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 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-705- 5.25% |
$42.3K - $49.5K
|
12.7K
$976K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
50+ 22.32% |
$3K - $3.51K
|
274
$21K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-7.09K- 95.29% |
$426K - $497K
|
350
$26.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.41K+ 62.75% |
$145K - $169K
|
6.25K
$480K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 2.31% |
$6K - $7.02K
|
4.24K
$325K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
3New |
$180 - $211
|
3
$230
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
20.5KNew |
$1.23M - $1.44M
|
20.5K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
52+ 0.34% |
$3.12K - $3.65K
|
15.6K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.15MNew |
$129M - $151M
|
2.15M
$165M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.87K+ 9.86% |
$112K - $131K
|
20.9K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.77K- 17.91% |
$166K - $194K
|
12.7K
$972K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.3K- 39.8% |
$738K - $863K
|
18.6K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
185+ 4.04% |
$11.1K - $13K
|
4.76K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.37K+ 27.23% |
$82.1K - $95.9K
|
6.39K
$490K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.3KNew |
$198K - $231K
|
3.3K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 14.43% |
$60.7K - $71K
|
8.02K
$615K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.51K- 4.56% |
$150K - $176K
|
52.4K
$4.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-290- 2.22% |
$17.4K - $20.4K
|
12.8K
$981K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
512New |
$30.7K - $35.9K
|
512
$39.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.71K- 10.0% |
$283K - $330K
|
42.4K
$3.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 18.35% |
$114K - $133K
|
8.43K
$646K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-311- 8.32% |
$18.7K - $21.8K
|
3.43K
$263K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-581- 11.33% |
$34.9K - $40.8K
|
4.55K
$349K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-28.9K- 66.76% |
$1.73M - $2.03M
|
14.4K
$1.1M
|
|
| Q1 2025 | |||||||
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3+ 0.14% |
$133 - $206
|
2.15K
$165K
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-136K- 0.98% |
$6M - $9.31M
|
13.6M
$1.05B
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
40New |
$1.77K - $2.75K
|
40
$3.07K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.3K- 15.15% |
$57.5K - $89.3K
|
7.28K
$559K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.1K- 47.72% |
$402K - $625K
|
9.97K
$764K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-2.62K- 56.03% |
$116K - $180K
|
2.06K
$158K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8.12KNew |
$359K - $557K
|
8.12K
$623K
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
178K+ 2263.66% |
$7.86M - $12.2M
|
186K
$14.2M
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
145KNew |
$6.43M - $9.98M
|
145K
$11.2M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 5.26% |
$44.2K - $68.6K
|
18K
$1.38M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
231New |
$10.2K - $15.9K
|
231
$17.7K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
22New |
$973 - $1.51K
|
22
$1.69K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-283- 77.75% |
$12.5K - $19.4K
|
81
$6.21K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
7.5KNew |
$332K - $515K
|
7.5K
$575K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
195New |
$8.62K - $13.4K
|
195
$15K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.77K- 25.89% |
$78.1K - $121K
|
5.06K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
62.4KNew |
$2.76M - $4.28M
|
62.4K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
14KNew |
$618K - $960K
|
14K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-28.2K- 66.37% |
$1.25M - $1.93M
|
14.3K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
29.4K+ 8879.46% |
$1.3M - $2.02M
|
29.7K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
100New |
$4.42K - $6.86K
|
100
$7.67K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9.33K- 38.81% |
$412K - $640K
|
14.7K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Parsifal Capital Management, LP
Greenwich, CT |
BUY
|
- |
425KNew |
$18.8M - $29.2M
|
425K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Parsifal Capital Management, LP
Greenwich, CT |
BUY
|
PUT |
425KNew |
$18.8M - $29.2M
|
425K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Stem Point Capital LP
New York, NY |
BUY
|
PUT |
64.1KNew |
$2.83M - $4.4M
|
64.1K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
3.33KNew |
$147K - $228K
|
3.33K
$255K
|
|