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 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-16.8K- 60.95% |
$1.01M - $1.18M
|
10.7K
$824K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24+ 2.71% |
$1.44K - $1.68K
|
909
$69.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-548- 6.88% |
$32.9K - $38.5K
|
7.42K
$569K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.73KNew |
$284K - $332K
|
4.73K
$362K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-308- 3.94% |
$18.5K - $21.6K
|
7.5K
$575K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.96K- 14.6% |
$238K - $278K
|
23.2K
$1.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.24K- 32.19% |
$375K - $438K
|
13.1K
$1.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-106K- 13.26% |
$6.36M - $7.43M
|
693K
$53.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.8KNew |
$1.07M - $1.25M
|
17.8K
$1.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.11K+ 0.87% |
$66.6K - $77.9K
|
129K
$9.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
397+ 8.26% |
$23.8K - $27.9K
|
5.21K
$399K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
78+ 1.78% |
$4.68K - $5.47K
|
4.47K
$343K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-656- 12.86% |
$39.4K - $46K
|
4.44K
$341K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-112- 3.87% |
$6.72K - $7.86K
|
2.78K
$213K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-725- 2.58% |
$43.5K - $50.9K
|
27.4K
$2.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
1.76K+ 45.05% |
$105K - $123K
|
5.66K
$434K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
408+ 2.85% |
$24.5K - $28.6K
|
14.7K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.52K- 32.97% |
$392K - $458K
|
13.3K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.41K+ 2.03% |
$205K - $239K
|
172K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-124- 2.85% |
$7.44K - $8.7K
|
4.23K
$325K
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-368- 1.15% |
$22.1K - $25.8K
|
31.7K
$2.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.04% |
$120 - $140
|
5.57K
$427K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
11.2K+ 16.4% |
$672K - $785K
|
79.4K
$6.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
143+ 3.29% |
$8.59K - $10K
|
4.49K
$344K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-4.45K- 18.61% |
$267K - $313K
|
19.5K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-3.14K- 26.07% |
$188K - $220K
|
8.89K
$682K
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Cayman LP
|
BUY
|
- |
138KNew |
$8.27M - $9.67M
|
138K
$10.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-327- 12.85% |
$19.6K - $22.9K
|
2.22K
$170K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
250+ 2.25% |
$15K - $17.5K
|
11.4K
$872K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
381+ 9.9% |
$22.9K - $26.7K
|
4.23K
$324K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22New |
$1.32K - $1.54K
|
22
$1.69K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-16- 18.82% |
$961 - $1.12K
|
69
$5.29K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.14K+ 4.66% |
$549K - $641K
|
205K
$15.7M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-425- 21.23% |
$25.5K - $29.8K
|
1.58K
$121K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.01K+ 2.15% |
$60.3K - $70.5K
|
47.7K
$3.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Arga Investment Management, LP
|
SELL
|
- |
-2.03M- 87.58% |
$122M - $143M
|
288K
$22.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.16K- 3.54% |
$69.7K - $81.5K
|
31.7K
$2.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
3K+ 9.9% |
$180K - $211K
|
33.3K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 5.09% |
$1.2K - $1.4K
|
413
$31.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
4.52K+ 2.5% |
$271K - $317K
|
185K
$14.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.26K+ 59.48% |
$136K - $159K
|
6.06K
$465K
|
|
|
Jul 31, 2025
Q2 2025
|
Sector Gamma As
|
SELL
|
- |
-39K- 19.31% |
$2.34M - $2.74M
|
163K
$12.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.58K- 25.2% |
$215K - $251K
|
10.6K
$814K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.4K+ 30.63% |
$742K - $867K
|
52.7K
$4.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-59- 8.83% |
$3.54K - $4.14K
|
609
$46.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-83- 2.18% |
$4.98K - $5.82K
|
3.73K
$286K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.3% |
$901 - $1.05K
|
4.99K
$382K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-875- 5.24% |
$52.5K - $61.4K
|
15.8K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-34.1K- 6.33% |
$2.05M - $2.39M
|
504K
$38.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-20.9K- 9.65% |
$1.25M - $1.47M
|
195K
$15M
|