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 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
126KNew |
$5.58M - $8.66M
|
126K
$8.08M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
42.3KNew |
$1.87M - $2.9M
|
42.3K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.14KNew |
$183K - $284K
|
4.14K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-5.53K- 40.21% |
$244K - $379K
|
8.22K
$526K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-921- 5.88% |
$40.7K - $63.2K
|
14.7K
$943K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.91K- 6.38% |
$129K - $200K
|
42.7K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
14.6K+ 2.57% |
$646K - $1M
|
584K
$37.4M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.84KNew |
$170K - $264K
|
3.84K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.19K+ 13.65% |
$141K - $219K
|
26.6K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.92K- 13.86% |
$173K - $269K
|
24.4K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-2.47K- 0.22% |
$109K - $170K
|
1.11M
$71.2M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
526K+ 93.11% |
$23.3M - $36.1M
|
1.09M
$69.9M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.77K+ 62.96% |
$211K - $327K
|
12.3K
$790K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.23KNew |
$187K - $290K
|
4.23K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.62K- 35.44% |
$337K - $523K
|
13.9K
$888K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.28K- 39.85% |
$145K - $225K
|
4.95K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
586+ 14.26% |
$25.9K - $40.2K
|
4.69K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 66.26% |
$55.1K - $85.6K
|
635
$40.7K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.39KNew |
$150K - $232K
|
3.39K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 3.68% |
$2.12K - $3.29K
|
1.26K
$80.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
461+ 8.51% |
$20.4K - $31.6K
|
5.88K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-2.6K- 4.36% |
$115K - $178K
|
57.1K
$3.66M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-125K- 73.29% |
$5.52M - $8.56M
|
45.4K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-791- 1.02% |
$35K - $54.3K
|
76.8K
$4.92M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.7K+ 10.41% |
$75.3K - $117K
|
18.1K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.74K- 46.73% |
$387K - $600K
|
9.97K
$638K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2K- 32.6% |
$88.4K - $137K
|
4.14K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.16K- 1.13% |
$51.3K - $79.7K
|
102K
$6.53M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8.86K- 12.14% |
$392K - $608K
|
64.1K
$4.11M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.82K- 27.29% |
$213K - $331K
|
12.9K
$823K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 6.23% |
$577K - $895K
|
196K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-874- 25.57% |
$38.6K - $60K
|
2.54K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-700- 2.91% |
$31K - $48K
|
23.3K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
900+ 10.94% |
$39.8K - $61.8K
|
9.13K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.64K- 8.97% |
$161K - $250K
|
37K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.85K- 5.97% |
$81.9K - $127K
|
29.2K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
133+ 20.46% |
$5.88K - $9.13K
|
783
$50.1K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-2.83K- 5.43% |
$125K - $194K
|
49.3K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
30.4K+ 409.74% |
$1.34M - $2.09M
|
37.8K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-19.2K- 16.07% |
$848K - $1.32M
|
100K
$6.41M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-357K- 6.61% |
$15.8M - $24.5M
|
5.05M
$323M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-401- 51.94% |
$17.7K - $27.5K
|
371
$23.8K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-233K- 47.89% |
$10.3M - $16M
|
253K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
311K+ 122.45% |
$13.8M - $21.4M
|
565K
$36.2M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
2.88K+ 12.45% |
$127K - $198K
|
26K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.97KNew |
$176K - $272K
|
3.97K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4.19K- 11.31% |
$185K - $288K
|
32.9K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
39New |
$1.72K - $2.68K
|
39
$2.5K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.9K+ 64.23% |
$569K - $883K
|
32.9K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-134- 2.5% |
$5.93K - $9.2K
|
5.24K
$335K
|