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 09, 2025
Q3 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
3.4KNew |
$200K - $260K
|
3.4K
$280K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 50.05% |
$29.4K - $38.3K
|
499
$41.1K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.41K+ 10.73% |
$83K - $108K
|
14.6K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-192- 2.12% |
$11.3K - $14.7K
|
8.87K
$731K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.4K+ 16.84% |
$608K - $792K
|
71.8K
$5.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
38+ 1.28% |
$2.23K - $2.91K
|
3K
$247K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.75KNew |
$161K - $210K
|
2.75K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.1K+ 541.52% |
$1.07M - $1.39M
|
21.5K
$1.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-270- 1.99% |
$15.9K - $20.7K
|
13.3K
$1.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
4.93KNew |
$289K - $377K
|
4.93K
$406K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.32K- 56.29% |
$254K - $330K
|
3.35K
$277K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.89K- 38.09% |
$170K - $221K
|
4.7K
$387K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-480- 4.2% |
$28.2K - $36.7K
|
11K
$903K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.69KNew |
$334K - $435K
|
5.69K
$469K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
12.9K+ 4.16% |
$756K - $985K
|
322K
$26.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.12K+ 17.39% |
$125K - $162K
|
14.3K
$1.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-103- 1.66% |
$6.05K - $7.88K
|
6.09K
$502K
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.41K+ 23.05% |
$201K - $261K
|
18.2K
$1.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-185- 8.42% |
$10.9K - $14.2K
|
2.01K
$166K
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-4.92K- 33.99% |
$289K - $376K
|
9.55K
$787K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-125- 2.0% |
$7.34K - $9.56K
|
6.14K
$506K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
46+ 4.16% |
$2.7K - $3.52K
|
1.15K
$95K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.05K- 23.58% |
$238K - $310K
|
13.1K
$1.08M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.87KNew |
$169K - $220K
|
2.87K
$237K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
124+ 30.24% |
$7.29K - $9.49K
|
534
$44K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-267- 5.19% |
$15.7K - $20.4K
|
4.88K
$402K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.15K- 8.5% |
$244K - $317K
|
44.6K
$3.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.13K- 17.91% |
$125K - $163K
|
9.75K
$804K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.87KNew |
$169K - $220K
|
2.87K
$237K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
861K+ 49.95% |
$50.6M - $65.9M
|
2.59M
$213M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
157+ 6.09% |
$9.22K - $12K
|
2.74K
$226K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.08K- 2.87% |
$63.5K - $82.6K
|
36.5K
$3.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
18+ 1.04% |
$1.06K - $1.38K
|
1.75K
$145K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.41K- 15.64% |
$142K - $184K
|
13K
$1.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-11.8K- 97.82% |
$693K - $902K
|
263
$21.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
1.94K+ 8.46% |
$114K - $148K
|
24.8K
$2.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
340+ 1.72% |
$20K - $26K
|
20.1K
$1.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
19.1KNew |
$1.12M - $1.46M
|
19.1K
$1.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
SELL
|
- |
-10.5K- 25.76% |
$616K - $802K
|
30.2K
$2.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.31% |
$646 - $842
|
3.58K
$295K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-79- 2.31% |
$4.64K - $6.04K
|
3.34K
$276K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-540- 8.87% |
$31.7K - $41.3K
|
5.55K
$457K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-131- 39.34% |
$7.7K - $10K
|
202
$16.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.61KNew |
$212K - $276K
|
3.61K
$297K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-3.55K- 24.35% |
$209K - $272K
|
11K
$910K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.09% |
$529 - $689
|
10K
$827K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
99+ 4.58% |
$5.82K - $7.57K
|
2.26K
$186K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
120+ 1.39% |
$7.05K - $9.18K
|
8.73K
$720K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-25- 0.82% |
$1.47K - $1.91K
|
3.01K
$248K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
106+ 39.11% |
$6.23K - $8.11K
|
377
$31.1K
|