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 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-378- 39.42% |
$16.7K - $25.9K
|
581
$37.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
13.3KNew |
$587K - $911K
|
13.3K
$853K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-33.8K- 71.59% |
$1.5M - $2.32M
|
13.4K
$862K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-754- 14.07% |
$33.3K - $51.8K
|
4.61K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.24K- 0.57% |
$99.1K - $154K
|
392K
$25.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.48K+ 5.01% |
$154K - $239K
|
72.9K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-7.63K- 6.94% |
$337K - $524K
|
102K
$6.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.34K- 6.03% |
$59.3K - $92.1K
|
20.9K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.82K+ 12.77% |
$80.3K - $125K
|
16K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-74.3K- 25.91% |
$3.28M - $5.1M
|
212K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
900+ 3.07% |
$39.8K - $61.8K
|
30.2K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
40+ 0.81% |
$1.77K - $2.75K
|
4.98K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-190- 1.92% |
$8.4K - $13K
|
9.72K
$624K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-61.9K- 14.03% |
$2.74M - $4.25M
|
379K
$24.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-321- 1.0% |
$14.2K - $22K
|
31.6K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
808New |
$35.7K - $55.5K
|
808
$51.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-3.5K- 6.04% |
$155K - $240K
|
54.4K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.35K- 2.38% |
$59.7K - $92.7K
|
55.4K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6+ 42.86% |
$265 - $412
|
20
$1.29K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4.3K- 51.29% |
$190K - $295K
|
4.08K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
614+ 584.76% |
$27.2K - $42.1K
|
719
$46.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.31K+ 11.54% |
$57.8K - $89.7K
|
12.6K
$811K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-104- 23.48% |
$4.6K - $7.14K
|
339
$21.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
290New |
$12.8K - $19.9K
|
290
$18.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-124- 1.38% |
$5.48K - $8.51K
|
8.84K
$568K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
674+ 10.09% |
$29.8K - $46.3K
|
7.35K
$473K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
333K+ 21.79% |
$14.7M - $22.9M
|
1.86M
$120M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.33KNew |
$192K - $297K
|
4.33K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.19K- 96.9% |
$141K - $219K
|
102
$6.55K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-187- 27.83% |
$8.27K - $12.8K
|
485
$31.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.19K- 1.39% |
$52.4K - $81.4K
|
84K
$5.4M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
147+ 1.17% |
$6.5K - $10.1K
|
12.8K
$820K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-92- 82.88% |
$4.07K - $6.31K
|
19
$1.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.43KNew |
$152K - $235K
|
3.43K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-334- 2.19% |
$14.8K - $22.9K
|
14.9K
$957K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.84KNew |
$170K - $264K
|
3.84K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47.6K+ 152.4% |
$2.11M - $3.27M
|
78.9K
$5.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
37.5K+ 23.21% |
$1.66M - $2.57M
|
199K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
19.9K+ 6.72% |
$881K - $1.37M
|
316K
$20.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-33.8K- 25.51% |
$1.49M - $2.32M
|
98.6K
$6.34M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
37.9KNew |
$1.67M - $2.6M
|
37.9K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.64KNew |
$205K - $319K
|
4.64K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
47New |
$2.08K - $3.23K
|
47
$3.02K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10K+ 6.38% |
$444K - $689K
|
167K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-10.8K- 9.56% |
$477K - $741K
|
102K
$6.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.5K+ 3.52% |
$66.4K - $103K
|
44.1K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.9KNew |
$128K - $199K
|
2.9K
$186K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-328- 22.34% |
$14.5K - $22.5K
|
1.14K
$73.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$137K - $213K
|
3.11K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
10+ 0.2% |
$442 - $686
|
4.93K
$317K
|