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 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
748+ 24.16% |
$48.7K - $57.2K
|
3.84K
$176K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
656+ 4.23% |
$42.8K - $50.1K
|
16.2K
$740K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
477New |
$31.1K - $36.4K
|
477
$21.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
356+ 8.12% |
$23.2K - $27.2K
|
4.74K
$217K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
353+ 0.87% |
$23K - $27K
|
40.7K
$1.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
296+ 31.13% |
$19.3K - $22.6K
|
1.25K
$57.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
290+ 5.14% |
$18.9K - $22.2K
|
5.93K
$271K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
275New |
$17.9K - $21K
|
275
$12.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
262New |
$17.1K - $20K
|
262
$12K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
257+ 7.1% |
$16.7K - $19.6K
|
3.88K
$177K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
172New |
$11.2K - $13.1K
|
172
$7.87K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156+ 3.95% |
$10.2K - $11.9K
|
4.1K
$188K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
148+ 4.94% |
$9.65K - $11.3K
|
3.14K
$144K
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
140+ 0.19% |
$9.12K - $10.7K
|
75.6K
$3.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
137+ 16.25% |
$8.93K - $10.5K
|
980
$44.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
132+ 22.37% |
$8.6K - $10.1K
|
722
$33.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
115+ 21.5% |
$7.49K - $8.79K
|
650
$29.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
113+ 42.97% |
$7.36K - $8.63K
|
376
$17.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
106+ 1.74% |
$6.91K - $8.1K
|
6.21K
$284K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
101New |
$6.58K - $7.72K
|
101
$4.62K
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100+ 400.0% |
$6.52K - $7.64K
|
125
$5.72K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
100+ 1.73% |
$6.52K - $7.64K
|
5.89K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
81+ 0.79% |
$5.28K - $6.19K
|
10.3K
$471K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
64New |
$4.17K - $4.89K
|
64
$2.93K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
53New |
$3.45K - $4.05K
|
53
$2.43K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
50+ 1.69% |
$3.26K - $3.82K
|
3.02K
$138K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
37+ 0.62% |
$2.41K - $2.83K
|
5.97K
$273K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
17New |
$1.11K - $1.3K
|
17
$778
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
12+ 0.07% |
$782 - $917
|
18.4K
$842K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.63% |
$65.2 - $76.4
|
159
$7.28K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
138KNew |
$9.2M - $10.7M
|
138K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
103K+ 351.57% |
$6.89M - $8.03M
|
133K
$6.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
60KNew |
$4M - $4.67M
|
60K
$2.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
40.9K+ 7.2% |
$2.73M - $3.18M
|
610K
$27.9M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
18.2KNew |
$1.21M - $1.42M
|
18.2K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
17.1K+ 487.71% |
$1.14M - $1.33M
|
20.6K
$942K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
15.9K+ 33.26% |
$1.06M - $1.24M
|
63.8K
$2.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
15KNew |
$1M - $1.17M
|
15K
$687K
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13.2KNew |
$880K - $1.03M
|
13.2K
$604K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.9KNew |
$790K - $921K
|
11.9K
$542K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
CALL |
10KNew |
$667K - $778K
|
10K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
9.2KNew |
$613K - $715K
|
9.2K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
7.84K+ 14.68% |
$522K - $609K
|
61.2K
$2.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.46K+ 10.83% |
$497K - $580K
|
76.3K
$3.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
6.47K+ 14.3% |
$431K - $503K
|
51.7K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
CALL |
6KNew |
$400K - $467K
|
6K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.96K+ 2.55% |
$397K - $464K
|
240K
$11M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.8KNew |
$387K - $451K
|
5.8K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
5.55KNew |
$370K - $431K
|
5.55K
$254K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
4.7K+ 139.32% |
$313K - $365K
|
8.07K
$369K
|
|