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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 1.62% |
$66K - $77.2K
|
66.7K
$3.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-748- 15.04% |
$44.9K - $52.5K
|
4.23K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
25.4KNew |
$1.52M - $1.78M
|
25.4K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
13.3KNew |
$798K - $933K
|
13.3K
$781K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 10.2% |
$300 - $351
|
54
$3.17K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.75KNew |
$225K - $263K
|
3.75K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-40- 9.66% |
$2.4K - $2.81K
|
374
$22K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-15- 0.16% |
$901 - $1.05K
|
9.36K
$550K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.78K- 20.07% |
$107K - $125K
|
7.09K
$416K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-3K- 6.69% |
$180K - $211K
|
41.9K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-79- 0.63% |
$4.74K - $5.54K
|
12.5K
$737K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.67K+ 8.22% |
$460K - $538K
|
101K
$5.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
10KNew |
$600K - $702K
|
10K
$588K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.69K- 11.53% |
$102K - $119K
|
13K
$763K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.89K+ 3.21% |
$114K - $133K
|
60.9K
$3.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
6.28KNew |
$377K - $441K
|
6.28K
$369K
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
6.78KNew |
$407K - $476K
|
6.78K
$399K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-6.75K- 59.9% |
$405K - $474K
|
4.52K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.07K- 23.79% |
$64.5K - $75.4K
|
3.44K
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
11.1KNew |
$664K - $776K
|
11.1K
$650K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-6.25K- 36.2% |
$375K - $439K
|
11K
$647K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
105+ 0.35% |
$6.3K - $7.37K
|
30.1K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11.1K- 5.63% |
$664K - $776K
|
185K
$10.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-55- 0.44% |
$3.3K - $3.86K
|
12.3K
$724K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-528- 4.03% |
$31.7K - $37.1K
|
12.6K
$739K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.79KNew |
$468K - $547K
|
7.79K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-55- 1.38% |
$3.3K - $3.86K
|
3.92K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.88K- 2.08% |
$113K - $132K
|
88.3K
$5.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-325- 3.74% |
$19.5K - $22.8K
|
8.37K
$492K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
14+ 15.38% |
$841 - $983
|
105
$6.17K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
20.8KNew |
$1.25M - $1.46M
|
20.8K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-33K- 30.0% |
$1.98M - $2.32M
|
77K
$4.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-4.65K- 5.87% |
$279K - $326K
|
74.5K
$4.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-858- 20.66% |
$51.5K - $60.2K
|
3.29K
$194K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
180+ 1.72% |
$10.8K - $12.6K
|
10.7K
$626K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
53+ 1.72% |
$3.18K - $3.72K
|
3.13K
$184K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-102- 1.02% |
$6.12K - $7.16K
|
9.88K
$581K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 176.47% |
$1.8K - $2.11K
|
47
$2.76K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
43+ 1.44% |
$2.58K - $3.02K
|
3.04K
$178K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
112+ 0.75% |
$6.72K - $7.86K
|
15K
$881K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-288- 1.37% |
$17.3K - $20.2K
|
20.8K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.88% |
$120 - $140
|
229
$13.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.27K- 5.72% |
$136K - $159K
|
37.4K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.94K- 49.14% |
$237K - $277K
|
4.08K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-286- 11.57% |
$17.2K - $20.1K
|
2.19K
$128K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-397- 4.09% |
$23.8K - $27.9K
|
9.32K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 27.66% |
$12K - $14K
|
523
$30.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
552+ 14.59% |
$33.1K - $38.7K
|
4.34K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.4KNew |
$504K - $589K
|
8.4K
$493K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
45K+ 15.11% |
$2.7M - $3.16M
|
343K
$20.1M
|