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 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.47K+ 15.06% |
$328K - $384K
|
41.8K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
390+ 0.93% |
$23.4K - $27.4K
|
42.3K
$3.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-19.4K- 1.58% |
$1.17M - $1.36M
|
1.21M
$92.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-198- 4.09% |
$11.9K - $13.9K
|
4.64K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.24K- 0.69% |
$495K - $578K
|
1.19M
$91.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
17.2K+ 139.84% |
$1.03M - $1.21M
|
29.5K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-656- 7.91% |
$39.4K - $46K
|
7.64K
$586K
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-271K- 7.93% |
$16.3M - $19M
|
3.15M
$242M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.4K+ 8.97% |
$84.2K - $98.4K
|
17K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
647K+ 7.63% |
$38.8M - $45.4M
|
9.13M
$700M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.3K+ 10.84% |
$1.28M - $1.5M
|
218K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-23.8K- 0.99% |
$1.43M - $1.67M
|
2.39M
$183M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
63+ 0.02% |
$3.78K - $4.42K
|
372K
$28.5M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-226K- 35.77% |
$13.5M - $15.8M
|
405K
$31.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
82.8K+ 11.17% |
$4.97M - $5.81M
|
824K
$63.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
274+ 9.55% |
$16.5K - $19.2K
|
3.14K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12.8K+ 15.65% |
$771K - $902K
|
94.9K
$7.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
693+ 10.22% |
$41.6K - $48.6K
|
7.47K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-96.2K- 1.13% |
$5.77M - $6.75M
|
8.43M
$647M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-339K- 51.97% |
$20.4M - $23.8M
|
314K
$24.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-38.3K- 61.31% |
$2.3M - $2.69M
|
24.2K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.14K+ 6798.1% |
$429K - $501K
|
7.24K
$555K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
312+ 1.0% |
$18.7K - $21.9K
|
31.5K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-41.9K- 9.41% |
$2.51M - $2.94M
|
403K
$30.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-412- 1.52% |
$24.7K - $28.9K
|
26.6K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
379K+ 7566.61% |
$22.8M - $26.6M
|
384K
$29.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
228+ 6.48% |
$13.7K - $16K
|
3.75K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-823- 18.6% |
$49.4K - $57.8K
|
3.6K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
184K+ 21.41% |
$11.1M - $12.9M
|
1.05M
$80.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.13% |
$841 - $983
|
10.6K
$809K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.84KNew |
$230K - $269K
|
3.84K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.28K+ 19.39% |
$197K - $230K
|
20.2K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-396K- 4.22% |
$23.8M - $27.8M
|
8.98M
$689M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.64K+ 164.16% |
$98.2K - $115K
|
2.63K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.51% |
$360 - $421
|
1.18K
$90.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.62K+ 4.55% |
$157K - $184K
|
60.3K
$4.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-182- 1.13% |
$10.9K - $12.8K
|
15.9K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.76K+ 86.93% |
$226K - $264K
|
8.08K
$620K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-808- 10.01% |
$48.5K - $56.7K
|
7.27K
$557K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-7- 0.4% |
$420 - $491
|
1.74K
$133K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
186+ 4.91% |
$11.2K - $13.1K
|
3.98K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.7K+ 10.22% |
$1M - $1.17M
|
180K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
159K+ 610.74% |
$9.53M - $11.1M
|
185K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.26K+ 8.53% |
$75.8K - $88.6K
|
16.1K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-16- 0.08% |
$961 - $1.12K
|
21.1K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-16.1K- 23.25% |
$964K - $1.13M
|
53K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-23.4K- 63.68% |
$1.4M - $1.64M
|
13.3K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
PUT |
-111K- 21.18% |
$6.63M - $7.75M
|
411K
$31.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.72K+ 25.63% |
$343K - $401K
|
28K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.11K+ 47.42% |
$186K - $218K
|
9.65K
$740K
|