $35.5K
|
36.4K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.35K+ 2.78% |
$80.8K - $94.4K
|
49.7K
$3.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.49KNew |
$329K - $385K
|
5.49K
$403K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.57KNew |
$214K - $251K
|
3.57K
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
578+ 15.04% |
$34.7K - $40.6K
|
4.42K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
18+ 0.09% |
$1.08K - $1.26K
|
19.4K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
240+ 2.08% |
$14.4K - $16.8K
|
11.8K
$867K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
100+ 2.46% |
$6K - $7.02K
|
4.17K
$307K
|