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 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.6K- 77.56% |
$1.42M - $1.66M
|
6.84K
$511K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.3K- 39.8% |
$738K - $863K
|
18.6K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
185+ 4.04% |
$11.1K - $13K
|
4.76K
$355K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.37K+ 27.23% |
$82.1K - $95.9K
|
6.39K
$477K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.3KNew |
$198K - $231K
|
3.3K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
357+ 3.22% |
$21.4K - $25.1K
|
11.4K
$854K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 14.43% |
$60.7K - $71K
|
8.02K
$599K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.51K- 4.56% |
$150K - $176K
|
52.4K
$3.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-60- 0.69% |
$3.6K - $4.21K
|
8.61K
$643K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-8.35K- 6.69% |
$501K - $586K
|
116K
$8.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.82K- 4.6% |
$109K - $127K
|
37.6K
$2.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
119+ 3.1% |
$7.14K - $8.35K
|
3.96K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-290- 2.22% |
$17.4K - $20.4K
|
12.8K
$955K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
512New |
$30.7K - $35.9K
|
512
$38.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.51K- 18.03% |
$90.7K - $106K
|
6.87K
$513K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
370+ 7.56% |
$22.2K - $26K
|
5.26K
$393K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
785+ 9.54% |
$47.1K - $55.1K
|
9.01K
$673K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.28% |
$841 - $983
|
1.11K
$82.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-1.79K- 8.2% |
$107K - $126K
|
20K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 447.33% |
$80.6K - $94.2K
|
1.64K
$123K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-393- 7.17% |
$23.6K - $27.6K
|
5.09K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 0.53% |
$1.5K - $1.75K
|
4.74K
$354K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-110K- 15.69% |
$6.62M - $7.74M
|
592K
$44.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14.1K- 22.48% |
$849K - $992K
|
48.8K
$3.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.2K+ 11.01% |
$71.7K - $83.9K
|
12.1K
$900K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-2.64K- 15.32% |
$159K - $185K
|
14.6K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
202+ 78.29% |
$12.1K - $14.2K
|
460
$34.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
25New |
$1.5K - $1.75K
|
25
$1.87K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.02K- 75.33% |
$61.1K - $71.4K
|
333
$24.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
14.8KNew |
$889K - $1.04M
|
14.8K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.49K+ 135.11% |
$329K - $385K
|
9.55K
$713K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
28+ 0.68% |
$1.68K - $1.97K
|
4.16K
$310K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-784K- 58.09% |
$47.1M - $55M
|
566K
$42.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.71K- 10.0% |
$283K - $330K
|
42.4K
$3.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.75% |
$120 - $140
|
268
$20K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 18.35% |
$114K - $133K
|
8.43K
$629K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-311- 8.32% |
$18.7K - $21.8K
|
3.43K
$256K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-581- 11.33% |
$34.9K - $40.8K
|
4.55K
$339K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 2.8% |
$12K - $14K
|
6.95K
$519K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-93- 2.86% |
$5.58K - $6.53K
|
3.16K
$236K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-28.9K- 66.76% |
$1.73M - $2.03M
|
14.4K
$1.07M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.82K- 44.88% |
$169K - $198K
|
3.46K
$258K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-4.72K- 28.46% |
$284K - $332K
|
11.9K
$887K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.38KNew |
$323K - $378K
|
5.38K
$402K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-15.8K- 7.69% |
$947K - $1.11M
|
189K
$14.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-168- 36.44% |
$10.1K - $11.8K
|
293
$21.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-5K- 1.22% |
$300K - $351K
|
405K
$30.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
500+ 1.54% |
$30K - $35.1K
|
33K
$2.46M
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
40New |
$1.77K - $2.75K
|
40
$2.99K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.3K- 15.15% |
$57.5K - $89.3K
|
7.28K
$544K
|
|