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 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60+ 71.43% |
$3.6K - $4.21K
|
144
$11K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-538- 56.28% |
$32.3K - $37.8K
|
418
$32.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-1K- 15.63% |
$60K - $70.2K
|
5.4K
$414K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 53.19% |
$1.5K - $1.75K
|
22
$1.69K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
940+ 5.77% |
$56.4K - $66K
|
17.2K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.77KNew |
$586K - $685K
|
9.77K
$749K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-176- 2.32% |
$10.6K - $12.4K
|
7.42K
$569K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-6.61K- 38.67% |
$397K - $464K
|
10.5K
$803K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-100- 20.0% |
$6K - $7.02K
|
400
$30.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.31K+ 34.3% |
$139K - $162K
|
9.05K
$694K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-332- 33.77% |
$19.9K - $23.3K
|
651
$49.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-782- 28.63% |
$47K - $54.9K
|
1.95K
$149K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-327- 7.89% |
$19.6K - $22.9K
|
3.82K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-155- 2.68% |
$9.31K - $10.9K
|
5.64K
$432K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.7K+ 51.14% |
$102K - $120K
|
5.04K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
17+ 0.48% |
$1.02K - $1.19K
|
3.57K
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 8.31% |
$103K - $121K
|
19K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.57K- 18.41% |
$274K - $320K
|
20.2K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-493- 0.64% |
$29.6K - $34.6K
|
76.3K
$5.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
51+ 1.59% |
$3.06K - $3.58K
|
3.26K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-14- 0.27% |
$841 - $983
|
5.15K
$395K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
125New |
$7.51K - $8.77K
|
125
$9.59K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
206+ 1.75% |
$12.4K - $14.5K
|
12K
$920K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-13- 6.57% |
$781 - $912
|
185
$14.2K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
100+ 18.52% |
$6K - $7.02K
|
640
$49.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-151- 1.18% |
$9.07K - $10.6K
|
12.6K
$968K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.23% |
$600 - $702
|
4.32K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-250- 7.87% |
$15K - $17.5K
|
2.93K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-100- 0.97% |
$6K - $7.02K
|
10.2K
$785K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17- 3.46% |
$1.02K - $1.19K
|
474
$36.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
45KNew |
$2.7M - $3.16M
|
45K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-779- 0.46% |
$46.8K - $54.7K
|
169K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-64- 4.62% |
$3.84K - $4.49K
|
1.32K
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
37New |
$2.22K - $2.6K
|
37
$2.84K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-25- 0.25% |
$1.5K - $1.75K
|
9.97K
$765K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.18K- 26.43% |
$131K - $153K
|
6.08K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.99KNew |
$359K - $420K
|
5.99K
$459K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-31.7K- 5.51% |
$1.9M - $2.23M
|
544K
$41.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.74KNew |
$285K - $333K
|
4.74K
$364K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.07K+ 12.57% |
$184K - $215K
|
27.4K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-17- 0.45% |
$1.02K - $1.19K
|
3.76K
$289K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-7- 1.41% |
$420 - $491
|
490
$37.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-384- 2.54% |
$23.1K - $26.9K
|
14.7K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-33.9K- 21.23% |
$2.04M - $2.38M
|
126K
$9.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-330- 79.33% |
$19.8K - $23.2K
|
86
$6.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-316- 18.61% |
$19K - $22.2K
|
1.38K
$106K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.68KNew |
$281K - $329K
|
4.68K
$359K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-726- 4.21% |
$43.6K - $51K
|
16.5K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.04K- 12.73% |
$62.2K - $72.7K
|
7.1K
$544K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
113+ 3.33% |
$6.78K - $7.93K
|
3.5K
$269K
|