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 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.07KNew |
$180K - $279K
|
4.07K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.4KNew |
$151K - $234K
|
3.4K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
5.51K+ 29.91% |
$244K - $378K
|
23.9K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
41.4K+ 11769.89% |
$1.83M - $2.84M
|
41.8K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-7.6K- 2.0% |
$336K - $522K
|
372K
$22.7M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.76K+ 22.87% |
$166K - $258K
|
20.2K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.99% |
$133 - $206
|
307
$18.8K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
89New |
$3.94K - $6.11K
|
89
$5.44K
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-6.3K- 0.67% |
$278K - $432K
|
936K
$57.2M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-202- 3.09% |
$8.93K - $13.9K
|
6.33K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
14.3KNew |
$634K - $984K
|
14.3K
$876K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
31.5KNew |
$1.39M - $2.16M
|
31.5K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.92K- 9.1% |
$262K - $406K
|
59.1K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.63K+ 1.38% |
$426K - $661K
|
708K
$43.3M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.35K+ 242.45% |
$59.6K - $92.5K
|
1.9K
$116K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-15.3K- 49.62% |
$678K - $1.05M
|
15.6K
$950K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.53KNew |
$156K - $242K
|
3.53K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.55KNew |
$157K - $244K
|
3.55K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-1.76K- 31.06% |
$77.7K - $121K
|
3.9K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
5.1KNew |
$226K - $350K
|
5.1K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.74K- 22.14% |
$431K - $668K
|
34.2K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-641- 7.59% |
$28.3K - $44K
|
7.81K
$477K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-475- 0.7% |
$21K - $32.6K
|
67.6K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
218K+ 1111.28% |
$9.63M - $14.9M
|
237K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
425+ 2.32% |
$18.8K - $29.2K
|
18.7K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
BUY
|
- |
79K+ 20.55% |
$3.49M - $5.42M
|
463K
$28.3M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-765- 2.25% |
$33.8K - $52.5K
|
33.3K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
54.3KNew |
$2.4M - $3.73M
|
54.3K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
3.12KNew |
$138K - $214K
|
3.12K
$191K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
388+ 0.61% |
$17.2K - $26.6K
|
64.3K
$3.93M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-269- 2.46% |
$11.9K - $18.5K
|
10.7K
$652K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-945- 7.83% |
$41.8K - $64.9K
|
11.1K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-16.6K- 99.93% |
$736K - $1.14M
|
11
$672
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.9K+ 25.7% |
$1.45M - $2.26M
|
161K
$9.82M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.2K+ 8.21% |
$1.16M - $1.8M
|
345K
$21.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-130K- 66.93% |
$5.75M - $8.93M
|
64.3K
$3.93M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-303- 1.37% |
$13.4K - $20.8K
|
21.8K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.45KNew |
$153K - $237K
|
3.45K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-492- 1.33% |
$21.8K - $33.8K
|
36.5K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.99K+ 11.29% |
$309K - $480K
|
68.9K
$4.21M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
148K+ 38.24% |
$6.53M - $10.1M
|
534K
$32.6M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.75K+ 41666.67% |
$166K - $257K
|
3.76K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-23K- 4.07% |
$1.02M - $1.58M
|
543K
$33.2M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
BUY
|
- |
920+ 3.38% |
$40.7K - $63.1K
|
28.1K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-549- 2.12% |
$24.3K - $37.7K
|
25.4K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-640- 6.9% |
$28.3K - $43.9K
|
8.63K
$527K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
560+ 0.63% |
$24.8K - $38.4K
|
90K
$5.5M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
9.65K+ 9.67% |
$427K - $663K
|
110K
$6.69M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-807- 2.53% |
$35.7K - $55.4K
|
31.1K
$1.9M
|