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 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
20.7KNew |
$1.24M - $1.45M
|
20.7K
$1.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.52K+ 116.69% |
$211K - $247K
|
6.53K
$488K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-694- 7.96% |
$41.7K - $48.7K
|
8.03K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.37M+ 815.19% |
$142M - $166M
|
2.66M
$199M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-47- 1.13% |
$2.82K - $3.3K
|
4.1K
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
14+ 0.12% |
$841 - $983
|
11.7K
$873K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-538- 56.28% |
$32.3K - $37.8K
|
418
$31.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.33K+ 39.31% |
$79.9K - $93.3K
|
4.71K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-120K- 13.29% |
$7.21M - $8.43M
|
784K
$58.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
212+ 3.92% |
$12.7K - $14.9K
|
5.62K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.09K- 28.85% |
$125K - $146K
|
5.15K
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-1K- 15.63% |
$60K - $70.2K
|
5.4K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 53.19% |
$1.5K - $1.75K
|
22
$1.64K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
940+ 5.77% |
$56.4K - $66K
|
17.2K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.77KNew |
$586K - $685K
|
9.77K
$729K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-713- 18.88% |
$42.8K - $50K
|
3.06K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-176- 2.32% |
$10.6K - $12.4K
|
7.42K
$554K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.3% |
$300 - $351
|
1.64K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-751- 11.67% |
$45.1K - $52.7K
|
5.69K
$424K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
275+ 3.15% |
$16.5K - $19.3K
|
9K
$672K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
677+ 32.28% |
$40.6K - $47.5K
|
2.77K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-6.61K- 38.67% |
$397K - $464K
|
10.5K
$782K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-100- 20.0% |
$6K - $7.02K
|
400
$29.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.31K+ 34.3% |
$139K - $162K
|
9.05K
$676K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1K- 66.67% |
$60K - $70.2K
|
500
$37.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-332- 33.77% |
$19.9K - $23.3K
|
651
$48.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-782- 28.63% |
$47K - $54.9K
|
1.95K
$146K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-327- 7.89% |
$19.6K - $22.9K
|
3.82K
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.03% |
$180 - $211
|
10K
$748K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-17- 0.05% |
$1.02K - $1.19K
|
32.9K
$2.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-81- 0.03% |
$4.86K - $5.68K
|
315K
$23.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-155- 2.68% |
$9.31K - $10.9K
|
5.64K
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-683- 45.66% |
$41K - $47.9K
|
813
$60.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
78.1KNew |
$4.69M - $5.48M
|
78.1K
$5.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.27% |
$3K - $3.51K
|
3.98K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.61K- 4.27% |
$157K - $183K
|
58.5K
$4.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.95K- 24.8% |
$297K - $347K
|
15K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.7K+ 51.14% |
$102K - $120K
|
5.04K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.52KNew |
$451K - $527K
|
7.52K
$561K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
17+ 0.48% |
$1.02K - $1.19K
|
3.57K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 1.32% |
$120 - $140
|
154
$11.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-556- 2.88% |
$33.4K - $39K
|
18.8K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-451- 4.45% |
$27.1K - $31.7K
|
9.69K
$724K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 8.31% |
$103K - $121K
|
19K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.57K- 18.41% |
$274K - $320K
|
20.2K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-694- 15.41% |
$41.7K - $48.7K
|
3.81K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-8- 2.87% |
$480 - $561
|
271
$20.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-493- 0.64% |
$29.6K - $34.6K
|
76.3K
$5.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
51+ 1.59% |
$3.06K - $3.58K
|
3.26K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-22.5K- 27.44% |
$1.35M - $1.58M
|
59.5K
$4.44M
|