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 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
287+ 5.5% |
$12.6K - $19.4K
|
5.5K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
284+ 27.36% |
$12.4K - $19.2K
|
1.32K
$83.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
283New |
$12.4K - $19.1K
|
283
$18K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
275New |
$12K - $18.6K
|
275
$17.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
268+ 1.69% |
$11.7K - $18.1K
|
16.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
258+ 1172.73% |
$11.3K - $17.4K
|
280
$17.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
258New |
$11.3K - $17.4K
|
258
$16.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
256New |
$11.2K - $17.3K
|
256
$16.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
248+ 3.8% |
$10.9K - $16.7K
|
6.77K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
247+ 3.39% |
$10.8K - $16.7K
|
7.53K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
247+ 0.44% |
$10.8K - $16.7K
|
56.7K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
244New |
$10.7K - $16.5K
|
244
$15.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
243New |
$10.6K - $16.4K
|
243
$15.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
242+ 115.24% |
$10.6K - $16.3K
|
452
$28.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
239+ 2.58% |
$10.5K - $16.1K
|
9.5K
$603K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
233+ 3.7% |
$10.2K - $15.7K
|
6.53K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
232+ 1.15% |
$10.2K - $15.7K
|
20.4K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
222New |
$9.72K - $15K
|
222
$14.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
213New |
$9.33K - $14.4K
|
213
$13.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
210+ 3.21% |
$9.19K - $14.2K
|
6.75K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
204New |
$8.93K - $13.8K
|
204
$12.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
204+ 3.71% |
$8.93K - $13.8K
|
5.71K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
204+ 4.8% |
$8.93K - $13.8K
|
4.46K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
200New |
$8.76K - $13.5K
|
200
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
200New |
$8.76K - $13.5K
|
200
$12.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
200+ 3.37% |
$8.76K - $13.5K
|
6.14K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
198New |
$8.67K - $13.4K
|
198
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
196New |
$8.58K - $13.2K
|
196
$12.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
190New |
$8.32K - $12.8K
|
190
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
189+ 17.29% |
$8.27K - $12.7K
|
1.28K
$81.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
187New |
$8.19K - $12.6K
|
187
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
181+ 10.33% |
$7.92K - $12.2K
|
1.93K
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
177New |
$7.75K - $11.9K
|
177
$11.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
175New |
$7.66K - $11.8K
|
175
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
174+ 32.65% |
$7.62K - $11.7K
|
707
$44.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
164New |
$7.18K - $11.1K
|
164
$10.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
160New |
$7K - $10.8K
|
160
$10.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
160+ 6.63% |
$7K - $10.8K
|
2.57K
$163K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$6.57K - $10.1K
|
150
$9.52K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
150+ 0.14% |
$6.57K - $10.1K
|
108K
$6.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
148+ 0.64% |
$6.48K - $9.98K
|
23.4K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
145+ 337.21% |
$6.35K - $9.78K
|
188
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
132+ 1.77% |
$5.78K - $8.9K
|
7.61K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
120New |
$5.25K - $8.1K
|
120
$7.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
119New |
$5.21K - $8.03K
|
119
$7.55K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
117+ 17.81% |
$5.12K - $7.89K
|
774
$49.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
115+ 13.08% |
$5.03K - $7.76K
|
994
$63.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
114New |
$4.99K - $7.69K
|
114
$7.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
112+ 30.43% |
$4.9K - $7.56K
|
480
$30.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
108New |
$4.73K - $7.29K
|
108
$6.86K
|