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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
478+ 15.41% |
$25.6K - $38K
|
3.58K
$235K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
$18.8K - $27.8K
|
350
$22.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
349+ 4.04% |
$18.7K - $27.8K
|
8.98K
$588K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
302+ 116.15% |
$16.2K - $24K
|
562
$36.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
300New |
$16.1K - $23.9K
|
300
$19.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
202New |
$10.8K - $16.1K
|
202
$13.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
200+ 3.57% |
$10.7K - $15.9K
|
5.81K
$381K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200+ 28.57% |
$10.7K - $15.9K
|
900
$59K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200New |
$10.7K - $15.9K
|
200
$13.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
195New |
$10.5K - $15.5K
|
195
$12.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
184+ 5.63% |
$9.87K - $14.6K
|
3.45K
$226K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
173New |
$9.28K - $13.8K
|
173
$11.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
158+ 24.88% |
$8.47K - $12.6K
|
793
$51.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
154+ 1.27% |
$8.26K - $12.3K
|
12.3K
$806K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
147New |
$7.88K - $11.7K
|
147
$9.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
144New |
$7.72K - $11.5K
|
144
$9.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
121+ 0.63% |
$6.49K - $9.63K
|
19.2K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
120+ 3.0% |
$6.44K - $9.55K
|
4.12K
$270K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
115+ 3.16% |
$6.17K - $9.15K
|
3.76K
$246K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
108+ 0.83% |
$5.79K - $8.59K
|
13K
$855K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
100New |
$5.36K - $7.96K
|
100
$6.55K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
83+ 0.57% |
$4.45K - $6.6K
|
14.7K
$964K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
78New |
$4.18K - $6.21K
|
78
$5.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
70+ 0.09% |
$3.75K - $5.57K
|
81.3K
$5.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
66+ 1.56% |
$3.54K - $5.25K
|
4.29K
$281K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
50New |
$2.68K - $3.98K
|
50
$3.28K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
50+ 1.08% |
$2.68K - $3.98K
|
4.68K
$307K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
50New |
$2.68K - $3.98K
|
50
$3.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
39New |
$2.09K - $3.1K
|
39
$2.55K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37+ 1.15% |
$1.98K - $2.94K
|
3.26K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.21% |
$429 - $636
|
3.79K
$248K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$375 - $557
|
7
$459
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.15% |
$322 - $477
|
4.04K
$265K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 27.78% |
$268 - $398
|
23
$1.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.3% |
$107 - $159
|
156
$10.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
CALL |
250KNew |
$18M - $20.4M
|
250K
$16.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
134KNew |
$9.61M - $10.9M
|
134K
$8.75M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
113K+ 46.23% |
$8.17M - $9.24M
|
359K
$23.5M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
95.2K+ 299.37% |
$6.85M - $7.75M
|
127K
$8.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
77.3KNew |
$5.57M - $6.29M
|
77.3K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
26.5KNew |
$1.91M - $2.16M
|
26.5K
$1.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
22.5K+ 688.71% |
$1.62M - $1.83M
|
25.8K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 13.31% |
$1.05M - $1.18M
|
124K
$8.12M
|
|
|
May 15, 2024
Q1 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10K+ 25.0% |
$720K - $814K
|
50K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.99KNew |
$647K - $732K
|
8.99K
$589K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8.09K+ 74.56% |
$582K - $659K
|
18.9K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.95K+ 16.97% |
$573K - $648K
|
54.8K
$3.59M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
7.8KNew |
$562K - $635K
|
7.8K
$511K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
7.42K+ 109.54% |
$534K - $604K
|
14.2K
$929K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
6.98KNew |
$502K - $568K
|
6.98K
$457K
|
|