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
|
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
|
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
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.7K+ 4.12% |
$4.61M - $5.39M
|
1.94M
$149M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.06K+ 32.59% |
$184K - $215K
|
12.4K
$954K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-43.4K- 2.28% |
$2.6M - $3.04M
|
1.86M
$143M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
38New |
$2.28K - $2.67K
|
38
$2.91K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-9.82K- 13.29% |
$590K - $689K
|
64.1K
$4.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.17K- 23.8% |
$70.4K - $82.3K
|
3.76K
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
39New |
$2.34K - $2.74K
|
39
$2.99K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-165- 24.81% |
$9.91K - $11.6K
|
500
$38.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-16.9K- 24.94% |
$1.01M - $1.18M
|
50.8K
$3.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
669New |
$40.2K - $47K
|
669
$51.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
100New |
$6K - $7.02K
|
100
$7.67K
|
|
|
Jul 30, 2025
Q2 2025
|
Paralel Advisors LLC
|
BUY
|
- |
39.4KNew |
$2.37M - $2.77M
|
39.4K
$3.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-23.2K- 46.38% |
$1.39M - $1.62M
|
26.8K
$2.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.52K- 0.56% |
$271K - $317K
|
809K
$62M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
833New |
$50K - $58.5K
|
833
$63.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
3.32KNew |
$199K - $233K
|
3.32K
$254K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
43+ 0.2% |
$2.58K - $3.02K
|
21.8K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8+ 0.23% |
$480 - $561
|
3.47K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-825- 0.65% |
$49.5K - $57.9K
|
125K
$9.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.34K- 6.47% |
$321K - $375K
|
77.3K
$5.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-109- 37.07% |
$6.54K - $7.65K
|
185
$14.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-964- 3.56% |
$57.9K - $67.7K
|
26.1K
$2M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-1.11K- 20.9% |
$66.3K - $77.5K
|
4.18K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
438New |
$26.3K - $30.7K
|
438
$33.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-35.7K- 14.1% |
$2.15M - $2.51M
|
218K
$16.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.37K+ 0.94% |
$382K - $447K
|
682K
$52.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
5.06KNew |
$304K - $355K
|
5.06K
$388K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2K+ 40.63% |
$120K - $141K
|
6.93K
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
528+ 13.14% |
$31.7K - $37.1K
|
4.55K
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-218- 1.56% |
$13.1K - $15.3K
|
13.8K
$1.06M
|