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 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
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2New |
$120 - $140
|
2
$153
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
875+ 4.73% |
$52.5K - $61.4K
|
19.4K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
15.5K+ 33.47% |
$930K - $1.09M
|
61.8K
$4.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
105+ 1.53% |
$6.3K - $7.37K
|
6.97K
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-33- 4.47% |
$1.98K - $2.32K
|
706
$54.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-775- 19.73% |
$46.5K - $54.4K
|
3.15K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
13.3KNew |
$798K - $933K
|
13.3K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-15- 0.16% |
$901 - $1.05K
|
9.36K
$718K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.78K- 20.07% |
$107K - $125K
|
7.09K
$544K
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
6.78KNew |
$407K - $476K
|
6.78K
$520K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
11.1KNew |
$664K - $776K
|
11.1K
$848K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
105+ 0.35% |
$6.3K - $7.37K
|
30.1K
$2.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11.1K- 5.63% |
$664K - $776K
|
185K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-55- 0.44% |
$3.3K - $3.86K
|
12.3K
$945K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.79KNew |
$468K - $547K
|
7.79K
$598K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-325- 3.74% |
$19.5K - $22.8K
|
8.37K
$642K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
14+ 15.38% |
$841 - $983
|
105
$8.05K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
53+ 1.72% |
$3.18K - $3.72K
|
3.13K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-102- 1.02% |
$6.12K - $7.16K
|
9.88K
$758K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
43+ 1.44% |
$2.58K - $3.02K
|
3.04K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.94K- 49.14% |
$237K - $277K
|
4.08K
$313K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 27.66% |
$12K - $14K
|
523
$40.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105+ 10.25% |
$6.3K - $7.37K
|
1.13K
$86.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.64K- 14.96% |
$158K - $185K
|
15K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
104+ 3.51% |
$6.24K - $7.3K
|
3.07K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-456- 64.41% |
$27.4K - $32K
|
252
$19.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.25KNew |
$255K - $298K
|
4.25K
$326K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
53.1K+ 35.57% |
$3.19M - $3.73M
|
202K
$15.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-8- 0.6% |
$480 - $561
|
1.33K
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-4.96K- 4.72% |
$298K - $348K
|
100K
$7.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8+ 0.97% |
$480 - $561
|
836
$64.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.5K- 86.02% |
$210K - $246K
|
569
$43.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
345+ 1.87% |
$20.7K - $24.2K
|
18.8K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.43K- 19.54% |
$85.7K - $100K
|
5.88K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5.82K- 41.08% |
$350K - $409K
|
8.35K
$640K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
150+ 4.75% |
$9.01K - $10.5K
|
3.31K
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-843- 11.68% |
$50.6K - $59.2K
|
6.37K
$489K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
6.51K+ 20.24% |
$391K - $457K
|
38.7K
$2.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.47K- 1.64% |
$208K - $244K
|
209K
$16M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
1.71K+ 2.24% |
$102K - $120K
|
77.8K
$5.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3K+ 16.67% |
$180K - $211K
|
21K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
33+ 0.55% |
$1.98K - $2.32K
|
6.04K
$463K
|