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 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.8KNew |
$387K - $451K
|
5.8K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
5.55KNew |
$370K - $431K
|
5.55K
$246K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
4.7K+ 139.32% |
$313K - $365K
|
8.07K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.93K+ 36.01% |
$262K - $306K
|
14.8K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.77KNew |
$252K - $293K
|
3.77K
$167K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.46K+ 5.5% |
$230K - $269K
|
66.2K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.43KNew |
$229K - $267K
|
3.43K
$152K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$223K - $261K
|
3.35K
$149K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.34K+ 29.64% |
$223K - $260K
|
14.6K
$649K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.03KNew |
$202K - $235K
|
3.03K
$134K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.79KNew |
$186K - $217K
|
2.79K
$124K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.55K+ 0.45% |
$170K - $199K
|
575K
$25.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.46K+ 3.01% |
$164K - $192K
|
84.4K
$3.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.99K+ 18.35% |
$132K - $154K
|
12.8K
$568K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.93K+ 4.17% |
$129K - $150K
|
48.2K
$2.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 6.06% |
$103K - $120K
|
26.9K
$1.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.5K+ 20.0% |
$100K - $117K
|
9K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
1.22K+ 7.38% |
$81.5K - $95.1K
|
17.8K
$789K
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 21.52% |
$76.8K - $89.6K
|
6.51K
$289K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.04KNew |
$69.3K - $80.9K
|
1.04K
$46.1K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
968+ 14.69% |
$64.5K - $75.3K
|
7.56K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
935+ 7.16% |
$62.3K - $72.7K
|
14K
$621K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
748+ 210.7% |
$49.9K - $58.2K
|
1.1K
$48.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
736+ 3.25% |
$49.1K - $57.2K
|
23.4K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
590+ 0.73% |
$39.3K - $45.9K
|
81.2K
$3.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
572+ 0.52% |
$38.1K - $44.5K
|
111K
$4.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
539+ 4.04% |
$35.9K - $41.9K
|
13.9K
$616K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
529New |
$35.3K - $41.1K
|
529
$23.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
525New |
$35K - $40.8K
|
525
$23.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
419+ 11.36% |
$27.9K - $32.6K
|
4.11K
$182K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
340+ 6.9% |
$22.7K - $26.4K
|
5.27K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
325+ 3.65% |
$21.7K - $25.3K
|
9.24K
$410K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
CALL |
300New |
$20K - $23.3K
|
300
$13.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
200New |
$13.3K - $15.6K
|
200
$8.87K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
200New |
$13.3K - $15.6K
|
200
$8.87K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
142New |
$9.46K - $11K
|
142
$6.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
142+ 4.18% |
$9.46K - $11K
|
3.54K
$157K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
138+ 8.37% |
$9.2K - $10.7K
|
1.79K
$79.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
126+ 2.52% |
$8.4K - $9.8K
|
5.13K
$228K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
120New |
$8K - $9.33K
|
120
$5.32K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
100+ 12.5% |
$6.67K - $7.78K
|
900
$39.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
78+ 1.53% |
$5.2K - $6.06K
|
5.18K
$230K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
76+ 0.27% |
$5.07K - $5.91K
|
27.9K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60New |
$4K - $4.67K
|
60
$2.66K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
39+ 102.63% |
$2.6K - $3.03K
|
77
$3.42K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
33+ 0.75% |
$2.2K - $2.57K
|
4.43K
$196K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
22+ 0.21% |
$1.47K - $1.71K
|
10.3K
$458K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.47% |
$1K - $1.17K
|
3.18K
$141K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
15+ 0.31% |
$1K - $1.17K
|
4.91K
$218K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 10.34% |
$200 - $233
|
32
$1.42K
|