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 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
33.5K+ 14.39% |
$1.48M - $2.3M
|
266K
$17.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.88KNew |
$171K - $266K
|
3.88K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.02K- 10.19% |
$45.2K - $70.2K
|
9.02K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-75- 4.32% |
$3.32K - $5.15K
|
1.66K
$107K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.15KNew |
$183K - $285K
|
4.15K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-438- 4.14% |
$19.4K - $30.1K
|
10.1K
$652K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.58KNew |
$158K - $246K
|
3.58K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
75+ 0.38% |
$3.32K - $5.15K
|
19.9K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.62K- 5.51% |
$116K - $180K
|
44.9K
$2.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-852- 15.25% |
$37.7K - $58.5K
|
4.74K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15New |
$663 - $1.03K
|
15
$964
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.66K- 27.69% |
$73.2K - $114K
|
4.32K
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-188- 0.82% |
$8.31K - $12.9K
|
22.9K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-186K- 17.05% |
$8.22M - $12.8M
|
904K
$58.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
20.4K+ 36.65% |
$902K - $1.4M
|
76.1K
$4.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-160- 2.91% |
$7.08K - $11K
|
5.33K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
BUY
|
- |
725+ 7.68% |
$32.1K - $49.8K
|
10.2K
$653K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-100- 0.54% |
$4.42K - $6.86K
|
18.4K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-736- 5.32% |
$32.5K - $50.5K
|
13.1K
$841K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
3.05KNew |
$135K - $209K
|
3.05K
$196K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-160- 0.17% |
$7.08K - $11K
|
92.7K
$5.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
4.26KNew |
$188K - $292K
|
4.26K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-138K- 48.0% |
$6.09M - $9.45M
|
149K
$9.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.03K- 1.51% |
$178K - $276K
|
262K
$16.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
345+ 2.61% |
$15.3K - $23.7K
|
13.6K
$873K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.04KNew |
$134K - $209K
|
3.04K
$195K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-128- 4.97% |
$5.66K - $8.79K
|
2.45K
$157K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.61K+ 43.36% |
$71.4K - $111K
|
5.34K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-258- 4.49% |
$11.4K - $17.7K
|
5.48K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
7.74K+ 5.71% |
$342K - $531K
|
143K
$9.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.4KNew |
$683K - $1.06M
|
15.4K
$992K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.55KNew |
$157K - $243K
|
3.55K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.15K- 1.42% |
$50.6K - $78.6K
|
79.5K
$5.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-47.4K- 42.99% |
$2.1M - $3.25M
|
62.9K
$4.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.41K- 17.09% |
$239K - $371K
|
26.2K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.78KNew |
$167K - $259K
|
3.78K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
24+ 19.35% |
$1.06K - $1.65K
|
148
$9.51K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-157- 66.81% |
$6.94K - $10.8K
|
78
$5.01K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.7KNew |
$75.1K - $117K
|
1.7K
$109K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
41.5K+ 66.4% |
$1.84M - $2.85M
|
104K
$6.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-775- 27.93% |
$34.3K - $53.2K
|
2K
$129K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32+ 0.64% |
$1.42K - $2.2K
|
5.02K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.48KNew |
$242K - $376K
|
5.48K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11KNew |
$487K - $756K
|
11K
$707K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.97KNew |
$131K - $204K
|
2.97K
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.8K+ 92.72% |
$787K - $1.22M
|
37K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.44K+ 11.1% |
$108K - $167K
|
24.4K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-273- 1.56% |
$12.1K - $18.7K
|
17.3K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.72K- 9.31% |
$76K - $118K
|
16.7K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.95K+ 36.9% |
$86.2K - $134K
|
7.23K
$465K
|