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 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
7.25KNew |
$320K - $497K
|
7.25K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.08K+ 73.49% |
$313K - $486K
|
16.7K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7K+ 100014.29% |
$310K - $481K
|
7.01K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.99K+ 11.29% |
$309K - $480K
|
68.9K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.86KNew |
$303K - $471K
|
6.86K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
6.84KNew |
$303K - $470K
|
6.84K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.73KNew |
$298K - $462K
|
6.73K
$428K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.71KNew |
$297K - $461K
|
6.71K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.64K+ 8.29% |
$294K - $456K
|
86.8K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.55K+ 2.39% |
$289K - $449K
|
281K
$17.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.43K+ 24.23% |
$284K - $441K
|
33K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.21K+ 2.75% |
$274K - $426K
|
232K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
CALL |
6.2KNew |
$274K - $426K
|
6.2K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.05K+ 43.59% |
$267K - $415K
|
19.9K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.98K+ 88.45% |
$264K - $410K
|
12.7K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.94K+ 1.98% |
$263K - $408K
|
306K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.93K+ 48.01% |
$262K - $407K
|
18.3K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.92KNew |
$262K - $406K
|
5.92K
$376K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5.76K+ 7.71% |
$254K - $395K
|
80.4K
$5.11M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.66K+ 93.93% |
$250K - $389K
|
11.7K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
5.59KNew |
$247K - $383K
|
5.59K
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.53K+ 20.26% |
$245K - $380K
|
32.8K
$2.09M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
5.51K+ 29.91% |
$244K - $378K
|
23.9K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.48KNew |
$242K - $376K
|
5.48K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5.45K+ 14.57% |
$241K - $374K
|
42.9K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.44KNew |
$241K - $374K
|
5.44K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.44K+ 4.69% |
$240K - $373K
|
121K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.43KNew |
$240K - $373K
|
5.43K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.43K+ 38.9% |
$240K - $373K
|
19.4K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.42K+ 131.69% |
$240K - $372K
|
9.54K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.41KNew |
$239K - $371K
|
5.41K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.22K+ 76.65% |
$231K - $358K
|
12K
$765K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.13KNew |
$227K - $352K
|
5.13K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
5.1KNew |
$226K - $350K
|
5.1K
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.02KNew |
$222K - $345K
|
5.02K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.99K+ 54.45% |
$221K - $342K
|
14.2K
$900K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.98KNew |
$220K - $342K
|
4.98K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4.97KNew |
$220K - $341K
|
4.97K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.93K+ 8.38% |
$218K - $338K
|
63.7K
$4.05M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
4.88KNew |
$216K - $335K
|
4.88K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.85K+ 15.0% |
$214K - $333K
|
37.1K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
4.84K+ 12.22% |
$214K - $332K
|
44.5K
$2.83M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
4.81K+ 92.75% |
$213K - $330K
|
10K
$636K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.77K+ 62.96% |
$211K - $327K
|
12.3K
$785K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.76KNew |
$210K - $326K
|
4.76K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.7K+ 41.71% |
$208K - $323K
|
16K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
4.7KNew |
$208K - $322K
|
4.7K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.66KNew |
$206K - $320K
|
4.66K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.64KNew |
$205K - $319K
|
4.64K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4.62KNew |
$204K - $317K
|
4.62K
$294K
|