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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
258K+ 186.56% |
$15.2M - $19.7M
|
396K
$30.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.85K+ 3.4% |
$109K - $142K
|
56.3K
$4.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-19.1K- 23.72% |
$1.12M - $1.46M
|
61.4K
$4.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-999- 99.9% |
$58.7K - $76.4K
|
1
$76.7
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-127- 10.1% |
$7.46K - $9.72K
|
1.13K
$86.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
46.7KNew |
$2.74M - $3.57M
|
46.7K
$3.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-233- 5.16% |
$13.7K - $17.8K
|
4.29K
$329K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-307- 3.9% |
$18K - $23.5K
|
7.56K
$579K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
60+ 14.74% |
$3.53K - $4.59K
|
467
$35.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
337+ 7.97% |
$19.8K - $25.8K
|
4.56K
$350K
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-186- 0.56% |
$10.9K - $14.2K
|
32.8K
$2.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.28KNew |
$369K - $481K
|
6.28K
$482K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.47K- 2.85% |
$86.4K - $113K
|
50.2K
$3.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.62K+ 64.17% |
$95K - $124K
|
4.14K
$317K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
17+ 0.68% |
$999 - $1.3K
|
2.51K
$193K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
31+ 0.57% |
$1.82K - $2.37K
|
5.45K
$418K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$240K - $313K
|
4.09K
$314K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-248- 5.81% |
$14.6K - $19K
|
4.02K
$309K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
11.2K+ 2.8% |
$661K - $860K
|
412K
$31.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.3K+ 149.66% |
$666K - $867K
|
18.9K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.83KNew |
$166K - $217K
|
2.83K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-200- 6.45% |
$11.8K - $15.3K
|
2.9K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-3.37K- 2.18% |
$198K - $258K
|
151K
$11.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-64- 0.68% |
$3.76K - $4.9K
|
9.41K
$722K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
33New |
$1.94K - $2.52K
|
33
$2.53K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.12KNew |
$183K - $239K
|
3.12K
$239K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 9.21% |
$97.9K - $128K
|
16.4K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.84K+ 41.23% |
$402K - $523K
|
23.4K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.54K+ 23.81% |
$325K - $424K
|
28.8K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-2.03K- 0.16% |
$119K - $155K
|
1.24M
$95.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
18+ 33.33% |
$1.06K - $1.38K
|
72
$5.52K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-869- 0.41% |
$51.1K - $66.5K
|
209K
$16M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.85K- 12.36% |
$109K - $142K
|
13.1K
$1.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 44.64% |
$5.88K - $7.65K
|
124
$9.51K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-3.25K- 0.83% |
$191K - $249K
|
388K
$29.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-415- 1.11% |
$24.4K - $31.7K
|
37K
$2.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-47- 20.61% |
$2.76K - $3.6K
|
181
$13.9K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 4.0% |
$58.8 - $76.5
|
24
$1.84K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.07K+ 7.22% |
$63.1K - $82.2K
|
15.9K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.09K- 22.91% |
$64.2K - $83.6K
|
3.68K
$282K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.92KNew |
$172K - $224K
|
2.92K
$224K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-77.5K- 77.81% |
$4.55M - $5.93M
|
22.1K
$1.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-916- 7.28% |
$53.8K - $70.1K
|
11.7K
$894K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-588- 0.44% |
$34.5K - $45K
|
132K
$10.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-314- 19.17% |
$18.4K - $24K
|
1.32K
$102K
|
|
|
Oct 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-256- 21.86% |
$15K - $19.6K
|
915
$70.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-312- 2.23% |
$18.3K - $23.9K
|
13.7K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
69+ 0.4% |
$4.05K - $5.28K
|
17.2K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.94K- 28.64% |
$290K - $378K
|
12.3K
$945K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.07K- 2.55% |
$62.6K - $81.5K
|
40.8K
$3.13M
|