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 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
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
51+ 0.57% |
$3K - $3.9K
|
8.93K
$737K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-18.3K- 1.71% |
$1.08M - $1.4M
|
1.05M
$87M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
382New |
$22.4K - $29.2K
|
382
$31.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
20.7KNew |
$1.22M - $1.58M
|
20.7K
$1.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
110New |
$6.46K - $8.42K
|
110
$9.07K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-273- 3.04% |
$16K - $20.9K
|
8.7K
$717K
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
97+ 1.4% |
$5.7K - $7.42K
|
7.02K
$579K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-48- 0.25% |
$2.82K - $3.67K
|
18.9K
$1.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.19K+ 21.28% |
$305K - $397K
|
29.6K
$2.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
2.3K+ 847.6% |
$135K - $176K
|
2.57K
$212K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
751+ 160.47% |
$44.1K - $57.5K
|
1.22K
$101K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3K+ 26.01% |
$176K - $230K
|
14.6K
$1.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-398- 9.71% |
$23.4K - $30.4K
|
3.7K
$305K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.32K+ 378.62% |
$254K - $330K
|
5.46K
$450K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
43+ 9.27% |
$2.53K - $3.29K
|
507
$41.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.85K- 7.34% |
$285K - $371K
|
61.3K
$5.05M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
8New |
$470 - $612
|
8
$660
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.01K+ 8.97% |
$235K - $306K
|
48.6K
$4.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.22K+ 32.13% |
$71.4K - $92.9K
|
5K
$412K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
8.11K+ 7.45% |
$477K - $621K
|
117K
$9.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.4K+ 16.44% |
$317K - $413K
|
38.3K
$3.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
249+ 39.52% |
$14.6K - $19K
|
879
$72.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-334- 4.31% |
$19.6K - $25.6K
|
7.41K
$611K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-6.54K- 68.11% |
$384K - $500K
|
3.06K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.26K- 18.4% |
$309K - $402K
|
23.3K
$1.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
37.1K+ 135.98% |
$2.18M - $2.84M
|
64.5K
$5.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.13K- 16.34% |
$301K - $393K
|
26.3K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.07K+ 28.41% |
$62.6K - $81.5K
|
4.82K
$397K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
154+ 1.77% |
$9.05K - $11.8K
|
8.85K
$730K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
61.3K+ 294.89% |
$3.6M - $4.69M
|
82.1K
$6.77M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
3.21KNew |
$189K - $246K
|
3.21K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Coerente Capital Management
|
SELL
|
- |
-6.24K- 5.74% |
$367K - $478K
|
103K
$8.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.85K- 16.81% |
$226K - $294K
|
19K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1K+ 6.43% |
$59K - $76.8K
|
16.6K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
529+ 5.68% |
$31.1K - $40.5K
|
9.85K
$812K
|