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 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.99K- 22.15% |
$179K - $210K
|
10.5K
$805K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10+ 0.32% |
$600 - $702
|
3.16K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
21K+ 142.06% |
$1.26M - $1.47M
|
35.8K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-23.6K- 29.33% |
$1.42M - $1.66M
|
56.8K
$4.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
415+ 11.26% |
$24.9K - $29.1K
|
4.1K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-56- 1.19% |
$3.36K - $3.93K
|
4.64K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 5.56% |
$3.06K - $3.58K
|
968
$74.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
295+ 0.55% |
$17.7K - $20.7K
|
53.7K
$4.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-101K- 47.61% |
$6.05M - $7.07M
|
111K
$8.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-12.2K- 8.79% |
$732K - $856K
|
127K
$9.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-443- 6.81% |
$26.6K - $31.1K
|
6.06K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.7K- 25.38% |
$821K - $960K
|
40.2K
$3.08M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.36K+ 7.21% |
$262K - $306K
|
64.8K
$4.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.06M+ 1.74% |
$124M - $145M
|
120M
$9.23B
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-110- 3.42% |
$6.6K - $7.72K
|
3.11K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-81.2K- 19.83% |
$4.88M - $5.7M
|
328K
$25.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.06KNew |
$244K - $285K
|
4.06K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-16- 0.39% |
$961 - $1.12K
|
4.14K
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-898- 2.91% |
$53.9K - $63K
|
29.9K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 24.66% |
$1.08K - $1.26K
|
91
$6.98K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
157+ 1.67% |
$9.43K - $11K
|
9.58K
$734K
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
12.9K+ 0.44% |
$774K - $905K
|
2.93M
$225M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
96+ 2.66% |
$5.76K - $6.74K
|
3.7K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-9- 0.19% |
$540 - $632
|
4.81K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.03K- 19.54% |
$61.6K - $72K
|
4.23K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.73K+ 10.44% |
$104K - $121K
|
18.3K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.47% |
$60 - $70.2
|
69
$5.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
288+ 5.23% |
$17.3K - $20.2K
|
5.8K
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
109KNew |
$6.54M - $7.64M
|
109K
$8.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-44.1K- 5.73% |
$2.65M - $3.09M
|
725K
$55.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-52.3K- 18.15% |
$3.14M - $3.67M
|
236K
$18.1M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-36.8K- 66.78% |
$2.21M - $2.58M
|
18.3K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-5.4K- 2.04% |
$324K - $379K
|
260K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-330K- 68.54% |
$19.8M - $23.1M
|
151K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.41K+ 1.5% |
$505K - $590K
|
568K
$43.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
4.95KNew |
$297K - $347K
|
4.95K
$380K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
89+ 1.14% |
$5.34K - $6.25K
|
7.91K
$607K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-1K- 10.08% |
$60K - $70.2K
|
8.92K
$684K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
676K+ 2.42% |
$40.6M - $47.4M
|
28.6M
$2.2B
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-481- 3.0% |
$28.9K - $33.8K
|
15.6K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
277+ 184.67% |
$16.6K - $19.4K
|
427
$32.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
100New |
$6K - $7.02K
|
100
$7.67K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-5.7K- 2.44% |
$342K - $400K
|
228K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
6.34K+ 3.45% |
$381K - $445K
|
190K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
697+ 16.89% |
$41.8K - $48.9K
|
4.82K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
6.55K+ 38.72% |
$393K - $460K
|
23.5K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.75K+ 17.87% |
$105K - $123K
|
11.6K
$887K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
701+ 17.22% |
$42.1K - $49.2K
|
4.77K
$366K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
25+ 3.26% |
$1.5K - $1.75K
|
792
$60.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-5.53K- 6.67% |
$332K - $388K
|
77.4K
$5.93M
|