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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.84K+ 8.61% |
$81.5K - $127K
|
23.3K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.89K- 13.35% |
$83.6K - $130K
|
12.3K
$780K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.92K+ 28.29% |
$84.7K - $132K
|
8.69K
$553K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
4.02KNew |
$178K - $276K
|
4.02K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.34K- 0.26% |
$103K - $160K
|
881K
$56M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-6.7K- 13.11% |
$296K - $460K
|
44.4K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.86K+ 4.14% |
$171K - $265K
|
97.1K
$6.18M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-43- 6.15% |
$1.9K - $2.95K
|
656
$41.7K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 80.0% |
$177 - $275
|
9
$572
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
105K+ 1397.66% |
$4.65M - $7.22M
|
113K
$7.17M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-281- 16.16% |
$12.4K - $19.3K
|
1.46K
$92.7K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
510+ 12.95% |
$22.6K - $35K
|
4.45K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-399- 31.07% |
$17.6K - $27.4K
|
885
$56.3K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.75K+ 28.74% |
$77.2K - $120K
|
7.82K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-196- 3.6% |
$8.67K - $13.5K
|
5.25K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.46KNew |
$153K - $238K
|
3.46K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-157K- 85.21% |
$6.96M - $10.8M
|
27.3K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
174+ 1.03% |
$7.69K - $11.9K
|
17.1K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.35K- 25.09% |
$192K - $299K
|
13K
$826K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.23K- 8.1% |
$54.3K - $84.2K
|
13.9K
$885K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
100+ 1.03% |
$4.42K - $6.86K
|
9.81K
$624K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.21K+ 5.34% |
$53.6K - $83.2K
|
23.9K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-81- 8.39% |
$3.58K - $5.56K
|
885
$56.3K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.75K- 57.84% |
$121K - $189K
|
2K
$127K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.23K- 5.48% |
$98.8K - $153K
|
38.5K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
29.7KNew |
$1.31M - $2.04M
|
29.7K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-74.2K- 99.44% |
$3.28M - $5.09M
|
420
$26.7K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
101K+ 86.84% |
$4.45M - $6.9M
|
216K
$13.8M
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-55.1K- 48.85% |
$2.43M - $3.78M
|
57.6K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.25KNew |
$321K - $498K
|
7.25K
$461K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
180KNew |
$7.98M - $12.4M
|
180K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.14K+ 38.22% |
$50.5K - $78.3K
|
4.13K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-416- 6.75% |
$18.4K - $28.6K
|
5.75K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
181+ 1.25% |
$8K - $12.4K
|
14.7K
$934K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 4.14% |
$56.2K - $87.2K
|
29.4K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.28K- 3.58% |
$101K - $156K
|
61.2K
$3.89M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-40.6K- 3.82% |
$1.79M - $2.79M
|
1.02M
$64.9M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-141- 30.85% |
$6.24K - $9.68K
|
316
$20.1K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
3.12KNew |
$138K - $214K
|
3.12K
$198K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.44KNew |
$241K - $374K
|
5.44K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-477- 0.34% |
$21.1K - $32.7K
|
142K
$9.02M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.79KNew |
$168K - $260K
|
3.79K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-7.13K- 17.75% |
$315K - $490K
|
33K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.41KNew |
$151K - $234K
|
3.41K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.04KNew |
$134K - $208K
|
3.04K
$193K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-975- 10.28% |
$43.1K - $66.9K
|
8.51K
$541K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
4.81K+ 92.75% |
$213K - $330K
|
10K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
89+ 1.14% |
$3.94K - $6.11K
|
7.89K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.17KNew |
$185K - $286K
|
4.17K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-762- 7.67% |
$33.7K - $52.3K
|
9.18K
$584K
|