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 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
908K+ 3.36% |
$40.1M - $62.3M
|
28M
$1.64B
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
32.4K+ 19.36% |
$1.43M - $2.22M
|
200K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-41.9K- 67.07% |
$1.85M - $2.87M
|
20.6K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.21K- 3.3% |
$97.6K - $151K
|
64.7K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.51K- 0.53% |
$111K - $172K
|
475K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
38.5K+ 4.67% |
$1.7M - $2.64M
|
862K
$50.6M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.27K- 7.76% |
$56.1K - $87.1K
|
15.1K
$886K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.19KNew |
$141K - $219K
|
3.19K
$187K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.6% |
$310 - $480
|
1.18K
$69.1K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-535- 10.83% |
$23.7K - $36.7K
|
4.4K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.74K+ 5.24% |
$121K - $188K
|
55.1K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 17.99% |
$174K - $271K
|
18K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.41K- 30.1% |
$62.4K - $96.9K
|
3.28K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.49K- 2.4% |
$65.9K - $102K
|
60.6K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
101+ 2.2% |
$4.47K - $6.93K
|
4.69K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.58K- 0.72% |
$69.7K - $108K
|
218K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.15K- 28.03% |
$95.1K - $148K
|
5.52K
$324K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-332K- 13.09% |
$14.7M - $22.8M
|
2.2M
$130M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 0.6% |
$2.21K - $3.43K
|
8.35K
$491K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26.1K+ 94.04% |
$1.15M - $1.79M
|
53.9K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-894- 15.14% |
$39.5K - $61.4K
|
5.01K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-366- 42.86% |
$16.2K - $25.1K
|
488
$28.7K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 17.22% |
$194K - $301K
|
21.1K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
403KNew |
$17.8M - $27.7M
|
403K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-611- 5.61% |
$27K - $41.9K
|
10.3K
$604K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-275- 5.37% |
$12.2K - $18.9K
|
4.85K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
473K+ 18.29% |
$20.9M - $32.5M
|
3.06M
$180M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-137- 68.5% |
$6.06K - $9.4K
|
63
$3.7K
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
BUY
|
- |
749+ 0.26% |
$33.1K - $51.4K
|
293K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 31.4% |
$165K - $255K
|
8.13K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
11.1K+ 120.65% |
$491K - $762K
|
20.3K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
412+ 3.43% |
$18.2K - $28.3K
|
12.4K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.51M- 15.22% |
$66.7M - $104M
|
8.41M
$494M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-79K- 28.1% |
$3.49M - $5.42M
|
202K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-703- 13.82% |
$31.1K - $48.3K
|
4.38K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.76K- 28.5% |
$122K - $189K
|
6.92K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
64K+ 0.51% |
$2.83M - $4.39M
|
12.6M
$738M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.17KNew |
$140K - $218K
|
3.17K
$186K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.67K+ 373.75% |
$162K - $252K
|
4.66K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-499- 10.15% |
$22.1K - $34.3K
|
4.42K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
706+ 5.01% |
$31.2K - $48.5K
|
14.8K
$870K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-349K- 61.04% |
$15.4M - $24M
|
223K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
339K+ 38.27% |
$15M - $23.3M
|
1.23M
$72M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-28- 8.54% |
$1.24K - $1.92K
|
300
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Srb Corp
Boston, MA |
SELL
|
- |
-453K- 40.0% |
$20M - $31.1M
|
679K
$39.9M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.22KNew |
$142K - $221K
|
3.22K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
92.7K+ 12.36% |
$4.1M - $6.36M
|
843K
$49.5M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-204- 11.76% |
$9.02K - $14K
|
1.53K
$89.9K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.93K+ 8.38% |
$218K - $338K
|
63.7K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
3.59K+ 30.94% |
$159K - $246K
|
15.2K
$892K
|