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 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-35.7K- 14.1% |
$2.15M - $2.51M
|
218K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.37K+ 0.94% |
$382K - $447K
|
682K
$50.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
5.06KNew |
$304K - $355K
|
5.06K
$378K
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
BUY
|
- |
79+ 0.78% |
$4.74K - $5.54K
|
10.2K
$765K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-35K- 9.68% |
$2.1M - $2.46M
|
327K
$24.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
59+ 0.76% |
$3.54K - $4.14K
|
7.82K
$584K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2K+ 40.63% |
$120K - $141K
|
6.93K
$518K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 1.9% |
$360 - $421
|
322
$24K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.25K- 7.47% |
$75.1K - $87.7K
|
15.5K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.49K- 6.12% |
$89.5K - $105K
|
22.9K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-12.3K- 15.43% |
$737K - $861K
|
67.3K
$5.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-76- 0.23% |
$4.56K - $5.33K
|
33K
$2.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
528+ 13.14% |
$31.7K - $37.1K
|
4.55K
$339K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-218- 1.56% |
$13.1K - $15.3K
|
13.8K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
34.5KNew |
$2.07M - $2.42M
|
34.5K
$2.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-5.25K- 9.65% |
$315K - $369K
|
49.2K
$3.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.59K- 1.08% |
$95.5K - $112K
|
145K
$10.9M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
73.1KNew |
$4.39M - $5.13M
|
73.1K
$5.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.82K- 11.13% |
$409K - $478K
|
54.4K
$4.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-125- 1.96% |
$7.51K - $8.77K
|
6.24K
$466K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.98% |
$180 - $211
|
310
$23.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
104+ 0.58% |
$6.24K - $7.3K
|
18.1K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-8.61K- 6.07% |
$517K - $605K
|
133K
$9.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.7KNew |
$282K - $330K
|
4.7K
$351K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-110- 2.54% |
$6.6K - $7.72K
|
4.22K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
320+ 0.93% |
$19.2K - $22.5K
|
34.9K
$2.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
564+ 1.04% |
$33.9K - $39.6K
|
54.9K
$4.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-10.7K- 17.08% |
$644K - $752K
|
52K
$3.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.07KNew |
$184K - $215K
|
3.07K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.18K+ 15.1% |
$131K - $153K
|
16.6K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.42K+ 30.6% |
$85.3K - $99.7K
|
6.07K
$453K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.29K+ 12.02% |
$197K - $231K
|
30.6K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-581- 11.02% |
$34.9K - $40.8K
|
4.69K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-75- 10.9% |
$4.5K - $5.26K
|
613
$45.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
155+ 18.36% |
$9.31K - $10.9K
|
999
$74.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-320- 0.29% |
$19.2K - $22.5K
|
110K
$8.2M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-16- 0.42% |
$961 - $1.12K
|
3.84K
$287K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-97- 12.05% |
$5.82K - $6.81K
|
708
$52.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.85KNew |
$231K - $270K
|
3.85K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.94KNew |
$176K - $206K
|
2.94K
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-257- 0.2% |
$15.4K - $18K
|
131K
$9.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.52K- 24.56% |
$151K - $177K
|
7.74K
$578K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
268+ 1.82% |
$16.1K - $18.8K
|
15K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$391K - $457K
|
6.51K
$486K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-9- 8.91% |
$540 - $632
|
92
$6.87K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.19K- 27.38% |
$131K - $153K
|
5.8K
$433K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-815- 5.28% |
$48.9K - $57.2K
|
14.6K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
156K+ 14.65% |
$9.37M - $10.9M
|
1.22M
$91.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-28- 2.05% |
$1.68K - $1.97K
|
1.34K
$100K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-84- 0.46% |
$5.04K - $5.9K
|
18.3K
$1.37M
|