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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
124KNew |
$7.46M - $8.72M
|
124K
$9.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.64K- 14.96% |
$158K - $185K
|
15K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
104+ 3.51% |
$6.24K - $7.3K
|
3.07K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-516- 0.39% |
$31K - $36.2K
|
133K
$9.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
625+ 3.78% |
$37.5K - $43.9K
|
17.2K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-456- 64.41% |
$27.4K - $32K
|
252
$18.8K
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-380- 0.27% |
$22.8K - $26.7K
|
143K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.25KNew |
$255K - $298K
|
4.25K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
53.1K+ 35.57% |
$3.19M - $3.73M
|
202K
$15.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.36KNew |
$322K - $376K
|
5.36K
$400K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-275- 3.39% |
$16.5K - $19.3K
|
7.84K
$585K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-8- 0.6% |
$480 - $561
|
1.33K
$98.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-4.96K- 4.72% |
$298K - $348K
|
100K
$7.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.26K+ 244.32% |
$136K - $159K
|
3.19K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8+ 0.97% |
$480 - $561
|
836
$62.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
102+ 3.42% |
$6.12K - $7.16K
|
3.08K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-667- 7.96% |
$40K - $46.8K
|
7.71K
$576K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.5K- 86.02% |
$210K - $246K
|
569
$42.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
59K+ 173.93% |
$3.54M - $4.14M
|
92.9K
$6.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
345+ 1.87% |
$20.7K - $24.2K
|
18.8K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18.9KNew |
$1.14M - $1.33M
|
18.9K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-599- 8.16% |
$36K - $42K
|
6.74K
$503K
|
|
|
Jul 21, 2025
Q2 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-20.3K- 4.0% |
$1.22M - $1.42M
|
487K
$36.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.72K+ 33.22% |
$523K - $612K
|
35K
$2.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.05% |
$180 - $211
|
5.55K
$414K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.43K- 19.54% |
$85.7K - $100K
|
5.88K
$439K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.38K+ 266.92% |
$82.9K - $96.8K
|
1.9K
$142K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5.82K- 41.08% |
$350K - $409K
|
8.35K
$624K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
150+ 4.75% |
$9.01K - $10.5K
|
3.31K
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
418+ 13.09% |
$25.1K - $29.3K
|
3.61K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-843- 11.68% |
$50.6K - $59.2K
|
6.37K
$476K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.9K- 2.52% |
$114K - $133K
|
73.4K
$5.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
251+ 1.29% |
$15.1K - $17.6K
|
19.7K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
6.51K+ 20.24% |
$391K - $457K
|
38.7K
$2.89M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
6.89K+ 230.43% |
$414K - $484K
|
9.88K
$738K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.47K- 1.64% |
$208K - $244K
|
209K
$15.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
1.71K+ 2.24% |
$102K - $120K
|
77.8K
$5.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-124- 3.7% |
$7.44K - $8.7K
|
3.23K
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
98.4K+ 70.14% |
$5.91M - $6.91M
|
239K
$17.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3K+ 16.67% |
$180K - $211K
|
21K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
33+ 0.55% |
$1.98K - $2.32K
|
6.04K
$451K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
465+ 5.46% |
$27.9K - $32.6K
|
8.99K
$671K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
62+ 0.44% |
$3.72K - $4.35K
|
14K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.95K- 43.81% |
$177K - $207K
|
3.78K
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-280- 3.56% |
$16.8K - $19.7K
|
7.59K
$566K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.82K- 6.47% |
$169K - $198K
|
40.8K
$3.05M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.97K+ 1310.67% |
$118K - $138K
|
2.12K
$158K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60+ 71.43% |
$3.6K - $4.21K
|
144
$10.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-303- 46.05% |
$18.2K - $21.3K
|
355
$26.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-295- 3.15% |
$17.7K - $20.7K
|
9.06K
$677K
|