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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
4.04KNew |
$179K - $277K
|
4.04K
$317K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.99K+ 4.03% |
$176K - $274K
|
103K
$8.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.84KNew |
$170K - $264K
|
3.84K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.83KNew |
$169K - $263K
|
3.83K
$300K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.68K+ 88.89% |
$163K - $253K
|
7.82K
$613K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
3.65KNew |
$161K - $251K
|
3.65K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.63KNew |
$160K - $249K
|
3.63K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$279K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.54KNew |
$157K - $243K
|
3.54K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.53KNew |
$156K - $242K
|
3.53K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.48KNew |
$154K - $239K
|
3.48K
$273K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.45KNew |
$153K - $237K
|
3.45K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.43KNew |
$152K - $236K
|
3.43K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.43KNew |
$152K - $235K
|
3.43K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.42KNew |
$151K - $235K
|
3.42K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.38K+ 69.74% |
$150K - $232K
|
8.23K
$646K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.22KNew |
$142K - $221K
|
3.22K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.2KNew |
$142K - $220K
|
3.2K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.18KNew |
$141K - $219K
|
3.18K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.17KNew |
$140K - $218K
|
3.17K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.17KNew |
$140K - $217K
|
3.17K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$247K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
3.12KNew |
$138K - $214K
|
3.12K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$137K - $213K
|
3.11K
$244K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.1KNew |
$137K - $213K
|
3.1K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.1KNew |
$137K - $212K
|
3.1K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.04KNew |
$134K - $209K
|
3.04K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
3KNew |
$132K - $206K
|
3K
$235K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.99K+ 21.92% |
$132K - $205K
|
16.6K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
2.98KNew |
$132K - $204K
|
2.98K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.97KNew |
$131K - $204K
|
2.97K
$232K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.63K+ 30.16% |
$116K - $181K
|
11.4K
$890K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.45K+ 1.12% |
$108K - $168K
|
221K
$17.3M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.92K+ 28.29% |
$84.7K - $132K
|
8.69K
$681K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.12KNew |
$49.4K - $76.7K
|
1.12K
$87.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
808New |
$35.7K - $55.5K
|
808
$63.4K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
800New |
$35.4K - $54.9K
|
800
$62.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
700New |
$31K - $48K
|
700
$54.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
674+ 10.09% |
$29.8K - $46.3K
|
7.35K
$577K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
336+ 5.99% |
$14.9K - $23.1K
|
5.95K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
320+ 0.47% |
$14.2K - $22K
|
68.6K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
296+ 4.78% |
$13.1K - $20.3K
|
6.49K
$509K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
231New |
$10.2K - $15.9K
|
231
$18.1K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
224New |
$9.91K - $15.4K
|
224
$17.6K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
217New |
$9.6K - $14.9K
|
217
$17K
|
|