Purchases and Sales Made in Q4 2025 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
2.03MNew |
$155M - $168M
|
2.03M
$159M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.02M+ 1575.65% |
$77.9M - $84.3M
|
1.08M
$84.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
606K+ 224.0% |
$46.5M - $50.3M
|
877K
$68.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
371K+ 14.35% |
$28.4M - $30.8M
|
2.96M
$232M
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
195K+ 11.41% |
$14.9M - $16.2M
|
1.9M
$149M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.7K+ 10.02% |
$3.05M - $3.3M
|
436K
$34.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
20.2K+ 2.87% |
$1.55M - $1.68M
|
725K
$56.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19.7K+ 5.74% |
$1.51M - $1.64M
|
363K
$28.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
19.3K+ 105.9% |
$1.48M - $1.6M
|
37.5K
$2.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
18.9K+ 254.76% |
$1.45M - $1.57M
|
26.3K
$2.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
14.4K+ 16.23% |
$1.11M - $1.2M
|
103K
$8.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
12.6K+ 3.91% |
$966K - $1.05M
|
335K
$26.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
10.1K+ 2.09% |
$772K - $836K
|
491K
$38.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
9.99KNew |
$766K - $829K
|
9.99K
$783K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.46K+ 66.48% |
$725K - $785K
|
23.7K
$1.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.75KNew |
$594K - $643K
|
7.75K
$608K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.15K+ 7.49% |
$548K - $594K
|
103K
$8.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.59KNew |
$505K - $547K
|
6.59K
$517K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
6.39K+ 10.39% |
$490K - $530K
|
67.8K
$5.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.83KNew |
$447K - $484K
|
5.83K
$457K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.7K+ 82.56% |
$437K - $474K
|
12.6K
$989K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.45KNew |
$418K - $453K
|
5.45K
$428K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.14K+ 714.46% |
$394K - $427K
|
5.86K
$459K
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
4.79KNew |
$367K - $398K
|
4.79K
$376K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.28K+ 13.45% |
$328K - $356K
|
36.1K
$2.83M
|
|
|
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
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.11KNew |
$315K - $341K
|
4.11K
$322K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.09K+ 39.03% |
$314K - $340K
|
14.6K
$1.14M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.91K+ 20.57% |
$300K - $325K
|
22.9K
$1.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3.63KNew |
$278K - $301K
|
3.63K
$284K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.56K+ 47.58% |
$273K - $296K
|
11K
$866K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.95KNew |
$226K - $245K
|
2.95K
$231K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
2.91KNew |
$223K - $242K
|
2.91K
$228K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.89KNew |
$222K - $240K
|
2.89K
$227K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$205K - $222K
|
2.67K
$210K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.59KNew |
$199K - $215K
|
2.59K
$203K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.58KNew |
$198K - $214K
|
2.58K
$202K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
2.47K+ 9.94% |
$189K - $205K
|
27.3K
$2.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
2.32K+ 0.42% |
$178K - $193K
|
551K
$43.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
2.28K+ 6.75% |
$175K - $189K
|
36K
$2.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.15K+ 45.51% |
$165K - $179K
|
6.88K
$540K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.13K+ 30.74% |
$163K - $177K
|
9.05K
$710K
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
2.11K+ 2.08% |
$162K - $175K
|
103K
$8.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1.83K+ 60.03% |
$140K - $152K
|
4.88K
$382K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.78K+ 20.29% |
$137K - $148K
|
10.6K
$829K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.62K+ 34.78% |
$125K - $135K
|
6.29K
$494K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.6K+ 3.9% |
$123K - $133K
|
42.7K
$3.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.37K+ 2.81% |
$105K - $114K
|
50K
$3.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.24K+ 24.15% |
$95.2K - $103K
|
6.38K
$500K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
1.15K+ 23.35% |
$88.2K - $95.5K
|
6.08K
$476K
|
|