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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
575+ 1.3% |
$25.4K - $39.5K
|
44.8K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
574+ 39.53% |
$25.4K - $39.4K
|
2.03K
$119K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
572New |
$25.3K - $39.3K
|
572
$33.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
570+ 228.0% |
$25.2K - $39.1K
|
820
$48.2K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
568+ 35.08% |
$25.1K - $39K
|
2.19K
$128K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
560+ 0.63% |
$24.8K - $38.4K
|
90K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
538+ 2.63% |
$23.8K - $36.9K
|
21K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
510+ 18.97% |
$22.6K - $35K
|
3.2K
$188K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
510+ 12.95% |
$22.6K - $35K
|
4.45K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
495New |
$21.9K - $34K
|
495
$29.1K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
488+ 3.52% |
$21.6K - $33.5K
|
14.3K
$842K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
480+ 37.47% |
$21.2K - $32.9K
|
1.76K
$103K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
461+ 8.51% |
$20.4K - $31.6K
|
5.88K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
460+ 0.43% |
$20.3K - $31.6K
|
108K
$6.36M
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
458+ 2.21% |
$20.3K - $31.4K
|
21.2K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
446+ 147.19% |
$19.7K - $30.6K
|
749
$44K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
428+ 3.21% |
$18.9K - $29.4K
|
13.8K
$809K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
425+ 2.32% |
$18.8K - $29.2K
|
18.7K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
425+ 2.11% |
$18.8K - $29.2K
|
20.5K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
412+ 3.43% |
$18.2K - $28.3K
|
12.4K
$730K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
388+ 0.61% |
$17.2K - $26.6K
|
64.3K
$3.78M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
379+ 8.5% |
$16.8K - $26K
|
4.84K
$284K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
376+ 2.61% |
$16.6K - $25.8K
|
14.8K
$868K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
349+ 3.42% |
$15.4K - $24K
|
10.5K
$619K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
336+ 5.99% |
$14.9K - $23.1K
|
5.95K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
320+ 4.96% |
$14.2K - $22K
|
6.78K
$398K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
320+ 0.47% |
$14.2K - $22K
|
68.6K
$4.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
315+ 5.28% |
$13.9K - $21.6K
|
6.28K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
308+ 4.94% |
$13.6K - $21.1K
|
6.55K
$385K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
305+ 2.51% |
$13.5K - $20.9K
|
12.5K
$733K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 0.61% |
$13.3K - $20.6K
|
49.4K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
296+ 4.78% |
$13.1K - $20.3K
|
6.49K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
291+ 5.39% |
$12.9K - $20K
|
5.69K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
290+ 7250.0% |
$12.8K - $19.9K
|
294
$17.3K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
290+ 41.49% |
$12.8K - $19.9K
|
989
$58.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
290New |
$12.8K - $19.9K
|
290
$17K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
289+ 63.94% |
$12.8K - $19.8K
|
741
$43.5K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
279+ 3.51% |
$12.3K - $19.2K
|
8.24K
$484K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
267+ 53.4% |
$11.8K - $18.3K
|
767
$45.1K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
252+ 1.17% |
$11.1K - $17.3K
|
21.7K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
248+ 119.81% |
$11K - $17K
|
455
$26.7K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
231New |
$10.2K - $15.9K
|
231
$13.6K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
224New |
$9.91K - $15.4K
|
224
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
221+ 4.21% |
$9.77K - $15.2K
|
5.47K
$321K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
217New |
$9.6K - $14.9K
|
217
$12.7K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
200+ 20.22% |
$8.84K - $13.7K
|
1.19K
$69.9K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
195New |
$8.62K - $13.4K
|
195
$11.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
194+ 2.35% |
$8.58K - $13.3K
|
8.47K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
188+ 0.44% |
$8.31K - $12.9K
|
43.1K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
180+ 39.39% |
$7.96K - $12.4K
|
637
$37.4K
|