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 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.4K- 4.18% |
$106K - $165K
|
55K
$3.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.98KNew |
$220K - $342K
|
4.98K
$337K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
11.6KNew |
$511K - $793K
|
11.6K
$783K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
30.5KNew |
$1.35M - $2.09M
|
30.5K
$2.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.93KNew |
$174K - $270K
|
3.93K
$266K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15+ 0.29% |
$663 - $1.03K
|
5.17K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
21.6K+ 28.11% |
$954K - $1.48M
|
98.3K
$6.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
3.4KNew |
$150K - $233K
|
3.4K
$230K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
344+ 4.41% |
$15.2K - $23.6K
|
8.14K
$551K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.02KNew |
$222K - $345K
|
5.02K
$340K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.46K- 8.78% |
$153K - $237K
|
35.9K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.81K+ 7.95% |
$168K - $262K
|
51.7K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-80- 3.05% |
$3.54K - $5.49K
|
2.55K
$173K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-325- 3.73% |
$14.4K - $22.3K
|
8.38K
$568K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$174K - $270K
|
3.93K
$266K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-453- 5.57% |
$20K - $31.1K
|
7.67K
$520K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
9.37K+ 3.09% |
$414K - $643K
|
312K
$21.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-2.31K- 28.17% |
$102K - $159K
|
5.9K
$399K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-80- 8.66% |
$3.54K - $5.49K
|
844
$57.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 14.39% |
$45.8K - $71K
|
8.23K
$557K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-69- 7.12% |
$3.05K - $4.74K
|
900
$61K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-75- 5.68% |
$3.32K - $5.15K
|
1.25K
$84.4K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.18K- 19.78% |
$52.3K - $81.2K
|
4.8K
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
29+ 207.14% |
$1.28K - $1.99K
|
43
$2.91K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.61% |
$44.2 - $68.6
|
165
$11.2K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-230- 27.71% |
$10.2K - $15.8K
|
600
$40.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-67- 0.09% |
$2.96K - $4.6K
|
75.3K
$5.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-197- 1.96% |
$8.71K - $13.5K
|
9.86K
$668K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.2K+ 3.8% |
$97.2K - $151K
|
60K
$4.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.84KNew |
$170K - $263K
|
3.84K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-2.62K- 13.21% |
$116K - $180K
|
17.2K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-4.15K- 23.69% |
$184K - $285K
|
13.4K
$905K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
66+ 47.48% |
$2.92K - $4.53K
|
205
$13.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
96+ 1.37% |
$4.25K - $6.59K
|
7.1K
$481K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.16K- 4.14% |
$51.3K - $79.6K
|
26.9K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.03K- 48.98% |
$266K - $414K
|
6.28K
$425K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.17K- 32.37% |
$185K - $286K
|
8.72K
$591K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.1K- 14.29% |
$48.6K - $75.5K
|
6.6K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
180K+ 54.71% |
$7.96M - $12.4M
|
509K
$34.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-221- 3.34% |
$9.77K - $15.2K
|
6.39K
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76K+ 19.31% |
$77.7K - $121K
|
10.9K
$736K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-530- 5.76% |
$23.4K - $36.4K
|
8.67K
$587K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.11K- 17.98% |
$137K - $213K
|
14.2K
$960K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1K- 14.17% |
$44.2K - $68.6K
|
6.06K
$410K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-3.65K- 6.6% |
$161K - $251K
|
51.6K
$3.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
520+ 119.27% |
$23K - $35.7K
|
956
$64.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.08K+ 73.49% |
$313K - $486K
|
16.7K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
16.8K+ 6.15% |
$742K - $1.15M
|
290K
$19.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
2.76K+ 15.07% |
$122K - $190K
|
21.1K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-1.3K- 2.97% |
$57.3K - $89K
|
42.4K
$2.87M
|