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 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-728- 1.72% |
$42.8K - $55.7K
|
41.5K
$3.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
345+ 8.8% |
$20.3K - $26.4K
|
4.27K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.4K+ 2465.0% |
$434K - $566K
|
7.7K
$634K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
158+ 3.88% |
$9.28K - $12.1K
|
4.23K
$349K
|
|
|
Oct 29, 2025
Q3 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
16.7K+ 22.93% |
$978K - $1.27M
|
89.3K
$7.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-2.3K- 10.28% |
$135K - $176K
|
20.1K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.76K- 1.53% |
$221K - $287K
|
242K
$19.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9+ 1.08% |
$529 - $689
|
845
$69.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.07K- 12.32% |
$180K - $234K
|
21.8K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.42K- 31.5% |
$83.6K - $109K
|
3.1K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
212+ 1.16% |
$12.5K - $16.2K
|
18.5K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-431- 5.85% |
$25.3K - $33K
|
6.94K
$572K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-48.9K- 54.18% |
$2.87M - $3.74M
|
41.4K
$3.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
258K+ 186.56% |
$15.2M - $19.7M
|
396K
$32.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.85K+ 3.4% |
$109K - $142K
|
56.3K
$4.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-19.1K- 23.72% |
$1.12M - $1.46M
|
61.4K
$5.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-999- 99.9% |
$58.7K - $76.4K
|
1
$82.5
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-127- 10.1% |
$7.46K - $9.72K
|
1.13K
$93.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
46.7KNew |
$2.74M - $3.57M
|
46.7K
$3.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-233- 5.16% |
$13.7K - $17.8K
|
4.29K
$353K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-307- 3.9% |
$18K - $23.5K
|
7.56K
$623K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
60+ 14.74% |
$3.53K - $4.59K
|
467
$38.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
337+ 7.97% |
$19.8K - $25.8K
|
4.56K
$376K
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-186- 0.56% |
$10.9K - $14.2K
|
32.8K
$2.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.28KNew |
$369K - $481K
|
6.28K
$518K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.47K- 2.85% |
$86.4K - $113K
|
50.2K
$4.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.62K+ 64.17% |
$95K - $124K
|
4.14K
$341K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
17+ 0.68% |
$999 - $1.3K
|
2.51K
$207K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
31+ 0.57% |
$1.82K - $2.37K
|
5.45K
$449K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$240K - $313K
|
4.09K
$337K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-248- 5.81% |
$14.6K - $19K
|
4.02K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
11.2K+ 2.8% |
$661K - $860K
|
412K
$34M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.3K+ 149.66% |
$666K - $867K
|
18.9K
$1.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.83KNew |
$166K - $217K
|
2.83K
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-200- 6.45% |
$11.8K - $15.3K
|
2.9K
$239K
|
|
|
Oct 29, 2025
Q3 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-3.37K- 2.18% |
$198K - $258K
|
151K
$12.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-64- 0.68% |
$3.76K - $4.9K
|
9.41K
$776K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
33New |
$1.94K - $2.52K
|
33
$2.72K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
18+ 33.33% |
$1.06K - $1.38K
|
72
$5.94K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-869- 0.41% |
$51.1K - $66.5K
|
209K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.85K- 12.36% |
$109K - $142K
|
13.1K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 44.64% |
$5.88K - $7.65K
|
124
$10.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-3.25K- 0.83% |
$191K - $249K
|
388K
$32M
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-415- 1.11% |
$24.4K - $31.7K
|
37K
$3.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-47- 20.61% |
$2.76K - $3.6K
|
181
$14.9K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 4.0% |
$58.8 - $76.5
|
24
$1.98K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.07K+ 7.22% |
$63.1K - $82.2K
|
15.9K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.09K- 22.91% |
$64.2K - $83.6K
|
3.68K
$303K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.92KNew |
$172K - $224K
|
2.92K
$241K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-77.5K- 77.81% |
$4.55M - $5.93M
|
22.1K
$1.82M
|