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 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
157+ 1.67% |
$9.43K - $11K
|
9.58K
$715K
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
12.9K+ 0.44% |
$774K - $905K
|
2.93M
$219M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
96+ 2.66% |
$5.76K - $6.74K
|
3.7K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-9- 0.19% |
$540 - $632
|
4.81K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.03K- 19.54% |
$61.6K - $72K
|
4.23K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.73K+ 10.44% |
$104K - $121K
|
18.3K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.08% |
$60 - $70.2
|
1.26K
$93.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.47% |
$60 - $70.2
|
69
$5.15K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
288+ 5.23% |
$17.3K - $20.2K
|
5.8K
$433K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
10.5KNew |
$628K - $734K
|
10.5K
$781K
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
109KNew |
$6.54M - $7.64M
|
109K
$8.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-44.1K- 5.73% |
$2.65M - $3.09M
|
725K
$54.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-52.3K- 18.15% |
$3.14M - $3.67M
|
236K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-36.8K- 66.78% |
$2.21M - $2.58M
|
18.3K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-5.4K- 2.04% |
$324K - $379K
|
260K
$19.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-330K- 68.54% |
$19.8M - $23.1M
|
151K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.41K+ 1.5% |
$505K - $590K
|
568K
$42.4M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-233- 2.61% |
$14K - $16.4K
|
8.7K
$649K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
4.95KNew |
$297K - $347K
|
4.95K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
89+ 1.14% |
$5.34K - $6.25K
|
7.91K
$591K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-1K- 10.08% |
$60K - $70.2K
|
8.92K
$666K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-200- 1.2% |
$12K - $14K
|
16.5K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
676K+ 2.42% |
$40.6M - $47.4M
|
28.6M
$2.14B
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-481- 3.0% |
$28.9K - $33.8K
|
15.6K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
277+ 184.67% |
$16.6K - $19.4K
|
427
$31.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
100New |
$6K - $7.02K
|
100
$7.47K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-5.7K- 2.44% |
$342K - $400K
|
228K
$17.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
6.34K+ 3.45% |
$381K - $445K
|
190K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
697+ 16.89% |
$41.8K - $48.9K
|
4.82K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
6.55K+ 38.72% |
$393K - $460K
|
23.5K
$1.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.75K+ 17.87% |
$105K - $123K
|
11.6K
$863K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
701+ 17.22% |
$42.1K - $49.2K
|
4.77K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
25+ 3.26% |
$1.5K - $1.75K
|
792
$59.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.2K- 14.0% |
$72K - $84.2K
|
7.37K
$551K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-5.53K- 6.67% |
$332K - $388K
|
77.4K
$5.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-38- 5.13% |
$2.28K - $2.67K
|
703
$52.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-646- 7.75% |
$38.8K - $45.3K
|
7.69K
$574K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
16.5KNew |
$992K - $1.16M
|
16.5K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
9.94KNew |
$597K - $698K
|
9.94K
$743K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.44K+ 8.71% |
$86.3K - $101K
|
17.9K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-308- 6.64% |
$18.5K - $21.6K
|
4.33K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
15.8KNew |
$946K - $1.11M
|
15.8K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-84.6K- 5.82% |
$5.08M - $5.94M
|
1.37M
$102M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10.3K+ 4.73% |
$619K - $724K
|
228K
$17M
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-25- 0.11% |
$1.5K - $1.75K
|
22.4K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-5.92K- 1.93% |
$355K - $415K
|
300K
$22.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-250- 5.28% |
$15K - $17.5K
|
4.49K
$335K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-250- 6.12% |
$15K - $17.5K
|
3.83K
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
15.2K+ 63.64% |
$911K - $1.06M
|
39K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.81K+ 1.83% |
$349K - $407K
|
322K
$24.1M
|