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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-295- 24.16% |
$13K - $20.2K
|
926
$58.9K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-850- 6.6% |
$37.6K - $58.3K
|
12K
$765K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
2.88K+ 20.83% |
$127K - $197K
|
16.7K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-48.8K- 47.4% |
$2.16M - $3.35M
|
54.2K
$3.45M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.25K- 12.31% |
$99.5K - $155K
|
16K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$663 - $1.03K
|
15
$954
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.93M- 9.83% |
$85.3M - $132M
|
17.7M
$1.12B
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.19K- 11.84% |
$96.7K - $150K
|
16.3K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 7.73% |
$22.1K - $34.3K
|
5.97K
$380K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.1K- 48.03% |
$48.5K - $75.3K
|
1.19K
$75.5K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
1.58M+ 503.77% |
$70M - $109M
|
1.9M
$121M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-140- 63.06% |
$6.19K - $9.61K
|
82
$5.22K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.43K- 28.15% |
$63.3K - $98.2K
|
3.65K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
44+ 0.95% |
$1.95K - $3.02K
|
4.67K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.94K+ 55.38% |
$130K - $202K
|
8.26K
$525K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.97KNew |
$175K - $272K
|
3.97K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-5.13K- 60.72% |
$227K - $352K
|
3.32K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.14K- 26.97% |
$50.2K - $77.9K
|
3.07K
$196K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-200- 0.01% |
$8.84K - $13.7K
|
2.15M
$137M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.15K- 2.74% |
$183K - $285K
|
147K
$9.35M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.1KNew |
$137K - $212K
|
3.1K
$197K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
336+ 5.99% |
$14.9K - $23.1K
|
5.95K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
7.35K+ 2.03% |
$325K - $505K
|
369K
$23.5M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.15% |
$4.42K - $6.86K
|
67.8K
$4.31M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.26K- 7.63% |
$99.8K - $155K
|
27.3K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-329- 24.32% |
$14.5K - $22.6K
|
1.02K
$65.1K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4New |
$177 - $275
|
4
$254
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
63.1K+ 155.15% |
$2.79M - $4.33M
|
104K
$6.6M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.76K- 1.37% |
$77.8K - $121K
|
127K
$8.05M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
128New |
$5.66K - $8.79K
|
128
$8.14K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.99K+ 54.45% |
$221K - $342K
|
14.2K
$900K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
568+ 35.08% |
$25.1K - $39K
|
2.19K
$139K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.14% |
$486 - $755
|
7.99K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
30K+ 150.33% |
$1.33M - $2.06M
|
49.9K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-14- 0.11% |
$619 - $961
|
13.1K
$835K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-33- 1.0% |
$1.46K - $2.27K
|
3.28K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-883- 1.31% |
$39K - $60.6K
|
66.8K
$4.25M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-113- 14.11% |
$5K - $7.76K
|
688
$43.8K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-329- 0.22% |
$14.5K - $22.6K
|
152K
$9.64M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.41K- 12.09% |
$151K - $234K
|
24.8K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.05K+ 43.59% |
$267K - $415K
|
19.9K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.32K- 28.21% |
$279K - $434K
|
16.1K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 5.15% |
$75.9K - $118K
|
35.1K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.76KNew |
$210K - $326K
|
4.76K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-1.21K- 21.04% |
$53.6K - $83.2K
|
4.55K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-342- 7.86% |
$15.1K - $23.5K
|
4.01K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-17K- 8.58% |
$752K - $1.17M
|
181K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.98KNew |
$176K - $273K
|
3.98K
$253K
|