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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
864New |
$66.3K - $71.7K
|
864
$67.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-60- 0.29% |
$4.6K - $4.98K
|
20.6K
$1.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-135- 2.89% |
$10.4K - $11.2K
|
4.54K
$356K
|
|
|
Jan 16, 2026
Q4 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
698+ 0.48% |
$53.5K - $58K
|
146K
$11.4M
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2- 0.03% |
$153 - $166
|
6.18K
$484K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-904- 9.31% |
$69.3K - $75.1K
|
8.8K
$690K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-3.21K- 9.41% |
$246K - $267K
|
30.9K
$2.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.69K+ 9.12% |
$206K - $223K
|
32.1K
$2.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-83- 9.07% |
$6.37K - $6.89K
|
832
$65.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-935- 15.24% |
$71.7K - $77.6K
|
5.2K
$408K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.44K+ 85.02% |
$340K - $368K
|
9.66K
$757K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
504+ 9.91% |
$38.7K - $41.9K
|
5.59K
$438K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-125- 3.45% |
$9.59K - $10.4K
|
3.5K
$274K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
21KNew |
$1.61M - $1.74M
|
21K
$1.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3- 0.06% |
$230 - $249
|
4.71K
$369K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.09K+ 110.19% |
$237K - $257K
|
5.9K
$463K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
27+ 24.55% |
$2.07K - $2.24K
|
137
$10.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-335- 10.82% |
$25.7K - $27.8K
|
2.76K
$216K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
30+ 0.45% |
$2.3K - $2.49K
|
6.66K
$522K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-337- 28.78% |
$25.8K - $28K
|
834
$65.4K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
SELL
|
- |
-50- 7.81% |
$3.83K - $4.15K
|
590
$46.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.8K- 2.7% |
$138K - $149K
|
64.8K
$5.08M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-80- 2.89% |
$6.14K - $6.64K
|
2.69K
$211K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-46.1K- 2.73% |
$3.54M - $3.83M
|
1.65M
$129M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
146+ 3.65% |
$11.2K - $12.1K
|
4.15K
$325K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
49+ 54.44% |
$3.76K - $4.07K
|
139
$10.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-37- 0.61% |
$2.84K - $3.07K
|
6.01K
$471K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.1% |
$2.68K - $2.91K
|
33.9K
$2.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.67KNew |
$205K - $222K
|
2.67K
$210K
|
|
|
Jan 16, 2026
Q4 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-620- 15.56% |
$47.5K - $51.5K
|
3.36K
$264K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
518+ 256.44% |
$39.7K - $43K
|
720
$56.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
10.1K+ 2.09% |
$772K - $836K
|
491K
$38.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
606K+ 224.0% |
$46.5M - $50.3M
|
877K
$68.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.5K- 13.56% |
$192K - $208K
|
15.9K
$1.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-39.3K- 90.49% |
$3.02M - $3.27M
|
4.14K
$324K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.28K+ 13.45% |
$328K - $356K
|
36.1K
$2.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-17.3K- 50.31% |
$1.32M - $1.43M
|
17K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
150+ 0.09% |
$11.5K - $12.5K
|
161K
$12.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.7K+ 82.56% |
$437K - $474K
|
12.6K
$989K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-126- 2.9% |
$9.66K - $10.5K
|
4.21K
$330K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
6.39K+ 10.39% |
$490K - $530K
|
67.8K
$5.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.44K- 12.84% |
$187K - $203K
|
16.6K
$1.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.24K+ 24.15% |
$95.2K - $103K
|
6.38K
$500K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-442- 4.08% |
$33.9K - $36.7K
|
10.4K
$815K
|
|
|
Jan 15, 2026
Q4 2025
|
Meyer Handelman CO
|
SELL
|
- |
-7.35K- 13.26% |
$563K - $610K
|
48.1K
$3.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
4.79KNew |
$367K - $398K
|
4.79K
$376K
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
2.28K+ 6.75% |
$175K - $189K
|
36K
$2.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19.7K+ 5.74% |
$1.51M - $1.64M
|
363K
$28.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.75KNew |
$594K - $643K
|
7.75K
$608K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
76+ 34.23% |
$5.83K - $6.31K
|
298
$23.4K
|
|