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 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
38New |
$2.28K - $2.67K
|
38
$2.96K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
38New |
$2.28K - $2.67K
|
38
$2.96K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
37New |
$2.22K - $2.6K
|
37
$2.88K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
34New |
$2.04K - $2.39K
|
34
$2.65K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
34+ 0.25% |
$2.04K - $2.39K
|
13.9K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
33+ 0.55% |
$1.98K - $2.32K
|
6.04K
$471K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
32+ 0.06% |
$1.92K - $2.25K
|
52K
$4.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
31+ 0.93% |
$1.86K - $2.18K
|
3.35K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
30+ 0.48% |
$1.8K - $2.11K
|
6.31K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
29New |
$1.74K - $2.04K
|
29
$2.26K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
29+ 1.65% |
$1.74K - $2.04K
|
1.79K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
28New |
$1.68K - $1.97K
|
28
$2.18K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
28+ 0.68% |
$1.68K - $1.97K
|
4.16K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
27+ 0.49% |
$1.62K - $1.89K
|
5.51K
$429K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
25+ 3.26% |
$1.5K - $1.75K
|
792
$61.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 0.53% |
$1.5K - $1.75K
|
4.74K
$370K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24+ 2.71% |
$1.44K - $1.68K
|
909
$70.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23+ 0.27% |
$1.38K - $1.61K
|
8.53K
$664K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22New |
$1.32K - $1.54K
|
22
$1.71K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 1.63% |
$1.26K - $1.47K
|
1.31K
$102K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 5.09% |
$1.2K - $1.4K
|
413
$32.2K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
19+ 146.15% |
$1.14K - $1.33K
|
32
$2.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18New |
$1.08K - $1.26K
|
18
$1.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 24.66% |
$1.08K - $1.26K
|
91
$7.09K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
18+ 0.09% |
$1.08K - $1.26K
|
19.4K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
17New |
$1.02K - $1.19K
|
17
$1.32K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17+ 27.87% |
$1.02K - $1.19K
|
78
$6.08K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
17+ 0.48% |
$1.02K - $1.19K
|
3.57K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 8.29% |
$1.02K - $1.19K
|
222
$17.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
16+ 8.84% |
$961 - $1.12K
|
197
$15.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15+ 34.88% |
$901 - $1.05K
|
58
$4.52K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.3% |
$901 - $1.05K
|
4.99K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.13% |
$841 - $983
|
10.6K
$822K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 127.27% |
$841 - $983
|
25
$1.95K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
14+ 15.38% |
$841 - $983
|
105
$8.18K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
14+ 0.12% |
$841 - $983
|
11.7K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
13+ 15.85% |
$781 - $912
|
95
$7.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 0.63% |
$660 - $772
|
1.75K
$136K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11+ 7.86% |
$660 - $772
|
151
$11.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
11+ 0.99% |
$660 - $772
|
1.13K
$87.6K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.04% |
$600 - $702
|
26.8K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10+ 0.32% |
$600 - $702
|
3.16K
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
10+ 25.64% |
$600 - $702
|
49
$3.82K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.16% |
$540 - $632
|
5.77K
$449K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9+ 0.11% |
$540 - $632
|
8K
$623K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
8+ 1.75% |
$480 - $561
|
464
$36.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8+ 0.23% |
$480 - $561
|
3.47K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8+ 0.97% |
$480 - $561
|
836
$65.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7New |
$420 - $491
|
7
$545
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 4.24% |
$420 - $491
|
172
$13.4K
|