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 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.1K- 47.72% |
$402K - $625K
|
9.97K
$744K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-2.62K- 56.03% |
$116K - $180K
|
2.06K
$154K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8.12KNew |
$359K - $557K
|
8.12K
$606K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
68+ 0.44% |
$3.01K - $4.67K
|
15.7K
$1.17M
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
178K+ 2263.66% |
$7.86M - $12.2M
|
186K
$13.9M
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
145KNew |
$6.43M - $9.98M
|
145K
$10.9M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 5.26% |
$44.2K - $68.6K
|
18K
$1.34M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
231New |
$10.2K - $15.9K
|
231
$17.2K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
22New |
$973 - $1.51K
|
22
$1.64K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-283- 77.75% |
$12.5K - $19.4K
|
81
$6.05K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
7.5KNew |
$332K - $515K
|
7.5K
$560K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
195New |
$8.62K - $13.4K
|
195
$14.6K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.77K- 25.89% |
$78.1K - $121K
|
5.06K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
62.4KNew |
$2.76M - $4.28M
|
62.4K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
14KNew |
$618K - $960K
|
14K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-28.2K- 66.37% |
$1.25M - $1.93M
|
14.3K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
29.4K+ 8879.46% |
$1.3M - $2.02M
|
29.7K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
100New |
$4.42K - $6.86K
|
100
$7.47K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9.33K- 38.81% |
$412K - $640K
|
14.7K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Parsifal Capital Management, LP
Greenwich, CT |
BUY
|
- |
425KNew |
$18.8M - $29.2M
|
425K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Parsifal Capital Management, LP
Greenwich, CT |
BUY
|
PUT |
425KNew |
$18.8M - $29.2M
|
425K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Stem Point Capital LP
New York, NY |
BUY
|
PUT |
64.1KNew |
$2.83M - $4.4M
|
64.1K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
3.33KNew |
$147K - $228K
|
3.33K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.78K- 7.01% |
$167K - $260K
|
50.2K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
3.03KNew |
$134K - $208K
|
3.03K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.44K- 11.25% |
$63.8K - $99K
|
11.4K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
800New |
$35.4K - $54.9K
|
800
$59.7K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-3K- 31.58% |
$133K - $206K
|
6.5K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$164K - $254K
|
3.7K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.28K- 10.2% |
$233K - $362K
|
46.5K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
13.2K+ 54.77% |
$582K - $903K
|
37.2K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4.62KNew |
$204K - $317K
|
4.62K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-2.23K- 85.69% |
$98.8K - $153K
|
373
$27.9K
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.57KNew |
$202K - $314K
|
4.57K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-2.2K- 1.09% |
$97.3K - $151K
|
200K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11K- 13.47% |
$484K - $752K
|
70.4K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-600K- 79.82% |
$26.5M - $41.2M
|
152K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
CALL |
80K+ 114.29% |
$3.54M - $5.49M
|
150K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
481KNew |
$21.3M - $33M
|
481K
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-60.1K- 80.96% |
$2.66M - $4.13M
|
14.1K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
CALL |
-58.2K- 52.91% |
$2.57M - $3.99M
|
51.8K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-139K- 94.68% |
$6.13M - $9.52M
|
7.8K
$582K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
13.2KNew |
$582K - $903K
|
13.2K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
22.6KNew |
$1M - $1.55M
|
22.6K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
42.6KNew |
$1.88M - $2.93M
|
42.6K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.06KNew |
$179K - $279K
|
4.06K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 27.03% |
$66.3K - $103K
|
4.05K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-3.51K- 30.51% |
$155K - $241K
|
8K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
70.8KNew |
$3.13M - $4.86M
|
70.8K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.17KNew |
$140K - $217K
|
3.17K
$236K
|