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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 57.59% |
$112K - $126K
|
5.47K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.6KNew |
$89.3K - $101K
|
1.6K
$105K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.42K+ 17.09% |
$79.3K - $89.8K
|
9.74K
$638K
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.4KNew |
$78.1K - $88.5K
|
1.4K
$91.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.32KNew |
$73.4K - $83.1K
|
1.32K
$86.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.24K+ 16.02% |
$69K - $78.1K
|
8.95K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
1KNew |
$55.8K - $63.2K
|
1K
$65.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
1KNew |
$55.8K - $63.2K
|
1K
$65.5K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
629New |
$35.1K - $39.7K
|
629
$41.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
560+ 7.6% |
$31.3K - $35.4K
|
7.93K
$519K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
532New |
$29.7K - $33.6K
|
532
$34.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
516New |
$28.8K - $32.6K
|
516
$33.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
500New |
$27.9K - $31.6K
|
500
$32.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
478New |
$26.7K - $30.2K
|
478
$31.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
477+ 12.6% |
$26.6K - $30.1K
|
4.26K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
401+ 11.28% |
$22.4K - $25.3K
|
3.96K
$259K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
400+ 0.88% |
$22.3K - $25.3K
|
45.6K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
350New |
$19.5K - $22.1K
|
350
$22.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
339New |
$18.9K - $21.4K
|
339
$22.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
332+ 3.17% |
$18.5K - $21K
|
10.8K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
320+ 5.05% |
$17.9K - $20.2K
|
6.65K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
282+ 3.54% |
$15.7K - $17.8K
|
8.25K
$540K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
258+ 1.78% |
$14.4K - $16.3K
|
14.8K
$967K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
202+ 7.84% |
$11.3K - $12.8K
|
2.78K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
CALL |
200New |
$11.2K - $12.6K
|
200
$13.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$11.2K - $12.6K
|
200
$13.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
174+ 4.94% |
$9.71K - $11K
|
3.7K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
154+ 3.77% |
$8.59K - $9.73K
|
4.23K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
149+ 57.09% |
$8.32K - $9.41K
|
410
$26.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
145+ 3.58% |
$8.09K - $9.16K
|
4.2K
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
126New |
$7.03K - $7.96K
|
126
$8.25K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$6.25K - $7.08K
|
112
$7.34K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$6.55K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
88New |
$4.91K - $5.56K
|
88
$5.76K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
75New |
$4.19K - $4.74K
|
75
$4.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
55New |
$3.07K - $3.47K
|
55
$3.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
43+ 14.68% |
$2.4K - $2.72K
|
336
$22K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
42New |
$2.34K - $2.65K
|
42
$2.75K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.98% |
$2.34K - $2.65K
|
4.33K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27New |
$1.51K - $1.71K
|
27
$1.77K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
23New |
$1.28K - $1.45K
|
23
$1.51K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$949 - $1.07K
|
17
$1.11K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
14+ 0.28% |
$781 - $885
|
4.94K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.22% |
$558 - $632
|
4.46K
$292K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10+ 0.2% |
$558 - $632
|
5.07K
$332K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7New |
$391 - $442
|
7
$459
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.22% |
$223 - $253
|
332
$21.7K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
4+ 8.89% |
$223 - $253
|
49
$3.21K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.03% |
$55.8 - $63.2
|
3.86K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$55.8 - $63.2
|
4.47K
$293K
|