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 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-608- 1.31% |
$35.7K - $46.5K
|
45.9K
$3.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.19K- 19.23% |
$129K - $167K
|
9.2K
$758K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.04KNew |
$120K - $156K
|
2.04K
$168K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
234+ 1.42% |
$13.7K - $17.9K
|
16.7K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-195- 0.28% |
$11.5K - $14.9K
|
70.4K
$5.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.56K+ 1.34% |
$268K - $348K
|
343K
$28.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.7KNew |
$158K - $206K
|
2.7K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
88+ 258.82% |
$5.17K - $6.73K
|
122
$10.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-50- 2.49% |
$2.94K - $3.83K
|
1.96K
$162K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-791- 11.51% |
$46.5K - $60.5K
|
6.08K
$501K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-497- 5.36% |
$29.2K - $38K
|
8.78K
$724K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.19K- 11.77% |
$540K - $703K
|
68.9K
$5.68M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.16K- 4.06% |
$421K - $548K
|
169K
$13.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
35.6K+ 32.55% |
$2.09M - $2.72M
|
145K
$12M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-383- 8.48% |
$22.5K - $29.3K
|
4.14K
$341K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
292+ 8.49% |
$17.2K - $22.3K
|
3.73K
$308K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-264- 5.22% |
$15.5K - $20.2K
|
4.79K
$395K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.1KNew |
$182K - $237K
|
3.1K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
743+ 23.33% |
$43.7K - $56.8K
|
3.93K
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15+ 1.85% |
$881 - $1.15K
|
828
$68.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-93- 0.06% |
$5.46K - $7.11K
|
152K
$12.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
9.22K+ 1.67% |
$541K - $705K
|
561K
$46.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.76K+ 59.39% |
$103K - $134K
|
4.71K
$388K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.4K+ 3.47% |
$902K - $1.17M
|
459K
$37.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-137- 1.17% |
$8.05K - $10.5K
|
11.5K
$952K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
306+ 1.07% |
$18K - $23.4K
|
28.8K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
336+ 4.47% |
$19.7K - $25.7K
|
7.85K
$647K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-16- 29.63% |
$940 - $1.22K
|
38
$3.13K
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-477- 0.71% |
$28K - $36.5K
|
66.8K
$5.51M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
16+ 1.67% |
$940 - $1.22K
|
976
$80.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
90+ 2.69% |
$5.29K - $6.89K
|
3.44K
$284K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.01K+ 297.64% |
$59.3K - $77.2K
|
1.35K
$111K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-214- 3.81% |
$12.6K - $16.4K
|
5.41K
$446K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.73K+ 1.82% |
$219K - $285K
|
208K
$17.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
33+ 0.98% |
$1.94K - $2.52K
|
3.39K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.38K- 11.78% |
$80.9K - $105K
|
10.3K
$850K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
432K+ 16.23% |
$25.4M - $33.1M
|
3.1M
$255M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-115- 1.71% |
$6.76K - $8.8K
|
6.63K
$546K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.31% |
$176 - $230
|
232
$19.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-7.99K- 3.06% |
$470K - $611K
|
254K
$20.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
900+ 10.78% |
$52.9K - $68.9K
|
9.25K
$763K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.37K+ 73.56% |
$492K - $641K
|
19.8K
$1.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
596+ 6.63% |
$35K - $45.6K
|
9.59K
$790K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 0.12% |
$881 - $1.15K
|
12.7K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.63K- 30.74% |
$154K - $201K
|
5.92K
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-390- 3.34% |
$22.9K - $29.8K
|
11.3K
$929K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-830- 5.53% |
$48.8K - $63.5K
|
14.2K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.48KNew |
$440K - $573K
|
7.48K
$617K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
294+ 33.22% |
$17.3K - $22.5K
|
1.18K
$97.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-110- 0.89% |
$6.46K - $8.42K
|
12.3K
$1.01M
|