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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
158+ 3.88% |
$9.28K - $12.1K
|
4.23K
$332K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
157+ 6.09% |
$9.22K - $12K
|
2.74K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
156+ 4.53% |
$9.17K - $11.9K
|
3.6K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
154New |
$9.05K - $11.8K
|
154
$12.1K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
154+ 1.77% |
$9.05K - $11.8K
|
8.85K
$694K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
153+ 30.6% |
$8.99K - $11.7K
|
653
$51.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
150New |
$8.81K - $11.5K
|
150
$11.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
149New |
$8.75K - $11.4K
|
149
$11.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
145+ 3.8% |
$8.52K - $11.1K
|
3.96K
$310K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
145+ 2.86% |
$8.52K - $11.1K
|
5.22K
$409K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
142+ 72.08% |
$8.34K - $10.9K
|
339
$26.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
141+ 2.48% |
$8.28K - $10.8K
|
5.83K
$457K
|
|
|
Nov 14, 2025
Q3 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
140+ 2.07% |
$8.23K - $10.7K
|
6.91K
$542K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
140+ 0.08% |
$8.23K - $10.7K
|
172K
$13.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
140+ 0.85% |
$8.23K - $10.7K
|
16.7K
$1.31M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
136+ 242.86% |
$7.99K - $10.4K
|
192
$15.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
134+ 4.05% |
$7.87K - $10.3K
|
3.44K
$270K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
131+ 3.22% |
$7.7K - $10K
|
4.2K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
131+ 36.9% |
$7.7K - $10K
|
486
$38.1K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
123+ 1.83% |
$7.23K - $9.41K
|
6.84K
$536K
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
122+ 0.55% |
$7.17K - $9.33K
|
22.3K
$1.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
122New |
$7.17K - $9.33K
|
122
$9.57K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
118+ 0.96% |
$6.93K - $9.03K
|
12.4K
$974K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
111+ 9.11% |
$6.52K - $8.49K
|
1.33K
$104K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
110New |
$6.46K - $8.42K
|
110
$8.63K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
110+ 3.47% |
$6.46K - $8.42K
|
3.28K
$257K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
106+ 39.11% |
$6.23K - $8.11K
|
377
$29.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
105+ 2.19% |
$6.17K - $8.03K
|
4.91K
$385K
|
|
|
Nov 13, 2025
Q3 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
104+ 0.18% |
$6.11K - $7.96K
|
56.9K
$4.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
100+ 0.88% |
$5.88K - $7.65K
|
11.5K
$899K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
100+ 476.19% |
$5.88K - $7.65K
|
121
$9.49K
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
97+ 1.4% |
$5.7K - $7.42K
|
7.02K
$550K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
96+ 5.84% |
$5.64K - $7.34K
|
1.74K
$137K
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
96+ 0.92% |
$5.64K - $7.34K
|
10.6K
$829K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
95New |
$5.58K - $7.27K
|
95
$7.45K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
92+ 0.88% |
$5.41K - $7.04K
|
10.5K
$823K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
92+ 0.63% |
$5.41K - $7.04K
|
14.8K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
90New |
$5.29K - $6.89K
|
90
$7.06K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
90+ 2.69% |
$5.29K - $6.89K
|
3.44K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
88+ 258.82% |
$5.17K - $6.73K
|
122
$9.57K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
82New |
$4.82K - $6.27K
|
82
$6.43K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
82+ 1.04% |
$4.82K - $6.27K
|
7.99K
$627K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
80+ 1.23% |
$4.7K - $6.12K
|
6.61K
$518K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
79+ 0.64% |
$4.64K - $6.04K
|
12.5K
$977K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
79+ 2.14% |
$4.64K - $6.04K
|
3.78K
$296K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
79+ 1.68% |
$4.64K - $6.04K
|
4.77K
$374K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
74+ 1.36% |
$4.35K - $5.66K
|
5.52K
$433K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
72+ 0.13% |
$4.23K - $5.51K
|
53.8K
$4.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
69+ 0.17% |
$4.05K - $5.28K
|
40.4K
$3.17M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
69+ 0.37% |
$4.05K - $5.28K
|
18.7K
$1.47M
|
|