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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
3.05KNew |
$202K - $241K
|
3.05K
$135K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.01KNew |
$200K - $238K
|
3.01K
$134K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
3KNew |
$199K - $237K
|
3K
$133K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
2.95KNew |
$195K - $233K
|
2.95K
$131K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.91KNew |
$193K - $230K
|
2.91K
$129K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.87KNew |
$191K - $227K
|
2.87K
$127K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.87KNew |
$190K - $227K
|
2.87K
$127K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$189K - $225K
|
2.85K
$126K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.82KNew |
$187K - $223K
|
2.82K
$125K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.81KNew |
$186K - $222K
|
2.81K
$125K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.77KNew |
$183K - $219K
|
2.77K
$123K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.72K+ 9.16% |
$180K - $215K
|
32.4K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.71KNew |
$180K - $214K
|
2.71K
$120K
|
|
|
Feb 02, 2024
Q4 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
2.7KNew |
$179K - $213K
|
2.7K
$120K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.7KNew |
$179K - $213K
|
2.7K
$120K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.68KNew |
$177K - $211K
|
2.68K
$119K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
2.67KNew |
$177K - $211K
|
2.67K
$118K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.64KNew |
$175K - $208K
|
2.64K
$117K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.63KNew |
$174K - $208K
|
2.63K
$117K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.63KNew |
$174K - $208K
|
2.63K
$117K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$116K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$116K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.6K+ 5913.64% |
$172K - $206K
|
2.65K
$117K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.59K+ 77.2% |
$172K - $205K
|
5.95K
$264K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.55KNew |
$169K - $202K
|
2.55K
$113K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.55KNew |
$169K - $202K
|
2.55K
$113K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.54KNew |
$169K - $201K
|
2.54K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$168K - $200K
|
2.54K
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.25KNew |
$149K - $178K
|
2.25K
$99.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.94KNew |
$129K - $153K
|
1.94K
$86.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.77KNew |
$118K - $140K
|
1.77K
$78.7K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.47KNew |
$97.4K - $116K
|
1.47K
$65.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.01K+ 1.33% |
$66.8K - $79.6K
|
76.6K
$3.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
948New |
$62.8K - $74.9K
|
948
$42.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
837New |
$55.5K - $66.1K
|
837
$37.1K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
831+ 20775.0% |
$55.1K - $65.6K
|
835
$37K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
800New |
$53K - $63.2K
|
800
$35.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
653New |
$43.3K - $51.6K
|
653
$29K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
632New |
$41.9K - $49.9K
|
632
$28K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
563+ 17.54% |
$37.3K - $44.5K
|
3.77K
$167K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
554+ 15.15% |
$36.7K - $43.8K
|
4.21K
$187K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
550New |
$36.5K - $43.5K
|
550
$24.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
524+ 10.83% |
$34.7K - $41.4K
|
5.36K
$238K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
512+ 1.66% |
$33.9K - $40.4K
|
31.4K
$1.39M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
474New |
$31.4K - $37.4K
|
474
$21K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
456New |
$30.2K - $36K
|
456
$20.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
411New |
$27.2K - $32.5K
|
411
$18.2K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
390+ 100.0% |
$25.9K - $30.8K
|
780
$34.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
352+ 9.07% |
$23.3K - $27.8K
|
4.23K
$188K
|