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 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15New |
$663 - $1.03K
|
15
$881
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$663 - $1.03K
|
15
$881
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15New |
$663 - $1.03K
|
15
$881
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 0.54% |
$531 - $824
|
2.21K
$130K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 0.86% |
$486 - $755
|
1.29K
$75.6K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.14% |
$486 - $755
|
7.99K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
10+ 0.2% |
$442 - $686
|
4.93K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9+ 3.36% |
$398 - $618
|
277
$16.3K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
8+ 0.07% |
$354 - $549
|
12K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.6% |
$310 - $480
|
1.18K
$69.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6+ 42.86% |
$265 - $412
|
20
$1.18K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 80.0% |
$177 - $275
|
9
$529
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4New |
$177 - $275
|
4
$235
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.99% |
$133 - $206
|
307
$18K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.15% |
$133 - $206
|
263
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.29% |
$44.2 - $68.6
|
344
$20.2K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.07% |
$44.2 - $68.6
|
1.37K
$80.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.58% |
$44.2 - $68.6
|
173
$10.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.59% |
$44.2 - $68.6
|
64
$3.76K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.61% |
$44.2 - $68.6
|
165
$9.69K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
2.71MNew |
$119M - $183M
|
2.71M
$159M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
1.38MNew |
$60.5M - $93.3M
|
1.38M
$81.2M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
817K+ 22.94% |
$35.8M - $55.1M
|
4.38M
$257M
|
|
|
Feb 14, 2025
Q4 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
800KNew |
$35M - $54M
|
800K
$47M
|
|
|
Feb 14, 2025
Q4 2024
|
Dendur Capital LP
New York, NY |
BUY
|
CALL |
753KNew |
$33M - $50.8M
|
753K
$44.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
620K+ 173.3% |
$27.1M - $41.8M
|
978K
$57.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
597KNew |
$26.1M - $40.2M
|
597K
$35.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Dendur Capital LP
New York, NY |
BUY
|
- |
540KNew |
$23.6M - $36.4M
|
540K
$31.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
500K+ 100.0% |
$21.9M - $33.7M
|
1M
$58.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
459KNew |
$20.1M - $31M
|
459K
$27M
|
|
|
Feb 11, 2025
Q4 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
400K+ 199.84% |
$17.5M - $27M
|
600K
$35.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
334KNew |
$14.6M - $22.5M
|
334K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
333K+ 3329.03% |
$14.6M - $22.5M
|
343K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Diameter Capital Partners LP
New York, NY |
BUY
|
CALL |
300KNew |
$13.1M - $20.2M
|
300K
$17.6M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
238K+ 9.88% |
$10.4M - $16.1M
|
2.65M
$156M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
210KNew |
$9.19M - $14.2M
|
210K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
166K+ 43.92% |
$7.28M - $11.2M
|
545K
$32M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
152K+ 275.13% |
$6.67M - $10.3M
|
208K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
PUT |
150KNew |
$6.57M - $10.1M
|
150K
$8.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
139KNew |
$6.08M - $9.37M
|
139K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
117K+ 651.25% |
$5.11M - $7.88M
|
135K
$7.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
115KNew |
$5.01M - $7.73M
|
115K
$6.73M
|
|
|
Feb 14, 2025
Q4 2024
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
80.6KNew |
$3.53M - $5.44M
|
80.6K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
74KNew |
$3.24M - $4.99M
|
74K
$4.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
72.1KNew |
$3.16M - $4.87M
|
72.1K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
71.2KNew |
$3.12M - $4.81M
|
71.2K
$4.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
58.6KNew |
$2.57M - $3.95M
|
58.6K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
56.6KNew |
$2.48M - $3.82M
|
56.6K
$3.32M
|
|