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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 2.18% |
$460 - $498
|
281
$22K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
759+ 19.02% |
$58.2K - $63K
|
4.75K
$372K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.01K- 31.68% |
$154K - $167K
|
4.33K
$340K
|
|
|
Jan 07, 2026
Q4 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
2.03MNew |
$155M - $168M
|
2.03M
$159M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.11KNew |
$315K - $341K
|
4.11K
$322K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-612- 3.61% |
$46.9K - $50.8K
|
16.3K
$1.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
2.32K+ 0.42% |
$178K - $193K
|
551K
$43.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-394- 1.92% |
$30.2K - $32.7K
|
20.1K
$1.58M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-2.5K- 73.53% |
$192K - $208K
|
900
$70.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.95KNew |
$226K - $245K
|
2.95K
$231K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.93K- 2.45% |
$148K - $160K
|
76.6K
$6.01M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-394- 10.95% |
$30.2K - $32.7K
|
3.2K
$251K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-365- 1.91% |
$28K - $30.3K
|
18.7K
$1.47M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-411- 1.9% |
$31.5K - $34.1K
|
21.2K
$1.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.1K- 9.48% |
$238K - $257K
|
29.6K
$2.32M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
408New |
$31.3K - $33.9K
|
408
$32K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.22% |
$76.7 - $83
|
462
$36.2K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-699- 13.52% |
$53.6K - $58K
|
4.47K
$351K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-296- 8.51% |
$22.7K - $24.6K
|
3.18K
$249K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
34New |
$2.61K - $2.82K
|
34
$2.67K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.37K+ 2.81% |
$105K - $114K
|
50K
$3.92M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-32.9K- 19.08% |
$2.53M - $2.73M
|
140K
$11M
|
|
|
Jan 02, 2026
Q4 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-250- 0.06% |
$19.2K - $20.8K
|
398K
$31.2M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17+ 18.09% |
$1.3K - $1.41K
|
111
$8.7K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
65+ 0.74% |
$4.98K - $5.4K
|
8.8K
$690K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-37- 6.09% |
$2.84K - $3.07K
|
571
$44.8K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.91K+ 20.57% |
$300K - $325K
|
22.9K
$1.8M
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
136+ 242.86% |
$7.99K - $10.4K
|
192
$15.1K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.35K- 3.83% |
$432K - $562K
|
185K
$14.5M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-59- 4.51% |
$3.47K - $4.51K
|
1.25K
$97.9K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
96.4K+ 389.02% |
$5.66M - $7.37M
|
121K
$9.5M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
345+ 9.12% |
$20.3K - $26.4K
|
4.13K
$324K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.14K+ 319.58% |
$126K - $164K
|
2.81K
$220K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.6K- 2.72% |
$94K - $122K
|
57.2K
$4.48M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-3.71K- 7.0% |
$218K - $284K
|
49.3K
$3.86M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
8.21K+ 124.86% |
$482K - $628K
|
14.8K
$1.16M
|
|
|
Dec 02, 2025
Q3 2025
|
Steadtrust LLC
Allen, TX |
BUY
|
- |
175+ 1.75% |
$10.3K - $13.4K
|
10.2K
$798K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.35K+ 5.58% |
$79K - $103K
|
25.5K
$2M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.92K+ 7.16% |
$113K - $147K
|
28.8K
$2.26M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-799- 12.25% |
$46.9K - $61.1K
|
5.72K
$449K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-2.89K- 15.6% |
$170K - $221K
|
15.6K
$1.23M
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-793- 2.66% |
$46.6K - $60.7K
|
29K
$2.27M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
95New |
$5.58K - $7.27K
|
95
$7.45K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.72% |
$118 - $153
|
281
$22K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10- 2.34% |
$588 - $765
|
417
$32.7K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-412- 58.19% |
$24.2K - $31.5K
|
296
$23.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-55.4K- 24.04% |
$3.25M - $4.23M
|
175K
$13.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17K- 24.46% |
$996K - $1.3M
|
52.4K
$4.11M
|
|
|
Nov 20, 2025
Q3 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
5.3K+ 104.64% |
$311K - $405K
|
10.4K
$812K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
96+ 5.84% |
$5.64K - $7.34K
|
1.74K
$137K
|
|