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 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
84+ 2.65% |
$6.44K - $6.98K
|
3.25K
$255K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-248- 3.13% |
$19K - $20.6K
|
7.69K
$603K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-35- 3.27% |
$2.68K - $2.91K
|
1.04K
$81.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-42- 1.52% |
$3.22K - $3.49K
|
2.73K
$214K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.49K- 10.01% |
$191K - $206K
|
22.4K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-61- 0.46% |
$4.68K - $5.07K
|
13.2K
$1.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-109- 1.91% |
$8.36K - $9.05K
|
5.6K
$439K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.56% |
$1.15K - $1.25K
|
2.67K
$209K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
CALL |
73.9KNew |
$5.67M - $6.14M
|
73.9K
$5.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
488+ 7.47% |
$37.4K - $40.5K
|
7.02K
$551K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-71- 13.3% |
$5.44K - $5.9K
|
463
$36.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-94- 0.26% |
$7.21K - $7.81K
|
36.2K
$2.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
51+ 25.5% |
$3.91K - $4.24K
|
251
$19.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.58KNew |
$198K - $214K
|
2.58K
$202K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-107- 8.08% |
$8.21K - $8.89K
|
1.22K
$95.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
122+ 2.43% |
$9.36K - $10.1K
|
5.15K
$403K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.13K+ 30.74% |
$163K - $177K
|
9.05K
$710K
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
SELL
|
- |
-1.4K- 29.6% |
$107K - $116K
|
3.33K
$261K
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-8.88K- 41.96% |
$681K - $737K
|
12.3K
$963K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
679+ 4.58% |
$52.1K - $56.4K
|
15.5K
$1.22M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
259+ 0.92% |
$19.9K - $21.5K
|
28.3K
$2.22M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-1.17K- 3.0% |
$89.3K - $96.7K
|
37.6K
$2.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-50- 1.86% |
$3.83K - $4.15K
|
2.65K
$207K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-132- 3.89% |
$10.1K - $11K
|
3.27K
$256K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.21K+ 77.84% |
$323K - $349K
|
9.61K
$754K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7New |
$537 - $581
|
7
$549
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
2.47K+ 9.94% |
$189K - $205K
|
27.3K
$2.14M
|
|
|
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
|
|