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 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
22New |
$1.29K - $1.68K
|
22
$1.81K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
145+ 2.86% |
$8.52K - $11.1K
|
5.22K
$430K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.71K+ 49.51% |
$101K - $131K
|
5.17K
$426K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
683+ 3.27% |
$40.1K - $52.2K
|
21.6K
$1.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-411- 1.05% |
$24.1K - $31.4K
|
38.8K
$3.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 1.08% |
$4.88K - $6.35K
|
7.59K
$626K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.67KNew |
$333K - $434K
|
5.67K
$468K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1- 4.0% |
$58.8 - $76.5
|
24
$1.98K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
22+ 0.37% |
$1.29K - $1.68K
|
6.02K
$497K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
21.9K+ 177.45% |
$1.29M - $1.68M
|
34.3K
$2.82M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
777+ 8.03% |
$45.6K - $59.4K
|
10.5K
$862K
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
838+ 4.03% |
$49.2K - $64.1K
|
21.6K
$1.78M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.08K- 2.71% |
$63.3K - $82.5K
|
38.7K
$3.19M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
189+ 1.0% |
$11.1K - $14.5K
|
19K
$1.57M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.4K+ 97.07% |
$612K - $797K
|
21.2K
$1.74M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-300- 0.91% |
$17.6K - $23K
|
32.7K
$2.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.45K- 3.79% |
$144K - $188K
|
62.3K
$5.14M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$470 - $612
|
8
$660
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-5.26K- 14.38% |
$309K - $403K
|
31.3K
$2.58M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.37K- 2.93% |
$139K - $181K
|
78.5K
$6.48M
|
|
|
Oct 01, 2025
Q3 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-7.07K- 1.74% |
$415K - $541K
|
398K
$32.8M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.22% |
$58.8 - $76.5
|
461
$38K
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
3KNew |
$176K - $230K
|
3K
$247K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-16.8K- 8.88% |
$989K - $1.29M
|
173K
$14.2M
|
|
| Q2 2025 | |||||||
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
263+ 1.24% |
$15.8K - $18.5K
|
21.5K
$1.78M
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-162- 2.86% |
$9.73K - $11.4K
|
5.51K
$454K
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
540New |
$32.4K - $37.9K
|
540
$44.5K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-256K- 11.94% |
$15.4M - $18M
|
1.89M
$156M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.3K- 3.15% |
$739K - $864K
|
379K
$31.2M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-66.6K- 42.86% |
$4M - $4.67M
|
88.8K
$7.32M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.04% |
$600 - $702
|
26.8K
$2.21M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
46New |
$2.76K - $3.23K
|
46
$3.79K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.8K+ 6.9% |
$891K - $1.04M
|
230K
$19M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-239- 8.62% |
$14.3K - $16.8K
|
2.53K
$209K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
130New |
$7.81K - $9.12K
|
130
$10.7K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-7.87K- 20.78% |
$473K - $552K
|
30K
$2.47M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.4M+ 1007.37% |
$84.1M - $98.3M
|
1.54M
$127M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-1.07M- 79.14% |
$64.4M - $75.2M
|
283K
$23.3M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
32+ 0.06% |
$1.92K - $2.25K
|
52K
$4.29M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.4K+ 2.61% |
$144K - $168K
|
94.2K
$7.77M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
131+ 152.33% |
$7.87K - $9.19K
|
217
$17.9K
|
|
|
Aug 22, 2025
Q2 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
28.9KNew |
$1.74M - $2.03M
|
28.9K
$2.38M
|
|
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-23.2K- 85.01% |
$1.4M - $1.63M
|
4.1K
$338K
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
3.05KNew |
$183K - $214K
|
3.05K
$251K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
222+ 2.22% |
$13.3K - $15.6K
|
10.2K
$844K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.38K- 6.48% |
$143K - $167K
|
34.3K
$2.83M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.3K- 6.15% |
$318K - $372K
|
80.8K
$6.67M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-542- 24.78% |
$32.5K - $38K
|
1.65K
$136K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
11.6K+ 270.67% |
$697K - $815K
|
15.9K
$1.31M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-196- 1.87% |
$11.8K - $13.8K
|
10.3K
$846K
|
|