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 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
69+ 0.37% |
$4.05K - $5.28K
|
18.7K
$1.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
69+ 0.4% |
$4.05K - $5.28K
|
17.2K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
67+ 248.15% |
$3.94K - $5.13K
|
94
$7.37K
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
63+ 1.4% |
$3.7K - $4.82K
|
4.55K
$357K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
61+ 32.97% |
$3.58K - $4.67K
|
246
$19.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
60+ 14.74% |
$3.53K - $4.59K
|
467
$36.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
57+ 0.59% |
$3.35K - $4.36K
|
9.75K
$765K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
54+ 0.85% |
$3.17K - $4.13K
|
6.43K
$504K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
54+ 6.92% |
$3.17K - $4.13K
|
834
$65.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Paralel Advisors LLC
|
BUY
|
- |
52+ 0.13% |
$3.06K - $3.98K
|
39.5K
$3.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
51+ 5.47% |
$3K - $3.9K
|
983
$77.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
51+ 9.53% |
$3K - $3.9K
|
586
$45.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
51+ 0.57% |
$3K - $3.9K
|
8.93K
$701K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
50+ 50.0% |
$2.94K - $3.83K
|
150
$11.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
50+ 0.26% |
$2.94K - $3.83K
|
19.5K
$1.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
47+ 16.91% |
$2.76K - $3.6K
|
325
$25.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
47+ 32.64% |
$2.76K - $3.6K
|
191
$15K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.16% |
$2.7K - $3.52K
|
4.03K
$316K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
46+ 4.16% |
$2.7K - $3.52K
|
1.15K
$90.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
43+ 0.24% |
$2.53K - $3.29K
|
18.2K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
43+ 9.27% |
$2.53K - $3.29K
|
507
$39.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
40New |
$2.35K - $3.06K
|
40
$3.14K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
40New |
$2.35K - $3.06K
|
40
$3.14K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
39+ 0.35% |
$2.29K - $2.98K
|
11.2K
$876K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
39+ 0.31% |
$2.29K - $2.98K
|
12.5K
$978K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
38+ 200.0% |
$2.23K - $2.91K
|
57
$4.47K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
38+ 1.28% |
$2.23K - $2.91K
|
3K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
44 Wealth Management LLC
|
BUY
|
- |
36+ 0.1% |
$2.12K - $2.75K
|
36.4K
$2.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
35+ 9.31% |
$2.06K - $2.68K
|
411
$32.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
34+ 0.91% |
$2K - $2.6K
|
3.78K
$296K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
34New |
$2K - $2.6K
|
34
$2.67K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33+ 6.61% |
$1.94K - $2.52K
|
532
$41.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
33New |
$1.94K - $2.52K
|
33
$2.59K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
33+ 0.98% |
$1.94K - $2.52K
|
3.39K
$265K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
32+ 2.48% |
$1.88K - $2.45K
|
1.32K
$104K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
31+ 1.36% |
$1.82K - $2.37K
|
2.31K
$181K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
31+ 0.75% |
$1.82K - $2.37K
|
4.17K
$327K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
31+ 0.57% |
$1.82K - $2.37K
|
5.45K
$427K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
30New |
$1.76K - $2.3K
|
30
$2.35K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
29+ 0.66% |
$1.7K - $2.22K
|
4.42K
$346K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
29+ 0.18% |
$1.7K - $2.22K
|
16.5K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
28New |
$1.65K - $2.14K
|
28
$2.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
27+ 0.58% |
$1.59K - $2.07K
|
4.67K
$366K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27+ 4.25% |
$1.59K - $2.07K
|
662
$51.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
25+ 0.21% |
$1.47K - $1.91K
|
11.9K
$933K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
23+ 0.63% |
$1.35K - $1.76K
|
3.68K
$288K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
22New |
$1.29K - $1.68K
|
22
$1.73K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
22+ 0.37% |
$1.29K - $1.68K
|
6.02K
$472K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21+ 20.0% |
$1.23K - $1.61K
|
126
$9.88K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$1.23K - $1.61K
|
21
$1.65K
|
|