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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
178+ 3.75% |
$7.87K - $12.2K
|
4.93K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
174+ 2.48% |
$7.69K - $11.9K
|
7.19K
$423K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
174+ 1.03% |
$7.69K - $11.9K
|
17.1K
$1.01M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
150+ 61.98% |
$6.63K - $10.3K
|
392
$23K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
145+ 1.52% |
$6.41K - $9.95K
|
9.7K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
142+ 0.36% |
$6.28K - $9.75K
|
40.1K
$2.36M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
140New |
$6.19K - $9.61K
|
140
$8.23K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
139+ 26.28% |
$6.15K - $9.54K
|
668
$39.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
135+ 71.81% |
$5.97K - $9.27K
|
323
$19K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
134+ 2.75% |
$5.93K - $9.2K
|
5K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
133+ 20.46% |
$5.88K - $9.13K
|
783
$46K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
130+ 0.31% |
$5.75K - $8.92K
|
42K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
128New |
$5.66K - $8.79K
|
128
$7.52K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124+ 0.44% |
$5.48K - $8.51K
|
28K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
121+ 2.15% |
$5.35K - $8.31K
|
5.76K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
109New |
$4.82K - $7.48K
|
109
$6.4K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
109New |
$4.82K - $7.48K
|
109
$6.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
108+ 3.88% |
$4.78K - $7.41K
|
2.89K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
101New |
$4.47K - $6.93K
|
101
$5.93K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
101+ 2.2% |
$4.47K - $6.93K
|
4.69K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
101+ 0.86% |
$4.47K - $6.93K
|
11.8K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
101New |
$4.47K - $6.93K
|
101
$5.93K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
100New |
$4.42K - $6.86K
|
100
$5.88K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
100+ 1.03% |
$4.42K - $6.86K
|
9.81K
$576K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$4.42K - $6.86K
|
100
$5.88K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
96+ 34.29% |
$4.25K - $6.59K
|
376
$22.1K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
89New |
$3.94K - $6.11K
|
89
$5.23K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
89+ 1.14% |
$3.94K - $6.11K
|
7.89K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
88+ 0.39% |
$3.89K - $6.04K
|
22.5K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
88+ 29.93% |
$3.89K - $6.04K
|
382
$22.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
80+ 17.7% |
$3.54K - $5.49K
|
532
$31.3K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
68+ 0.44% |
$3.01K - $4.67K
|
15.7K
$921K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
BUY
|
- |
62+ 0.52% |
$2.74K - $4.26K
|
12.1K
$708K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
61New |
$2.7K - $4.19K
|
61
$3.58K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 0.6% |
$2.21K - $3.43K
|
8.35K
$491K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
47New |
$2.08K - $3.23K
|
47
$2.76K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45+ 1.04% |
$1.99K - $3.09K
|
4.37K
$257K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
44+ 0.95% |
$1.95K - $3.02K
|
4.67K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
40+ 0.35% |
$1.77K - $2.75K
|
11.4K
$670K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
39New |
$1.72K - $2.68K
|
39
$2.29K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
39+ 1.43% |
$1.72K - $2.68K
|
2.77K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 0.69% |
$1.55K - $2.4K
|
5.1K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 4.78% |
$1.33K - $2.06K
|
658
$38.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
29+ 207.14% |
$1.28K - $1.99K
|
43
$2.53K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
28New |
$1.24K - $1.92K
|
28
$1.65K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
28+ 0.26% |
$1.24K - $1.92K
|
10.6K
$624K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
22New |
$973 - $1.51K
|
22
$1.29K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
22+ 19.13% |
$973 - $1.51K
|
137
$8.05K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
19New |
$840 - $1.3K
|
19
$1.12K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
18+ 0.03% |
$796 - $1.24K
|
65.2K
$3.83M
|