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 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-4- 1.82% |
$177 - $275
|
216
$13.7K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.6KNew |
$159K - $247K
|
3.6K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-34.4K- 10.82% |
$1.52M - $2.36M
|
284K
$18M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
846+ 1.61% |
$37.4K - $58.1K
|
53.4K
$3.4M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
224New |
$9.91K - $15.4K
|
224
$14.2K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
279+ 3.51% |
$12.3K - $19.2K
|
8.24K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
4.04KNew |
$179K - $277K
|
4.04K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-14.2K- 46.78% |
$628K - $974K
|
16.2K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
25.1KNew |
$1.11M - $1.73M
|
25.1K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 11.34% |
$5.41M - $8.4M
|
1.2M
$76.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
12.3KNew |
$544K - $844K
|
12.3K
$782K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.58KNew |
$202K - $314K
|
4.58K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.43KNew |
$152K - $236K
|
3.43K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$200K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-1.53K- 26.88% |
$67.5K - $105K
|
4.15K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-210- 33.55% |
$9.29K - $14.4K
|
416
$26.5K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
1K+ 5.69% |
$44.3K - $68.8K
|
18.6K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-629- 1.6% |
$27.8K - $43.2K
|
38.8K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-23.3K- 98.52% |
$1.03M - $1.6M
|
350
$22.3K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
13.5K+ 32.09% |
$599K - $930K
|
55.8K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
12.5KNew |
$551K - $855K
|
12.5K
$792K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
320+ 0.47% |
$14.2K - $22K
|
68.6K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-168K- 20.4% |
$7.41M - $11.5M
|
654K
$41.6M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.97KNew |
$131K - $204K
|
2.97K
$189K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
983+ 2.97% |
$43.5K - $67.5K
|
34.1K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-720- 0.95% |
$31.8K - $49.4K
|
74.8K
$4.76M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.07KNew |
$180K - $279K
|
4.07K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.4KNew |
$151K - $234K
|
3.4K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
5.51K+ 29.91% |
$244K - $378K
|
23.9K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
41.4K+ 11769.89% |
$1.83M - $2.84M
|
41.8K
$2.66M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-7.6K- 2.0% |
$336K - $522K
|
372K
$23.7M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.76K+ 22.87% |
$166K - $258K
|
20.2K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.99% |
$133 - $206
|
307
$19.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
89New |
$3.94K - $6.11K
|
89
$5.66K
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-6.3K- 0.67% |
$278K - $432K
|
936K
$59.6M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-202- 3.09% |
$8.93K - $13.9K
|
6.33K
$403K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
14.3KNew |
$634K - $984K
|
14.3K
$912K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
31.5KNew |
$1.39M - $2.16M
|
31.5K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.92K- 9.1% |
$262K - $406K
|
59.1K
$3.76M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.63K+ 1.38% |
$426K - $661K
|
708K
$45.1M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.35K+ 242.45% |
$59.6K - $92.5K
|
1.9K
$121K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-15.3K- 49.62% |
$678K - $1.05M
|
15.6K
$990K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-447- 47.65% |
$19.8K - $30.7K
|
491
$31.2K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.53KNew |
$156K - $242K
|
3.53K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-76.1K- 14.13% |
$3.37M - $5.22M
|
462K
$29.4M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-2.82K- 24.13% |
$125K - $194K
|
8.87K
$564K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.55KNew |
$157K - $244K
|
3.55K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-1.76K- 31.06% |
$77.7K - $121K
|
3.9K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
5.1KNew |
$226K - $350K
|
5.1K
$324K
|