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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
53+ 0.86% |
$3.18K - $3.72K
|
6.23K
$378K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.52K- 60.5% |
$331K - $387K
|
3.6K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.18K- 5.01% |
$70.8K - $82.8K
|
22.4K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.77K+ 20.65% |
$166K - $194K
|
16.2K
$983K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
21.5K+ 16.61% |
$1.29M - $1.51M
|
151K
$9.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-358- 48.97% |
$21.5K - $25.1K
|
373
$22.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.63K- 18.4% |
$97.8K - $114K
|
7.22K
$438K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
7.7K+ 184.39% |
$462K - $541K
|
11.9K
$721K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
622+ 6.82% |
$37.3K - $43.7K
|
9.75K
$592K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-3.02K- 7.78% |
$181K - $212K
|
35.8K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-24.4K- 23.54% |
$1.47M - $1.71M
|
79.4K
$4.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-595- 4.2% |
$35.7K - $41.8K
|
13.6K
$823K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$240 - $281
|
8.36K
$508K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-34.5K- 13.76% |
$2.07M - $2.42M
|
216K
$13.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
165+ 10.88% |
$9.91K - $11.6K
|
1.68K
$102K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
31+ 0.93% |
$1.86K - $2.18K
|
3.35K
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-150- 2.46% |
$9.01K - $10.5K
|
5.94K
$360K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-327- 7.54% |
$19.6K - $22.9K
|
4.01K
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.32K- 16.71% |
$139K - $163K
|
11.6K
$701K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-66- 42.58% |
$3.96K - $4.63K
|
89
$5.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-6.4K- 23.16% |
$384K - $449K
|
21.2K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.83K+ 6.29% |
$170K - $198K
|
47.7K
$2.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.71K- 2.46% |
$343K - $401K
|
226K
$13.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
33.2K+ 3580.13% |
$1.99M - $2.33M
|
34.1K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-936K- 5.29% |
$56.2M - $65.7M
|
16.7M
$1.02B
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.56K+ 39.27% |
$394K - $460K
|
23.3K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
34.1KNew |
$2.05M - $2.39M
|
34.1K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.1K+ 1.02% |
$66K - $77.2K
|
109K
$6.64M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.25K- 15.82% |
$135K - $158K
|
12K
$727K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-28- 0.35% |
$1.68K - $1.97K
|
7.86K
$477K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.9K- 54.05% |
$1.79M - $2.1M
|
25.4K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
33K+ 111.25% |
$1.98M - $2.31M
|
62.6K
$3.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
117+ 8.09% |
$7.02K - $8.21K
|
1.56K
$94.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.34K- 11.87% |
$80.6K - $94.3K
|
9.97K
$605K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
10.8K+ 19.93% |
$648K - $758K
|
65K
$3.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-50- 13.85% |
$3K - $3.51K
|
311
$18.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
525+ 0.85% |
$31.5K - $36.8K
|
62.1K
$3.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-579- 1.91% |
$34.8K - $40.6K
|
29.8K
$1.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
89.1K+ 277.81% |
$5.35M - $6.25M
|
121K
$7.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-119- 11.66% |
$7.14K - $8.35K
|
902
$54.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
200+ 0.66% |
$12K - $14K
|
30.4K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
SELL
|
- |
-8.36K- 7.13% |
$502K - $587K
|
109K
$6.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
862+ 3.71% |
$51.8K - $60.5K
|
24.1K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-90- 3.45% |
$5.4K - $6.32K
|
2.52K
$153K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-249- 5.68% |
$14.9K - $17.5K
|
4.14K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.23K- 18.11% |
$254K - $297K
|
19.1K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.17% |
$60 - $70.2
|
573
$34.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.3% |
$841 - $983
|
4.72K
$287K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-48- 0.46% |
$2.88K - $3.37K
|
10.4K
$629K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-16.9K- 11.87% |
$1.01M - $1.19M
|
125K
$7.61M
|