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 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.42K+ 10.29% |
$85.5K - $99.9K
|
15.3K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.48K- 10.54% |
$89.1K - $104K
|
12.6K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
546New |
$32.8K - $38.3K
|
546
$45K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.07K+ 5.18% |
$124K - $145K
|
42K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
13+ 15.85% |
$781 - $912
|
95
$7.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.34K- 10.91% |
$80.3K - $93.9K
|
10.9K
$901K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-584- 51.96% |
$35.1K - $41K
|
540
$44.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-21.7K- 5.29% |
$1.31M - $1.53M
|
390K
$32.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.4K+ 37.32% |
$84.2K - $98.5K
|
5.16K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-3.52K- 1.58% |
$211K - $247K
|
220K
$18.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
21.2K+ 7.27% |
$1.27M - $1.49M
|
313K
$25.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
42+ 2.6% |
$2.52K - $2.95K
|
1.66K
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.35K+ 34.5% |
$201K - $235K
|
13K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
100KNew |
$6M - $7.02M
|
100K
$8.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.23M- 28.72% |
$134M - $157M
|
5.54M
$457M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-120- 1.76% |
$7.2K - $8.42K
|
6.71K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.5K- 1.89% |
$90.2K - $105K
|
78.2K
$6.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.63K+ 3.14% |
$97.8K - $114K
|
53.5K
$4.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
302New |
$18.1K - $21.2K
|
302
$24.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
19.7KNew |
$1.18M - $1.38M
|
19.7K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
58New |
$3.48K - $4.07K
|
58
$4.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$826K - $965K
|
13.8K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-114K- 49.76% |
$6.81M - $7.97M
|
115K
$9.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.17K- 24.42% |
$431K - $503K
|
22.2K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-47.4K- 0.62% |
$2.85M - $3.33M
|
7.65M
$631M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
128+ 1.87% |
$7.69K - $8.98K
|
6.97K
$575K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.73K- 31.76% |
$164K - $191K
|
5.86K
$483K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.27K+ 5.44% |
$76K - $88.8K
|
24.6K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
852New |
$51.2K - $59.8K
|
852
$70.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
29New |
$1.74K - $2.04K
|
29
$2.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
34+ 0.25% |
$2.04K - $2.39K
|
13.9K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
256+ 0.64% |
$15.4K - $18K
|
40.4K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-939- 1.55% |
$56.4K - $65.9K
|
59.7K
$4.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-632- 2.49% |
$37.9K - $44.4K
|
24.8K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-125- 2.68% |
$7.51K - $8.77K
|
4.55K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.11K- 3.66% |
$66.5K - $77.8K
|
29.1K
$2.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
14.1K+ 20.29% |
$844K - $987K
|
83.4K
$6.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
30KNew |
$1.8M - $2.11M
|
30K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-648- 3.54% |
$38.9K - $45.5K
|
17.6K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.5K- 9.12% |
$90.1K - $105K
|
15K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.69K+ 3.13% |
$282K - $329K
|
154K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.5K+ 23.7% |
$90.1K - $105K
|
7.83K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.63K- 0.85% |
$97.9K - $114K
|
190K
$15.6M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.08K- 52.04% |
$365K - $427K
|
5.61K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-7.64K- 11.91% |
$459K - $536K
|
56.5K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.05K- 7.18% |
$123K - $144K
|
26.4K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.41KNew |
$445K - $520K
|
7.41K
$611K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.37M+ 38.44% |
$82.2M - $96.1M
|
4.93M
$407M
|
|
|
Aug 12, 2025
Q2 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-35.2K- 7.74% |
$2.12M - $2.47M
|
420K
$34.6M
|