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 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.43KNew |
$152K - $236K
|
3.43K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.43KNew |
$152K - $235K
|
3.43K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.42KNew |
$151K - $235K
|
3.42K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.39KNew |
$150K - $232K
|
3.39K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.38K+ 69.74% |
$150K - $232K
|
8.23K
$641K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.36KNew |
$148K - $230K
|
3.36K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
3.33KNew |
$147K - $228K
|
3.33K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.24KNew |
$143K - $222K
|
3.24K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.22KNew |
$142K - $221K
|
3.22K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.2KNew |
$142K - $220K
|
3.2K
$249K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.19KNew |
$141K - $219K
|
3.19K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.18KNew |
$141K - $219K
|
3.18K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.17KNew |
$140K - $218K
|
3.17K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.17KNew |
$140K - $217K
|
3.17K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.14KNew |
$139K - $215K
|
3.14K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
3.12KNew |
$138K - $214K
|
3.12K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$137K - $213K
|
3.11K
$242K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.1KNew |
$137K - $213K
|
3.1K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.1KNew |
$137K - $213K
|
3.1K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.1KNew |
$137K - $212K
|
3.1K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.05KNew |
$135K - $209K
|
3.05K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.04KNew |
$134K - $209K
|
3.04K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
3.03KNew |
$134K - $208K
|
3.03K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
3KNew |
$132K - $206K
|
3K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
2.98KNew |
$132K - $204K
|
2.98K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.97KNew |
$131K - $204K
|
2.97K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.97KNew |
$131K - $204K
|
2.97K
$231K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.63K+ 30.16% |
$116K - $181K
|
11.4K
$884K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.45K+ 1.12% |
$108K - $168K
|
221K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
2.31K+ 116.72% |
$102K - $159K
|
4.29K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.92K+ 28.29% |
$84.7K - $132K
|
8.69K
$677K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.12K+ 17.33% |
$49.7K - $77.2K
|
7.61K
$593K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.12KNew |
$49.4K - $76.7K
|
1.12K
$87K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.12K+ 11.14% |
$49.3K - $76.6K
|
11.1K
$867K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
850+ 13.77% |
$37.6K - $58.3K
|
7.02K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
808New |
$35.7K - $55.5K
|
808
$62.9K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
800New |
$35.4K - $54.9K
|
800
$62.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
729+ 5.37% |
$32.2K - $50K
|
14.3K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
700New |
$31K - $48K
|
700
$54.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
674+ 10.09% |
$29.8K - $46.3K
|
7.35K
$573K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
570+ 228.0% |
$25.2K - $39.1K
|
820
$63.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
425+ 2.11% |
$18.8K - $29.2K
|
20.5K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
336+ 5.99% |
$14.9K - $23.1K
|
5.95K
$463K
|