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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-130- 3.93% |
$7.81K - $9.12K
|
3.18K
$238K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-646- 0.97% |
$38.8K - $45.3K
|
66.1K
$4.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
46+ 0.52% |
$2.76K - $3.23K
|
8.88K
$663K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
38New |
$2.28K - $2.67K
|
38
$2.84K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-9.82K- 13.29% |
$590K - $689K
|
64.1K
$4.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.09K- 8.38% |
$65.4K - $76.4K
|
11.9K
$889K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.32K- 9.51% |
$79.5K - $92.9K
|
12.6K
$940K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
444+ 7.73% |
$26.7K - $31.2K
|
6.19K
$462K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.17K- 23.8% |
$70.4K - $82.3K
|
3.76K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
135+ 0.37% |
$8.11K - $9.47K
|
36.5K
$2.73M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-735- 7.82% |
$44.1K - $51.6K
|
8.67K
$647K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
988+ 11.17% |
$59.3K - $69.3K
|
9.83K
$734K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
411+ 2.33% |
$24.7K - $28.8K
|
18.1K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
39New |
$2.34K - $2.74K
|
39
$2.91K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-165- 24.81% |
$9.91K - $11.6K
|
500
$37.3K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
23.4K+ 12.9% |
$1.41M - $1.64M
|
205K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-16.9K- 24.94% |
$1.01M - $1.18M
|
50.8K
$3.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.4K+ 21.13% |
$925K - $1.08M
|
88.3K
$6.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-4.84K- 36.19% |
$290K - $339K
|
8.53K
$637K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
804+ 2.92% |
$48.3K - $56.4K
|
28.3K
$2.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.74K- 3.89% |
$105K - $122K
|
43.1K
$3.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
669New |
$40.2K - $47K
|
669
$50K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
100New |
$6K - $7.02K
|
100
$7.47K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
29.1K+ 250.21% |
$1.75M - $2.04M
|
40.7K
$3.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Paralel Advisors LLC
|
BUY
|
- |
39.4KNew |
$2.37M - $2.77M
|
39.4K
$2.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
505+ 1.53% |
$30.3K - $35.4K
|
33.6K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
490+ 3.06% |
$29.4K - $34.4K
|
16.5K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.64K- 1.3% |
$98.6K - $115K
|
125K
$9.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-23.2K- 46.38% |
$1.39M - $1.62M
|
26.8K
$2M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.52K- 0.56% |
$271K - $317K
|
809K
$60.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
833New |
$50K - $58.5K
|
833
$62.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
3.32KNew |
$199K - $233K
|
3.32K
$248K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.02KNew |
$362K - $423K
|
6.02K
$450K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
43+ 0.2% |
$2.58K - $3.02K
|
21.8K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8+ 0.23% |
$480 - $561
|
3.47K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
380New |
$22.8K - $26.7K
|
380
$28.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.91KNew |
$595K - $696K
|
9.91K
$740K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-825- 0.65% |
$49.5K - $57.9K
|
125K
$9.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-286- 14.67% |
$17.2K - $20.1K
|
1.66K
$124K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.34K- 6.47% |
$321K - $375K
|
77.3K
$5.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-472- 1.88% |
$28.3K - $33.1K
|
24.7K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-109- 37.07% |
$6.54K - $7.65K
|
185
$13.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
45+ 0.38% |
$2.7K - $3.16K
|
11.8K
$883K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-964- 3.56% |
$57.9K - $67.7K
|
26.1K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
2.41K+ 7.05% |
$145K - $169K
|
36.6K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-505- 48.56% |
$30.3K - $35.4K
|
535
$39.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-70.1K- 1.59% |
$4.21M - $4.92M
|
4.34M
$324M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-1.11K- 20.9% |
$66.3K - $77.5K
|
4.18K
$312K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
438New |
$26.3K - $30.7K
|
438
$32.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.13KNew |
$188K - $220K
|
3.13K
$234K
|