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 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
22+ 19.13% |
$973 - $1.51K
|
137
$8.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.08K+ 23.55% |
$91.9K - $143K
|
10.9K
$700K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-29- 72.5% |
$1.28K - $1.99K
|
11
$707
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-309K- 91.09% |
$13.7M - $21.2M
|
30.2K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
101+ 0.86% |
$4.47K - $6.93K
|
11.8K
$757K
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-693- 0.66% |
$30.6K - $47.6K
|
105K
$6.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
110+ 96.49% |
$4.86K - $7.55K
|
224
$14.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.51K+ 36.41% |
$111K - $172K
|
9.42K
$605K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-734- 5.86% |
$32.5K - $50.4K
|
11.8K
$757K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
201K+ 247.95% |
$8.89M - $13.8M
|
282K
$18.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.06KNew |
$135K - $210K
|
3.06K
$197K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
460+ 0.43% |
$20.3K - $31.6K
|
108K
$6.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
88+ 29.93% |
$3.89K - $6.04K
|
382
$24.5K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.47K- 3.44% |
$286K - $444K
|
181K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29.3K+ 2.06% |
$1.29M - $2.01M
|
1.45M
$93.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.04K- 7.15% |
$46K - $71.4K
|
13.5K
$868K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.19KNew |
$141K - $219K
|
3.19K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
2.72K+ 7.91% |
$120K - $186K
|
37.1K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-23- 0.45% |
$1.02K - $1.58K
|
5.08K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.45K+ 1.12% |
$108K - $168K
|
221K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.32K- 50.26% |
$235K - $365K
|
5.27K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.5KNew |
$199K - $309K
|
4.5K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.46K+ 0.37% |
$64.7K - $100K
|
401K
$25.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.3K+ 21.89% |
$57.3K - $89K
|
7.22K
$464K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
40.7K+ 1.18% |
$1.8M - $2.8M
|
3.5M
$225M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.37M- 82.59% |
$60.5M - $93.9M
|
288K
$18.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
166+ 0.81% |
$7.34K - $11.4K
|
20.7K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-37- 0.07% |
$1.64K - $2.54K
|
55.2K
$3.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 4.78% |
$1.33K - $2.06K
|
658
$42.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1K- 48.78% |
$44.2K - $68.6K
|
1.05K
$67.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.03KNew |
$134K - $208K
|
3.03K
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.75K- 18.67% |
$121K - $188K
|
12K
$768K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-103K- 8.88% |
$4.55M - $7.06M
|
1.06M
$67.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.2K+ 1.32% |
$141K - $219K
|
245K
$15.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-139- 1.24% |
$6.15K - $9.54K
|
11.1K
$714K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.05KNew |
$135K - $209K
|
3.05K
$196K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-1.1K- 23.5% |
$48.6K - $75.5K
|
3.58K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-158- 2.12% |
$6.99K - $10.8K
|
7.3K
$469K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.07K- 9.82% |
$91.5K - $142K
|
19K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 0.61% |
$13.3K - $20.6K
|
49.4K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-460- 5.23% |
$20.3K - $31.6K
|
8.33K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-37- 1.47% |
$1.64K - $2.54K
|
2.47K
$159K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-47- 10.68% |
$2.08K - $3.23K
|
393
$25.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.17K- 5.22% |
$96K - $149K
|
39.4K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
17+ 12.59% |
$752 - $1.17K
|
152
$9.77K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-55- 0.42% |
$2.43K - $3.78K
|
13.1K
$842K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-3K- 99.57% |
$133K - $206K
|
13
$835
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
729+ 5.37% |
$32.2K - $50K
|
14.3K
$918K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.12KNew |
$49.4K - $76.7K
|
1.12K
$71.8K
|