CVS Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 1.22%

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

^$64.68

▼ -0.249 (-0.38%)

As of 04/29/2025 01:12 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

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
4/29/2025	Brookstone Capital Management	72,895	$4.94M	0.1%	+5.0%	0.006%
4/29/2025	Kintegral Advisory LLC	44,670	$3.03M	0.5%	-32.9%	0.004%
4/29/2025	Nichols & Pratt Advisers LLP MA	102,312	$6.93M	0.5%	-6.9%	0.008%
4/29/2025	Deroy & Devereaux Private Investment Counsel Inc.	392,254	$26.58M	1.5%	-0.6%	0.031%
4/29/2025	IFM Investors Pty Ltd	249,570	$15.69M	0.2%	+9.4%	0.020%
4/29/2025	OneDigital Investment Advisors LLC	400,955	$27.17M	0.3%	+0.4%	0.032%
4/29/2025	44 Wealth Management LLC	37,059	$2.51M	0.9%	+7.9%	0.003%
4/29/2025	Silver Oak Securities Incorporated	4,344	$0.29M	0.0%	N/A	0.000%
4/29/2025	Calamos Advisors LLC	220,518	$14.94M	0.1%	+1.1%	0.017%
4/29/2025	Aviance Capital Partners LLC	4,499	$0.31M	0.0%	N/A	0.000%
4/29/2025	Goelzer Investment Management Inc.	5,266	$0.36M	0.0%	-51.5%	0.000%
4/29/2025	Checchi Capital Advisers LLC	7,217	$0.49M	0.0%	+21.9%	0.001%
4/28/2025	North Capital Inc.	3,194	$0.22M	0.2%	N/A	0.000%
4/28/2025	D.A. Davidson & CO.	181,358	$12.29M	0.1%	-3.4%	0.014%
4/28/2025	Principal Financial Group Inc.	1,452,700	$98.42M	0.1%	+2.1%	0.115%
4/28/2025	Mutual Advisors LLC	13,511	$0.88M	0.0%	-7.1%	0.001%
4/28/2025	Oregon Public Employees Retirement Fund	108,312	$7.34M	0.1%	+0.4%	0.009%
4/28/2025	Resonant Capital Advisors LLC	3,058	$0.21M	0.0%	N/A	0.000%
4/28/2025	Teacher Retirement System of Texas	282,232	$19.12M	0.1%	+248.0%	0.022%
4/28/2025	First Horizon Advisors Inc.	9,415	$0.64M	0.0%	+36.4%	0.001%
4/28/2025	Novem Group	11,788	$0.80M	0.1%	-5.9%	0.001%
4/28/2025	Hudson Edge Investment Partners Inc.	105,098	$7.12M	1.4%	-0.7%	0.008%
4/28/2025	Pinnacle Financial Partners Inc	30,239	$1.90M	0.0%	-91.1%	0.002%
4/28/2025	Aaron Wealth Advisors LLC	10,900	$0.74M	0.1%	+23.6%	0.001%
4/28/2025	Great Point Wealth Advisors LLC	3,106	$0.21M	0.0%	N/A	0.000%
4/28/2025	LFA Lugano Financial Advisors SA	1,140	$77K	0.1%	-22.3%	0.000%
4/28/2025	Keybank National Association OH	102,180	$6.92M	0.0%	-9.6%	0.008%
4/28/2025	Rossby Financial LCC	2,895	$0.19M	0.1%	N/A	0.000%
4/28/2025	DAVENPORT & Co LLC	44,120	$2.99M	0.0%	+3.5%	0.003%
4/28/2025	Sumitomo Mitsui DS Asset Management Company Ltd	167,388	$11.34M	0.1%	+6.4%	0.013%
4/28/2025	Cidel Asset Management Inc.	34,563	$2.34M	0.2%	+8.2%	0.003%
4/28/2025	Vontobel Holding Ltd.	93,306	$6.32M	0.0%	-6.1%	0.007%
4/25/2025	JNBA Financial Advisors	4,771	$0.32M	0.0%	-12.3%	0.000%
4/25/2025	Alta Advisers Ltd	6,712	$0.46M	0.2%	N/A	0.001%
4/25/2025	Deseret Mutual Benefit Administrators	14,292	$0.97M	0.5%	+5.4%	0.001%
4/25/2025	Smallwood Wealth Investment Management LLC	1,117	$76K	0.0%	N/A	0.000%
4/25/2025	Smith Salley Wealth Management	8,727	$0.59M	0.0%	-48.2%	0.001%
4/25/2025	Barnes Dennig Private Wealth Management LLC	30,474	$2.07M	3.1%	N/A	0.002%
4/25/2025	Beaton Management Co. Inc.	8,297	$0.56M	0.3%	-6.9%	0.001%
4/25/2025	Koshinski Asset Management Inc.	4,930	$0.33M	0.0%	+3.7%	0.000%
4/25/2025	Westside Investment Management Inc.	49,383	$3.35M	0.7%	+0.6%	0.004%
4/25/2025	WASHINGTON TRUST Co	8,332	$0.56M	0.0%	-5.2%	0.001%
4/25/2025	Nabity Jensen Investment Management Inc	3,147	$0.21M	0.2%	N/A	0.000%
4/25/2025	Canandaigua National Bank & Trust Co.	39,427	$2.67M	0.3%	-5.2%	0.003%
4/25/2025	Kendall Capital Management	3,580	$0.24M	0.1%	-23.5%	0.000%
4/25/2025	LifePlan Financial LLC	18,994	$1.29M	1.1%	-9.8%	0.002%
4/25/2025	Ameritas Advisory Services LLC	7,302	$0.47M	0.0%	-2.1%	0.001%
4/25/2025	New York State Teachers Retirement System	1,055,339	$71.50M	0.2%	-8.9%	0.084%
4/25/2025	Amalgamated Bank	244,654	$16.58M	0.1%	+1.3%	0.019%
4/25/2025	Verity Asset Management Inc.	3,050	$0.21M	0.1%	N/A	0.000%
4/25/2025	Mmbg Investment Advisors CO.	11,955	$0.81M	0.1%	-18.7%	0.001%
4/25/2025	Citizens National Bank Trust Department	1,050	$71K	0.0%	-48.8%	0.000%
4/25/2025	Avidian Wealth Enterprises LLC	3,033	$0.21M	0.0%	N/A	0.000%
4/25/2025	Essex Financial Services Inc.	20,705	$1.40M	0.1%	+0.8%	0.002%
4/25/2025	KBC Group NV	288,156	$19.52M	0.1%	-82.6%	0.023%
4/25/2025	Root Financial Partners LLC	5,057	$0.34M	0.0%	-8.6%	0.000%
4/25/2025	Aljian Capital Management LLC	13,777	$0.93M	0.2%	+3.2%	0.001%
4/25/2025	WealthBridge Capital Management LLC	3,518	$0.24M	0.1%	N/A	0.000%
4/25/2025	Sumitomo Mitsui Trust Group Inc.	3,495,427	$236.82M	0.2%	+1.2%	0.277%
4/24/2025	Confluence Wealth Services Inc.	9,541	$0.63M	0.0%	+131.7%	0.001%
4/24/2025	Sunbelt Securities Inc.	7,011	$0.48M	0.0%	-5.6%	0.001%
4/24/2025	Crescent Grove Advisors LLC	6,276	$0.43M	0.0%	+5.3%	0.000%
4/24/2025	Allspring Global Investments Holdings LLC	250,512	$17.03M	0.0%	-25.4%	0.020%
4/24/2025	Mirae Asset Global Investments Co. Ltd.	149,343	$10.03M	0.0%	+12.6%	0.012%
4/24/2025	Money Concepts Capital Corp	5,752	$0.39M	0.0%	-7.1%	0.000%
4/24/2025	Achmea Investment Management B.V.	130,810	$8.86M	0.1%	+23.2%	0.010%
4/24/2025	Quilter Plc	2,995	$0.20M	0.0%	N/A	0.000%
4/24/2025	Bull Street Advisors LLC	6,088	$0.41M	0.2%	-10.7%	0.000%
4/24/2025	Bartlett & CO. Wealth Management LLC	7,865	$0.53M	0.0%	-70.5%	0.001%
4/24/2025	Illinois Municipal Retirement Fund	247,796	$16.79M	0.2%	-19.3%	0.020%
4/24/2025	Old North State Wealth Management LLC	94,657	$6.42M	3.6%	+14.4%	0.008%
4/24/2025	Transcend Capital Advisors LLC	19,382	$1.31M	0.1%	+38.9%	0.002%
4/24/2025	Trust Co. of Vermont	43,645	$2.96M	0.1%	-31.3%	0.003%
4/24/2025	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	8,973	$0.59M	0.0%	-7.7%	0.001%
4/24/2025	Diversified Trust Co	4,352	$0.30M	0.0%	N/A	0.000%
4/24/2025	Perpetual Ltd	13,297	$0.90M	0.0%	-23.2%	0.001%
4/24/2025	PDS Planning Inc	4,320	$0.29M	0.0%	N/A	0.000%
4/23/2025	KPP Advisory Services LLC	2,965	$0.20M	0.0%	-58.4%	0.000%
4/23/2025	Penobscot Investment Management Company Inc.	3,161	$0.21M	0.0%	N/A	0.000%
4/23/2025	Oak Hill Wealth Advisors LLC	4,319	$0.29M	0.1%	N/A	0.000%
4/23/2025	Western Wealth Management LLC	3,338	$0.23M	0.0%	N/A	0.000%
4/23/2025	Boyar Asset Management Inc.	18,434	$1.25M	0.9%	-10.8%	0.001%
4/23/2025	Creative Financial Designs Inc. ADV	2,026	$0.14M	0.0%	+39.5%	0.000%
4/23/2025	Robeco Institutional Asset Management B.V.	290,990	$19.72M	0.0%	+33.8%	0.023%
4/23/2025	Sequoia Financial Advisors LLC	44,905	$3.04M	0.0%	+9.1%	0.004%
4/23/2025	Value Partners Investments Inc.	1,349,421	$91.52M	7.9%	+1,097.1%	0.107%
4/23/2025	Pure Financial Advisors LLC	3,013	$0.20M	0.0%	N/A	0.000%
4/23/2025	SOL Capital Management CO	79,140	$5.36M	0.6%	-0.8%	0.006%
4/23/2025	Wealth Effects LLC	4,987	$0.34M	0.1%	-19.1%	0.000%
4/23/2025	Perigon Wealth Management LLC	15,160	$1.03M	0.0%	-24.1%	0.001%
4/23/2025	TigerOak Management L.L.C.	3,780	$0.26M	0.1%	N/A	0.000%
4/23/2025	Tyche Wealth Partners LLC	4,569	$0.31M	0.1%	N/A	0.000%
4/23/2025	HBK Sorce Advisory LLC	27,781	$1.88M	0.1%	-1.9%	0.002%
4/23/2025	Pinnacle Bancorp Inc.	766	$52K	0.0%	-60.4%	0.000%
4/23/2025	Golden State Wealth Management LLC	3,949	$0.27M	0.0%	+5,096.1%	0.000%
4/23/2025	Bessemer Group Inc.	27,148	$1.84M	0.0%	-59.2%	0.002%
4/23/2025	Spire Wealth Management	72,340	$4.90M	0.2%	+483.5%	0.006%
4/23/2025	Daymark Wealth Partners LLC	32,967	$2.23M	0.1%	+24.2%	0.003%
4/23/2025	Strategic Investment Advisors MI	8,466	$0.57M	0.1%	+2.3%	0.001%
4/23/2025	Horizon Bancorp Inc. IN	2,610	$0.18M	0.1%	+7.4%	0.000%

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: $64.68

$64.42

$65.12

50 Day Range

MA: $66.45

$62.95

$70.40

52 Week Range

Now: $64.68

$43.56

$71.45

Volume

2,236,564 shs

Average Volume

11,787,613 shs

Market Capitalization

$81.55 billion

P/E Ratio

17.69

Dividend Yield

4.06%

Beta

0.57

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:
Assenagon Asset Management S.A. — 0.28%
Sumitomo Mitsui Trust Group Inc. — 0.28%
Rhumbline Advisers — 0.19%
Principal Financial Group Inc. — 0.12%
Canoe Financial LP — 0.11%
Value Partners Investments Inc. — 0.11%
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:
KBC Group NV
Scharf Investments LLC
Capital Investment Advisors LLC
Pinnacle Financial Partners Inc
Rhumbline Advisers
ST Germain D J Co. Inc.
Fort Washington Investment Advisors Inc. OH
Wealth Enhancement Advisory Services LLC
Which institutional investors are buying CVS Health stock?: In the previous quarter, CVS stock was acquired by institutional investors including:
Assenagon Asset Management S.A.
Canoe Financial LP
GAMMA Investing LLC
Value Partners Investments Inc.
Factory Mutual Insurance Co.
Teacher Retirement System of Texas
SG Americas Securities LLC
Oppenheimer Asset Management 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.