CVS Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 0.24%

Insider Buying (Last 12 Months): $2,054,880.00

Insider Selling (Last 12 Months): $498,487.55

CVS Health Insider Trading History Chart

CVS Health Share Price & Price History

^$67.13

▼ -0.461 (-0.68%)

As of 03/28/2025 04:59 PM ET

Days: 30 | 90 | 365

CVS Health Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/5/2025	James David Clark	SVP	Sell	7,513	$66.35	$498,487.55	8,394
2/18/2025	Michael F. Mahoney	Director	Buy	30,000	$66.70	$2,001,000.00	39,356
5/2/2024	Edward J. Ludwig	Director	Buy	1,000	$53.88	$53,880.00	21,630
2/16/2024	Prem S. Shah	EVP	Sell	29,473	$76.95	$2,267,947.35	39,765
11/3/2023	Edward J. Ludwig	Director	Buy	2,000	$70.47	$140,940.00	20,630
8/3/2023	James David Clark	SVP	Sell	25,759	$74.92	$1,929,864.28	4,698
5/3/2023	Karen S. Lynch	CEO	Buy	14,000	$69.75	$976,500.00	431,392
12/15/2022	Thomas M Moriarty	EVP	Sell	137,466	$98.36	$13,521,155.76	608,129
8/4/2022	Alan Lotvin	EVP	Sell	22,541	$104.00	$2,344,264.00	109,183
6/28/2022	Thomas M Moriarty	EVP	Sell	138,654	$95.00	$13,172,130.00	626,273
4/8/2022	Prem S. Shah	EVP	Sell	16,954	$105.00	$1,780,170.00	43,453
4/4/2022	Daniel P. Finke	EVP	Sell	55,359	$100.13	$5,543,096.67	3,098
3/30/2022	Prem S. Shah	EVP	Sell	5,346	$104.70	$559,726.20

See Full Table

SEC Filings (Institutional Ownership Changes) for CVS Health (NYSE:CVS)

80.66% of CVS Health stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

CVS Health Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/24/2025	Wellington Management Group LLP	220,133	$9.88M	0.0%	-1.8%	0.017%
3/18/2025	111 Capital	17,597	$0.79M	0.2%	N/A	0.001%
3/17/2025	American Assets Investment Management LLC	60,000	$2.69M	0.2%	-25.0%	0.005%
3/17/2025	Wealth Enhancement Advisory Services LLC	286,990	$12.88M	0.0%	+67.5%	0.023%
3/17/2025	NorthCrest Asset Manangement LLC	92,901	$4.17M	0.1%	-7.9%	0.007%
3/13/2025	PKO Investment Management Joint Stock Co	45,300	$2.03M	0.3%	N/A	0.004%
3/12/2025	Centaurus Financial Inc.	3,704	$0.17M	0.0%	-39.8%	0.000%
3/12/2025	Wealthedge Investment Advisors LLC	56,249	$2.53M	1.1%	N/A	0.004%
3/4/2025	Siemens Fonds Invest GmbH	65,188	$2.86M	0.1%	+2.6%	0.005%
2/28/2025	Park Square Financial Group LLC	959	$43K	0.0%	N/A	0.000%
2/28/2025	Universal Beteiligungs und Servicegesellschaft mbH	698,845	$31.37M	0.1%	N/A	0.055%
2/28/2025	Employees Retirement System of Texas	154,600	$6.94M	0.1%	+33.8%	0.012%
2/25/2025	Heck Capital Advisors LLC	4,129	$0.19M	0.0%	N/A	0.000%
2/25/2025	Leigh Baldwin & CO. LLC	6,240	$0.28M	0.2%	N/A	0.000%
2/25/2025	B. Riley Wealth Advisors Inc.	27,518	$1.24M	0.0%	-42.7%	0.002%
2/25/2025	Shufro Rose & Co. LLC	8,229	$0.37M	0.0%	-2.2%	0.001%
2/25/2025	Integrated Advisors Network LLC	23,867	$1.07M	0.1%	-13.6%	0.002%
2/24/2025	Ameriflex Group Inc.	4,380	$0.20M	0.1%	N/A	0.000%
2/21/2025	Aurdan Capital Management LLC	10,640	$0.48M	0.2%	N/A	0.001%
2/21/2025	Value Partners Investments Inc.	112,728	$5.06M	2.8%	-90.6%	0.009%
2/20/2025	Mackenzie Financial Corp	821,772	$36.89M	0.0%	+9.0%	0.065%
2/20/2025	Michels Family Financial LLC	10,111	$0.45M	0.4%	N/A	0.001%
2/20/2025	Ball & Co Wealth Management Inc.	1,101	$49K	0.0%	N/A	0.000%
2/19/2025	Toronto Dominion Bank	876,151	$39.33M	0.1%	-41.9%	0.069%
2/19/2025	Auxier Asset Management	103,318	$4.64M	0.7%	-1.8%	0.008%
2/19/2025	Formidable Asset Management LLC	5,456	$0.25M	0.0%	-22.5%	0.000%
2/19/2025	GF Fund Management CO. LTD.	32,180	$1.45M	0.0%	N/A	0.003%
2/19/2025	Wilson & Boucher Capital Management LLC	7,550	$0.34M	0.2%	-12.2%	0.001%
2/19/2025	Twin Lakes Capital Management LLC	17,223	$0.77M	0.4%	-42.0%	0.001%
2/19/2025	Pinney & Scofield Inc.	2,482	$0.11M	0.1%	N/A	0.000%
2/19/2025	Parr Mcknight Wealth Management Group LLC	4,824	$0.22M	0.0%	N/A	0.000%
2/19/2025	Public Employees Retirement System of Ohio	614,924	$27.60M	0.1%	-3.3%	0.049%
2/18/2025	Vega Investment Solutions	8,000	$0.36M	0.3%	N/A	0.001%
2/18/2025	Sunbelt Securities Inc.	7,426	$0.33M	0.0%	-32.3%	0.001%
2/18/2025	Barrow Hanley Mewhinney & Strauss LLC	479,014	$21.50M	0.1%	-2.9%	0.038%
2/18/2025	GTS Securities LLC	17,703	$0.80M	0.0%	-3.4%	0.001%
2/18/2025	Vise Technologies Inc.	11,703	$0.53M	0.0%	+23.4%	0.001%
2/18/2025	Navalign LLC	12,219	$0.55M	0.2%	-3.0%	0.001%
2/18/2025	Headinvest LLC	24,028	$1.08M	0.2%	-10.3%	0.002%
2/18/2025	Patrick Mauro Investment Advisor INC.	112,698	$5.06M	2.9%	-9.9%	0.009%
2/18/2025	Poehling Capital Management INC.	40,735	$1.83M	0.4%	-2.9%	0.003%
2/18/2025	DCM Advisors LLC	81,530	$3.44M	1.6%	+15.5%	0.006%
2/18/2025	Orion Capital Management LLC	1,200	$54K	0.0%	N/A	0.000%
2/18/2025	McIlrath & Eck LLC	707	$32K	0.0%	+32.6%	0.000%
2/18/2025	Novem Group	12,522	$0.56M	0.1%	N/A	0.001%
2/18/2025	NCM Capital Management LLC	11,225	$0.50M	0.2%	+184.2%	0.001%
2/18/2025	Glen Eagle Advisors LLC	5,023	$0.23M	0.0%	-34.7%	0.000%
2/18/2025	White Knight Strategic Wealth Advisors LLC	15,740	$0.71M	0.3%	+176.0%	0.001%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	8,423,608	$378.14M	0.1%	+19.5%	0.668%
2/17/2025	USS Investment Management Ltd	397,958	$17.87M	0.1%	-6.4%	0.032%
2/17/2025	Voloridge Investment Management LLC	903,736	$40.57M	0.1%	-53.3%	0.072%
2/17/2025	Waverly Advisors LLC	19,071	$0.86M	0.0%	+7.9%	0.002%
2/17/2025	William B. Walkup & Associates Inc.	20,704	$0.93M	0.6%	-2.8%	0.002%
2/17/2025	Woodline Partners LP	54,593	$2.45M	0.0%	N/A	0.004%
2/17/2025	Vident Advisory LLC	33,233	$1.49M	0.0%	-59.6%	0.003%
2/17/2025	Visionary Wealth Advisors	9,550	$0.43M	0.0%	-28.3%	0.001%
2/17/2025	Vivaldi Capital Management LP	157,000	$7.05M	1.1%	N/A	0.012%
2/17/2025	Waters Parkerson & CO. LLC	12,741	$0.57M	0.0%	-91.3%	0.001%
2/17/2025	WBI Investments LLC	15,066	$0.68M	0.2%	-70.5%	0.001%
2/17/2025	St. Clair Advisors LLC	6,000	$0.27M	0.1%	N/A	0.000%
2/17/2025	Triglav Skladi D.O.O.	176,080	$7.90M	0.6%	N/A	0.014%
2/17/2025	Twinbeech Capital LP	1,382,790	$62.07M	1.1%	N/A	0.110%
2/17/2025	Two Sigma Advisers LP	836,100	$37.53M	0.1%	-60.2%	0.066%
2/17/2025	Two Sigma Investments LP	1,709,465	$76.74M	0.2%	-46.9%	0.136%
2/17/2025	Tidal Investments LLC	104,037	$4.67M	0.0%	-7.1%	0.008%
2/17/2025	Teza Capital Management LLC	10,704	$0.48M	0.1%	-25.7%	0.001%
2/17/2025	TrinityPoint Wealth LLC	6,833	$0.31M	0.0%	-89.6%	0.001%
2/17/2025	Turtle Creek Asset Management Inc.	1,952,991	$87.67M	2.3%	-6.9%	0.155%
2/17/2025	Strategic Wealth Partners Ltd.	4,888	$0.22M	0.0%	-27.1%	0.000%
2/17/2025	Toronto Dominion Bank	876,151	$39.33M	0.1%	-41.9%	0.069%
2/17/2025	Sachem Head Capital Management LP	625,000	$28.06M	1.5%	-82.2%	0.050%
2/17/2025	Shay Capital LLC	14,280	$0.64M	0.1%	N/A	0.001%
2/17/2025	Snowden Capital Advisors LLC	60,001	$2.69M	0.1%	-16.5%	0.005%
2/17/2025	Shell Asset Management Co.	29,996	$1.35M	0.1%	-38.8%	0.002%
2/17/2025	Silvercrest Asset Management Group LLC	913,991	$41.03M	0.3%	-25.1%	0.072%
2/17/2025	Rafferty Asset Management LLC	142,717	$6.41M	0.0%	+11.9%	0.011%
2/17/2025	Raiffeisen Bank International AG	8,580	$0.38M	0.0%	N/A	0.001%
2/17/2025	Redwood Investment Management LLC	25,108	$1.13M	0.1%	-27.1%	0.002%
2/17/2025	Point72 Hong Kong Ltd	71,234	$3.20M	0.2%	N/A	0.006%
2/17/2025	ProShare Advisors LLC	225,757	$10.13M	0.0%	+13.0%	0.018%
2/17/2025	Quadcap Wealth Management LLC	9,417	$0.42M	0.1%	+17.1%	0.001%
2/17/2025	Quantinno Capital Management LP	47,310	$2.12M	0.0%	-26.6%	0.004%
2/17/2025	Pathstone Holdings LLC	189,874	$8.53M	0.0%	-14.6%	0.015%
2/17/2025	Parkman Healthcare Partners LLC	180,000	$8.08M	1.1%	N/A	0.014%
2/17/2025	Parkwood LLC	199,277	$8.95M	1.0%	+3.8%	0.016%
2/17/2025	Mufg Securities Americas Inc.	18,576	$0.83M	0.1%	N/A	0.001%
2/17/2025	Patient Capital Management LLC	1,298,429	$58.29M	2.7%	+68.8%	0.103%
2/17/2025	Main Street Group LTD	1,322	$59K	0.0%	+27.4%	0.000%
2/17/2025	Man Group plc	840,814	$37.74M	0.1%	+230.3%	0.067%
2/17/2025	Nissay Asset Management Corp Japan ADV	156,570	$6.97M	0.0%	-0.7%	0.012%
2/17/2025	Nan Shan Life Insurance Co. Ltd.	441,757	$19.83M	0.5%	-4.7%	0.035%
2/17/2025	Nuveen Asset Management LLC	2,990,562	$134.25M	0.0%	-10.3%	0.237%
2/17/2025	Occudo Quantitative Strategies LP	5,932	$0.27M	0.0%	-27.8%	0.000%
2/17/2025	OMERS ADMINISTRATION Corp	53,458	$2.40M	0.0%	+18.6%	0.004%
2/17/2025	Mork Capital Management LLC	22,500	$1.01M	0.7%	N/A	0.002%
2/17/2025	New England Asset Management Inc.	86,470	$3.88M	0.7%	-10.6%	0.007%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	340,269	$15.28M	0.0%	+34.2%	0.027%
2/17/2025	Mmbg Investment Advisors CO.	14,700	$0.66M	0.1%	-7.1%	0.001%
2/17/2025	Lazard Asset Management LLC	4,290,953	$192.62M	0.3%	+7.3%	0.340%
2/17/2025	Leigh Baldwin & CO. LLC	280,097	$12.57M	0.1%	N/A	0.022%

Data available starting January 2016

See Full Table

CVS Health Corporation provides health solutions in the United States. It operates through Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments. The Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services. It serves employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governmental units, government-sponsored plans, labor groups, and expatriates. The Health Services segment offers pharmacy benefit management solutions, including plan design and administration, formulary management, retail pharmacy network management, specialty and mail order pharmacy, clinical, disease management, and medical spend management services. It serves employers, insurance companies, unions, government employee groups, health plans, prescription drug plans, Medicaid managed care plans, CMS, plans offered on public health insurance, and other sponsors of health benefit plans. The Pharmacy & Consumer Wellness segment sells prescription and over-the-counter drugs, consumer health and beauty products, and personal care products. This segment also distributes prescription drugs; and provides related pharmacy consulting and other ancillary services to care facilities and other care settings. It operates online retail pharmacy websites, LTC pharmacies and on-site pharmacies, retail specialty pharmacy stores, compounding pharmacies and branches for infusion and enteral nutrition services. The company was formerly known as CVS Caremark Corporation and changed its name to CVS Health Corporation in September 2014. CVS Health Corporation was incorporated in 1996 and is headquartered in Woonsocket, Rhode Island.

Today's Range

Now: $67.13

$66.52

$67.91

50 Day Range

MA: $61.83

$52.72

$68.71

52 Week Range

Now: $67.13

$43.56

$79.98

Volume

6,581,944 shs

Average Volume

11,611,055 shs

Market Capitalization

$84.64 billion

P/E Ratio

18.34

Dividend Yield

3.94%

Beta

0.54

Who are the company insiders with the largest holdings of CVS Health?: CVS Health's top insider shareholders include:
Karen S Lynch (CEO)
Prem S Shah (EVP)
Michael F Mahoney (Director)
Edward J Ludwig (Director)
James David Clark (SVP)
Learn More about top insider investors at CVS Health.
Who are the major institutional investors of CVS Health?: CVS Health's top institutional shareholders include:
Vanguard Group Inc. — 9.33%
Dodge & Cox — 5.57%
Capital World Investors — 4.85%
FMR LLC — 2.24%
Geode Capital Management LLC — 2.15%
Capital International Investors — 2.12%
Learn More about top institutional investors of CVS Health stock.
Which institutional investors are selling CVS Health stock?: In the previous quarter, CVS stock was sold by these institutional investors:
Capital Research Global Investors
Sachem Head Capital Management LP
Arrowstreet Capital Limited Partnership
Franklin Resources Inc.
Legal & General Group Plc
Pathway Financial Advisers LLC
Nordea Investment Management AB
Two Sigma Investments LP
Which institutional investors are buying CVS Health stock?: In the previous quarter, CVS stock was acquired by institutional investors including:
Norges Bank
Capital World Investors
Davis Selected Advisers
Dodge & Cox
Pzena Investment Management LLC
Invesco Ltd.
Fairfax Financial Holdings Ltd. Can
Raymond James Financial Inc.
In the last year, these company insiders have bought CVS Health stock:
Karen S Lynch (CEO)
Prem S Shah (EVP)
Michael F Mahoney (Director)
Learn More investors buying CVS Health stock.