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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.88KNew |
$169K - $221K
|
2.88K
$226K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.88KNew |
$169K - $221K
|
2.88K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.88KNew |
$169K - $220K
|
2.88K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2.88KNew |
$169K - $220K
|
2.88K
$226K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.87KNew |
$169K - $220K
|
2.87K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
2.87KNew |
$169K - $220K
|
2.87K
$225K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.85KNew |
$167K - $218K
|
2.85K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.85KNew |
$167K - $218K
|
2.85K
$223K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.83KNew |
$166K - $217K
|
2.83K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.82KNew |
$165K - $215K
|
2.82K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.79KNew |
$164K - $214K
|
2.79K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.79KNew |
$164K - $214K
|
2.79K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.79KNew |
$164K - $213K
|
2.79K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.77KNew |
$163K - $212K
|
2.77K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.77KNew |
$163K - $212K
|
2.77K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.76KNew |
$162K - $211K
|
2.76K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.75KNew |
$162K - $211K
|
2.75K
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.75KNew |
$162K - $211K
|
2.75K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2.74KNew |
$161K - $210K
|
2.74K
$215K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
2.74KNew |
$161K - $210K
|
2.74K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.74KNew |
$161K - $210K
|
2.74K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.73KNew |
$161K - $209K
|
2.73K
$214K
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2.73KNew |
$160K - $209K
|
2.73K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.72KNew |
$160K - $208K
|
2.72K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.71KNew |
$159K - $207K
|
2.71K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.71KNew |
$159K - $207K
|
2.71K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.7KNew |
$159K - $207K
|
2.7K
$212K
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$159K - $206K
|
2.7K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.69K+ 2.23% |
$158K - $206K
|
123K
$9.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.69KNew |
$158K - $206K
|
2.69K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.68KNew |
$158K - $205K
|
2.68K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.66KNew |
$156K - $204K
|
2.66K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.66KNew |
$156K - $204K
|
2.66K
$209K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.66KNew |
$156K - $203K
|
2.66K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.66KNew |
$156K - $203K
|
2.66K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.65KNew |
$156K - $203K
|
2.65K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.61K+ 68.04% |
$153K - $200K
|
6.45K
$506K
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.6K+ 0.86% |
$152K - $199K
|
303K
$23.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.6K+ 19.75% |
$152K - $199K
|
15.7K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.52K+ 34.84% |
$148K - $193K
|
9.77K
$766K
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.5KNew |
$147K - $192K
|
2.5K
$196K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.49K+ 7.31% |
$146K - $191K
|
36.6K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.47K+ 69.24% |
$145K - $189K
|
6.04K
$474K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.42K+ 15.59% |
$142K - $185K
|
18K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.42K+ 12.62% |
$142K - $185K
|
21.6K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 15.75% |
$142K - $185K
|
17.8K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.41K+ 7.59% |
$142K - $184K
|
34.2K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.39K+ 6.57% |
$141K - $183K
|
38.8K
$3.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.37K+ 2.41% |
$139K - $181K
|
101K
$7.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.35K+ 0.77% |
$138K - $180K
|
309K
$24.3M
|
|