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 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-955- 18.28% |
$56.1K - $73.1K
|
4.27K
$352K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 1.44% |
$5.88K - $7.65K
|
6.85K
$565K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.15% |
$5.88K - $7.65K
|
66.6K
$5.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-252- 6.76% |
$14.8K - $19.3K
|
3.48K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.71K+ 56.71% |
$101K - $131K
|
4.73K
$390K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-268- 6.69% |
$15.7K - $20.5K
|
3.74K
$308K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
197+ 5.82% |
$11.6K - $15.1K
|
3.58K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 0.51% |
$294 - $383
|
976
$80.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-754- 15.89% |
$44.3K - $57.7K
|
3.99K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
104K+ 24.16% |
$6.13M - $7.99M
|
536K
$44.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-105- 1.34% |
$6.17K - $8.03K
|
7.73K
$637K
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
128KNew |
$7.49M - $9.75M
|
128K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-700- 14.94% |
$41.1K - $53.6K
|
3.98K
$328K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
11New |
$646 - $842
|
11
$907
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 20.83% |
$294 - $383
|
29
$2.39K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.3K- 27.67% |
$76.6K - $99.8K
|
3.41K
$281K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-7.92K- 2.42% |
$466K - $606K
|
319K
$26.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-3.58K- 5.91% |
$210K - $274K
|
56.9K
$4.69M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
654+ 156.83% |
$38.4K - $50K
|
1.07K
$88.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
160+ 3.83% |
$9.4K - $12.2K
|
4.34K
$358K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.01KNew |
$353K - $460K
|
6.01K
$496K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.47K- 1.18% |
$86.2K - $112K
|
123K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-2.25K- 17.31% |
$132K - $172K
|
10.7K
$885K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
131+ 36.9% |
$7.7K - $10K
|
486
$40.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
33.7KNew |
$1.98M - $2.58M
|
33.7K
$2.78M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-945- 44.66% |
$55.5K - $72.3K
|
1.17K
$96.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
646+ 1538.1% |
$38K - $49.4K
|
688
$56.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
215+ 4.5% |
$12.6K - $16.4K
|
4.99K
$412K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$176 - $230
|
4.34K
$358K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 8.01% |
$73.4K - $95.6K
|
14.4K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.05KNew |
$296K - $386K
|
5.05K
$416K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-638- 13.87% |
$37.5K - $48.8K
|
3.96K
$327K
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-8K- 10.39% |
$470K - $612K
|
69K
$5.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
6.96K+ 19.07% |
$409K - $532K
|
43.5K
$3.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-10.5K- 29.79% |
$619K - $806K
|
24.8K
$2.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-127- 0.85% |
$7.46K - $9.72K
|
14.9K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-1.57K- 0.61% |
$91.9K - $120K
|
255K
$21M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.31K- 3.44% |
$76.9K - $100K
|
36.8K
$3.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.51K- 14.33% |
$147K - $192K
|
15K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-49- 0.39% |
$2.88K - $3.75K
|
12.5K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.57K- 10.0% |
$210K - $273K
|
32.1K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-23.2K- 8.8% |
$1.36M - $1.77M
|
240K
$19.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.27% |
$1.7K - $2.22K
|
10.8K
$894K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.88KNew |
$169K - $220K
|
2.88K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-274- 5.11% |
$16.1K - $21K
|
5.09K
$419K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16.4K+ 12.3% |
$965K - $1.26M
|
150K
$12.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.1KNew |
$182K - $237K
|
3.1K
$255K
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
38K+ 80.82% |
$2.23M - $2.9M
|
84.9K
$7M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-3.02K- 34.59% |
$177K - $231K
|
5.71K
$470K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.32K- 58.66% |
$254K - $331K
|
3.05K
$251K
|