Latest Institutional Sells of Cvs Health Corp (CVS)
This list provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-303- 46.05% |
$18.2K - $21.3K
|
355
$20.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-300- 8.38% |
$18K - $21.1K
|
3.28K
$193K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-298- 38.9% |
$17.9K - $20.9K
|
468
$27.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-298- 0.74% |
$17.9K - $20.9K
|
39.8K
$2.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-295- 3.15% |
$17.7K - $20.7K
|
9.06K
$533K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-290- 2.87% |
$17.4K - $20.4K
|
9.83K
$578K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-290- 2.22% |
$17.4K - $20.4K
|
12.8K
$752K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-288- 24.26% |
$17.3K - $20.2K
|
899
$52.8K
|
|
|
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
|
Valley National Advisers Inc
|
SELL
|
- |
-286- 11.57% |
$17.2K - $20.1K
|
2.19K
$128K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-280- 3.56% |
$16.8K - $19.7K
|
7.59K
$446K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-275- 3.39% |
$16.5K - $19.3K
|
7.84K
$460K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-272- 25.37% |
$16.3K - $19.1K
|
800
$47K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-250- 7.87% |
$15K - $17.5K
|
2.93K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-249- 5.68% |
$14.9K - $17.5K
|
4.14K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-248- 6.23% |
$14.9K - $17.4K
|
3.73K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-218- 0.59% |
$13.1K - $15.3K
|
36.8K
$2.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-205- 1.4% |
$12.3K - $14.4K
|
14.5K
$850K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 27.66% |
$12K - $14K
|
523
$30.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 2.8% |
$12K - $14K
|
6.95K
$408K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-198- 4.13% |
$11.9K - $13.9K
|
4.6K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-190- 3.03% |
$11.4K - $13.3K
|
6.09K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-180- 0.5% |
$10.8K - $12.6K
|
35.7K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-179- 1.18% |
$10.7K - $12.6K
|
15K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-176- 2.32% |
$10.6K - $12.4K
|
7.42K
$436K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-168- 36.44% |
$10.1K - $11.8K
|
293
$17.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-166- 9.12% |
$9.97K - $11.6K
|
1.66K
$97.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-165- 0.32% |
$9.91K - $11.6K
|
51.5K
$3.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-164- 3.78% |
$9.85K - $11.5K
|
4.18K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-155- 2.68% |
$9.31K - $10.9K
|
5.64K
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-151- 1.18% |
$9.07K - $10.6K
|
12.6K
$742K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-150- 2.46% |
$9.01K - $10.5K
|
5.94K
$349K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-124- 3.7% |
$7.44K - $8.7K
|
3.23K
$190K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-119- 11.66% |
$7.14K - $8.35K
|
902
$53K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-110- 0.16% |
$6.6K - $7.72K
|
70.6K
$4.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-102- 1.02% |
$6.12K - $7.16K
|
9.88K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-100- 20.0% |
$6K - $7.02K
|
400
$23.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-100- 0.97% |
$6K - $7.02K
|
10.2K
$601K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 2.31% |
$6K - $7.02K
|
4.24K
$249K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-93- 2.86% |
$5.58K - $6.53K
|
3.16K
$186K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-90- 3.45% |
$5.4K - $6.32K
|
2.52K
$148K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87- 2.53% |
$5.22K - $6.11K
|
3.35K
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-81- 0.03% |
$4.86K - $5.68K
|
315K
$18.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-79- 0.63% |
$4.74K - $5.54K
|
12.5K
$737K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-75- 6.02% |
$4.5K - $5.26K
|
1.17K
$68.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-65- 0.66% |
$3.9K - $4.56K
|
9.8K
$576K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-64- 4.62% |
$3.84K - $4.49K
|
1.32K
$77.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.98% |
$3.66K - $4.28K
|
6.14K
$361K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-60- 0.69% |
$3.6K - $4.21K
|
8.61K
$506K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-55- 0.44% |
$3.3K - $3.86K
|
12.3K
$724K
|