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 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-28- 7.49% |
$1.65K - $2.14K
|
346
$28.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.89KNew |
$170K - $221K
|
2.89K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-719- 32.89% |
$42.2K - $55K
|
1.47K
$121K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-92- 37.25% |
$5.41K - $7.04K
|
155
$12.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-65- 1.28% |
$3.82K - $4.97K
|
5.02K
$414K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-4.17K- 31.38% |
$245K - $319K
|
9.11K
$751K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-398- 12.32% |
$23.4K - $30.4K
|
2.83K
$234K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
51+ 1.29% |
$3K - $3.9K
|
4K
$330K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-314- 5.03% |
$18.4K - $24K
|
5.92K
$488K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.64K+ 13.82% |
$272K - $355K
|
38.2K
$3.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.62% |
$118 - $153
|
320
$26.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-705- 0.73% |
$41.4K - $53.9K
|
96.2K
$7.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-220- 4.18% |
$12.9K - $16.8K
|
5.04K
$416K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-565- 11.29% |
$33.2K - $43.2K
|
4.44K
$366K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-200- 1.37% |
$11.8K - $15.3K
|
14.4K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-78.7K- 10.04% |
$4.62M - $6.02M
|
705K
$58.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-17K- 6.39% |
$1M - $1.3M
|
250K
$20.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
80+ 1.23% |
$4.7K - $6.12K
|
6.61K
$545K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
34New |
$2K - $2.6K
|
34
$2.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
9.6K+ 11.18% |
$564K - $734K
|
95.5K
$7.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
1.3K+ 8.32% |
$76.1K - $99.1K
|
16.9K
$1.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.4K+ 201.85% |
$667K - $868K
|
17K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-125- 1.27% |
$7.34K - $9.56K
|
9.71K
$800K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.55K- 14.58% |
$267K - $348K
|
26.7K
$2.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-78- 0.23% |
$4.58K - $5.97K
|
34.5K
$2.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.79K- 21.0% |
$223K - $290K
|
14.3K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-197- 8.56% |
$11.6K - $15.1K
|
2.11K
$174K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-255- 3.31% |
$15K - $19.5K
|
7.46K
$615K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-7- 14.29% |
$411 - $536
|
42
$3.46K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-45.9K- 26.22% |
$2.7M - $3.51M
|
129K
$10.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
39+ 4.88% |
$2.29K - $2.98K
|
839
$69.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-732- 5.58% |
$43K - $56K
|
12.4K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.08K+ 16.07% |
$240K - $312K
|
29.5K
$2.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
315+ 9.96% |
$18.5K - $24.1K
|
3.48K
$287K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-4.05K- 6.81% |
$238K - $310K
|
55.4K
$4.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-83- 9.2% |
$4.88K - $6.35K
|
819
$67.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
19New |
$1.12K - $1.45K
|
19
$1.57K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.75% |
$118 - $153
|
270
$22.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
8+ 8.99% |
$470 - $612
|
97
$8K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-61- 0.32% |
$3.58K - $4.67K
|
18.9K
$1.56M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.66KNew |
$156K - $203K
|
2.66K
$219K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.76KNew |
$162K - $211K
|
2.76K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.22K+ 23.93% |
$483K - $629K
|
42.6K
$3.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-692- 1.66% |
$40.7K - $52.9K
|
41.1K
$3.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-35K- 34.65% |
$2.06M - $2.68M
|
66K
$5.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
15KNew |
$881K - $1.15M
|
15K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-2.23K- 35.52% |
$131K - $171K
|
4.05K
$334K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.87K+ 0.26% |
$345K - $449K
|
2.25M
$185M
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
SELL
|
- |
-225- 2.2% |
$13.2K - $17.2K
|
10K
$826K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
153+ 30.6% |
$8.99K - $11.7K
|
653
$53.8K
|