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
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
104+ 0.61% |
$6.24K - $7.3K
|
17.2K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
104+ 0.58% |
$6.24K - $7.3K
|
18.1K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
104+ 3.51% |
$6.24K - $7.3K
|
3.07K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
102+ 3.42% |
$6.12K - $7.16K
|
3.08K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
100New |
$6K - $7.02K
|
100
$7.79K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
100+ 2.46% |
$6K - $7.02K
|
4.17K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
100+ 5.97% |
$6K - $7.02K
|
1.78K
$138K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 8.06% |
$6K - $7.02K
|
1.34K
$104K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
100New |
$6K - $7.02K
|
100
$7.79K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
100+ 18.52% |
$6K - $7.02K
|
640
$49.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
98+ 14.37% |
$5.88K - $6.88K
|
780
$60.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
98+ 1.95% |
$5.88K - $6.88K
|
5.12K
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
96+ 2.66% |
$5.76K - $6.74K
|
3.7K
$288K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
92+ 4.54% |
$5.52K - $6.46K
|
2.12K
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
89New |
$5.34K - $6.25K
|
89
$6.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
89+ 1.14% |
$5.34K - $6.25K
|
7.91K
$616K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
89+ 0.22% |
$5.34K - $6.25K
|
40.7K
$3.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
88+ 1.42% |
$5.28K - $6.18K
|
6.27K
$488K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
81+ 2.66% |
$4.86K - $5.68K
|
3.13K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
BUY
|
- |
79+ 0.78% |
$4.74K - $5.54K
|
10.2K
$798K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
78+ 1.78% |
$4.68K - $5.47K
|
4.47K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
75+ 1.64% |
$4.5K - $5.26K
|
4.64K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
73+ 1.6% |
$4.38K - $5.12K
|
4.63K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66+ 2.98% |
$3.96K - $4.63K
|
2.28K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
63+ 0.02% |
$3.78K - $4.42K
|
372K
$29M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
62+ 0.44% |
$3.72K - $4.35K
|
14K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60+ 71.43% |
$3.6K - $4.21K
|
144
$11.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
58New |
$3.48K - $4.07K
|
58
$4.52K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
56+ 0.48% |
$3.36K - $3.93K
|
11.7K
$910K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
53+ 0.86% |
$3.18K - $3.72K
|
6.23K
$485K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
53+ 1.72% |
$3.18K - $3.72K
|
3.13K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
52+ 94.55% |
$3.12K - $3.65K
|
107
$8.34K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
52+ 1.04% |
$3.12K - $3.65K
|
5.05K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
52+ 0.34% |
$3.12K - $3.65K
|
15.6K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 5.56% |
$3.06K - $3.58K
|
968
$75.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
51+ 1.59% |
$3.06K - $3.58K
|
3.26K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.27% |
$3K - $3.51K
|
3.98K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
50+ 22.32% |
$3K - $3.51K
|
274
$21.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
49+ 2.0% |
$2.94K - $3.44K
|
2.5K
$194K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48+ 129.73% |
$2.88K - $3.37K
|
85
$6.62K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
47+ 0.64% |
$2.82K - $3.3K
|
7.43K
$578K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
46New |
$2.76K - $3.23K
|
46
$3.58K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
46+ 0.52% |
$2.76K - $3.23K
|
8.88K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
45+ 0.95% |
$2.7K - $3.16K
|
4.8K
$374K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
45+ 0.38% |
$2.7K - $3.16K
|
11.8K
$922K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
43+ 0.2% |
$2.58K - $3.02K
|
21.8K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
43+ 1.44% |
$2.58K - $3.02K
|
3.04K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
42+ 2.6% |
$2.52K - $2.95K
|
1.66K
$129K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
39+ 3.04% |
$2.34K - $2.74K
|
1.32K
$103K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
39New |
$2.34K - $2.74K
|
39
$3.04K
|