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 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
339+ 12.18% |
$19.9K - $25.9K
|
3.12K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
337+ 0.44% |
$19.8K - $25.8K
|
77.7K
$6.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
337+ 7.97% |
$19.8K - $25.8K
|
4.56K
$358K
|
|
|
Nov 13, 2025
Q3 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
325+ 2.65% |
$19.1K - $24.9K
|
12.6K
$987K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
325+ 5.7% |
$19.1K - $24.9K
|
6.03K
$473K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
324+ 130.12% |
$19K - $24.8K
|
573
$44.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
321+ 9.68% |
$18.9K - $24.6K
|
3.64K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
321New |
$18.9K - $24.6K
|
321
$25.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
316+ 5.48% |
$18.6K - $24.2K
|
6.09K
$477K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
316+ 1.06% |
$18.6K - $24.2K
|
30K
$2.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
315+ 9.96% |
$18.5K - $24.1K
|
3.48K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
309+ 2.67% |
$18.2K - $23.6K
|
11.9K
$932K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
305+ 2.64% |
$17.9K - $23.3K
|
11.9K
$930K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
300New |
$17.6K - $23K
|
300
$23.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
296+ 9.59% |
$17.4K - $22.6K
|
3.38K
$265K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
294+ 33.22% |
$17.3K - $22.5K
|
1.18K
$92.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
292+ 8.49% |
$17.2K - $22.3K
|
3.73K
$293K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
289+ 2.92% |
$17K - $22.1K
|
10.2K
$800K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
281+ 407.25% |
$16.5K - $21.5K
|
350
$27.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
281+ 1.08% |
$16.5K - $21.5K
|
26.4K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
266+ 7.68% |
$15.6K - $20.3K
|
3.73K
$292K
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
266+ 0.9% |
$15.6K - $20.3K
|
29.9K
$2.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
266+ 8.36% |
$15.6K - $20.3K
|
3.45K
$270K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
254+ 2.82% |
$14.9K - $19.4K
|
9.26K
$726K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
250New |
$14.7K - $19.1K
|
250
$19.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
249+ 39.52% |
$14.6K - $19K
|
879
$68.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
239+ 4.12% |
$14K - $18.3K
|
6.03K
$473K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
237+ 26.36% |
$13.9K - $18.1K
|
1.14K
$89.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
234+ 1.42% |
$13.7K - $17.9K
|
16.7K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
233+ 66.95% |
$13.7K - $17.8K
|
581
$45.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
231New |
$13.6K - $17.7K
|
231
$18.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
230+ 1.04% |
$13.5K - $17.6K
|
22.4K
$1.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
224+ 1.0% |
$13.2K - $17.1K
|
22.6K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
221+ 4.45% |
$13K - $16.9K
|
5.19K
$407K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
221+ 2.75% |
$13K - $16.9K
|
8.25K
$647K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
219+ 1.05% |
$12.9K - $16.8K
|
21.1K
$1.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
217+ 5.53% |
$12.7K - $16.6K
|
4.14K
$325K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
217+ 1.7% |
$12.7K - $16.6K
|
13K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
217+ 1.34% |
$12.7K - $16.6K
|
16.4K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
215+ 4.5% |
$12.6K - $16.4K
|
4.99K
$392K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
214+ 3.52% |
$12.6K - $16.4K
|
6.29K
$493K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
213+ 5.32% |
$12.5K - $16.3K
|
4.22K
$331K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
212+ 1.16% |
$12.5K - $16.2K
|
18.5K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
210New |
$12.3K - $16.1K
|
210
$16.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
209New |
$12.3K - $16K
|
209
$16.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
207+ 21.3% |
$12.2K - $15.8K
|
1.18K
$92.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
200+ 40.0% |
$11.8K - $15.3K
|
700
$54.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
197+ 5.82% |
$11.6K - $15.1K
|
3.58K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
195+ 1.74% |
$11.5K - $14.9K
|
11.4K
$896K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
187+ 1.83% |
$11K - $14.3K
|
10.4K
$817K
|
|