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 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.75KNew |
$225K - $263K
|
3.75K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.52K+ 116.69% |
$211K - $247K
|
6.53K
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.37KNew |
$202K - $237K
|
3.37K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.35KNew |
$201K - $235K
|
3.35K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.3KNew |
$198K - $231K
|
3.3K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.07K+ 12.57% |
$184K - $215K
|
27.4K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.02K+ 69.35% |
$181K - $212K
|
7.37K
$450K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
3.01K+ 6.77% |
$181K - $211K
|
47.5K
$2.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3K+ 16.67% |
$180K - $211K
|
21K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
3K+ 15.07% |
$180K - $210K
|
22.9K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.96KNew |
$178K - $208K
|
2.96K
$181K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.54K+ 5.78% |
$152K - $178K
|
46.5K
$2.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.41K+ 62.75% |
$145K - $169K
|
6.25K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.31K+ 34.3% |
$139K - $162K
|
9.05K
$553K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.26K+ 244.32% |
$136K - $159K
|
3.19K
$195K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.24K+ 2.37% |
$134K - $157K
|
96.9K
$5.92M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.97K+ 1310.67% |
$118K - $138K
|
2.12K
$129K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.89K+ 3.21% |
$114K - $133K
|
60.9K
$3.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.87K+ 9.86% |
$112K - $131K
|
20.9K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.74K+ 1.04% |
$104K - $122K
|
169K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
1.71K+ 2.24% |
$102K - $120K
|
77.8K
$4.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.7K+ 51.14% |
$102K - $120K
|
5.04K
$308K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.56K+ 9.73% |
$93.4K - $109K
|
17.5K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.45K+ 13.28% |
$86.9K - $102K
|
12.3K
$754K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.41K+ 3.91% |
$84.4K - $98.7K
|
37.3K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.38K+ 266.92% |
$82.9K - $96.8K
|
1.9K
$116K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.37K+ 27.23% |
$82.1K - $95.9K
|
6.39K
$390K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 447.33% |
$80.6K - $94.2K
|
1.64K
$100K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.33K+ 39.31% |
$79.9K - $93.3K
|
4.71K
$288K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.2K+ 11.01% |
$71.7K - $83.9K
|
12.1K
$736K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.11K+ 1.84% |
$66.3K - $77.5K
|
61.1K
$3.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.08K+ 9.73% |
$64.9K - $75.9K
|
12.2K
$745K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 14.43% |
$60.7K - $71K
|
8.02K
$490K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.01K+ 2.96% |
$60.6K - $70.9K
|
35.1K
$2.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1K+ 83.61% |
$60K - $70.2K
|
2.2K
$134K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
940+ 5.77% |
$56.4K - $66K
|
17.2K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
875+ 4.73% |
$52.5K - $61.4K
|
19.4K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
785+ 9.54% |
$47.1K - $55.1K
|
9.01K
$550K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
695+ 9.79% |
$41.7K - $48.8K
|
7.79K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
677+ 32.28% |
$40.6K - $47.5K
|
2.77K
$169K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
625+ 3.78% |
$37.5K - $43.9K
|
17.2K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
552+ 14.59% |
$33.1K - $38.7K
|
4.34K
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
548+ 4.93% |
$32.9K - $38.5K
|
11.7K
$712K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
519+ 5.76% |
$31.2K - $36.4K
|
9.54K
$583K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
516+ 1.0% |
$31K - $36.2K
|
52.2K
$3.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
512New |
$30.7K - $35.9K
|
512
$31.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
502+ 30.24% |
$30.1K - $35.2K
|
2.16K
$132K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
500+ 1.54% |
$30K - $35.1K
|
33K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
471+ 3.6% |
$28.3K - $33.1K
|
13.6K
$829K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
465+ 5.46% |
$27.9K - $32.6K
|
8.99K
$549K
|