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 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
17.7K+ 4.92% |
$1.06M - $1.24M
|
377K
$28.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-31- 0.89% |
$1.86K - $2.18K
|
3.44K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
171+ 16.13% |
$10.3K - $12K
|
1.23K
$91.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
537+ 12.87% |
$32.2K - $37.7K
|
4.71K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
740+ 3.09% |
$44.4K - $51.9K
|
24.7K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
25K+ 26.08% |
$1.5M - $1.75M
|
121K
$9.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.09K+ 1.11% |
$65.7K - $76.8K
|
99.4K
$7.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-358- 6.3% |
$21.5K - $25.1K
|
5.33K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
41.1KNew |
$2.47M - $2.89M
|
41.1K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
11.6K+ 25.75% |
$698K - $816K
|
56.7K
$4.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.2K+ 34.99% |
$671K - $785K
|
43.1K
$3.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
68.4K+ 78645.98% |
$4.11M - $4.8M
|
68.5K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
390+ 2.57% |
$23.4K - $27.4K
|
15.6K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
291K+ 28.48% |
$17.4M - $20.4M
|
1.31M
$97.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.0% |
$60 - $70.2
|
23.7K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
288+ 1.06% |
$17.3K - $20.2K
|
27.6K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
207K+ 45.12% |
$12.4M - $14.6M
|
667K
$49.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
202K+ 0.77% |
$12.1M - $14.2M
|
26.4M
$1.97B
|
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1.44M- 2.1% |
$86.2M - $101M
|
67M
$5B
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-6.94K- 8.72% |
$417K - $487K
|
72.6K
$5.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-9.51M- 50.79% |
$571M - $667M
|
9.22M
$688M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-106- 40.3% |
$6.36K - $7.44K
|
157
$11.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
133K+ 24.44% |
$7.97M - $9.31M
|
676K
$50.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-195- 4.33% |
$11.7K - $13.7K
|
4.3K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
81.4K+ 38.43% |
$4.89M - $5.72M
|
293K
$21.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-550- 2.03% |
$33K - $38.6K
|
26.5K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.16% |
$540 - $632
|
5.77K
$431K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-200- 3.62% |
$12K - $14K
|
5.32K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-1.62K- 0.54% |
$97.3K - $114K
|
296K
$22.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
955+ 1.03% |
$57.3K - $67K
|
94.1K
$7.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
94.4K+ 131.63% |
$5.67M - $6.63M
|
166K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.27KNew |
$376K - $440K
|
6.27K
$468K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-622- 5.25% |
$37.3K - $43.7K
|
11.2K
$838K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.08M+ 2675.69% |
$64.6M - $75.5M
|
1.12M
$83.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18New |
$1.08K - $1.26K
|
18
$1.34K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-83.7K- 6.64% |
$5.03M - $5.87M
|
1.18M
$87.9M
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
4.85K+ 0.22% |
$291K - $341K
|
2.21M
$165M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-216K- 33.35% |
$13M - $15.2M
|
432K
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.77KNew |
$346K - $405K
|
5.77K
$431K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-71.9K- 35.72% |
$4.31M - $5.04M
|
129K
$9.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
18.8KNew |
$1.13M - $1.32M
|
18.8K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-16.6K- 9.18% |
$999K - $1.17M
|
165K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-400- 12.05% |
$24K - $28.1K
|
2.92K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
531+ 2.96% |
$31.9K - $37.3K
|
18.5K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
24K+ 1.41% |
$1.44M - $1.68M
|
1.72M
$129M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
25.9K+ 139.17% |
$1.55M - $1.82M
|
44.5K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.88M+ 153.0% |
$113M - $132M
|
3.11M
$232M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.96K+ 37.34% |
$117K - $137K
|
7.2K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
10.1K+ 11.17% |
$603K - $705K
|
100K
$7.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
253K+ 7.74% |
$15.2M - $17.8M
|
3.52M
$263M
|