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 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
21+ 0.07% |
$1.23K - $1.61K
|
31.5K
$2.47M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 1.05% |
$1.18K - $1.53K
|
1.92K
$150K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
19New |
$1.12K - $1.45K
|
19
$1.49K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
18+ 33.33% |
$1.06K - $1.38K
|
72
$5.65K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
18+ 1.04% |
$1.06K - $1.38K
|
1.75K
$137K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
17+ 0.68% |
$999 - $1.3K
|
2.51K
$197K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
16New |
$940 - $1.22K
|
16
$1.25K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
16+ 1.67% |
$940 - $1.22K
|
976
$76.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15+ 0.25% |
$881 - $1.15K
|
6.08K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15New |
$881 - $1.15K
|
15
$1.18K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
14+ 0.05% |
$823 - $1.07K
|
28.7K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
13+ 0.1% |
$764 - $995
|
12.6K
$991K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.21% |
$764 - $995
|
6.15K
$482K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13+ 27.66% |
$764 - $995
|
60
$4.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12+ 14.12% |
$705 - $918
|
97
$7.61K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12+ 0.11% |
$705 - $918
|
11.4K
$890K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12+ 0.28% |
$705 - $918
|
4.29K
$336K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
12+ 1.07% |
$705 - $918
|
1.14K
$89.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
12+ 0.39% |
$705 - $918
|
3.08K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
11New |
$646 - $842
|
11
$863
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10+ 0.26% |
$588 - $765
|
3.83K
$300K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9+ 1.08% |
$529 - $689
|
845
$66.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.09% |
$529 - $689
|
10K
$786K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8+ 0.37% |
$470 - $612
|
2.16K
$169K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8New |
$470 - $612
|
8
$627
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
8New |
$470 - $612
|
8
$627
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
8+ 8.99% |
$470 - $612
|
97
$7.61K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$470 - $612
|
8
$627
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 0.13% |
$411 - $536
|
5.3K
$415K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6+ 33.33% |
$353 - $459
|
24
$1.88K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 0.36% |
$353 - $459
|
1.66K
$130K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.24% |
$294 - $383
|
2.12K
$166K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
5+ 0.01% |
$294 - $383
|
34.8K
$2.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
5New |
$294 - $383
|
5
$392
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
5+ 0.11% |
$294 - $383
|
4.55K
$357K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.15% |
$294 - $383
|
3.29K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.82% |
$294 - $383
|
618
$48.5K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 0.51% |
$294 - $383
|
976
$76.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 20.83% |
$294 - $383
|
29
$2.27K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.34% |
$235 - $306
|
1.19K
$93.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.07% |
$235 - $306
|
5.55K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.03% |
$176 - $230
|
10.3K
$805K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.03% |
$176 - $230
|
9.83K
$771K
|
|
|
Nov 12, 2025
Q3 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
3+ 0.0% |
$176 - $230
|
236K
$18.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3New |
$176 - $230
|
3
$235
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 2.94% |
$176 - $230
|
105
$8.23K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.31% |
$176 - $230
|
232
$18.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$176 - $230
|
4.34K
$340K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.72% |
$118 - $153
|
281
$22K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.27% |
$118 - $153
|
159
$12.5K
|
|