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 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.61K+ 13.9% |
$204K - $317K
|
37.8K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.58KNew |
$202K - $314K
|
4.58K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.57KNew |
$202K - $314K
|
4.57K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.57KNew |
$202K - $314K
|
4.57K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.52KNew |
$200K - $310K
|
4.52K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.5KNew |
$199K - $309K
|
4.5K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.49KNew |
$199K - $308K
|
4.49K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.44KNew |
$196K - $304K
|
4.44K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.43K+ 2.33% |
$196K - $304K
|
195K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.42KNew |
$196K - $304K
|
4.42K
$279K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.39KNew |
$194K - $301K
|
4.39K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.35KNew |
$192K - $299K
|
4.35K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.35KNew |
$192K - $298K
|
4.35K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.34KNew |
$192K - $298K
|
4.34K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.33KNew |
$192K - $297K
|
4.33K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.33KNew |
$192K - $297K
|
4.33K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
4.33KNew |
$191K - $297K
|
4.33K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.32KNew |
$191K - $297K
|
4.32K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.32KNew |
$191K - $296K
|
4.32K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.32KNew |
$191K - $296K
|
4.32K
$272K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.29KNew |
$190K - $294K
|
4.29K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 56.92% |
$189K - $294K
|
11.8K
$745K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.28KNew |
$189K - $294K
|
4.28K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
4.26KNew |
$188K - $292K
|
4.26K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.23KNew |
$187K - $290K
|
4.23K
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.23K+ 2.38% |
$187K - $290K
|
182K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.18K+ 14.61% |
$185K - $287K
|
32.8K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
4.18KNew |
$185K - $287K
|
4.18K
$263K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.17KNew |
$185K - $286K
|
4.17K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.17K+ 38.88% |
$184K - $286K
|
14.9K
$940K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.15KNew |
$183K - $285K
|
4.15K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.14KNew |
$183K - $284K
|
4.14K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
4.13KNew |
$183K - $283K
|
4.13K
$261K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
4.1K+ 5.35% |
$181K - $281K
|
80.7K
$5.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.07KNew |
$180K - $280K
|
4.07K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.07KNew |
$180K - $279K
|
4.07K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.06KNew |
$179K - $279K
|
4.06K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
4.04KNew |
$179K - $277K
|
4.04K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.03K+ 18.49% |
$178K - $277K
|
25.8K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.03K+ 16.0% |
$178K - $276K
|
29.2K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.02KNew |
$178K - $276K
|
4.02K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
4.02KNew |
$178K - $276K
|
4.02K
$253K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.99K+ 4.03% |
$176K - $274K
|
103K
$6.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.98KNew |
$176K - $273K
|
3.98K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.98KNew |
$176K - $273K
|
3.98K
$251K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.97KNew |
$176K - $272K
|
3.97K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.97KNew |
$175K - $272K
|
3.97K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.96K+ 14.72% |
$175K - $272K
|
30.8K
$1.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.95KNew |
$175K - $271K
|
3.95K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.95K+ 31.46% |
$175K - $271K
|
16.5K
$1.04M
|