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 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-10.1K- 8.79% |
$606K - $709K
|
105K
$8.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-803- 19.0% |
$48.2K - $56.4K
|
3.42K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1K- 16.91% |
$60K - $70.2K
|
4.91K
$377K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
85.9KNew |
$5.16M - $6.03M
|
85.9K
$6.59M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
491+ 4.43% |
$29.5K - $34.5K
|
11.6K
$888K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
6KNew |
$360K - $421K
|
6K
$460K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.89K+ 4.94% |
$113K - $133K
|
40.2K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-506- 1.37% |
$30.4K - $35.5K
|
36.4K
$2.8M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.35K+ 2.78% |
$80.8K - $94.4K
|
49.7K
$3.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.49KNew |
$329K - $385K
|
5.49K
$421K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.57KNew |
$214K - $251K
|
3.57K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
578+ 15.04% |
$34.7K - $40.6K
|
4.42K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
240+ 2.08% |
$14.4K - $16.8K
|
11.8K
$905K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
100+ 2.46% |
$6K - $7.02K
|
4.17K
$320K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
307K+ 108.24% |
$18.4M - $21.5M
|
591K
$45.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-33.9K- 16.97% |
$2.04M - $2.38M
|
166K
$12.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
400New |
$24K - $28.1K
|
400
$30.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.15K- 0.78% |
$189K - $221K
|
398K
$30.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.49K+ 1.53% |
$89.4K - $104K
|
98.6K
$7.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-74- 1.4% |
$4.44K - $5.19K
|
5.2K
$399K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-96- 13.35% |
$5.76K - $6.74K
|
623
$47.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
515+ 14.75% |
$30.9K - $36.1K
|
4.01K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
2.9KNew |
$174K - $204K
|
2.9K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.01% |
$60 - $70.2
|
12.5K
$962K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-79- 2.04% |
$4.74K - $5.54K
|
3.8K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
48.2KNew |
$2.89M - $3.38M
|
48.2K
$3.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-300- 2.58% |
$18K - $21.1K
|
11.3K
$870K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.34K- 34.17% |
$201K - $235K
|
6.44K
$494K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-2.5K- 7.73% |
$150K - $176K
|
29.9K
$2.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.09K- 6.34% |
$65.6K - $76.7K
|
16.2K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
16.4K+ 7.01% |
$988K - $1.15M
|
251K
$19.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-500- 1.66% |
$30K - $35.1K
|
29.6K
$2.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
411+ 12.04% |
$24.7K - $28.8K
|
3.83K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.6K+ 149.98% |
$1.05M - $1.23M
|
29.3K
$2.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.63K+ 19.2% |
$158K - $184K
|
16.3K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.02K+ 3.94% |
$61.1K - $71.4K
|
26.8K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
88+ 1.42% |
$5.28K - $6.18K
|
6.27K
$481K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-85.6K- 34.52% |
$5.14M - $6M
|
162K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-23- 17.97% |
$1.38K - $1.61K
|
105
$8.05K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
110+ 2.84% |
$6.6K - $7.72K
|
3.98K
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
728K+ 23.09% |
$43.7M - $51.1M
|
3.88M
$298M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
81+ 2.66% |
$4.86K - $5.68K
|
3.13K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-361- 9.0% |
$21.7K - $25.3K
|
3.65K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-4.59K- 9.7% |
$275K - $322K
|
42.7K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
34.8K+ 54.82% |
$2.09M - $2.44M
|
98.3K
$7.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
100+ 5.97% |
$6K - $7.02K
|
1.78K
$136K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
37.9KNew |
$2.28M - $2.66M
|
37.9K
$2.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-4.51K- 15.41% |
$271K - $317K
|
24.8K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-7.2K- 5.54% |
$433K - $506K
|
123K
$9.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
SELL
|
- |
-44.5K- 21.01% |
$2.67M - $3.13M
|
167K
$12.8M
|