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 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
194+ 2.35% |
$8.58K - $13.3K
|
8.47K
$544K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
180+ 7.41% |
$7.96K - $12.4K
|
2.61K
$168K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
171+ 158.33% |
$7.56K - $11.7K
|
279
$17.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
94+ 1.41% |
$4.16K - $6.45K
|
6.76K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
59.9K+ 483.53% |
$2.65M - $4.11M
|
72.3K
$4.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-39.5K- 59.25% |
$1.75M - $2.71M
|
27.1K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.17K- 60.35% |
$51.6K - $80K
|
766
$49.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-552- 1.95% |
$24.4K - $37.9K
|
27.8K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.18K- 19.12% |
$52.1K - $80.9K
|
4.99K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.82K- 24.13% |
$213K - $331K
|
15.2K
$974K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.57KNew |
$202K - $314K
|
4.57K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.78KNew |
$167K - $259K
|
3.78K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
574+ 39.53% |
$25.4K - $39.4K
|
2.03K
$130K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.01KNew |
$133K - $207K
|
3.01K
$194K
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.24M+ 1097.06% |
$54.7M - $84.9M
|
1.35M
$86.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-650- 0.81% |
$28.7K - $44.6K
|
79.1K
$5.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.75K+ 9.11% |
$166K - $257K
|
44.9K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
73.6K+ 33.85% |
$3.25M - $5.05M
|
291K
$18.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$148K - $229K
|
3.34K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.24K- 10.83% |
$99K - $154K
|
18.4K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.16KNew |
$140K - $217K
|
3.16K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.32KNew |
$191K - $296K
|
4.32K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-4.16K- 58.36% |
$184K - $285K
|
2.97K
$191K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.32KNew |
$191K - $297K
|
4.32K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 1.17% |
$265 - $412
|
517
$33.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-13.9K- 28.31% |
$614K - $953K
|
35.2K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
28+ 0.26% |
$1.24K - $1.92K
|
10.6K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-4.04K- 48.94% |
$179K - $278K
|
4.22K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.4K+ 103.33% |
$416K - $645K
|
18.5K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.35KNew |
$192K - $298K
|
4.35K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
12KNew |
$531K - $824K
|
12K
$771K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
8.34K+ 32.26% |
$369K - $572K
|
34.2K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 30.47% |
$87.2K - $135K
|
4.5K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
4.84K+ 12.22% |
$214K - $332K
|
44.5K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-55.1K- 20.11% |
$2.44M - $3.78M
|
219K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-8.58K- 17.79% |
$379K - $589K
|
39.7K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-298- 10.89% |
$13.2K - $20.5K
|
2.44K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-118- 2.93% |
$5.22K - $8.1K
|
3.9K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.32KNew |
$147K - $228K
|
3.32K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.73KNew |
$298K - $462K
|
6.73K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-108- 1.31% |
$4.78K - $7.41K
|
8.11K
$521K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
7.7K+ 34.5% |
$340K - $528K
|
30K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.38KNew |
$150K - $232K
|
3.38K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-300- 0.35% |
$13.3K - $20.6K
|
86.1K
$5.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5.46K- 12.95% |
$241K - $375K
|
36.7K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 13.88% |
$8.84K - $13.7K
|
1.24K
$79.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
90KNew |
$3.98M - $6.18M
|
90K
$5.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.34KNew |
$148K - $229K
|
3.34K
$214K
|