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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-14K- 31.99% |
$841K - $983K
|
29.8K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 0.47% |
$6K - $7.02K
|
21K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-380- 8.67% |
$22.8K - $26.7K
|
4K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
250+ 3.62% |
$15K - $17.5K
|
7.15K
$549K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.2K- 22.12% |
$132K - $154K
|
7.73K
$593K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.16K- 4.75% |
$69.3K - $81.1K
|
23.2K
$1.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
141+ 4.51% |
$8.47K - $9.9K
|
3.26K
$250K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
132+ 3.48% |
$7.93K - $9.26K
|
3.93K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
31.5KNew |
$1.89M - $2.21M
|
31.5K
$2.42M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
4.85K+ 4.55% |
$291K - $341K
|
112K
$8.55M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-320- 0.96% |
$19.2K - $22.5K
|
32.9K
$2.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
29+ 1.65% |
$1.74K - $2.04K
|
1.79K
$137K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
311+ 2.49% |
$18.7K - $21.8K
|
12.8K
$981K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-879- 19.08% |
$52.8K - $61.7K
|
3.73K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-286- 3.04% |
$17.2K - $20.1K
|
9.13K
$700K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
252K+ 112.98% |
$15.1M - $17.7M
|
474K
$36.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-899- 0.88% |
$54K - $63.1K
|
101K
$7.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2.37K- 2.73% |
$142K - $167K
|
84.6K
$6.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.07K- 3.41% |
$64.4K - $75.2K
|
30.3K
$2.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
1.2KNew |
$72K - $84.2K
|
1.2K
$92K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
501+ 0.96% |
$30.1K - $35.2K
|
52.6K
$4.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
514+ 0.19% |
$30.9K - $36.1K
|
271K
$20.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-7.87K- 22.4% |
$473K - $553K
|
27.3K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2K+ 57.3% |
$120K - $140K
|
5.49K
$421K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
69.2K+ 12.95% |
$4.15M - $4.85M
|
603K
$46.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-3.5K- 3.43% |
$210K - $246K
|
98.7K
$7.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
655+ 2.24% |
$39.3K - $46K
|
29.8K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.3K- 18.74% |
$138K - $161K
|
9.97K
$765K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.8K+ 6.96% |
$288K - $337K
|
73.7K
$5.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.31KNew |
$499K - $583K
|
8.31K
$637K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.04% |
$60 - $70.2
|
2.44K
$187K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.99K- 21.64% |
$360K - $420K
|
21.7K
$1.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.66K- 2.59% |
$99.8K - $117K
|
62.6K
$4.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.26K+ 1.15% |
$75.5K - $88.3K
|
111K
$8.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.37K+ 116.97% |
$563K - $658K
|
17.4K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
3+ 2.88% |
$180 - $211
|
107
$8.21K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.76K- 25.86% |
$166K - $194K
|
7.91K
$607K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.07K- 22.55% |
$244K - $286K
|
14K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-18- 0.3% |
$1.08K - $1.26K
|
5.89K
$452K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-6.42K- 50.18% |
$385K - $451K
|
6.37K
$489K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
92+ 4.54% |
$5.52K - $6.46K
|
2.12K
$162K
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-11.5K- 10.0% |
$688K - $804K
|
103K
$7.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6.52KNew |
$392K - $458K
|
6.52K
$500K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.58KNew |
$335K - $391K
|
5.58K
$428K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 8.06% |
$6K - $7.02K
|
1.34K
$103K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-10.3K- 31.2% |
$619K - $724K
|
22.7K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.53K- 2.76% |
$91.6K - $107K
|
53.7K
$4.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-330- 0.58% |
$19.8K - $23.2K
|
56.8K
$4.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
89+ 0.22% |
$5.34K - $6.25K
|
40.7K
$3.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-16.8K- 60.95% |
$1.01M - $1.18M
|
10.7K
$824K
|