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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
77+ 0.15% |
$4.52K - $5.89K
|
52.3K
$4.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.23K- 2.38% |
$72K - $93.7K
|
50.2K
$4.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
110+ 3.47% |
$6.46K - $8.42K
|
3.28K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$58.8 - $76.5
|
13.6K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.83K+ 39.0% |
$108K - $140K
|
6.53K
$538K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
254+ 2.82% |
$14.9K - $19.4K
|
9.26K
$763K
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
SELL
|
- |
-33- 0.39% |
$1.94K - $2.52K
|
8.5K
$700K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
160+ 2.37% |
$9.4K - $12.2K
|
6.9K
$569K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.68KNew |
$158K - $205K
|
2.68K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.64K+ 11.15% |
$449K - $584K
|
76.1K
$6.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.15KNew |
$185K - $241K
|
3.15K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.53KNew |
$207K - $270K
|
3.53K
$291K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-610- 11.18% |
$35.8K - $46.7K
|
4.85K
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
510+ 8.47% |
$30K - $39K
|
6.53K
$539K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-653- 16.51% |
$38.4K - $50K
|
3.3K
$272K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
86.3K+ 33.98% |
$5.07M - $6.6M
|
340K
$28.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.49K+ 6.31% |
$146K - $191K
|
42K
$3.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.6K- 1.54% |
$94K - $122K
|
102K
$8.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-23- 0.62% |
$1.35K - $1.76K
|
3.66K
$302K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.3K- 40.32% |
$252K - $329K
|
6.36K
$524K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 1.05% |
$1.18K - $1.53K
|
1.92K
$158K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-55.3K- 25.58% |
$3.25M - $4.23M
|
161K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-21- 0.2% |
$1.23K - $1.61K
|
10.3K
$853K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4.89K- 8.35% |
$287K - $374K
|
53.6K
$4.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.58% |
$58.8 - $76.5
|
174
$14.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-403- 14.9% |
$23.7K - $30.8K
|
2.3K
$190K
|