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 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-148- 1.07% |
$8.89K - $10.4K
|
13.6K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.66K- 2.59% |
$99.8K - $117K
|
62.6K
$4.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.26K+ 1.15% |
$75.5K - $88.3K
|
111K
$8.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.37K+ 116.97% |
$563K - $658K
|
17.4K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
3+ 2.88% |
$180 - $211
|
107
$7.99K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.54K- 34.2% |
$92.2K - $108K
|
2.96K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.76K- 25.86% |
$166K - $194K
|
7.91K
$591K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-17.4K- 14.87% |
$1.04M - $1.22M
|
99.6K
$7.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.07K- 22.55% |
$244K - $286K
|
14K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-18- 0.3% |
$1.08K - $1.26K
|
5.89K
$440K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-6.42K- 50.18% |
$385K - $451K
|
6.37K
$476K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
8+ 1.75% |
$480 - $561
|
464
$34.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
92+ 4.54% |
$5.52K - $6.46K
|
2.12K
$158K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
52+ 1.04% |
$3.12K - $3.65K
|
5.05K
$377K
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-11.5K- 10.0% |
$688K - $804K
|
103K
$7.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6.52KNew |
$392K - $458K
|
6.52K
$487K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.58KNew |
$335K - $391K
|
5.58K
$416K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 8.06% |
$6K - $7.02K
|
1.34K
$100K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-10.3K- 31.2% |
$619K - $724K
|
22.7K
$1.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.53K- 2.76% |
$91.6K - $107K
|
53.7K
$4.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.02% |
$60 - $70.2
|
4.5K
$336K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.48K+ 11.39% |
$389K - $454K
|
63.3K
$4.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-330- 0.58% |
$19.8K - $23.2K
|
56.8K
$4.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
89+ 0.22% |
$5.34K - $6.25K
|
40.7K
$3.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-16.8K- 60.95% |
$1.01M - $1.18M
|
10.7K
$803K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24+ 2.71% |
$1.44K - $1.68K
|
909
$67.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-548- 6.88% |
$32.9K - $38.5K
|
7.42K
$554K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.73KNew |
$284K - $332K
|
4.73K
$353K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-308- 3.94% |
$18.5K - $21.6K
|
7.5K
$560K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.96K- 14.6% |
$238K - $278K
|
23.2K
$1.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
64.4K+ 22.83% |
$3.87M - $4.52M
|
347K
$25.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.24K- 32.19% |
$375K - $438K
|
13.1K
$981K
|
|
|
Aug 01, 2025
Q2 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-106K- 13.26% |
$6.36M - $7.43M
|
693K
$51.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.8KNew |
$1.07M - $1.25M
|
17.8K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.11K+ 0.87% |
$66.6K - $77.9K
|
129K
$9.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
397+ 8.26% |
$23.8K - $27.9K
|
5.21K
$389K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
78+ 1.78% |
$4.68K - $5.47K
|
4.47K
$334K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-656- 12.86% |
$39.4K - $46K
|
4.44K
$332K
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
37.2K+ 21.53% |
$2.23M - $2.61M
|
210K
$15.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-112- 3.87% |
$6.72K - $7.86K
|
2.78K
$208K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-725- 2.58% |
$43.5K - $50.9K
|
27.4K
$2.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
1.76K+ 45.05% |
$105K - $123K
|
5.66K
$422K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
408+ 2.85% |
$24.5K - $28.6K
|
14.7K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.52K- 32.97% |
$392K - $458K
|
13.3K
$991K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.41K+ 2.03% |
$205K - $239K
|
172K
$12.8M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-124- 2.85% |
$7.44K - $8.7K
|
4.23K
$316K
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-368- 1.15% |
$22.1K - $25.8K
|
31.7K
$2.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.04% |
$120 - $140
|
5.57K
$416K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
11.2K+ 16.4% |
$672K - $785K
|
79.4K
$5.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
143+ 3.29% |
$8.59K - $10K
|
4.49K
$335K
|