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 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.11% |
$360 - $421
|
5.23K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-617- 12.67% |
$37K - $43.3K
|
4.25K
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-573- 11.49% |
$34.4K - $40.2K
|
4.41K
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.38K- 23.46% |
$83K - $97.1K
|
4.51K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.07K+ 12.57% |
$184K - $215K
|
27.4K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.8K+ 26.31% |
$1.25M - $1.46M
|
99.7K
$7.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.98% |
$3.66K - $4.28K
|
6.14K
$458K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-2.88K- 6.85% |
$173K - $202K
|
39.2K
$2.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-179- 1.18% |
$10.7K - $12.6K
|
15K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-17- 0.45% |
$1.02K - $1.19K
|
3.76K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-5.48K- 6.0% |
$329K - $385K
|
85.9K
$6.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 72.43% |
$1.13M - $1.32M
|
44.6K
$3.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
98+ 1.95% |
$5.88K - $6.88K
|
5.12K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.43K+ 1.69% |
$266K - $311K
|
267K
$19.9M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 3.14% |
$24K - $28.1K
|
13.2K
$982K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-7- 1.41% |
$420 - $491
|
490
$36.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87- 2.53% |
$5.22K - $6.11K
|
3.35K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
24.3K+ 65.43% |
$1.46M - $1.71M
|
61.5K
$4.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-384- 2.54% |
$23.1K - $26.9K
|
14.7K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-33.9K- 21.23% |
$2.04M - $2.38M
|
126K
$9.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
151+ 0.81% |
$9.07K - $10.6K
|
18.8K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.93% |
$961 - $1.12K
|
1.74K
$130K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-330- 79.33% |
$19.8K - $23.2K
|
86
$6.42K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1K+ 83.61% |
$60K - $70.2K
|
2.2K
$164K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
200+ 0.25% |
$12K - $14K
|
80.9K
$6.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.85K- 38.18% |
$171K - $200K
|
4.61K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-2.18K- 19.84% |
$131K - $153K
|
8.79K
$656K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-316- 18.61% |
$19K - $22.2K
|
1.38K
$103K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15.4K- 10.36% |
$927K - $1.08M
|
133K
$9.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
201New |
$12.1K - $14.1K
|
201
$15K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.68KNew |
$281K - $329K
|
4.68K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-726- 4.21% |
$43.6K - $51K
|
16.5K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.04K- 12.73% |
$62.2K - $72.7K
|
7.1K
$530K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.02K+ 69.35% |
$181K - $212K
|
7.37K
$550K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.8M- 51.08% |
$108M - $126M
|
1.72M
$129M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-300- 8.38% |
$18K - $21.1K
|
3.28K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.11K+ 1.84% |
$66.3K - $77.5K
|
61.1K
$4.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
113+ 3.33% |
$6.78K - $7.93K
|
3.5K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
49+ 2.0% |
$2.94K - $3.44K
|
2.5K
$186K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-298- 38.9% |
$17.9K - $20.9K
|
468
$34.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-319- 3.53% |
$19.2K - $22.4K
|
8.72K
$651K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
516+ 1.0% |
$31K - $36.2K
|
52.2K
$3.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-705- 5.25% |
$42.3K - $49.5K
|
12.7K
$950K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
77.7K+ 249.29% |
$4.66M - $5.45M
|
109K
$8.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5+ 0.04% |
$300 - $351
|
13.1K
$980K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.87K- 21.83% |
$112K - $131K
|
6.68K
$499K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-164- 3.78% |
$9.85K - $11.5K
|
4.18K
$312K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
487KNew |
$29.2M - $34.1M
|
487K
$36.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-906- 5.57% |
$54.4K - $63.6K
|
15.4K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
167+ 2.47% |
$10K - $11.7K
|
6.92K
$517K
|