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 |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
242+ 0.23% |
$14.5K - $17K
|
103K
$8.05M
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
241+ 0.15% |
$14.5K - $16.9K
|
159K
$12.4M
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
240+ 2.08% |
$14.4K - $16.8K
|
11.8K
$919K
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
228+ 6.48% |
$13.7K - $16K
|
3.75K
$292K
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
226+ 59.16% |
$13.6K - $15.9K
|
608
$47.4K
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
222+ 2.22% |
$13.3K - $15.6K
|
10.2K
$797K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
212+ 3.92% |
$12.7K - $14.9K
|
5.62K
$438K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
206+ 1.75% |
$12.4K - $14.5K
|
12K
$934K
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
205New |
$12.3K - $14.4K
|
205
$16K
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
203+ 1.02% |
$12.2K - $14.2K
|
20.1K
$1.56M
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
201New |
$12.1K - $14.1K
|
201
$15.7K
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
200+ 0.66% |
$12K - $14K
|
30.4K
$2.37M
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
187+ 5.2% |
$11.2K - $13.1K
|
3.78K
$295K
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
187+ 301.61% |
$11.2K - $13.1K
|
249
$19.4K
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
186+ 4.91% |
$11.2K - $13.1K
|
3.98K
$310K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
185+ 4.04% |
$11.1K - $13K
|
4.76K
$371K
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
180+ 1.72% |
$10.8K - $12.6K
|
10.7K
$830K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
172New |
$10.3K - $12.1K
|
172
$13.4K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
171+ 16.13% |
$10.3K - $12K
|
1.23K
$95.9K
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
167+ 2.47% |
$10K - $11.7K
|
6.92K
$539K
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
166New |
$9.97K - $11.6K
|
166
$12.9K
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
166+ 11.01% |
$9.97K - $11.6K
|
1.67K
$130K
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
165+ 10.88% |
$9.91K - $11.6K
|
1.68K
$131K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
164+ 1.1% |
$9.85K - $11.5K
|
15.1K
$1.17M
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
157+ 1.67% |
$9.43K - $11K
|
9.58K
$746K
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$9.01K - $10.5K
|
150
$11.7K
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
150+ 4.75% |
$9.01K - $10.5K
|
3.31K
$258K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
143+ 3.74% |
$8.59K - $10K
|
3.97K
$309K
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
143+ 3.29% |
$8.59K - $10K
|
4.49K
$350K
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
141+ 4.51% |
$8.47K - $9.9K
|
3.26K
$254K
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
135+ 0.37% |
$8.11K - $9.47K
|
36.5K
$2.84M
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
132+ 3.48% |
$7.93K - $9.26K
|
3.93K
$306K
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
131+ 152.33% |
$7.87K - $9.19K
|
217
$16.9K
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
130New |
$7.81K - $9.12K
|
130
$10.1K
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
130+ 46.93% |
$7.81K - $9.12K
|
407
$31.7K
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
128+ 1.87% |
$7.69K - $8.98K
|
6.97K
$543K
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
125New |
$7.51K - $8.77K
|
125
$9.74K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
123+ 2.41% |
$7.38K - $8.63K
|
5.23K
$407K
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
123+ 56.94% |
$7.38K - $8.63K
|
339
$26.4K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
119+ 3.1% |
$7.14K - $8.35K
|
3.96K
$308K
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
117+ 8.09% |
$7.02K - $8.21K
|
1.56K
$122K
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
116+ 1.12% |
$6.96K - $8.14K
|
10.5K
$818K
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
116+ 0.11% |
$6.96K - $8.14K
|
102K
$7.98M
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
113+ 3.33% |
$6.78K - $7.93K
|
3.5K
$273K
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
112+ 0.75% |
$6.72K - $7.86K
|
15K
$1.17M
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
110+ 2.84% |
$6.6K - $7.72K
|
3.98K
$310K
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
107+ 2.21% |
$6.42K - $7.51K
|
4.95K
$386K
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
105+ 1.53% |
$6.3K - $7.37K
|
6.97K
$543K
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
105+ 0.35% |
$6.3K - $7.37K
|
30.1K
$2.35M
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105+ 10.25% |
$6.3K - $7.37K
|
1.13K
$87.9K
|