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 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 138.89% |
$2.21K - $3.43K
|
86
$5.53K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
175K+ 606.25% |
$7.72M - $12M
|
203K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
38.7K+ 162.06% |
$1.71M - $2.65M
|
62.5K
$4.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-567- 8.39% |
$25.1K - $38.9K
|
6.19K
$398K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-345- 2.41% |
$15.3K - $23.7K
|
14K
$900K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-14.3K- 13.57% |
$634K - $984K
|
91.4K
$5.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
570+ 228.0% |
$25.2K - $39.1K
|
820
$52.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-19K- 3.15% |
$841K - $1.3M
|
584K
$37.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-16.3K- 35.86% |
$720K - $1.12M
|
29.1K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.67M+ 310.8% |
$118M - $183M
|
3.52M
$226M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
289+ 63.94% |
$12.8K - $19.8K
|
741
$47.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.59% |
$44.2 - $68.6
|
64
$4.11K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-69.6K- 69.08% |
$3.08M - $4.78M
|
31.2K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.15% |
$354 - $549
|
5.28K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-17K- 12.0% |
$753K - $1.17M
|
125K
$8.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-3.46K- 44.36% |
$153K - $237K
|
4.33K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
117+ 1.07% |
$5.17K - $8.03K
|
11.1K
$712K
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-5.01K- 4.1% |
$222K - $344K
|
117K
$7.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 79.9% |
$63.5K - $98.5K
|
361
$23.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.52K- 2.42% |
$156K - $242K
|
142K
$9.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
27.9K+ 23.03% |
$1.23M - $1.91M
|
149K
$9.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
334+ 48.62% |
$14.8K - $22.9K
|
1.02K
$65.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.01KNew |
$354K - $550K
|
8.01K
$515K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
480+ 37.47% |
$21.2K - $32.9K
|
1.76K
$113K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7.41K+ 4.56% |
$328K - $509K
|
170K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
2.28K+ 321.13% |
$101K - $156K
|
2.99K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-690- 1.86% |
$30.5K - $47.4K
|
36.4K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
141+ 0.92% |
$6.24K - $9.68K
|
15.5K
$996K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-133- 2.24% |
$5.88K - $9.13K
|
5.79K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-29.7K- 88.1% |
$1.31M - $2.04M
|
4.01K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-807- 9.61% |
$35.7K - $55.4K
|
7.59K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2K- 28.73% |
$88.2K - $137K
|
4.95K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
530+ 2.8% |
$23.4K - $36.4K
|
19.5K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.59K- 20.26% |
$70.5K - $109K
|
6.27K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.71K+ 18.15% |
$75.5K - $117K
|
11.1K
$714K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.54K+ 17.28% |
$68.2K - $106K
|
10.5K
$673K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.68K- 11.13% |
$74.3K - $115K
|
13.4K
$863K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
450+ 2.8% |
$19.9K - $30.9K
|
16.5K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.04K- 61.25% |
$46K - $71.4K
|
658
$42.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
49.8K+ 20.06% |
$2.2M - $3.42M
|
298K
$19.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.24K+ 5.05% |
$55K - $85.4K
|
25.9K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.98KNew |
$176K - $273K
|
3.98K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-321K- 78.4% |
$14.2M - $22M
|
88.5K
$5.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
731+ 13.84% |
$32.3K - $50.2K
|
6.01K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
10+ 1.22% |
$442 - $686
|
828
$53.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.26K- 7.52% |
$144K - $223K
|
40.1K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.08K- 15.14% |
$91.8K - $142K
|
11.6K
$748K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-9- 3.18% |
$398 - $618
|
274
$17.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
3.65KNew |
$161K - $251K
|
3.65K
$235K
|