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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.13K+ 4.01% |
$66.2K - $86.1K
|
29.2K
$2.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.2K- 71.24% |
$129K - $168K
|
887
$73.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-16.7K- 2.95% |
$981K - $1.28M
|
549K
$45.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.16% |
$2.7K - $3.52K
|
4.03K
$332K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
141+ 2.48% |
$8.28K - $10.8K
|
5.83K
$480K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
100+ 1.96% |
$5.88K - $7.65K
|
5.22K
$430K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-143- 1.46% |
$8.4K - $10.9K
|
9.66K
$796K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-74- 0.63% |
$4.35K - $5.66K
|
11.8K
$969K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-285- 34.76% |
$16.7K - $21.8K
|
535
$44.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.4K+ 61.06% |
$1.2M - $1.56M
|
53.8K
$4.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
12+ 0.39% |
$705 - $918
|
3.08K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-56.5K- 63.95% |
$3.32M - $4.32M
|
31.8K
$2.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-299- 0.85% |
$17.6K - $22.9K
|
34.8K
$2.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-250- 1.79% |
$14.7K - $19.1K
|
13.8K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
142+ 72.08% |
$8.34K - $10.9K
|
339
$28K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-39- 43.82% |
$2.29K - $2.98K
|
50
$4.12K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$211K - $274K
|
3.59K
$296K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-480- 1.65% |
$28.2K - $36.7K
|
28.6K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-646- 4.17% |
$38K - $49.4K
|
14.8K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
54.9K+ 52.8% |
$3.22M - $4.2M
|
159K
$13.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.28KNew |
$251K - $327K
|
4.28K
$353K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 3.6% |
$470 - $612
|
214
$17.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
65K+ 81.85% |
$3.82M - $4.97M
|
144K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-212- 3.18% |
$12.5K - $16.2K
|
6.47K
$533K
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
92.4K+ 5.73% |
$5.43M - $7.07M
|
1.7M
$141M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
230+ 0.62% |
$13.5K - $17.6K
|
37.6K
$3.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.35K- 23.9% |
$138K - $180K
|
7.48K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.2K+ 4.91% |
$70.5K - $91.8K
|
25.6K
$2.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.23K- 23.84% |
$249K - $324K
|
13.5K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
57+ 0.59% |
$3.35K - $4.36K
|
9.75K
$804K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 5.64% |
$1.06K - $1.38K
|
337
$27.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-197- 4.05% |
$11.6K - $15.1K
|
4.67K
$385K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.75K+ 81.03% |
$514K - $669K
|
19.5K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
3.32KNew |
$195K - $254K
|
3.32K
$273K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.77KNew |
$163K - $212K
|
2.77K
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-566- 0.93% |
$33.3K - $43.3K
|
60.5K
$4.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
673+ 16.19% |
$39.5K - $51.5K
|
4.83K
$398K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
15.9K+ 86.7% |
$936K - $1.22M
|
34.3K
$2.83M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-51- 0.82% |
$3K - $3.9K
|
6.18K
$509K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-38- 1.16% |
$2.23K - $2.91K
|
3.24K
$267K
|