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 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
12.6K+ 1.82% |
$556K - $863K
|
703K
$47.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.1% |
$133 - $206
|
2.98K
$202K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$579K - $899K
|
13.1K
$887K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7K+ 100014.29% |
$310K - $481K
|
7.01K
$475K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-982- 19.6% |
$43.4K - $67.4K
|
4.03K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
95+ 25.96% |
$4.2K - $6.52K
|
461
$31.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.78% |
$88.4 - $137
|
258
$17.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-400- 85.11% |
$17.7K - $27.5K
|
70
$4.74K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.61K+ 13.9% |
$204K - $317K
|
37.8K
$2.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.26KNew |
$144K - $223K
|
3.26K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
26.1K+ 157.43% |
$1.15M - $1.79M
|
42.7K
$2.89M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-233K- 93.82% |
$10.3M - $16M
|
15.4K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
2.45K+ 6.01% |
$109K - $168K
|
43.3K
$2.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.13KNew |
$227K - $352K
|
5.13K
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-273- 3.31% |
$12.1K - $18.7K
|
7.98K
$541K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$213K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
139+ 26.28% |
$6.15K - $9.54K
|
668
$45.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15.6K- 20.88% |
$691K - $1.07M
|
59.2K
$4.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
4.13KNew |
$183K - $283K
|
4.13K
$280K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.39KNew |
$150K - $233K
|
3.39K
$230K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
142+ 2.99% |
$6.28K - $9.75K
|
4.89K
$332K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.24KNew |
$143K - $222K
|
3.24K
$219K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
425+ 2.11% |
$18.8K - $29.2K
|
20.5K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.35K- 25.32% |
$59.7K - $92.7K
|
3.98K
$270K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-30.9K- 27.35% |
$1.36M - $2.12M
|
82K
$5.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-351- 20.63% |
$15.5K - $24.1K
|
1.35K
$91.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.07KNew |
$180K - $280K
|
4.07K
$276K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
3.37K+ 15.72% |
$149K - $231K
|
24.8K
$1.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.39% |
$1.11K - $1.72K
|
6.36K
$431K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 13.63% |
$66.7K - $104K
|
12.6K
$852K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-250- 1.68% |
$11.1K - $17.2K
|
14.7K
$994K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-238K- 8.99% |
$10.5M - $16.4M
|
2.41M
$164M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.92K- 31.2% |
$84.8K - $132K
|
4.23K
$286K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.24K+ 16.24% |
$54.7K - $84.8K
|
8.85K
$599K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
39.6K+ 10.03% |
$1.75M - $2.72M
|
435K
$29.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-964- 21.91% |
$42.6K - $66.2K
|
3.44K
$233K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.26M+ 20124.26% |
$55.7M - $86.4M
|
1.26M
$85.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-171- 96.61% |
$7.56K - $11.7K
|
6
$407
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.1KNew |
$137K - $213K
|
3.1K
$210K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-7- 2.56% |
$310 - $480
|
266
$18K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.66K+ 34.76% |
$118K - $183K
|
10.3K
$700K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
39+ 1.43% |
$1.72K - $2.68K
|
2.77K
$188K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.96K- 8.08% |
$86.5K - $134K
|
22.2K
$1.51M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
4.1K+ 5.35% |
$181K - $281K
|
80.7K
$5.47M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.81K- 36.45% |
$213K - $330K
|
8.38K
$568K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-383- 18.88% |
$16.9K - $26.3K
|
1.65K
$112K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
2.04K+ 5.08% |
$90K - $140K
|
42.1K
$2.85M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-737- 7.54% |
$32.6K - $50.6K
|
9.04K
$613K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.99K+ 4.03% |
$176K - $274K
|
103K
$6.97M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.76K- 5.13% |
$77.7K - $121K
|
32.5K
$2.2M
|