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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
46New |
$2.76K - $3.23K
|
46
$3.43K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.8K+ 6.9% |
$891K - $1.04M
|
230K
$17.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-239- 8.62% |
$14.3K - $16.8K
|
2.53K
$189K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
130New |
$7.81K - $9.12K
|
130
$9.71K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
34New |
$2.04K - $2.39K
|
34
$2.54K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-7.87K- 20.78% |
$473K - $552K
|
30K
$2.24M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.4M+ 1007.37% |
$84.1M - $98.3M
|
1.54M
$115M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-1.07M- 79.14% |
$64.4M - $75.2M
|
283K
$21.1M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
32+ 0.06% |
$1.92K - $2.25K
|
52K
$3.89M
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
4.27KNew |
$256K - $299K
|
4.27K
$318K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.4K+ 2.61% |
$144K - $168K
|
94.2K
$7.03M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.91K- 18.93% |
$115K - $134K
|
8.18K
$611K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
131+ 152.33% |
$7.87K - $9.19K
|
217
$16.2K
|
|
|
Aug 22, 2025
Q2 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
28.9KNew |
$1.74M - $2.03M
|
28.9K
$2.16M
|
|
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-23.2K- 85.01% |
$1.4M - $1.63M
|
4.1K
$306K
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
3.05KNew |
$183K - $214K
|
3.05K
$227K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
222+ 2.22% |
$13.3K - $15.6K
|
10.2K
$764K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.38K- 6.48% |
$143K - $167K
|
34.3K
$2.56M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.3K- 6.15% |
$318K - $372K
|
80.8K
$6.04M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-542- 24.78% |
$32.5K - $38K
|
1.65K
$123K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
11.6K+ 270.67% |
$697K - $815K
|
15.9K
$1.19M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-196- 1.87% |
$11.8K - $13.8K
|
10.3K
$766K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.57K+ 3.25% |
$94.3K - $110K
|
49.8K
$3.72M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.9K- 32.34% |
$534K - $625K
|
18.6K
$1.39M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
CALL |
1.2KNew |
$72K - $84.2K
|
1.2K
$89.6K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 0.63% |
$660 - $772
|
1.75K
$130K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 1.63% |
$1.26K - $1.47K
|
1.31K
$97.6K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$9.01K - $10.5K
|
150
$11.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
935+ 7.78% |
$56.1K - $65.6K
|
13K
$968K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.64K+ 44.72% |
$159K - $185K
|
8.55K
$638K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-8- 8.99% |
$480 - $561
|
81
$6.05K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
496KNew |
$29.8M - $34.8M
|
496K
$37M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.97K- 42.97% |
$178K - $209K
|
3.95K
$295K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.6K+ 385.91% |
$396K - $463K
|
8.31K
$620K
|
|
|
Aug 15, 2025
Q2 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-3.92K- 3.83% |
$235K - $275K
|
98.4K
$7.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7New |
$420 - $491
|
7
$523
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-617K- 3.44% |
$37.1M - $43.3M
|
17.3M
$1.29B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
925+ 4.5% |
$55.5K - $64.9K
|
21.5K
$1.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.06K- 0.27% |
$63.7K - $74.5K
|
391K
$29.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-269- 83.28% |
$16.2K - $18.9K
|
54
$4.03K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-13- 5.02% |
$781 - $912
|
246
$18.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15.4K- 25.84% |
$927K - $1.08M
|
44.3K
$3.31M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-334- 50.0% |
$20.1K - $23.4K
|
334
$24.9K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-22.3K- 4.7% |
$1.34M - $1.57M
|
452K
$33.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-4- -0.0% |
$240 - $281
|
103K
$7.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-26- 92.86% |
$1.56K - $1.82K
|
2
$149
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-964- 24.29% |
$57.9K - $67.7K
|
3.01K
$224K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.74KNew |
$224K - $262K
|
3.74K
$279K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
371+ 436.47% |
$22.3K - $26K
|
456
$34K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-29- 0.87% |
$1.74K - $2.04K
|
3.31K
$247K
|