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 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-5.62K- 2.22% |
$431K - $466K
|
248K
$19.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1.83K+ 60.03% |
$140K - $152K
|
4.88K
$382K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
58+ 7.0% |
$4.45K - $4.82K
|
886
$69.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
371K+ 14.35% |
$28.4M - $30.8M
|
2.96M
$232M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.02M+ 1575.65% |
$77.9M - $84.3M
|
1.08M
$84.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
34+ 0.67% |
$2.61K - $2.82K
|
5.08K
$398K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
SELL
|
- |
-36- 0.75% |
$2.76K - $2.99K
|
4.8K
$376K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3.63KNew |
$278K - $301K
|
3.63K
$284K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
27+ 0.33% |
$2.07K - $2.24K
|
8.24K
$646K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5+ 0.16% |
$383 - $415
|
3.04K
$239K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-87K- 2.07% |
$6.67M - $7.23M
|
4.13M
$324M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
100+ 2.31% |
$7.67K - $8.3K
|
4.44K
$348K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9+ 0.17% |
$690 - $747
|
5.16K
$405K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
104+ 3.82% |
$7.98K - $8.64K
|
2.83K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
994+ 6.95% |
$76.2K - $82.5K
|
15.3K
$1.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
14.4K+ 16.23% |
$1.11M - $1.2M
|
103K
$8.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
12+ 0.42% |
$920 - $996
|
2.89K
$226K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.04K- 4.92% |
$156K - $169K
|
39.3K
$3.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.7K+ 10.02% |
$3.05M - $3.3M
|
436K
$34.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-201- 8.89% |
$15.4K - $16.7K
|
2.06K
$162K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
160+ 7.96% |
$12.3K - $13.3K
|
2.17K
$170K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-200- 37.04% |
$15.3K - $16.6K
|
340
$26.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-140- 1.47% |
$10.7K - $11.6K
|
9.41K
$738K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
84+ 2.65% |
$6.44K - $6.98K
|
3.25K
$255K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-248- 3.13% |
$19K - $20.6K
|
7.69K
$603K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-35- 3.27% |
$2.68K - $2.91K
|
1.04K
$81.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-42- 1.52% |
$3.22K - $3.49K
|
2.73K
$214K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.49K- 10.01% |
$191K - $206K
|
22.4K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-61- 0.46% |
$4.68K - $5.07K
|
13.2K
$1.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-109- 1.91% |
$8.36K - $9.05K
|
5.6K
$439K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.56% |
$1.15K - $1.25K
|
2.67K
$209K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
CALL |
73.9KNew |
$5.67M - $6.14M
|
73.9K
$5.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
488+ 7.47% |
$37.4K - $40.5K
|
7.02K
$551K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-71- 13.3% |
$5.44K - $5.9K
|
463
$36.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-94- 0.26% |
$7.21K - $7.81K
|
36.2K
$2.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
51+ 25.5% |
$3.91K - $4.24K
|
251
$19.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.58KNew |
$198K - $214K
|
2.58K
$202K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-107- 8.08% |
$8.21K - $8.89K
|
1.22K
$95.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
122+ 2.43% |
$9.36K - $10.1K
|
5.15K
$403K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.13K+ 30.74% |
$163K - $177K
|
9.05K
$710K
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
SELL
|
- |
-1.4K- 29.6% |
$107K - $116K
|
3.33K
$261K
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-8.88K- 41.96% |
$681K - $737K
|
12.3K
$963K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
679+ 4.58% |
$52.1K - $56.4K
|
15.5K
$1.22M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
259+ 0.92% |
$19.9K - $21.5K
|
28.3K
$2.22M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-1.17K- 3.0% |
$89.3K - $96.7K
|
37.6K
$2.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-50- 1.86% |
$3.83K - $4.15K
|
2.65K
$207K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-132- 3.89% |
$10.1K - $11K
|
3.27K
$256K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.21K+ 77.84% |
$323K - $349K
|
9.61K
$754K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7New |
$537 - $581
|
7
$549
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
2.47K+ 9.94% |
$189K - $205K
|
27.3K
$2.14M
|
|