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 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
42New |
$2.34K - $2.65K
|
42
$1.86K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.98% |
$2.34K - $2.65K
|
4.33K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
40+ 5.82% |
$2.23K - $2.53K
|
727
$32.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 3.81% |
$2.06K - $2.34K
|
1.01K
$44.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27New |
$1.51K - $1.71K
|
27
$1.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
23New |
$1.28K - $1.45K
|
23
$1.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22New |
$1.23K - $1.39K
|
22
$976
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 14.19% |
$1.17K - $1.33K
|
169
$7.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
20+ 0.05% |
$1.12K - $1.26K
|
38.9K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.1% |
$1K - $1.14K
|
18.8K
$832K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$949 - $1.07K
|
17
$754
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 2.5% |
$893 - $1.01K
|
657
$29.1K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
15New |
$837 - $948
|
15
$665
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15+ 0.31% |
$837 - $948
|
4.82K
$214K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
14+ 0.28% |
$781 - $885
|
4.94K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13+ 0.54% |
$726 - $821
|
2.44K
$108K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13+ 0.85% |
$726 - $821
|
1.54K
$68.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 1.11% |
$670 - $758
|
1.1K
$48.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11+ 34.38% |
$614 - $695
|
43
$1.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.22% |
$558 - $632
|
4.46K
$198K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10+ 0.2% |
$558 - $632
|
5.07K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$558 - $632
|
5.84K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9+ 3.53% |
$502 - $569
|
264
$11.7K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
9+ 1.67% |
$502 - $569
|
549
$24.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
8+ 1.09% |
$446 - $505
|
745
$33K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7New |
$391 - $442
|
7
$311
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7+ 0.4% |
$391 - $442
|
1.75K
$77.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 20.83% |
$279 - $316
|
29
$1.29K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.22% |
$223 - $253
|
332
$14.7K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
4+ 8.89% |
$223 - $253
|
49
$2.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.88% |
$167 - $190
|
343
$15.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.37% |
$167 - $190
|
222
$9.85K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.18% |
$167 - $190
|
257
$11.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3+ 0.02% |
$167 - $190
|
13.2K
$585K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 0.76% |
$167 - $190
|
397
$17.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.06% |
$167 - $190
|
4.98K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.04% |
$112 - $126
|
5K
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2+ 0.87% |
$112 - $126
|
233
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.29% |
$55.8 - $63.2
|
342
$15.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.02% |
$55.8 - $63.2
|
4.07K
$180K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.47% |
$55.8 - $63.2
|
212
$9.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.03% |
$55.8 - $63.2
|
3.86K
$171K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$55.8 - $63.2
|
4.47K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13M+ 14.98% |
$700M - $1.04B
|
100M
$4.44B
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
2.74MNew |
$147M - $218M
|
2.74M
$121M
|
|
|
Aug 14, 2024
Q2 2024
|
Camber Capital Management LP
Boston, MA |
BUY
|
- |
1.5MNew |
$80.4M - $119M
|
1.5M
$66.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
CALL |
1.5MNew |
$80.4M - $119M
|
1.5M
$66.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
1.01MNew |
$54.4M - $80.7M
|
1.01M
$45M
|
|
|
Aug 14, 2024
Q2 2024
|
North Peak Capital Management, LLC
New York, NY |
BUY
|
- |
635KNew |
$34.1M - $50.5M
|
635K
$28.2M
|
|