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 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
371+ 9.23% |
$22.3K - $26K
|
4.39K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
496+ 11.49% |
$29.8K - $34.8K
|
4.81K
$353K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
114K+ 87.08% |
$6.84M - $7.99M
|
245K
$18M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
725+ 6.28% |
$43.5K - $50.9K
|
12.3K
$901K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
927+ 318.56% |
$55.7K - $65.1K
|
1.22K
$89.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
53.6K+ 1217.15% |
$3.22M - $3.76M
|
58K
$4.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-50.9K- 47.93% |
$3.05M - $3.57M
|
55.3K
$4.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-1.16K- 2.77% |
$69.9K - $81.7K
|
40.8K
$3M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
10+ 25.64% |
$600 - $702
|
49
$3.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-250- 5.46% |
$15K - $17.5K
|
4.33K
$318K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-4.31K- 5.61% |
$259K - $303K
|
72.5K
$5.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-2.22K- 35.84% |
$133K - $156K
|
3.97K
$292K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-1.6K- 50.09% |
$96.1K - $112K
|
1.59K
$117K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.2K- 2.18% |
$72.2K - $84.4K
|
53.9K
$3.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.73K+ 7.85% |
$104K - $121K
|
23.7K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.09K+ 48.87% |
$126K - $147K
|
6.37K
$468K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
187+ 301.61% |
$11.2K - $13.1K
|
249
$18.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-40- 0.26% |
$2.4K - $2.81K
|
15.1K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-667- 61.53% |
$40K - $46.8K
|
417
$30.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
38New |
$2.28K - $2.67K
|
38
$2.79K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.56K- 19.01% |
$214K - $250K
|
15.2K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
208K+ 607.48% |
$12.5M - $14.6M
|
242K
$17.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-360- 0.48% |
$21.6K - $25.3K
|
74.4K
$5.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-936- 6.45% |
$56.2K - $65.7K
|
13.6K
$997K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
250+ 7.04% |
$15K - $17.5K
|
3.8K
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 4.24% |
$420 - $491
|
172
$12.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-4.4K- 7.9% |
$264K - $309K
|
51.4K
$3.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-274- 90.73% |
$16.5K - $19.2K
|
28
$2.06K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-274- 90.73% |
$16.5K - $19.2K
|
28
$2.06K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
123+ 2.41% |
$7.38K - $8.63K
|
5.23K
$384K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
141K+ 125.29% |
$8.48M - $9.91M
|
254K
$18.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.15K- 6.73% |
$69.1K - $80.8K
|
16K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.66KNew |
$280K - $327K
|
4.66K
$342K
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-12.4K- 7.68% |
$745K - $871K
|
149K
$11M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
34.2K+ 168.44% |
$2.05M - $2.4M
|
54.5K
$4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
143+ 3.74% |
$8.59K - $10K
|
3.97K
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
242+ 0.23% |
$14.5K - $17K
|
103K
$7.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.53K- 5.23% |
$91.6K - $107K
|
27.6K
$2.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-600- 10.06% |
$36K - $42.1K
|
5.37K
$394K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-16.4K- 4.0% |
$985K - $1.15M
|
393K
$28.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-399- 95.0% |
$24K - $28K
|
21
$1.54K
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-940- 8.83% |
$56.4K - $66K
|
9.7K
$713K
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
116+ 0.11% |
$6.96K - $8.14K
|
102K
$7.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.79K- 29.76% |
$287K - $336K
|
11.3K
$830K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
668+ 2.51% |
$40.1K - $46.9K
|
27.3K
$2M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-986- 9.56% |
$59.2K - $69.2K
|
9.33K
$686K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-405- 54.07% |
$24.3K - $28.4K
|
344
$25.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
254+ 7.47% |
$15.3K - $17.8K
|
3.65K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.14K- 6.83% |
$68.4K - $79.9K
|
15.5K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-869- 1.76% |
$52.2K - $61K
|
48.5K
$3.56M
|