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 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
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-205- 1.57% |
$12K - $15.7K
|
12.9K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.61KNew |
$212K - $276K
|
3.61K
$297K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
1.06K+ 4.27% |
$62.3K - $81.2K
|
25.9K
$2.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-29K- 4.89% |
$1.7M - $2.22M
|
563K
$46.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-38- 1.37% |
$2.23K - $2.91K
|
2.74K
$226K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
3.72KNew |
$219K - $285K
|
3.72K
$307K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
378+ 6.14% |
$22.2K - $28.9K
|
6.53K
$539K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-12- 0.12% |
$705 - $918
|
10.3K
$850K
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
1.99K+ 1.39% |
$117K - $152K
|
145K
$11.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-159- 1.81% |
$9.34K - $12.2K
|
8.63K
$711K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-14.3K- 68.8% |
$837K - $1.09M
|
6.46K
$533K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
41.2KNew |
$2.42M - $3.15M
|
41.2K
$3.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-65- 1.83% |
$3.82K - $4.97K
|
3.48K
$287K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-149- 1.08% |
$8.75K - $11.4K
|
13.7K
$1.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-856- 23.71% |
$50.3K - $65.5K
|
2.76K
$227K
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-188- 1.19% |
$11K - $14.4K
|
15.6K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-100- 16.67% |
$5.88K - $7.65K
|
500
$41.2K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-3- 0.19% |
$176 - $230
|
1.59K
$131K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-538- 1.46% |
$31.6K - $41.2K
|
36.3K
$2.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13+ 27.66% |
$764 - $995
|
60
$4.95K
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$159K - $206K
|
2.7K
$222K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.72M- 80.92% |
$101M - $132M
|
406K
$33.5M
|