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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.74K- 22.14% |
$431K - $668K
|
34.2K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-641- 7.59% |
$28.3K - $44K
|
7.81K
$497K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-475- 0.7% |
$21K - $32.6K
|
67.6K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
218K+ 1111.28% |
$9.63M - $14.9M
|
237K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
425+ 2.32% |
$18.8K - $29.2K
|
18.7K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
BUY
|
- |
79K+ 20.55% |
$3.49M - $5.42M
|
463K
$29.5M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-765- 2.25% |
$33.8K - $52.5K
|
33.3K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
54.3KNew |
$2.4M - $3.73M
|
54.3K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
3.12KNew |
$138K - $214K
|
3.12K
$199K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
388+ 0.61% |
$17.2K - $26.6K
|
64.3K
$4.09M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-269- 2.46% |
$11.9K - $18.5K
|
10.7K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-945- 7.83% |
$41.8K - $64.9K
|
11.1K
$707K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-16.6K- 99.93% |
$736K - $1.14M
|
11
$700
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.9K+ 25.7% |
$1.45M - $2.26M
|
161K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.18KNew |
$141K - $218K
|
3.18K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.2K+ 8.21% |
$1.16M - $1.8M
|
345K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-130K- 66.93% |
$5.75M - $8.93M
|
64.3K
$4.09M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-303- 1.37% |
$13.4K - $20.8K
|
21.8K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.45KNew |
$153K - $237K
|
3.45K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-492- 1.33% |
$21.8K - $33.8K
|
36.5K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.99K+ 11.29% |
$309K - $480K
|
68.9K
$4.38M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
148K+ 38.24% |
$6.53M - $10.1M
|
534K
$33.9M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.75K+ 41666.67% |
$166K - $257K
|
3.76K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-23K- 4.07% |
$1.02M - $1.58M
|
543K
$34.5M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
BUY
|
- |
920+ 3.38% |
$40.7K - $63.1K
|
28.1K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-549- 2.12% |
$24.3K - $37.7K
|
25.4K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-640- 6.9% |
$28.3K - $43.9K
|
8.63K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
560+ 0.63% |
$24.8K - $38.4K
|
90K
$5.72M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
9.65K+ 9.67% |
$427K - $663K
|
110K
$6.96M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-807- 2.53% |
$35.7K - $55.4K
|
31.1K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-938- 17.19% |
$41.5K - $64.4K
|
4.52K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.18KNew |
$141K - $219K
|
3.18K
$203K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.63KNew |
$160K - $249K
|
3.63K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
305+ 2.51% |
$13.5K - $20.9K
|
12.5K
$794K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.84K- 46.5% |
$258K - $401K
|
6.72K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-486K- 37.84% |
$21.5M - $33.4M
|
799K
$50.8M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
7.73K+ 166.79% |
$342K - $531K
|
12.4K
$787K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.84K+ 5.05% |
$81.3K - $126K
|
38.3K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-286- 0.12% |
$12.6K - $19.6K
|
237K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-1.25K- 10.11% |
$55.1K - $85.6K
|
11.1K
$705K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.07K+ 2.25% |
$47.1K - $73.2K
|
48.4K
$3.08M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.54KNew |
$157K - $243K
|
3.54K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
653+ 3.37% |
$28.9K - $44.8K
|
20K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-410- 21.28% |
$18.1K - $28.1K
|
1.52K
$96.5K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.66K+ 93.93% |
$250K - $389K
|
11.7K
$743K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.3KNew |
$1.03M - $1.6M
|
23.3K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.42K- 7.03% |
$107K - $166K
|
32K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
180+ 39.39% |
$7.96K - $12.4K
|
637
$40.5K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.69K- 5.5% |
$163K - $253K
|
63.5K
$4.04M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-128- 1.1% |
$5.66K - $8.79K
|
11.5K
$732K
|