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 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
13.2K+ 54.77% |
$582K - $903K
|
37.2K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
13.2KNew |
$582K - $903K
|
13.2K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$579K - $899K
|
13.1K
$826K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.9K+ 64.23% |
$569K - $883K
|
32.9K
$2.07M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.8KNew |
$566K - $878K
|
12.8K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.7K+ 41.14% |
$560K - $869K
|
43.4K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
12.6K+ 1.82% |
$556K - $863K
|
703K
$44.3M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
12.5KNew |
$551K - $855K
|
12.5K
$786K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
12.3KNew |
$544K - $844K
|
12.3K
$776K
|
|
|
Apr 22, 2025
Q1 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
12KNew |
$531K - $824K
|
12K
$757K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
11.9K+ 14.43% |
$528K - $819K
|
94.7K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
11.9K+ 58.96% |
$526K - $816K
|
32.1K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$514K - $798K
|
11.6K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.6K+ 14.22% |
$513K - $796K
|
93.2K
$5.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
11.6KNew |
$511K - $793K
|
11.6K
$729K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
11.1K+ 120.65% |
$491K - $762K
|
20.3K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11KNew |
$487K - $756K
|
11K
$694K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
10.9K+ 65.45% |
$481K - $747K
|
27.5K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.9K+ 10.43% |
$480K - $745K
|
115K
$7.25M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3K+ 33.65% |
$455K - $707K
|
40.9K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.3KNew |
$454K - $704K
|
10.3K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
10.2KNew |
$451K - $700K
|
10.2K
$643K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10K+ 6.38% |
$444K - $689K
|
167K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
9.91K+ 45.37% |
$438K - $680K
|
31.8K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.79K+ 26.8% |
$433K - $672K
|
46.3K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
9.65K+ 9.67% |
$427K - $663K
|
110K
$6.91M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.63K+ 1.38% |
$426K - $661K
|
708K
$44.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.4K+ 103.33% |
$416K - $645K
|
18.5K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
9.37K+ 3.09% |
$414K - $643K
|
312K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.82K+ 15.52% |
$390K - $606K
|
65.7K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.77K+ 147.88% |
$388K - $602K
|
14.7K
$928K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
8.76K+ 3.88% |
$387K - $601K
|
235K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.74K+ 45.81% |
$386K - $600K
|
27.8K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
8.34K+ 32.26% |
$369K - $572K
|
34.2K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
8.27K+ 9.56% |
$365K - $567K
|
94.7K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.04KNew |
$356K - $552K
|
8.04K
$507K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.01KNew |
$354K - $550K
|
8.01K
$506K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.76KNew |
$343K - $533K
|
7.76K
$490K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
7.74K+ 5.71% |
$342K - $531K
|
143K
$9.04M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
7.73K+ 166.79% |
$342K - $531K
|
12.4K
$780K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
7.7K+ 34.5% |
$340K - $528K
|
30K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.69K+ 52.96% |
$340K - $528K
|
22.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.58K+ 61.59% |
$335K - $520K
|
19.9K
$1.25M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
7.5KNew |
$332K - $515K
|
7.5K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.45KNew |
$329K - $511K
|
7.45K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.41K+ 118.07% |
$328K - $509K
|
13.7K
$863K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7.41K+ 4.56% |
$328K - $509K
|
170K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
7.35K+ 2.03% |
$325K - $505K
|
369K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.34KNew |
$325K - $504K
|
7.34K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.25KNew |
$321K - $498K
|
7.25K
$457K
|