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 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-9- 8.91% |
$540 - $632
|
92
$7.06K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.19K- 27.38% |
$131K - $153K
|
5.8K
$445K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
156K+ 14.65% |
$9.37M - $10.9M
|
1.22M
$93.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-28- 2.05% |
$1.68K - $1.97K
|
1.34K
$103K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.99K+ 15.65% |
$120K - $140K
|
14.7K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-270- 5.32% |
$16.2K - $18.9K
|
4.81K
$369K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-911- 15.5% |
$54.7K - $63.9K
|
4.97K
$381K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-482- 7.03% |
$28.9K - $33.8K
|
6.38K
$489K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
226+ 59.16% |
$13.6K - $15.9K
|
608
$46.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
312K+ 51.91% |
$18.7M - $21.9M
|
913K
$70M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.6K+ 11.87% |
$96.3K - $113K
|
15.1K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
44.3K+ 136.83% |
$2.66M - $3.11M
|
76.7K
$5.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
170K+ 19.28% |
$10.2M - $11.9M
|
1.05M
$80.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
34K+ 76.58% |
$2.04M - $2.39M
|
78.4K
$6.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.52K- 60.5% |
$331K - $387K
|
3.6K
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.18K- 5.01% |
$70.8K - $82.8K
|
22.4K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
21.5K+ 16.61% |
$1.29M - $1.51M
|
151K
$11.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-358- 48.97% |
$21.5K - $25.1K
|
373
$28.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.63K- 18.4% |
$97.8K - $114K
|
7.22K
$554K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
7.7K+ 184.39% |
$462K - $541K
|
11.9K
$911K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
622+ 6.82% |
$37.3K - $43.7K
|
9.75K
$747K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-595- 4.2% |
$35.7K - $41.8K
|
13.6K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$240 - $281
|
8.36K
$641K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
165+ 10.88% |
$9.91K - $11.6K
|
1.68K
$129K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-327- 7.54% |
$19.6K - $22.9K
|
4.01K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-6.4K- 23.16% |
$384K - $449K
|
21.2K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
33.2K+ 3580.13% |
$1.99M - $2.33M
|
34.1K
$2.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-936K- 5.29% |
$56.2M - $65.7M
|
16.7M
$1.28B
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
34.1KNew |
$2.05M - $2.39M
|
34.1K
$2.61M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.25K- 15.82% |
$135K - $158K
|
12K
$919K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.9K- 54.05% |
$1.79M - $2.1M
|
25.4K
$1.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-225- 5.0% |
$13.5K - $15.8K
|
4.28K
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
117+ 8.09% |
$7.02K - $8.21K
|
1.56K
$120K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
10.8K+ 19.93% |
$648K - $758K
|
65K
$4.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-50- 13.85% |
$3K - $3.51K
|
311
$23.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
525+ 0.85% |
$31.5K - $36.8K
|
62.1K
$4.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-579- 1.91% |
$34.8K - $40.6K
|
29.8K
$2.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
89.1K+ 277.81% |
$5.35M - $6.25M
|
121K
$9.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
200+ 0.66% |
$12K - $14K
|
30.4K
$2.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
862+ 3.71% |
$51.8K - $60.5K
|
24.1K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.23K- 18.11% |
$254K - $297K
|
19.1K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.17% |
$60 - $70.2
|
573
$43.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.3% |
$841 - $983
|
4.72K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
34.8K+ 3.04% |
$2.09M - $2.44M
|
1.18M
$90.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-325- 3.94% |
$19.5K - $22.8K
|
7.93K
$608K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-538- 9.74% |
$32.3K - $37.8K
|
4.98K
$382K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-31- 20.95% |
$1.86K - $2.18K
|
117
$8.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
27+ 0.49% |
$1.62K - $1.89K
|
5.51K
$423K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
75+ 1.64% |
$4.5K - $5.26K
|
4.64K
$356K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
87K+ 18.82% |
$5.22M - $6.11M
|
549K
$42.1M
|