Latest Institutional Purchases of Cvs Health Corp (CVS)
This list provides information on the latest institutional transactions involving Cvs Health Corp (CVS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.3% |
$901 - $1.05K
|
4.99K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.13% |
$841 - $983
|
10.6K
$691K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 127.27% |
$841 - $983
|
25
$1.64K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
14+ 15.38% |
$841 - $983
|
105
$6.88K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
14+ 0.12% |
$841 - $983
|
11.7K
$766K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.28% |
$841 - $983
|
1.11K
$72.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
13+ 15.85% |
$781 - $912
|
95
$6.22K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11+ 7.86% |
$660 - $772
|
151
$9.89K
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
11+ 0.99% |
$660 - $772
|
1.13K
$73.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10+ 0.32% |
$600 - $702
|
3.16K
$207K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
10+ 25.64% |
$600 - $702
|
49
$3.21K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.16% |
$540 - $632
|
5.77K
$378K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9+ 0.11% |
$540 - $632
|
8K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
8+ 1.75% |
$480 - $561
|
464
$30.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8+ 0.23% |
$480 - $561
|
3.47K
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8+ 0.97% |
$480 - $561
|
836
$54.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7New |
$420 - $491
|
7
$459
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 4.24% |
$420 - $491
|
172
$11.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 66.67% |
$360 - $421
|
15
$983
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.51% |
$360 - $421
|
1.18K
$77.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
6New |
$360 - $421
|
6
$393
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 1.9% |
$360 - $421
|
322
$21.1K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.11% |
$360 - $421
|
5.23K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 10.2% |
$300 - $351
|
54
$3.54K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5+ 0.04% |
$300 - $351
|
13.1K
$860K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$240 - $281
|
8.36K
$548K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
3+ 2.88% |
$180 - $211
|
107
$7.01K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.98% |
$180 - $211
|
310
$20.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.05% |
$180 - $211
|
5.55K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.03% |
$180 - $211
|
10K
$656K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
3New |
$180 - $211
|
3
$197
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.72% |
$120 - $140
|
279
$18.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.04% |
$120 - $140
|
5.57K
$365K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2+ 0.21% |
$120 - $140
|
972
$63.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2New |
$120 - $140
|
2
$131
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.88% |
$120 - $140
|
229
$15K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 1.32% |
$120 - $140
|
154
$10.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.75% |
$120 - $140
|
268
$17.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.0% |
$60 - $70.2
|
23.7K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.29% |
$60 - $70.2
|
345
$22.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.47% |
$60 - $70.2
|
69
$4.52K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.01% |
$60 - $70.2
|
12.5K
$821K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.04% |
$60 - $70.2
|
2.44K
$160K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.02% |
$60 - $70.2
|
4.5K
$295K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.17% |
$60 - $70.2
|
573
$37.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.54M+ 68.67% |
$422M - $655M
|
23.4M
$1.54B
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
489K+ 93.88% |
$21.6M - $33.5M
|
1.01M
$66.1M
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
481KNew |
$21.3M - $33M
|
481K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
437KNew |
$19.3M - $30M
|
437K
$28.6M
|
|