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 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
418+ 13.09% |
$25.1K - $29.3K
|
3.61K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 3.14% |
$24K - $28.1K
|
13.2K
$804K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
377+ 418.89% |
$22.6K - $26.5K
|
467
$28.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
370+ 7.56% |
$22.2K - $26K
|
5.26K
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
357+ 3.22% |
$21.4K - $25.1K
|
11.4K
$699K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
345+ 1.87% |
$20.7K - $24.2K
|
18.8K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
336+ 2.18% |
$20.2K - $23.6K
|
15.8K
$963K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
275+ 3.15% |
$16.5K - $19.3K
|
9K
$550K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
272+ 4.21% |
$16.3K - $19.1K
|
6.74K
$412K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
251+ 1.29% |
$15.1K - $17.6K
|
19.7K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
212+ 3.92% |
$12.7K - $14.9K
|
5.62K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
206+ 1.75% |
$12.4K - $14.5K
|
12K
$733K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
202+ 78.29% |
$12.1K - $14.2K
|
460
$28.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
201New |
$12.1K - $14.1K
|
201
$12.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
200+ 0.25% |
$12K - $14K
|
80.9K
$4.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
185+ 4.04% |
$11.1K - $13K
|
4.76K
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
180+ 1.72% |
$10.8K - $12.6K
|
10.7K
$651K
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
167+ 2.47% |
$10K - $11.7K
|
6.92K
$423K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
151+ 0.81% |
$9.07K - $10.6K
|
18.8K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
150+ 4.75% |
$9.01K - $10.5K
|
3.31K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
125New |
$7.51K - $8.77K
|
125
$7.64K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
119+ 3.1% |
$7.14K - $8.35K
|
3.96K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
113+ 3.33% |
$6.78K - $7.93K
|
3.5K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
112+ 0.75% |
$6.72K - $7.86K
|
15K
$916K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
105+ 1.53% |
$6.3K - $7.37K
|
6.97K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
105+ 0.35% |
$6.3K - $7.37K
|
30.1K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105+ 10.25% |
$6.3K - $7.37K
|
1.13K
$69K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
104+ 3.51% |
$6.24K - $7.3K
|
3.07K
$187K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
102+ 3.42% |
$6.12K - $7.16K
|
3.08K
$188K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
100+ 18.52% |
$6K - $7.02K
|
640
$39.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
100+ 1.65% |
$6K - $7.02K
|
6.16K
$376K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
98+ 1.95% |
$5.88K - $6.88K
|
5.12K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
81+ 1.07% |
$4.86K - $5.68K
|
7.67K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
75+ 1.64% |
$4.5K - $5.26K
|
4.64K
$284K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
62+ 0.44% |
$3.72K - $4.35K
|
14K
$855K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60+ 71.43% |
$3.6K - $4.21K
|
144
$8.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
56+ 0.48% |
$3.36K - $3.93K
|
11.7K
$714K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
54+ 0.35% |
$3.24K - $3.79K
|
15.4K
$941K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
53+ 1.72% |
$3.18K - $3.72K
|
3.13K
$191K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
52+ 0.34% |
$3.12K - $3.65K
|
15.6K
$950K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
51+ 1.59% |
$3.06K - $3.58K
|
3.26K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.27% |
$3K - $3.51K
|
3.98K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
50+ 22.32% |
$3K - $3.51K
|
274
$16.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
49+ 2.0% |
$2.94K - $3.44K
|
2.5K
$152K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
43+ 1.44% |
$2.58K - $3.02K
|
3.04K
$185K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
37New |
$2.22K - $2.6K
|
37
$2.26K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
33+ 0.55% |
$1.98K - $2.32K
|
6.04K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 176.47% |
$1.8K - $2.11K
|
47
$2.87K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
28+ 0.68% |
$1.68K - $1.97K
|
4.16K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 0.53% |
$1.5K - $1.75K
|
4.74K
$290K
|