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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.66K- 2.33% |
$206K - $320K
|
196K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 0.91% |
$398 - $618
|
983
$63.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.7K+ 41.71% |
$208K - $323K
|
16K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 4.74% |
$4.42K - $6.86K
|
2.01K
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-63- 0.2% |
$2.79K - $4.32K
|
31.4K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-6.33K- 9.39% |
$280K - $435K
|
61.1K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
700New |
$31K - $48K
|
700
$45K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 43.17% |
$73.6K - $114K
|
5.52K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.43K- 9.36% |
$63.3K - $98.3K
|
13.9K
$891K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.39K- 43.62% |
$238K - $370K
|
6.96K
$447K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-196- 0.54% |
$8.67K - $13.5K
|
35.9K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-863K- 84.38% |
$38.2M - $59.3M
|
160K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.12K+ 17.33% |
$49.7K - $77.2K
|
7.61K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
67+ 0.65% |
$2.96K - $4.6K
|
10.4K
$669K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-240- 2.09% |
$10.6K - $16.5K
|
11.3K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.52KNew |
$200K - $310K
|
4.52K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.1KNew |
$137K - $213K
|
3.1K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-63K- 60.98% |
$2.79M - $4.33M
|
40.3K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
102K+ 23.51% |
$4.53M - $7.03M
|
538K
$34.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-393- 81.88% |
$17.4K - $27K
|
87
$5.59K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.99KNew |
$132K - $205K
|
2.99K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
114+ 0.66% |
$5.04K - $7.82K
|
17.3K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25K+ 111.69% |
$1.1M - $1.71M
|
47.3K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-141- 2.29% |
$6.24K - $9.68K
|
6.01K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-131- 2.31% |
$5.79K - $8.99K
|
5.55K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
446+ 147.19% |
$19.7K - $30.6K
|
749
$48.1K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.23K+ 2.38% |
$187K - $290K
|
182K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.41KNew |
$239K - $371K
|
5.41K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-535- 7.71% |
$23.7K - $36.7K
|
6.4K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.55K- 29.26% |
$157K - $244K
|
8.59K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-2.91K- 9.53% |
$129K - $200K
|
27.6K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.36KNew |
$148K - $230K
|
3.36K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.05K- 4.25% |
$46.3K - $71.8K
|
23.6K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-393- 9.2% |
$17.4K - $27K
|
3.88K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-918- 6.22% |
$40.6K - $63K
|
13.8K
$889K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-200- 1.28% |
$8.84K - $13.7K
|
15.4K
$991K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
17.6KNew |
$780K - $1.21M
|
17.6K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20.6K- 40.95% |
$909K - $1.41M
|
29.6K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.03K+ 16.0% |
$178K - $276K
|
29.2K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-24.9K- 83.11% |
$1.1M - $1.71M
|
5.06K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-20.6K- 62.92% |
$913K - $1.42M
|
12.2K
$782K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.34KNew |
$192K - $298K
|
4.34K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
101New |
$4.47K - $6.93K
|
101
$6.49K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
134+ 2.75% |
$5.93K - $9.2K
|
5K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.83K+ 22.13% |
$81.1K - $126K
|
10.1K
$650K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-501- 84.77% |
$22.2K - $34.4K
|
90
$5.78K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-64- 55.17% |
$2.83K - $4.39K
|
52
$3.34K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-151- 42.78% |
$6.68K - $10.4K
|
202
$13K
|