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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
40.7K+ 1.18% |
$1.8M - $2.8M
|
3.5M
$228M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.37M- 82.59% |
$60.5M - $93.9M
|
288K
$18.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
166+ 0.81% |
$7.34K - $11.4K
|
20.7K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-37- 0.07% |
$1.64K - $2.54K
|
55.2K
$3.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 4.78% |
$1.33K - $2.06K
|
658
$43K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1K- 48.78% |
$44.2K - $68.6K
|
1.05K
$68.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.03KNew |
$134K - $208K
|
3.03K
$198K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.75K- 18.67% |
$121K - $188K
|
12K
$781K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-103K- 8.88% |
$4.55M - $7.06M
|
1.06M
$68.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.2K+ 1.32% |
$141K - $219K
|
245K
$16M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-139- 1.24% |
$6.15K - $9.54K
|
11.1K
$726K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.05KNew |
$135K - $209K
|
3.05K
$199K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-1.1K- 23.5% |
$48.6K - $75.5K
|
3.58K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-158- 2.12% |
$6.99K - $10.8K
|
7.3K
$477K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.07K- 9.82% |
$91.5K - $142K
|
19K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 0.61% |
$13.3K - $20.6K
|
49.4K
$3.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-460- 5.23% |
$20.3K - $31.6K
|
8.33K
$544K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-37- 1.47% |
$1.64K - $2.54K
|
2.47K
$161K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-47- 10.68% |
$2.08K - $3.23K
|
393
$25.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.17K- 5.22% |
$96K - $149K
|
39.4K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
17+ 12.59% |
$752 - $1.17K
|
152
$9.93K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-55- 0.42% |
$2.43K - $3.78K
|
13.1K
$856K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-3K- 99.57% |
$133K - $206K
|
13
$849
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
729+ 5.37% |
$32.2K - $50K
|
14.3K
$934K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.12KNew |
$49.4K - $76.7K
|
1.12K
$73K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
178+ 3.75% |
$7.87K - $12.2K
|
4.93K
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-8.13K- 48.22% |
$359K - $558K
|
8.73K
$570K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-83- 26.77% |
$3.67K - $5.7K
|
227
$14.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-614- 6.89% |
$27.2K - $42.1K
|
8.3K
$542K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$4.42K - $6.86K
|
100
$6.53K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30.5KNew |
$1.35M - $2.09M
|
30.5K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.71KNew |
$297K - $461K
|
6.71K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-667- 12.27% |
$29.5K - $45.8K
|
4.77K
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
108+ 3.88% |
$4.78K - $7.41K
|
2.89K
$189K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.02K- 23.2% |
$178K - $276K
|
13.3K
$869K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-45- 4.43% |
$1.99K - $3.09K
|
970
$63.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.35KNew |
$192K - $299K
|
4.35K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8- 0.53% |
$354 - $549
|
1.5K
$97.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-117- 10.11% |
$5.17K - $8.03K
|
1.04K
$67.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-19.8K- 31.26% |
$878K - $1.36M
|
43.6K
$2.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-440- 7.11% |
$19.5K - $30.2K
|
5.75K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-750- 7.71% |
$33.2K - $51.5K
|
8.97K
$586K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
3KNew |
$132K - $206K
|
3K
$196K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-58- 2.08% |
$2.56K - $3.98K
|
2.73K
$178K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
24.7K+ 23.24% |
$1.09M - $1.69M
|
131K
$8.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.43K+ 38.9% |
$240K - $373K
|
19.4K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-59.3K- 19.31% |
$2.62M - $4.07M
|
248K
$16.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
11.9K+ 14.43% |
$528K - $819K
|
94.7K
$6.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-730- 10.71% |
$32.3K - $50.1K
|
6.09K
$398K
|