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 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-299- 0.85% |
$17.6K - $22.9K
|
34.8K
$2.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-250- 1.79% |
$14.7K - $19.1K
|
13.8K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
142+ 72.08% |
$8.34K - $10.9K
|
339
$28K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-39- 43.82% |
$2.29K - $2.98K
|
50
$4.12K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$211K - $274K
|
3.59K
$296K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-480- 1.65% |
$28.2K - $36.7K
|
28.6K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-646- 4.17% |
$38K - $49.4K
|
14.8K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
54.9K+ 52.8% |
$3.22M - $4.2M
|
159K
$13.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.28KNew |
$251K - $327K
|
4.28K
$353K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 3.6% |
$470 - $612
|
214
$17.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
65K+ 81.85% |
$3.82M - $4.97M
|
144K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-212- 3.18% |
$12.5K - $16.2K
|
6.47K
$533K
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
92.4K+ 5.73% |
$5.43M - $7.07M
|
1.7M
$141M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
230+ 0.62% |
$13.5K - $17.6K
|
37.6K
$3.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.35K- 23.9% |
$138K - $180K
|
7.48K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.2K+ 4.91% |
$70.5K - $91.8K
|
25.6K
$2.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.23K- 23.84% |
$249K - $324K
|
13.5K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
57+ 0.59% |
$3.35K - $4.36K
|
9.75K
$804K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 5.64% |
$1.06K - $1.38K
|
337
$27.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-197- 4.05% |
$11.6K - $15.1K
|
4.67K
$385K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.75K+ 81.03% |
$514K - $669K
|
19.5K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
3.32KNew |
$195K - $254K
|
3.32K
$273K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.77KNew |
$163K - $212K
|
2.77K
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-566- 0.93% |
$33.3K - $43.3K
|
60.5K
$4.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
673+ 16.19% |
$39.5K - $51.5K
|
4.83K
$398K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
15.9K+ 86.7% |
$936K - $1.22M
|
34.3K
$2.83M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-51- 0.82% |
$3K - $3.9K
|
6.18K
$509K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-38- 1.16% |
$2.23K - $2.91K
|
3.24K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-300- 2.12% |
$17.6K - $23K
|
13.9K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
130+ 185.71% |
$7.64K - $9.95K
|
200
$16.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-5- 0.03% |
$294 - $383
|
18.4K
$1.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
61.4K+ 1822.6% |
$3.61M - $4.7M
|
64.8K
$5.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4KNew |
$235K - $306K
|
4K
$330K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 15.75% |
$142K - $185K
|
17.8K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-6.67K- 16.34% |
$392K - $510K
|
34.2K
$2.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-12.9K- 5.7% |
$758K - $987K
|
213K
$17.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 1.3% |
$118 - $153
|
156
$12.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
4.92K+ 1.44% |
$289K - $377K
|
348K
$28.7M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
3.82KNew |
$224K - $292K
|
3.82K
$315K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
442+ 15.04% |
$26K - $33.8K
|
3.38K
$279K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
178+ 2.28% |
$10.5K - $13.6K
|
7.97K
$657K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
6.27K+ 2.63% |
$368K - $480K
|
245K
$20.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.97% |
$176 - $230
|
313
$25.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6.26K- 47.07% |
$368K - $479K
|
7.04K
$580K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.52% |
$58.8 - $76.5
|
195
$16.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-150- 1.92% |
$8.81K - $11.5K
|
7.67K
$633K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-3.57K- 42.98% |
$209K - $273K
|
4.73K
$390K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-66- 0.88% |
$3.88K - $5.05K
|
7.46K
$615K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-95.8K- 19.68% |
$5.63M - $7.33M
|
391K
$32.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.61KNew |
$212K - $276K
|
3.61K
$298K
|