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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.68K+ 88.89% |
$163K - $253K
|
7.82K
$611K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-319- 6.15% |
$14.1K - $21.9K
|
4.87K
$381K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
101KNew |
$4.46M - $6.93M
|
101K
$7.89M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-816- 79.69% |
$36.1K - $56K
|
208
$16.3K
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
SELL
|
- |
-23.1K- 87.0% |
$1.02M - $1.58M
|
3.45K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.7KNew |
$164K - $254K
|
3.7K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-12.5K- 27.53% |
$552K - $857K
|
32.9K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
42.3KNew |
$1.87M - $2.9M
|
42.3K
$3.3M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.28K- 39.85% |
$145K - $225K
|
4.95K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 66.26% |
$55.1K - $85.6K
|
635
$49.6K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.39KNew |
$150K - $232K
|
3.39K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-125K- 73.29% |
$5.52M - $8.56M
|
45.4K
$3.55M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2K- 32.6% |
$88.4K - $137K
|
4.14K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
133+ 20.46% |
$5.88K - $9.13K
|
783
$61.2K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-19.2K- 16.07% |
$848K - $1.32M
|
100K
$7.83M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-401- 51.94% |
$17.7K - $27.5K
|
371
$29K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
224New |
$9.91K - $15.4K
|
224
$17.5K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
4.04KNew |
$179K - $277K
|
4.04K
$316K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-14.2K- 46.78% |
$628K - $974K
|
16.2K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.43KNew |
$152K - $236K
|
3.43K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-23.3K- 98.52% |
$1.03M - $1.6M
|
350
$27.4K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
12.5KNew |
$551K - $855K
|
12.5K
$974K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
320+ 0.47% |
$14.2K - $22K
|
68.6K
$5.36M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.97KNew |
$131K - $204K
|
2.97K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-6.3K- 0.67% |
$278K - $432K
|
936K
$73.2M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
31.5KNew |
$1.39M - $2.16M
|
31.5K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.53KNew |
$156K - $242K
|
3.53K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
BUY
|
- |
79K+ 20.55% |
$3.49M - $5.42M
|
463K
$36.2M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-16.6K- 99.93% |
$736K - $1.14M
|
11
$860
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.45KNew |
$153K - $237K
|
3.45K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-492- 1.33% |
$21.8K - $33.8K
|
36.5K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.18KNew |
$141K - $219K
|
3.18K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.63KNew |
$160K - $249K
|
3.63K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.84K- 46.5% |
$258K - $401K
|
6.72K
$525K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-286- 0.12% |
$12.6K - $19.6K
|
237K
$18.5M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.54KNew |
$157K - $243K
|
3.54K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.92K+ 28.29% |
$84.7K - $132K
|
8.69K
$679K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-196- 3.6% |
$8.67K - $13.5K
|
5.25K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
3.12KNew |
$138K - $214K
|
3.12K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-762- 7.67% |
$33.7K - $52.3K
|
9.18K
$717K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$663 - $1.03K
|
15
$1.17K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.1KNew |
$137K - $212K
|
3.1K
$242K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
336+ 5.99% |
$14.9K - $23.1K
|
5.95K
$465K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4New |
$177 - $275
|
4
$313
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-33- 1.0% |
$1.46K - $2.27K
|
3.28K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-1.21K- 21.04% |
$53.6K - $83.2K
|
4.55K
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-661- 5.99% |
$29.2K - $45.4K
|
10.4K
$811K
|