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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
700+ 77.78% |
$30.6K - $47.2K
|
1.6K
$102K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
683+ 15.16% |
$29.9K - $46.1K
|
5.19K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
679+ 18.61% |
$29.7K - $45.8K
|
4.33K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
650New |
$28.5K - $43.8K
|
650
$41.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
650+ 9.77% |
$28.5K - $43.8K
|
7.3K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
628New |
$27.5K - $42.4K
|
628
$39.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
600+ 4.45% |
$26.3K - $40.5K
|
14.1K
$894K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
569+ 28.69% |
$24.9K - $38.4K
|
2.55K
$162K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
529New |
$23.2K - $35.7K
|
529
$33.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
525New |
$23K - $35.4K
|
525
$33.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
500New |
$21.9K - $33.7K
|
500
$31.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
500+ 1.68% |
$21.9K - $33.7K
|
30.3K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
500New |
$21.9K - $33.7K
|
500
$31.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
500+ 1.76% |
$21.9K - $33.7K
|
29K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
497New |
$21.8K - $33.5K
|
497
$31.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
490+ 3.1% |
$21.5K - $33.1K
|
16.3K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
475+ 9.97% |
$20.8K - $32K
|
5.24K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
475+ 3.72% |
$20.8K - $32K
|
13.3K
$841K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
466+ 137.46% |
$20.4K - $31.4K
|
805
$51.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
457+ 8.97% |
$20K - $30.8K
|
5.55K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
452+ 54.92% |
$19.8K - $30.5K
|
1.28K
$80.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
450New |
$19.7K - $30.4K
|
450
$28.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
450+ 255.68% |
$19.7K - $30.4K
|
626
$39.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
448+ 4.33% |
$19.6K - $30.2K
|
10.8K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
446+ 77.16% |
$19.5K - $30.1K
|
1.02K
$65K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
444+ 34.39% |
$19.4K - $30K
|
1.74K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
437+ 112.05% |
$19.1K - $29.5K
|
827
$52.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
435+ 2.53% |
$19K - $29.3K
|
17.6K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
429+ 0.65% |
$18.8K - $28.9K
|
66.6K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
414New |
$18.1K - $27.9K
|
414
$26.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
408+ 2.15% |
$17.9K - $27.5K
|
19.4K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
408+ 2.59% |
$17.9K - $27.5K
|
16.2K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
404+ 20.08% |
$17.7K - $27.3K
|
2.42K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.19% |
$17.5K - $27K
|
209K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
400New |
$17.5K - $27K
|
400
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
391New |
$17.1K - $26.4K
|
391
$24.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
371New |
$16.2K - $25K
|
371
$23.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
370+ 11.04% |
$16.2K - $25K
|
3.72K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
364New |
$15.9K - $24.6K
|
364
$23.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
348New |
$15.2K - $23.5K
|
348
$22.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
341+ 4.87% |
$14.9K - $23K
|
7.35K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
336New |
$14.7K - $22.7K
|
336
$21.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
331New |
$14.5K - $22.3K
|
331
$21K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
330+ 0.57% |
$14.4K - $22.3K
|
57.8K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
326+ 38.72% |
$14.3K - $22K
|
1.17K
$74.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
325New |
$14.2K - $21.9K
|
325
$20.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
309New |
$13.5K - $20.8K
|
309
$19.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Park Circle CO
|
BUY
|
- |
300+ 42.86% |
$13.1K - $20.2K
|
1K
$63.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 8.11% |
$13.1K - $20.2K
|
4K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300+ 9.09% |
$13.1K - $20.2K
|
3.6K
$229K
|