Latest Institutional Sells of Cvs Health Corp (CVS)
This list provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-179- 1.18% |
$10.7K - $12.6K
|
15K
$915K
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-176- 2.32% |
$10.6K - $12.4K
|
7.42K
$453K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-168- 36.44% |
$10.1K - $11.8K
|
293
$17.9K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-166- 9.12% |
$9.97K - $11.6K
|
1.66K
$101K
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-165- 0.32% |
$9.91K - $11.6K
|
51.5K
$3.14M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-164- 3.78% |
$9.85K - $11.5K
|
4.18K
$255K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-155- 2.68% |
$9.31K - $10.9K
|
5.64K
$344K
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-151- 1.18% |
$9.07K - $10.6K
|
12.6K
$771K
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-124- 3.7% |
$7.44K - $8.7K
|
3.23K
$197K
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-110- 0.16% |
$6.6K - $7.72K
|
70.6K
$4.31M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-102- 1.02% |
$6.12K - $7.16K
|
9.88K
$604K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-100- 20.0% |
$6K - $7.02K
|
400
$24.4K
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-100- 0.97% |
$6K - $7.02K
|
10.2K
$625K
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 2.31% |
$6K - $7.02K
|
4.24K
$259K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-93- 2.86% |
$5.58K - $6.53K
|
3.16K
$193K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87- 2.53% |
$5.22K - $6.11K
|
3.35K
$204K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-81- 0.03% |
$4.86K - $5.68K
|
315K
$19.2M
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-79- 0.63% |
$4.74K - $5.54K
|
12.5K
$766K
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-75- 6.02% |
$4.5K - $5.26K
|
1.17K
$71.5K
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-65- 0.66% |
$3.9K - $4.56K
|
9.8K
$598K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-64- 4.62% |
$3.84K - $4.49K
|
1.32K
$80.7K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.98% |
$3.66K - $4.28K
|
6.14K
$375K
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-60- 0.69% |
$3.6K - $4.21K
|
8.61K
$526K
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-55- 1.38% |
$3.3K - $3.86K
|
3.92K
$239K
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-55- 1.09% |
$3.3K - $3.86K
|
5.01K
$306K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-47- 1.13% |
$2.82K - $3.3K
|
4.1K
$250K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-44- 51.16% |
$2.64K - $3.09K
|
42
$2.57K
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-40- 9.66% |
$2.4K - $2.81K
|
374
$22.8K
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-33- 4.47% |
$1.98K - $2.32K
|
706
$43.1K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 53.19% |
$1.5K - $1.75K
|
22
$1.34K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-25- 0.25% |
$1.5K - $1.75K
|
9.97K
$609K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-17- 0.05% |
$1.02K - $1.19K
|
32.9K
$2.01M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17- 3.46% |
$1.02K - $1.19K
|
474
$29K
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-17- 0.45% |
$1.02K - $1.19K
|
3.76K
$230K
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-15- 0.16% |
$901 - $1.05K
|
9.36K
$572K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-14- 0.27% |
$841 - $983
|
5.15K
$315K
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-13- 6.57% |
$781 - $912
|
185
$11.3K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 0.09% |
$720 - $842
|
13.8K
$844K
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.23% |
$600 - $702
|
4.32K
$264K
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-8- 0.6% |
$480 - $561
|
1.33K
$80.9K
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-8- 2.87% |
$480 - $561
|
271
$16.6K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 2.45% |
$480 - $561
|
319
$19.5K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-7- 1.41% |
$420 - $491
|
490
$29.9K
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.3% |
$300 - $351
|
1.64K
$100K
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-5.16M- 39.9% |
$228M - $354M
|
7.78M
$475M
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.97M- 92.61% |
$176M - $273M
|
317K
$19.4M
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.28M- 67.76% |
$145M - $225M
|
1.56M
$95.5M
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.17M- 88.57% |
$140M - $218M
|
410K
$25M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.02M- 28.2% |
$134M - $208M
|
7.7M
$470M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.02M- 80.3% |
$133M - $207M
|
740K
$45.2M
|