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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.34KNew |
$340K - $504K
|
6.34K
$281K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.07KNew |
$325K - $483K
|
6.07K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.93K+ 25.4% |
$318K - $471K
|
29.3K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.75KNew |
$308K - $457K
|
5.75K
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.38KNew |
$288K - $428K
|
5.38K
$239K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
5.34KNew |
$286K - $425K
|
5.34K
$237K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.26K+ 15.35% |
$282K - $419K
|
39.5K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.55K+ 22.56% |
$244K - $362K
|
24.7K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.26K+ 1.72% |
$229K - $339K
|
252K
$11.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
4.06KNew |
$217K - $323K
|
4.06K
$180K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.96KNew |
$212K - $315K
|
3.96K
$176K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.59KNew |
$193K - $286K
|
3.59K
$159K
|
|
|
Jul 26, 2024
Q2 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
3.46KNew |
$186K - $275K
|
3.46K
$153K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.93K+ 2.29% |
$157K - $233K
|
131K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.58K+ 14.64% |
$138K - $205K
|
20.2K
$896K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.54KNew |
$136K - $202K
|
2.54K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.25K+ 30.41% |
$121K - $179K
|
9.65K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
2K+ 66.67% |
$107K - $159K
|
5K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.95K+ 16.46% |
$105K - $155K
|
13.8K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.9KNew |
$102K - $151K
|
1.9K
$84.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.88K+ 22.26% |
$101K - $149K
|
10.3K
$458K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.85K+ 82.53% |
$99.3K - $147K
|
4.1K
$182K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.83K+ 44.46% |
$98.3K - $146K
|
5.96K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.76K+ 2.55% |
$94.2K - $140K
|
70.6K
$3.13M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.72K+ 0.73% |
$92.2K - $137K
|
237K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Oldfield Partners LLP
|
BUY
|
- |
1.7K+ 37.78% |
$91.2K - $135K
|
6.2K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.59K+ 3.01% |
$85.4K - $127K
|
54.4K
$2.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.53K+ 55.12% |
$82.3K - $122K
|
4.32K
$192K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 11.75% |
$74.4K - $110K
|
13.2K
$586K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
$53.6K - $79.6K
|
1K
$44.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
983+ 35.33% |
$52.7K - $78.2K
|
3.77K
$167K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
954+ 186.69% |
$51.2K - $75.9K
|
1.47K
$65K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
884New |
$47.4K - $70.3K
|
884
$39.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
812+ 3.62% |
$43.5K - $64.6K
|
23.3K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
800New |
$42.9K - $63.6K
|
800
$35.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
776New |
$41.6K - $61.7K
|
776
$34.4K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
703+ 1.15% |
$37.7K - $55.9K
|
61.8K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
700New |
$37.5K - $55.7K
|
700
$31.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
663+ 22.03% |
$35.6K - $52.7K
|
3.67K
$163K
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
650+ 2.23% |
$34.9K - $51.7K
|
29.8K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
638+ 16.93% |
$34.2K - $50.8K
|
4.41K
$195K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
621+ 9.42% |
$33.3K - $49.4K
|
7.21K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
606+ 10.62% |
$32.5K - $48.2K
|
6.31K
$280K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
592+ 11840.0% |
$31.7K - $47.1K
|
597
$26.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
561+ 13.35% |
$30.1K - $44.6K
|
4.76K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
552+ 39.51% |
$29.6K - $43.9K
|
1.95K
$86.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
521+ 104.62% |
$27.9K - $41.5K
|
1.02K
$45.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
500New |
$26.8K - $39.8K
|
500
$22.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
478+ 15.41% |
$25.6K - $38K
|
3.58K
$159K
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
406+ 9.71% |
$21.8K - $32.3K
|
4.59K
$203K
|