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 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.13% |
$841 - $983
|
10.6K
$788K
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.84KNew |
$230K - $269K
|
3.84K
$287K
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.28K+ 19.39% |
$197K - $230K
|
20.2K
$1.51M
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-396K- 4.22% |
$23.8M - $27.8M
|
8.98M
$671M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.64K+ 164.16% |
$98.2K - $115K
|
2.63K
$196K
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.57KNew |
$455K - $531K
|
7.57K
$565K
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.51% |
$360 - $421
|
1.18K
$88.3K
|
|
Aug 12, 2025
Q2 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.62K+ 4.55% |
$157K - $184K
|
60.3K
$4.5M
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-182- 1.13% |
$10.9K - $12.8K
|
15.9K
$1.19M
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.76K+ 86.93% |
$226K - $264K
|
8.08K
$604K
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-808- 10.01% |
$48.5K - $56.7K
|
7.27K
$543K
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-7- 0.4% |
$420 - $491
|
1.74K
$130K
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
186+ 4.91% |
$11.2K - $13.1K
|
3.98K
$297K
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.7K+ 10.22% |
$1M - $1.17M
|
180K
$13.4M
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
159K+ 610.74% |
$9.53M - $11.1M
|
185K
$13.8M
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.26K+ 8.53% |
$75.8K - $88.6K
|
16.1K
$1.2M
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-16- 0.08% |
$961 - $1.12K
|
21.1K
$1.58M
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-16.1K- 23.25% |
$964K - $1.13M
|
53K
$3.96M
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-23.4K- 63.68% |
$1.4M - $1.64M
|
13.3K
$995K
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
PUT |
-111K- 21.18% |
$6.63M - $7.75M
|
411K
$30.7M
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.72K+ 25.63% |
$343K - $401K
|
28K
$2.09M
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.11K+ 47.42% |
$186K - $218K
|
9.65K
$721K
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-196- 5.68% |
$11.8K - $13.8K
|
3.26K
$243K
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-2.61K- 93.88% |
$157K - $183K
|
170
$12.7K
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
572K+ 18.95% |
$34.3M - $40.1M
|
3.59M
$268M
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
1.4K+ 348.88% |
$84K - $98.2K
|
1.8K
$134K
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
205New |
$12.3K - $14.4K
|
205
$15.3K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
778New |
$46.7K - $54.6K
|
778
$58.1K
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
21.1KNew |
$1.27M - $1.48M
|
21.1K
$1.58M
|
|
Aug 12, 2025
Q2 2025
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-31.5K- 5.69% |
$1.89M - $2.21M
|
522K
$39M
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.16K- 9.4% |
$130K - $152K
|
20.8K
$1.56M
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.02K+ 5.11% |
$181K - $212K
|
62.2K
$4.64M
|
|
Aug 12, 2025
Q2 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
4.85K+ 7.82% |
$291K - $340K
|
66.9K
$5M
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
22.3K+ 35.06% |
$1.34M - $1.57M
|
86.1K
$6.43M
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.72% |
$120 - $140
|
279
$20.8K
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
25.5KNew |
$1.53M - $1.79M
|
25.5K
$1.91M
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.51K- 59.22% |
$90.7K - $106K
|
1.04K
$77.7K
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
5.87K+ 117.91% |
$353K - $412K
|
10.9K
$810K
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37.3KNew |
$2.24M - $2.62M
|
37.3K
$2.78M
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
102K+ 14.35% |
$6.1M - $7.14M
|
810K
$60.5M
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-339- 3.47% |
$20.4K - $23.8K
|
9.43K
$704K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
406K+ 22.77% |
$24.4M - $28.5M
|
2.19M
$164M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
PUT |
106K+ 53.0% |
$6.36M - $7.44M
|
306K
$22.8M
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.79KNew |
$228K - $266K
|
3.79K
$283K
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-16.5K- 42.73% |
$988K - $1.15M
|
22K
$1.65M
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-224K- 19.81% |
$13.5M - $15.7M
|
908K
$67.8M
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.31K+ 13.68% |
$78.5K - $91.8K
|
10.9K
$812K
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.94K- 4.96% |
$176K - $206K
|
56.3K
$4.2M
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.29% |
$60 - $70.2
|
345
$25.8K
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.11K+ 5.7% |
$66.9K - $78.2K
|
20.7K
$1.54M
|