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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$499K - $565K
|
6.93K
$454K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.65K+ 158.77% |
$479K - $542K
|
10.8K
$710K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.43KNew |
$463K - $523K
|
6.43K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
5.24KNew |
$377K - $426K
|
5.24K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.96KNew |
$357K - $404K
|
4.96K
$325K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.95KNew |
$356K - $403K
|
4.95K
$324K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
4.55K+ 124.92% |
$328K - $371K
|
8.2K
$537K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
4.35K+ 131.62% |
$313K - $355K
|
7.66K
$502K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.13KNew |
$297K - $336K
|
4.13K
$270K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.98K+ 7.24% |
$286K - $324K
|
58.9K
$3.86M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.92KNew |
$282K - $319K
|
3.92K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.91KNew |
$282K - $319K
|
3.91K
$256K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
$271K - $306K
|
3.76K
$246K
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
3.42K+ 25.11% |
$246K - $279K
|
17.1K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.28K+ 14.15% |
$236K - $267K
|
26.4K
$1.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.16KNew |
$227K - $257K
|
3.16K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.04KNew |
$219K - $247K
|
3.04K
$199K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.91KNew |
$209K - $237K
|
2.91K
$190K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.85KNew |
$205K - $232K
|
2.85K
$187K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.82KNew |
$203K - $229K
|
2.82K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.65KNew |
$191K - $216K
|
2.65K
$173K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.63KNew |
$189K - $214K
|
2.63K
$172K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.61KNew |
$188K - $213K
|
2.61K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$170K
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.59K+ 69.02% |
$187K - $211K
|
6.35K
$416K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.55KNew |
$184K - $208K
|
2.55K
$167K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.51KNew |
$181K - $204K
|
2.51K
$164K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.48K+ 61.44% |
$178K - $202K
|
6.51K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.09K+ 79.21% |
$150K - $170K
|
4.72K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 9.43% |
$142K - $161K
|
22.9K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.91K+ 23.55% |
$137K - $155K
|
10K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.78KNew |
$128K - $145K
|
1.78K
$116K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.76K+ 17.7% |
$126K - $143K
|
11.7K
$765K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
1.66K+ 8.64% |
$119K - $135K
|
20.8K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.63K+ 20.17% |
$118K - $133K
|
9.73K
$638K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.5K+ 56.82% |
$108K - $122K
|
4.14K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 45.26% |
$97.3K - $110K
|
4.34K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
999+ 30.14% |
$71.9K - $81.3K
|
4.31K
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
884+ 5.28% |
$63.6K - $72K
|
17.6K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
872+ 40.0% |
$62.8K - $71K
|
3.05K
$200K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
847+ 2.29% |
$61K - $69K
|
37.9K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
837+ 0.54% |
$60.3K - $68.1K
|
157K
$10.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
835+ 1.08% |
$60.1K - $68K
|
78K
$5.11M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
783New |
$56.4K - $63.8K
|
783
$51.3K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
745New |
$53.6K - $60.7K
|
745
$48.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
727+ 16.05% |
$52.3K - $59.2K
|
5.26K
$344K
|
|
|
Apr 10, 2025
Q1 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
710+ 5.53% |
$51.1K - $57.8K
|
13.6K
$888K
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
688+ 1.54% |
$49.5K - $56K
|
45.4K
$2.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
631+ 22.24% |
$45.4K - $51.4K
|
3.47K
$227K
|