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 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-165- 0.32% |
$9.91K - $11.6K
|
51.5K
$3.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-897- 17.34% |
$53.9K - $63K
|
4.28K
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
50+ 22.32% |
$3K - $3.51K
|
274
$20.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.7K+ 58.23% |
$822K - $961K
|
37.2K
$2.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.33K- 5.97% |
$79.7K - $93.1K
|
20.9K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.74K+ 1.04% |
$104K - $122K
|
169K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-7.09K- 95.29% |
$426K - $497K
|
350
$26.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.96KNew |
$178K - $208K
|
2.96K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.41K+ 62.75% |
$145K - $169K
|
6.25K
$467K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.08K+ 9.73% |
$64.9K - $75.9K
|
12.2K
$910K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 2.31% |
$6K - $7.02K
|
4.24K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
823K+ 57.92% |
$49.4M - $57.7M
|
2.24M
$167M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-4.44K- 1.67% |
$266K - $311K
|
262K
$19.5M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.44K- 2.64% |
$147K - $172K
|
90.3K
$6.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.9K- 7.32% |
$656K - $767K
|
138K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
3New |
$180 - $211
|
3
$224
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.7K- 0.78% |
$222K - $260K
|
471K
$35.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.43K- 6.42% |
$146K - $170K
|
35.4K
$2.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
20.5KNew |
$1.23M - $1.44M
|
20.5K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-700- 10.06% |
$42K - $49.1K
|
6.26K
$467K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.83K+ 26.33% |
$230K - $269K
|
18.4K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.31K- 20.54% |
$78.8K - $92.1K
|
5.07K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
81+ 1.07% |
$4.86K - $5.68K
|
7.67K
$573K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-205- 1.4% |
$12.3K - $14.4K
|
14.5K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
471+ 3.6% |
$28.3K - $33.1K
|
13.6K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
24+ 0.1% |
$1.44K - $1.68K
|
24.8K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-75- 6.02% |
$4.5K - $5.26K
|
1.17K
$87.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-65- 0.66% |
$3.9K - $4.56K
|
9.8K
$732K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-298- 0.74% |
$17.9K - $20.9K
|
39.8K
$2.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
224K+ 16.13% |
$13.4M - $15.7M
|
1.61M
$120M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
52+ 0.34% |
$3.12K - $3.65K
|
15.6K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
10.5K+ 4.58% |
$628K - $734K
|
239K
$17.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
502+ 30.24% |
$30.1K - $35.2K
|
2.16K
$161K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.15MNew |
$129M - $151M
|
2.15M
$160M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
19.6K+ 6.77% |
$1.18M - $1.38M
|
309K
$23.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-190- 3.03% |
$11.4K - $13.3K
|
6.09K
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
695+ 9.79% |
$41.7K - $48.8K
|
7.79K
$582K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.65K- 3.9% |
$99.1K - $116K
|
40.7K
$3.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-910- 6.7% |
$54.6K - $63.9K
|
12.7K
$947K
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.7KNew |
$645K - $753K
|
10.7K
$802K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-48.9K- 15.67% |
$2.94M - $3.44M
|
264K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-399- 7.58% |
$24K - $28K
|
4.87K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.87K+ 9.86% |
$112K - $131K
|
20.9K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.45K+ 13.28% |
$86.9K - $102K
|
12.3K
$922K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
16+ 8.84% |
$961 - $1.12K
|
197
$14.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-218- 0.59% |
$13.1K - $15.3K
|
36.8K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.77K- 17.91% |
$166K - $194K
|
12.7K
$946K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-180- 0.5% |
$10.8K - $12.6K
|
35.7K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
18+ 0.51% |
$1.08K - $1.26K
|
3.57K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-166- 9.12% |
$9.97K - $11.6K
|
1.66K
$124K
|