Purchases and Sales Made in Q3 2025 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q3 2025. The information is specifically focused on institutions that hold shares of CVS HEALTH Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
861K+ 49.95% |
$50.6M - $65.9M
|
2.59M
$209M
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
92.4K+ 5.73% |
$5.43M - $7.07M
|
1.7M
$138M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
65K+ 81.85% |
$3.82M - $4.97M
|
144K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
61.4K+ 1822.6% |
$3.61M - $4.7M
|
64.8K
$5.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
54.9K+ 52.8% |
$3.22M - $4.2M
|
159K
$12.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
41.2KNew |
$2.42M - $3.15M
|
41.2K
$3.33M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
21.9K+ 177.45% |
$1.29M - $1.68M
|
34.3K
$2.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.4K+ 61.06% |
$1.2M - $1.56M
|
53.8K
$4.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
19.1KNew |
$1.12M - $1.46M
|
19.1K
$1.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.1K+ 541.52% |
$1.07M - $1.39M
|
21.5K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
15.9K+ 86.7% |
$936K - $1.22M
|
34.3K
$2.77M
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
12.9K+ 4.16% |
$756K - $985K
|
322K
$26M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.4K+ 201.85% |
$667K - $868K
|
17K
$1.37M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.4K+ 97.07% |
$612K - $797K
|
21.2K
$1.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.4K+ 16.84% |
$608K - $792K
|
71.8K
$5.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
9.6K+ 11.18% |
$564K - $734K
|
95.5K
$7.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.75K+ 81.03% |
$514K - $669K
|
19.5K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
6.27K+ 2.63% |
$368K - $480K
|
245K
$19.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.87K+ 0.26% |
$345K - $449K
|
2.25M
$181M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.69KNew |
$334K - $435K
|
5.69K
$459K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.67KNew |
$333K - $434K
|
5.67K
$458K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
4.93KNew |
$289K - $377K
|
4.93K
$397K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
4.92K+ 1.44% |
$289K - $377K
|
348K
$28M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.28KNew |
$251K - $327K
|
4.28K
$345K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.08K+ 16.07% |
$240K - $312K
|
29.5K
$2.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4KNew |
$235K - $306K
|
4K
$323K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.89K+ 14.24% |
$229K - $298K
|
31.2K
$2.52M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
3.82KNew |
$224K - $292K
|
3.82K
$308K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
3.72KNew |
$219K - $285K
|
3.72K
$300K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.61KNew |
$212K - $276K
|
3.61K
$292K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.61KNew |
$212K - $276K
|
3.61K
$291K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.61KNew |
$212K - $276K
|
3.61K
$291K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$211K - $274K
|
3.59K
$289K
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.41K+ 23.05% |
$201K - $261K
|
18.2K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
3.4KNew |
$200K - $260K
|
3.4K
$274K
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
3.32KNew |
$195K - $254K
|
3.32K
$268K
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
3KNew |
$176K - $230K
|
3K
$242K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.87KNew |
$169K - $220K
|
2.87K
$232K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.87KNew |
$169K - $220K
|
2.87K
$232K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.77KNew |
$163K - $212K
|
2.77K
$223K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.75KNew |
$161K - $210K
|
2.75K
$222K
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$159K - $206K
|
2.7K
$218K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.66KNew |
$156K - $203K
|
2.66K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 15.75% |
$142K - $185K
|
17.8K
$1.44M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.12K+ 17.39% |
$125K - $162K
|
14.3K
$1.15M
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
1.99K+ 1.39% |
$117K - $152K
|
145K
$11.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
1.94K+ 8.46% |
$114K - $148K
|
24.8K
$2M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.71K+ 49.51% |
$101K - $131K
|
5.17K
$417K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.41K+ 10.73% |
$83K - $108K
|
14.6K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
1.3K+ 8.32% |
$76.1K - $99.1K
|
16.9K
$1.36M
|