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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-4.45K- 18.61% |
$267K - $313K
|
19.5K
$1.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-3.14K- 26.07% |
$188K - $220K
|
8.89K
$653K
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Cayman LP
|
BUY
|
- |
138KNew |
$8.27M - $9.67M
|
138K
$10.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
123+ 56.94% |
$7.38K - $8.63K
|
339
$24.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-327- 12.85% |
$19.6K - $22.9K
|
2.22K
$163K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
2.12M+ 111.68% |
$127M - $149M
|
4.01M
$295M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
250+ 2.25% |
$15K - $17.5K
|
11.4K
$835K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
381+ 9.9% |
$22.9K - $26.7K
|
4.23K
$311K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22New |
$1.32K - $1.54K
|
22
$1.62K
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
104+ 0.61% |
$6.24K - $7.3K
|
17.2K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
37.4K+ 7.26% |
$2.24M - $2.62M
|
552K
$40.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-16- 18.82% |
$961 - $1.12K
|
69
$5.07K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.14K+ 4.66% |
$549K - $641K
|
205K
$15.1M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-425- 21.23% |
$25.5K - $29.8K
|
1.58K
$116K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.75K+ 1.2% |
$285K - $333K
|
401K
$29.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.01K+ 2.15% |
$60.3K - $70.5K
|
47.7K
$3.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Arga Investment Management, LP
|
SELL
|
- |
-2.03M- 87.58% |
$122M - $143M
|
288K
$21.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.16K- 3.54% |
$69.7K - $81.5K
|
31.7K
$2.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-283- 5.89% |
$17K - $19.9K
|
4.52K
$332K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.23K+ 30.77% |
$134K - $157K
|
9.48K
$696K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2+ 0.21% |
$120 - $140
|
972
$71.4K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-245- 9.62% |
$14.7K - $17.2K
|
2.3K
$169K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-237- 22.09% |
$14.2K - $16.6K
|
836
$61.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
3K+ 9.9% |
$180K - $211K
|
33.3K
$2.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.69K- 6.67% |
$222K - $259K
|
51.7K
$3.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 5.09% |
$1.2K - $1.4K
|
413
$30.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-598K- 17.1% |
$35.9M - $42M
|
2.9M
$213M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
4.52K+ 2.5% |
$271K - $317K
|
185K
$13.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.26K+ 59.48% |
$136K - $159K
|
6.06K
$445K
|
|
|
Jul 31, 2025
Q2 2025
|
Sector Gamma As
|
SELL
|
- |
-39K- 19.31% |
$2.34M - $2.74M
|
163K
$12M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.58K- 25.2% |
$215K - $251K
|
10.6K
$780K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.67K+ 18.31% |
$100K - $117K
|
10.8K
$793K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.4K+ 30.63% |
$742K - $867K
|
52.7K
$3.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-59- 8.83% |
$3.54K - $4.14K
|
609
$44.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-927- 7.62% |
$55.7K - $65.1K
|
11.2K
$826K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-83- 2.18% |
$4.98K - $5.82K
|
3.73K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
420+ 7.87% |
$25.2K - $29.5K
|
5.76K
$423K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
560+ 7.64% |
$33.6K - $39.3K
|
7.89K
$579K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-977- 26.53% |
$58.7K - $68.6K
|
2.71K
$199K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.3% |
$901 - $1.05K
|
4.99K
$366K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-875- 5.24% |
$52.5K - $61.4K
|
15.8K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-34.1K- 6.33% |
$2.05M - $2.39M
|
504K
$37M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 33.26% |
$61.1K - $71.4K
|
4.08K
$299K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-20.9K- 9.65% |
$1.25M - $1.47M
|
195K
$14.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7.33K+ 2.21% |
$440K - $515K
|
339K
$24.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.7K+ 4.12% |
$4.61M - $5.39M
|
1.94M
$142M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.06K+ 32.59% |
$184K - $215K
|
12.4K
$914K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.04K+ 100.16% |
$182K - $213K
|
6.07K
$446K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-43.4K- 2.28% |
$2.6M - $3.04M
|
1.86M
$137M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.2K+ 14.12% |
$132K - $154K
|
17.8K
$1.3M
|