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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.19K- 1.39% |
$52.4K - $81.4K
|
84K
$6.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-92- 82.88% |
$4.07K - $6.31K
|
19
$1.42K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.43KNew |
$152K - $235K
|
3.43K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.84KNew |
$170K - $264K
|
3.84K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
47New |
$2.08K - $3.23K
|
47
$3.51K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-328- 22.34% |
$14.5K - $22.5K
|
1.14K
$85.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$137K - $213K
|
3.11K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
22+ 19.13% |
$973 - $1.51K
|
137
$10.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-309K- 91.09% |
$13.7M - $21.2M
|
30.2K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.45K+ 1.12% |
$108K - $168K
|
221K
$16.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 4.78% |
$1.33K - $2.06K
|
658
$49.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1K- 48.78% |
$44.2K - $68.6K
|
1.05K
$78.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.75K- 18.67% |
$121K - $188K
|
12K
$893K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.05KNew |
$135K - $209K
|
3.05K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-1.1K- 23.5% |
$48.6K - $75.5K
|
3.58K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
729+ 5.37% |
$32.2K - $50K
|
14.3K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.12KNew |
$49.4K - $76.7K
|
1.12K
$83.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$4.42K - $6.86K
|
100
$7.47K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.71KNew |
$297K - $461K
|
6.71K
$501K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-667- 12.27% |
$29.5K - $45.8K
|
4.77K
$356K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
108+ 3.88% |
$4.78K - $7.41K
|
2.89K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.02K- 23.2% |
$178K - $276K
|
13.3K
$993K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-750- 7.71% |
$33.2K - $51.5K
|
8.97K
$670K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
3KNew |
$132K - $206K
|
3K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
BUY
|
- |
62+ 0.52% |
$2.74K - $4.26K
|
12.1K
$900K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.42K+ 131.69% |
$240K - $372K
|
9.54K
$712K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.2KNew |
$142K - $220K
|
3.2K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.42KNew |
$151K - $235K
|
3.42K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.32KNew |
$191K - $296K
|
4.32K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
28+ 0.26% |
$1.24K - $1.92K
|
10.6K
$793K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-4.04K- 48.94% |
$179K - $278K
|
4.22K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
12KNew |
$531K - $824K
|
12K
$896K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-298- 10.89% |
$13.2K - $20.5K
|
2.44K
$182K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 4.74% |
$4.42K - $6.86K
|
2.01K
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
700New |
$31K - $48K
|
700
$52.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.12K+ 17.33% |
$49.7K - $77.2K
|
7.61K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.1KNew |
$137K - $213K
|
3.1K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-393- 9.2% |
$17.4K - $27K
|
3.88K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
101New |
$4.47K - $6.93K
|
101
$7.54K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-64- 55.17% |
$2.83K - $4.39K
|
52
$3.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-151- 42.78% |
$6.68K - $10.4K
|
202
$15.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.2KNew |
$762K - $1.18M
|
17.2K
$1.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-116- 34.12% |
$5.13K - $7.96K
|
224
$16.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-15.2K- 39.0% |
$671K - $1.04M
|
23.7K
$1.77M
|