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 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-2.6K- 4.36% |
$115K - $178K
|
57.1K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-125K- 73.29% |
$5.52M - $8.56M
|
45.4K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.7K+ 10.41% |
$75.3K - $117K
|
18.1K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.74K- 46.73% |
$387K - $600K
|
9.97K
$609K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2K- 32.6% |
$88.4K - $137K
|
4.14K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.16K- 1.13% |
$51.3K - $79.7K
|
102K
$6.23M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8.86K- 12.14% |
$392K - $608K
|
64.1K
$3.92M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.82K- 27.29% |
$213K - $331K
|
12.9K
$785K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 6.23% |
$577K - $895K
|
196K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-874- 25.57% |
$38.6K - $60K
|
2.54K
$155K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-700- 2.91% |
$31K - $48K
|
23.3K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
900+ 10.94% |
$39.8K - $61.8K
|
9.13K
$557K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.64K- 8.97% |
$161K - $250K
|
37K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.85K- 5.97% |
$81.9K - $127K
|
29.2K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
133+ 20.46% |
$5.88K - $9.13K
|
783
$47.8K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-2.83K- 5.43% |
$125K - $194K
|
49.3K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
30.4K+ 409.74% |
$1.34M - $2.09M
|
37.8K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-19.2K- 16.07% |
$848K - $1.32M
|
100K
$6.12M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-357K- 6.61% |
$15.8M - $24.5M
|
5.05M
$308M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-401- 51.94% |
$17.7K - $27.5K
|
371
$22.7K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-233K- 47.89% |
$10.3M - $16M
|
253K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
311K+ 122.45% |
$13.8M - $21.4M
|
565K
$34.5M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
2.88K+ 12.45% |
$127K - $198K
|
26K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.97KNew |
$176K - $272K
|
3.97K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4.19K- 11.31% |
$185K - $288K
|
32.9K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
39New |
$1.72K - $2.68K
|
39
$2.38K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-134- 2.5% |
$5.93K - $9.2K
|
5.24K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
274K+ 34.67% |
$12.1M - $18.8M
|
1.06M
$65M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-4- 1.82% |
$177 - $275
|
216
$13.2K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.6KNew |
$159K - $247K
|
3.6K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-34.4K- 10.82% |
$1.52M - $2.36M
|
284K
$17.3M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
846+ 1.61% |
$37.4K - $58.1K
|
53.4K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
224New |
$9.91K - $15.4K
|
224
$13.7K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
279+ 3.51% |
$12.3K - $19.2K
|
8.24K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
4.04KNew |
$179K - $277K
|
4.04K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-14.2K- 46.78% |
$628K - $974K
|
16.2K
$986K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
25.1KNew |
$1.11M - $1.73M
|
25.1K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 11.34% |
$5.41M - $8.4M
|
1.2M
$73.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
12.3KNew |
$544K - $844K
|
12.3K
$751K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.43KNew |
$152K - $236K
|
3.43K
$210K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$192K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
1K+ 5.69% |
$44.3K - $68.8K
|
18.6K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-629- 1.6% |
$27.8K - $43.2K
|
38.8K
$2.37M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-23.3K- 98.52% |
$1.03M - $1.6M
|
350
$21.4K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
13.5K+ 32.09% |
$599K - $930K
|
55.8K
$3.41M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
12.5KNew |
$551K - $855K
|
12.5K
$761K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
320+ 0.47% |
$14.2K - $22K
|
68.6K
$4.19M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-168K- 20.4% |
$7.41M - $11.5M
|
654K
$40M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.97KNew |
$131K - $204K
|
2.97K
$182K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-720- 0.95% |
$31.8K - $49.4K
|
74.8K
$4.57M
|