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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.06KNew |
$121K - $158K
|
2.06K
$170K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-18- 6.14% |
$1.06K - $1.38K
|
275
$22.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
61.8K+ 2.13% |
$3.63M - $4.72M
|
2.96M
$244M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.36K+ 3.32% |
$80.1K - $104K
|
42.4K
$3.49M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-36- 44.44% |
$2.12K - $2.75K
|
45
$3.71K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-71- 13.79% |
$4.17K - $5.43K
|
444
$36.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.4K+ 24.89% |
$4.61M - $6M
|
393K
$32.4M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.5K+ 17.26% |
$87.9K - $114K
|
10.2K
$838K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
74+ 1.36% |
$4.35K - $5.66K
|
5.52K
$455K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-127K- 2.93% |
$7.46M - $9.71M
|
4.21M
$347M
|
|
|
Oct 27, 2025
Q3 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.15K- 27.79% |
$67.6K - $88K
|
2.99K
$246K
|
|
|
Oct 27, 2025
Q3 2025
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
116K+ 23.71% |
$6.79M - $8.84M
|
603K
$49.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.82% |
$294 - $383
|
618
$51K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.6K+ 79.68% |
$446K - $581K
|
17.1K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
612+ 6.19% |
$36K - $46.8K
|
10.5K
$865K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-985- 21.39% |
$57.9K - $75.4K
|
3.62K
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
51+ 5.47% |
$3K - $3.9K
|
983
$81K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.1K+ 17.11% |
$1M - $1.3M
|
117K
$9.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 11.0% |
$105K - $136K
|
18K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Canal Insurance CO
|
SELL
|
- |
-20K- 8.7% |
$1.18M - $1.53M
|
210K
$17.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
266+ 8.36% |
$15.6K - $20.3K
|
3.45K
$284K
|
|
|
Oct 27, 2025
Q3 2025
|
Robeco Schweiz Ag
|
SELL
|
- |
-9.51K- 9.27% |
$559K - $727K
|
93.1K
$7.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.05K+ 4.76% |
$120K - $157K
|
45.1K
$3.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-334- 6.89% |
$19.6K - $25.6K
|
4.51K
$372K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-620- 14.16% |
$36.4K - $47.4K
|
3.76K
$310K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
826+ 15.34% |
$48.5K - $63.2K
|
6.21K
$512K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
100+ 476.19% |
$5.88K - $7.65K
|
121
$9.98K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
SELL
|
- |
-379- 11.51% |
$22.3K - $29K
|
2.92K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.18K- 11.85% |
$69.4K - $90.4K
|
8.79K
$725K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
60.9KNew |
$3.58M - $4.66M
|
60.9K
$5.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-57K- 57.0% |
$3.35M - $4.36M
|
43K
$3.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
BUY
|
- |
813+ 1.71% |
$47.8K - $62.2K
|
48.3K
$3.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.61K- 16.9% |
$94.8K - $123K
|
7.93K
$654K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-451- 1.47% |
$26.5K - $34.5K
|
30.2K
$2.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.86K+ 3.46% |
$344K - $448K
|
175K
$14.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
547+ 12.83% |
$32.1K - $41.8K
|
4.81K
$397K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
51+ 9.53% |
$3K - $3.9K
|
586
$48.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-141- 37.11% |
$8.28K - $10.8K
|
239
$19.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
252+ 53.96% |
$14.8K - $19.3K
|
719
$59.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
237+ 26.36% |
$13.9K - $18.1K
|
1.14K
$93.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
54+ 6.92% |
$3.17K - $4.13K
|
834
$68.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
12+ 1.07% |
$705 - $918
|
1.14K
$93.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.76K+ 22.77% |
$221K - $288K
|
20.3K
$1.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
5.22K+ 14.93% |
$307K - $400K
|
40.2K
$3.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.12KNew |
$242K - $315K
|
4.12K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.35K- 7.79% |
$256K - $333K
|
51.5K
$4.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
89KNew |
$5.23M - $6.81M
|
89K
$7.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.11K+ 353.33% |
$65.4K - $85.1K
|
1.43K
$118K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
3.49KNew |
$205K - $267K
|
3.49K
$288K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-68- 0.24% |
$4K - $5.2K
|
28.3K
$2.33M
|