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 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-14- 0.27% |
$841 - $983
|
5.15K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
125New |
$7.51K - $8.77K
|
125
$9.33K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.24K+ 2.37% |
$134K - $157K
|
96.9K
$7.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 0.09% |
$720 - $842
|
13.8K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.35KNew |
$201K - $235K
|
3.35K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
206+ 1.75% |
$12.4K - $14.5K
|
12K
$896K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-948- 23.9% |
$56.9K - $66.5K
|
3.02K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.54K+ 5.78% |
$152K - $178K
|
46.5K
$3.47M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
54+ 0.35% |
$3.24K - $3.79K
|
15.4K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-272- 25.37% |
$16.3K - $19.1K
|
800
$59.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-13- 6.57% |
$781 - $912
|
185
$13.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-697- 0.57% |
$41.8K - $48.9K
|
121K
$9.02M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-5.4K- 2.97% |
$324K - $379K
|
176K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.37KNew |
$202K - $237K
|
3.37K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 2.45% |
$480 - $561
|
319
$23.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.32K- 21.69% |
$259K - $303K
|
15.6K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
377+ 418.89% |
$22.6K - $26.5K
|
467
$34.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-795- 5.73% |
$47.7K - $55.8K
|
13.1K
$977K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
100+ 18.52% |
$6K - $7.02K
|
640
$47.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-151- 1.18% |
$9.07K - $10.6K
|
12.6K
$943K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.23% |
$600 - $702
|
4.32K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-887- 20.0% |
$53.3K - $62.2K
|
3.55K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
336+ 2.18% |
$20.2K - $23.6K
|
15.8K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.41K+ 3.91% |
$84.4K - $98.7K
|
37.3K
$2.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
100+ 1.65% |
$6K - $7.02K
|
6.16K
$460K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-855- 21.23% |
$51.3K - $60K
|
3.17K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-250- 7.87% |
$15K - $17.5K
|
2.93K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
272+ 4.21% |
$16.3K - $19.1K
|
6.74K
$503K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-100- 0.97% |
$6K - $7.02K
|
10.2K
$764K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17- 3.46% |
$1.02K - $1.19K
|
474
$35.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-44- 51.16% |
$2.64K - $3.09K
|
42
$3.14K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
45KNew |
$2.7M - $3.16M
|
45K
$3.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.8K- 67.73% |
$708K - $828K
|
5.62K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-779- 0.46% |
$46.8K - $54.7K
|
169K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-64- 4.62% |
$3.84K - $4.49K
|
1.32K
$98.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
37New |
$2.22K - $2.6K
|
37
$2.76K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.01K+ 2.96% |
$60.6K - $70.9K
|
35.1K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-315- 0.82% |
$18.9K - $22.1K
|
38.1K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-248- 6.23% |
$14.9K - $17.4K
|
3.73K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 8.29% |
$1.02K - $1.19K
|
222
$16.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-25- 0.25% |
$1.5K - $1.75K
|
9.97K
$745K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-110- 0.16% |
$6.6K - $7.72K
|
70.6K
$5.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.18K- 26.43% |
$131K - $153K
|
6.08K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-357- 2.8% |
$21.4K - $25.1K
|
12.4K
$924K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.99KNew |
$359K - $420K
|
5.99K
$447K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-31.7K- 5.51% |
$1.9M - $2.23M
|
544K
$40.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
3K+ 15.07% |
$180K - $210K
|
22.9K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-590- 4.0% |
$35.4K - $41.4K
|
14.2K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.74KNew |
$285K - $333K
|
4.74K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-198- 4.13% |
$11.9K - $13.9K
|
4.6K
$343K
|