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
|
Cva Family Office, LLC
|
BUY
|
- |
420+ 7.87% |
$25.2K - $29.5K
|
5.76K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
418+ 13.09% |
$25.1K - $29.3K
|
3.61K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
415+ 0.44% |
$24.9K - $29.1K
|
95.2K
$7.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
415+ 5.92% |
$24.9K - $29.1K
|
7.43K
$571K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
415+ 11.26% |
$24.9K - $29.1K
|
4.1K
$316K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
411+ 12.04% |
$24.7K - $28.8K
|
3.83K
$294K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
411+ 2.33% |
$24.7K - $28.8K
|
18.1K
$1.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
408+ 2.85% |
$24.5K - $28.6K
|
14.7K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
400New |
$24K - $28.1K
|
400
$30.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
397+ 8.26% |
$23.8K - $27.9K
|
5.21K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
396+ 2.13% |
$23.8K - $27.8K
|
19K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
390+ 2.57% |
$23.4K - $27.4K
|
15.6K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
390+ 0.93% |
$23.4K - $27.4K
|
42.3K
$3.26M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
381+ 9.9% |
$22.9K - $26.7K
|
4.23K
$325K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
380New |
$22.8K - $26.7K
|
380
$29.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
377+ 418.89% |
$22.6K - $26.5K
|
467
$35.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
371+ 436.47% |
$22.3K - $26K
|
456
$35.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
371+ 9.23% |
$22.3K - $26K
|
4.39K
$338K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
370+ 7.56% |
$22.2K - $26K
|
5.26K
$405K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
362+ 7.16% |
$21.7K - $25.4K
|
5.42K
$417K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
345+ 1.87% |
$20.7K - $24.2K
|
18.8K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
336+ 2.18% |
$20.2K - $23.6K
|
15.8K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
321+ 50.39% |
$19.3K - $22.5K
|
958
$73.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
320+ 0.93% |
$19.2K - $22.5K
|
34.9K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
315+ 48.02% |
$18.9K - $22.1K
|
971
$74.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
312+ 1.0% |
$18.7K - $21.9K
|
31.5K
$2.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
311+ 2.49% |
$18.7K - $21.8K
|
12.8K
$984K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
302New |
$18.1K - $21.2K
|
302
$23.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
300+ 4.95% |
$18K - $21.1K
|
6.36K
$489K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
295+ 0.55% |
$17.7K - $20.7K
|
53.7K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
288+ 1.06% |
$17.3K - $20.2K
|
27.6K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
288+ 5.23% |
$17.3K - $20.2K
|
5.8K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
277+ 184.67% |
$16.6K - $19.4K
|
427
$32.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
275+ 3.15% |
$16.5K - $19.3K
|
9K
$693K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
274+ 121.24% |
$16.5K - $19.2K
|
500
$38.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
274+ 9.55% |
$16.5K - $19.2K
|
3.14K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
272New |
$16.3K - $19.1K
|
272
$20.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
272+ 4.21% |
$16.3K - $19.1K
|
6.74K
$519K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
268+ 1.82% |
$16.1K - $18.8K
|
15K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
264+ 8.26% |
$15.9K - $18.5K
|
3.46K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
256+ 0.64% |
$15.4K - $18K
|
40.4K
$3.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
254+ 7.47% |
$15.3K - $17.8K
|
3.65K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
253+ 55.6% |
$15.2K - $17.8K
|
708
$54.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
250+ 7.04% |
$15K - $17.5K
|
3.8K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
250+ 3.62% |
$15K - $17.5K
|
7.15K
$550K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
250+ 2.25% |
$15K - $17.5K
|
11.4K
$874K
|
|
|
Aug 05, 2025
Q2 2025
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
242+ 0.23% |
$14.5K - $17K
|
103K
$7.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
241+ 0.15% |
$14.5K - $16.9K
|
159K
$12.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
240+ 2.08% |
$14.4K - $16.8K
|
11.8K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
228+ 6.48% |
$13.7K - $16K
|
3.75K
$288K
|