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 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
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-916- 7.28% |
$53.8K - $70.1K
|
11.7K
$962K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-588- 0.44% |
$34.5K - $45K
|
132K
$10.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-314- 19.17% |
$18.4K - $24K
|
1.32K
$109K
|
|
|
Oct 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-256- 21.86% |
$15K - $19.6K
|
915
$75.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-312- 2.23% |
$18.3K - $23.9K
|
13.7K
$1.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
69+ 0.4% |
$4.05K - $5.28K
|
17.2K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.94K- 28.64% |
$290K - $378K
|
12.3K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.07K- 2.55% |
$62.6K - $81.5K
|
40.8K
$3.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-395- 6.65% |
$23.2K - $30.2K
|
5.54K
$457K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-381- 3.62% |
$22.4K - $29.1K
|
10.1K
$835K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-277- 2.9% |
$16.3K - $21.2K
|
9.26K
$764K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-306- 18.64% |
$18K - $23.4K
|
1.34K
$110K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
40New |
$2.35K - $3.06K
|
40
$3.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$118 - $153
|
7.89K
$650K
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-140- 1.35% |
$8.23K - $10.7K
|
10.2K
$842K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-85- 0.75% |
$4.99K - $6.5K
|
11.3K
$932K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-368- 1.83% |
$21.6K - $28.2K
|
19.7K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.16K- 4.48% |
$245K - $318K
|
88.7K
$7.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.06KNew |
$121K - $158K
|
2.06K
$170K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-18- 6.14% |
$1.06K - $1.38K
|
275
$22.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
61.8K+ 2.13% |
$3.63M - $4.72M
|
2.96M
$244M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.36K+ 3.32% |
$80.1K - $104K
|
42.4K
$3.49M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-36- 44.44% |
$2.12K - $2.75K
|
45
$3.71K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-71- 13.79% |
$4.17K - $5.43K
|
444
$36.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.4K+ 24.89% |
$4.61M - $6M
|
393K
$32.4M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.5K+ 17.26% |
$87.9K - $114K
|
10.2K
$838K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
74+ 1.36% |
$4.35K - $5.66K
|
5.52K
$455K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-127K- 2.93% |
$7.46M - $9.71M
|
4.21M
$347M
|
|
|
Oct 27, 2025
Q3 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.15K- 27.79% |
$67.6K - $88K
|
2.99K
$246K
|
|
|
Oct 27, 2025
Q3 2025
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
116K+ 23.71% |
$6.79M - $8.84M
|
603K
$49.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.82% |
$294 - $383
|
618
$51K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.6K+ 79.68% |
$446K - $581K
|
17.1K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
612+ 6.19% |
$36K - $46.8K
|
10.5K
$865K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-985- 21.39% |
$57.9K - $75.4K
|
3.62K
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
51+ 5.47% |
$3K - $3.9K
|
983
$81K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.1K+ 17.11% |
$1M - $1.3M
|
117K
$9.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 11.0% |
$105K - $136K
|
18K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Canal Insurance CO
|
SELL
|
- |
-20K- 8.7% |
$1.18M - $1.53M
|
210K
$17.3M
|