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 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-750- 4.83% |
$33.2K - $51.5K
|
14.8K
$949K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.69KNew |
$163K - $253K
|
3.69K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
4.18KNew |
$185K - $287K
|
4.18K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.53K- 0.56% |
$67.4K - $105K
|
271K
$17.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-11.5K- 5.54% |
$506K - $786K
|
195K
$12.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.72KNew |
$76K - $118K
|
1.72K
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
10.9K+ 65.45% |
$481K - $747K
|
27.5K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.05K- 34.76% |
$90.7K - $141K
|
3.85K
$247K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.2KNew |
$762K - $1.18M
|
17.2K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-540- 9.45% |
$23.9K - $37.1K
|
5.17K
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
240+ 3.85% |
$10.6K - $16.5K
|
6.47K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
1.39MNew |
$61.4M - $95.3M
|
1.39M
$89.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8.19K- 29.75% |
$362K - $562K
|
19.3K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
135+ 71.81% |
$5.97K - $9.27K
|
323
$20.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-15K- 33.11% |
$663K - $1.03M
|
30.3K
$1.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-116- 34.12% |
$5.13K - $7.96K
|
224
$14.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.15% |
$133 - $206
|
263
$16.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-984- 7.28% |
$43.5K - $67.5K
|
12.5K
$806K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-15.2K- 39.0% |
$671K - $1.04M
|
23.7K
$1.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.58% |
$44.2 - $68.6
|
173
$11.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.95KNew |
$175K - $271K
|
3.95K
$254K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.9K- 32.6% |
$84K - $130K
|
3.93K
$252K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.92K- 37.59% |
$85K - $132K
|
3.19K
$205K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-10- 0.12% |
$442 - $686
|
8.36K
$537K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-259- 1.83% |
$11.5K - $17.8K
|
13.9K
$892K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
56+ 2.74% |
$2.48K - $3.84K
|
2.1K
$135K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.97K- 16.97% |
$131K - $204K
|
14.5K
$934K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.48K- 32.08% |
$65.2K - $101K
|
3.12K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
248K+ 123.23% |
$11M - $17M
|
449K
$28.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-423- 1.18% |
$18.7K - $29K
|
35.5K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-20- 45.45% |
$884 - $1.37K
|
24
$1.54K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-9.41K- 64.31% |
$416K - $646K
|
5.22K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-31K- 6.13% |
$1.37M - $2.13M
|
475K
$30.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.49K+ 19.58% |
$66.1K - $103K
|
9.12K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-900- 17.65% |
$39.8K - $61.8K
|
4.2K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-96- 33.1% |
$4.25K - $6.59K
|
194
$12.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.5KNew |
$66.3K - $103K
|
1.5K
$96.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.58K- 46.31% |
$114K - $177K
|
2.99K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.82KNew |
$169K - $262K
|
3.82K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-533- 4.37% |
$23.6K - $36.6K
|
11.7K
$750K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.2K+ 21.69% |
$2.48M - $3.85M
|
315K
$20.2M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
850+ 13.77% |
$37.6K - $58.3K
|
7.02K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-90- 0.84% |
$3.98K - $6.18K
|
10.6K
$684K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.78KNew |
$167K - $260K
|
3.78K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
163+ 99.39% |
$7.21K - $11.2K
|
327
$21K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.98K+ 88.45% |
$264K - $410K
|
12.7K
$819K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-170- 3.42% |
$7.52K - $11.7K
|
4.8K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
3.63K+ 3.41% |
$161K - $249K
|
110K
$7.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.8K- 38.69% |
$657K - $1.02M
|
23.5K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-67.4K- 66.53% |
$2.98M - $4.63M
|
33.9K
$2.18M
|