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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.03K+ 16.0% |
$178K - $276K
|
29.2K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.02KNew |
$178K - $276K
|
4.02K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
4.02KNew |
$178K - $276K
|
4.02K
$245K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.99K+ 4.03% |
$176K - $274K
|
103K
$6.29M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.97KNew |
$176K - $272K
|
3.97K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.96K+ 14.72% |
$175K - $272K
|
30.8K
$1.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.95KNew |
$175K - $271K
|
3.95K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.95K+ 31.46% |
$175K - $271K
|
16.5K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.93KNew |
$174K - $270K
|
3.93K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.91K+ 3.06% |
$173K - $268K
|
132K
$8.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.88KNew |
$171K - $266K
|
3.88K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.86K+ 4.14% |
$171K - $265K
|
97.1K
$5.93M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.85KNew |
$170K - $265K
|
3.85K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.84KNew |
$170K - $264K
|
3.84K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.84KNew |
$170K - $264K
|
3.84K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.83KNew |
$169K - $263K
|
3.83K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.82KNew |
$169K - $262K
|
3.82K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.79KNew |
$168K - $260K
|
3.79K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.76K+ 22.87% |
$166K - $258K
|
20.2K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.75K+ 41666.67% |
$166K - $257K
|
3.76K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.75K+ 9.11% |
$166K - $257K
|
44.9K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.74K+ 20.14% |
$165K - $257K
|
22.3K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.7KNew |
$164K - $254K
|
3.7K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$164K - $254K
|
3.7K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.69KNew |
$163K - $253K
|
3.69K
$225K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.68K+ 88.89% |
$163K - $253K
|
7.82K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.67K+ 373.75% |
$162K - $252K
|
4.66K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
3.65KNew |
$161K - $251K
|
3.65K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
3.63K+ 3.41% |
$161K - $249K
|
110K
$6.72M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.63KNew |
$160K - $249K
|
3.63K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.63K+ 45.78% |
$160K - $249K
|
11.5K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.62K+ 14.43% |
$160K - $249K
|
28.7K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.6KNew |
$159K - $247K
|
3.6K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.6KNew |
$159K - $247K
|
3.6K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
3.59K+ 30.94% |
$159K - $246K
|
15.2K
$927K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.55KNew |
$157K - $244K
|
3.55K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.54KNew |
$157K - $243K
|
3.54K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.53KNew |
$156K - $242K
|
3.53K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.52KNew |
$156K - $241K
|
3.52K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.48KNew |
$154K - $239K
|
3.48K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.48K+ 5.01% |
$154K - $239K
|
72.9K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.47KNew |
$154K - $238K
|
3.47K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.47K+ 2.74% |
$153K - $238K
|
130K
$7.94M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.46KNew |
$153K - $238K
|
3.46K
$211K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.45KNew |
$153K - $237K
|
3.45K
$211K
|