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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 17.22% |
$194K - $301K
|
21.1K
$1.31M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.35K- 25.09% |
$192K - $299K
|
13K
$811K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4.3K- 51.29% |
$190K - $295K
|
4.08K
$255K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.26K- 41.9% |
$188K - $292K
|
5.91K
$369K
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4.19K- 11.31% |
$185K - $288K
|
32.9K
$2.05M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.17K- 32.37% |
$185K - $286K
|
8.72K
$545K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-4.17K- 98.0% |
$184K - $286K
|
85
$5.31K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-4.16K- 58.36% |
$184K - $285K
|
2.97K
$185K
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-4.15K- 23.69% |
$184K - $285K
|
13.4K
$835K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.15K- 2.74% |
$183K - $285K
|
147K
$9.18M
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.12K- 13.23% |
$182K - $283K
|
27K
$1.69M
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-4.04K- 48.94% |
$179K - $278K
|
4.22K
$263K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.03K- 12.88% |
$178K - $277K
|
27.3K
$1.7M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.03K- 1.51% |
$178K - $276K
|
262K
$16.4M
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.02K- 23.2% |
$178K - $276K
|
13.3K
$830K
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-4K- 0.82% |
$177K - $275K
|
481K
$30M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 17.99% |
$174K - $271K
|
18K
$1.12M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.92K- 13.86% |
$173K - $269K
|
24.4K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.78K- 7.01% |
$167K - $260K
|
50.2K
$3.13M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.77K- 1.68% |
$167K - $259K
|
221K
$13.8M
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.74K- 51.01% |
$165K - $257K
|
3.59K
$224K
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-3.74K- 1.24% |
$165K - $256K
|
298K
$18.6M
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 31.4% |
$165K - $255K
|
8.13K
$508K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.69K- 5.5% |
$163K - $253K
|
63.5K
$3.97M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.66K- 92.63% |
$162K - $251K
|
291
$18.2K
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-3.65K- 6.6% |
$161K - $251K
|
51.6K
$3.22M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.64K- 8.97% |
$161K - $250K
|
37K
$2.31M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.63K- 2.13% |
$161K - $249K
|
167K
$10.4M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.55K- 29.26% |
$157K - $244K
|
8.59K
$536K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.54K- 48.14% |
$156K - $243K
|
3.81K
$238K
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.52K- 2.42% |
$156K - $242K
|
142K
$8.88M
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-3.51K- 30.51% |
$155K - $241K
|
8K
$500K
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-3.5K- 6.04% |
$155K - $240K
|
54.4K
$3.4M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-3.46K- 15.85% |
$153K - $238K
|
18.4K
$1.15M
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-3.46K- 44.36% |
$153K - $237K
|
4.33K
$271K
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.46K- 8.78% |
$153K - $237K
|
35.9K
$2.24M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.41K- 12.09% |
$151K - $234K
|
24.8K
$1.55M
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.33K- 26.16% |
$147K - $229K
|
9.4K
$587K
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.28K- 39.85% |
$145K - $225K
|
4.95K
$309K
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.26K- 7.52% |
$144K - $223K
|
40.1K
$2.5M
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.25K- 8.35% |
$144K - $223K
|
35.6K
$2.22M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.19K- 96.9% |
$141K - $219K
|
102
$6.37K
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3.17K- 45.45% |
$140K - $217K
|
3.8K
$237K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3.13K- 13.87% |
$138K - $215K
|
19.4K
$1.21M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.11K- 17.98% |
$137K - $213K
|
14.2K
$885K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.09K- 9.79% |
$137K - $212K
|
28.5K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-3K- 31.58% |
$133K - $206K
|
6.5K
$406K
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3K- 7.25% |
$133K - $206K
|
38.4K
$2.4M
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-3K- 99.57% |
$133K - $206K
|
13
$812
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.97K- 16.97% |
$131K - $204K
|
14.5K
$908K
|