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 |
|---|---|---|---|---|---|---|---|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
3.05KNew |
$183K - $214K
|
3.05K
$251K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
222+ 2.22% |
$13.3K - $15.6K
|
10.2K
$844K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.38K- 6.48% |
$143K - $167K
|
34.3K
$2.83M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.3K- 6.15% |
$318K - $372K
|
80.8K
$6.67M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-542- 24.78% |
$32.5K - $38K
|
1.65K
$136K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
11.6K+ 270.67% |
$697K - $815K
|
15.9K
$1.31M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-196- 1.87% |
$11.8K - $13.8K
|
10.3K
$846K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.57K+ 3.25% |
$94.3K - $110K
|
49.8K
$4.11M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.9K- 32.34% |
$534K - $625K
|
18.6K
$1.54M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
CALL |
1.2KNew |
$72K - $84.2K
|
1.2K
$98.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 0.63% |
$660 - $772
|
1.75K
$144K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 1.63% |
$1.26K - $1.47K
|
1.31K
$108K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$9.01K - $10.5K
|
150
$12.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
935+ 7.78% |
$56.1K - $65.6K
|
13K
$1.07M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
496KNew |
$29.8M - $34.8M
|
496K
$40.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.97K- 42.97% |
$178K - $209K
|
3.95K
$325K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.6K+ 385.91% |
$396K - $463K
|
8.31K
$685K
|
|
|
Aug 15, 2025
Q2 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-3.92K- 3.83% |
$235K - $275K
|
98.4K
$8.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7New |
$420 - $491
|
7
$577
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-617K- 3.44% |
$37.1M - $43.3M
|
17.3M
$1.43B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
925+ 4.5% |
$55.5K - $64.9K
|
21.5K
$1.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-13- 5.02% |
$781 - $912
|
246
$20.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15.4K- 25.84% |
$927K - $1.08M
|
44.3K
$3.66M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-334- 50.0% |
$20.1K - $23.4K
|
334
$27.5K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-22.3K- 4.7% |
$1.34M - $1.57M
|
452K
$37.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-4- -0.0% |
$240 - $281
|
103K
$8.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-26- 92.86% |
$1.56K - $1.82K
|
2
$165
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-964- 24.29% |
$57.9K - $67.7K
|
3.01K
$248K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.74KNew |
$224K - $262K
|
3.74K
$308K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
371+ 436.47% |
$22.3K - $26K
|
456
$37.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-29- 0.87% |
$1.74K - $2.04K
|
3.31K
$273K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
7.2KNew |
$432K - $505K
|
7.2K
$593K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
5.94KNew |
$357K - $417K
|
5.94K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3KNew |
$180K - $211K
|
3K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.69M- 99.38% |
$101M - $118M
|
10.5K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
221K+ 66.94% |
$13.3M - $15.5M
|
552K
$45.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
272New |
$16.3K - $19.1K
|
272
$22.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-219- 0.05% |
$13.1K - $15.4K
|
411K
$33.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.39K+ 5.2% |
$204K - $238K
|
68.6K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-34.2K- 3.39% |
$2.05M - $2.4M
|
974K
$80.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
4.34KNew |
$261K - $305K
|
4.34K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
37.5K+ 21.0% |
$2.25M - $2.63M
|
216K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
800K+ 1.38% |
$48.1M - $56.2M
|
58.8M
$4.85B
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.6K+ 27.48% |
$1.66M - $1.94M
|
128K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integral Health Asset Management, LLC
|
BUY
|
- |
50K+ 25.0% |
$3M - $3.51M
|
250K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.95KNew |
$177K - $207K
|
2.95K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.55K+ 1.69% |
$93.2K - $109K
|
93.6K
$7.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-20.1K- 9.18% |
$1.21M - $1.41M
|
199K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-18.7K- 2.49% |
$1.12M - $1.31M
|
732K
$60.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-5.19K- 17.07% |
$311K - $364K
|
25.2K
$2.08M
|