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 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
178+ 3.75% |
$7.87K - $12.2K
|
4.93K
$317K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-8.13K- 48.22% |
$359K - $558K
|
8.73K
$561K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-83- 26.77% |
$3.67K - $5.7K
|
227
$14.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-614- 6.89% |
$27.2K - $42.1K
|
8.3K
$533K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$4.42K - $6.86K
|
100
$6.43K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30.5KNew |
$1.35M - $2.09M
|
30.5K
$1.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.71KNew |
$297K - $461K
|
6.71K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-667- 12.27% |
$29.5K - $45.8K
|
4.77K
$307K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
108+ 3.88% |
$4.78K - $7.41K
|
2.89K
$186K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.02K- 6.06% |
$266K - $413K
|
93.3K
$6M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.62K+ 8.2% |
$116K - $180K
|
34.6K
$2.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.02K- 23.2% |
$178K - $276K
|
13.3K
$854K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-45- 4.43% |
$1.99K - $3.09K
|
970
$62.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.35KNew |
$192K - $299K
|
4.35K
$280K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8- 0.53% |
$354 - $549
|
1.5K
$96.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-117- 10.11% |
$5.17K - $8.03K
|
1.04K
$66.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-19.8K- 31.26% |
$878K - $1.36M
|
43.6K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-440- 7.11% |
$19.5K - $30.2K
|
5.75K
$370K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-750- 7.71% |
$33.2K - $51.5K
|
8.97K
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
3KNew |
$132K - $206K
|
3K
$192K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-58- 2.08% |
$2.56K - $3.98K
|
2.73K
$175K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
24.7K+ 23.24% |
$1.09M - $1.69M
|
131K
$8.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.43K+ 38.9% |
$240K - $373K
|
19.4K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-59.3K- 19.31% |
$2.62M - $4.07M
|
248K
$15.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
11.9K+ 14.43% |
$528K - $819K
|
94.7K
$6.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-730- 10.71% |
$32.3K - $50.1K
|
6.09K
$391K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
BUY
|
- |
62+ 0.52% |
$2.74K - $4.26K
|
12.1K
$775K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18.8K- 70.49% |
$831K - $1.29M
|
7.87K
$505K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.7K+ 12.59% |
$738K - $1.15M
|
149K
$9.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-113- 0.67% |
$5K - $7.76K
|
16.7K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
315+ 5.28% |
$13.9K - $21.6K
|
6.28K
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-415- 5.59% |
$18.4K - $28.5K
|
7.01K
$451K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-85.2K- 25.37% |
$3.77M - $5.85M
|
251K
$16.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.42K+ 131.69% |
$240K - $372K
|
9.54K
$613K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.66K- 92.63% |
$162K - $251K
|
291
$18.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
428+ 3.21% |
$18.9K - $29.4K
|
13.8K
$885K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
32+ 188.24% |
$1.42K - $2.2K
|
49
$3.15K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.52KNew |
$156K - $241K
|
3.52K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-477- 8.62% |
$21.1K - $32.7K
|
5.06K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
35.9K+ 7.5% |
$1.59M - $2.46M
|
514K
$33.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.68K+ 4.94% |
$118K - $184K
|
56.8K
$3.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.2KNew |
$142K - $220K
|
3.2K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-55- 0.58% |
$2.43K - $3.78K
|
9.38K
$602K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.33K- 26.16% |
$147K - $229K
|
9.4K
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-78.2K- 10.38% |
$3.46M - $5.37M
|
675K
$43.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.19K- 11.15% |
$96.7K - $150K
|
17.4K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-42- 0.65% |
$1.86K - $2.88K
|
6.44K
$414K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.8K+ 24.99% |
$124K - $192K
|
14K
$899K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.42KNew |
$151K - $235K
|
3.42K
$220K
|