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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
202+ 8.88% |
$17.8K - $21K
|
2.48K
$110K
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
190New |
$16.8K - $19.7K
|
190
$8.43K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
178+ 7.27% |
$15.7K - $18.5K
|
2.63K
$117K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
175+ 5.95% |
$15.4K - $18.2K
|
3.12K
$138K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
160New |
$14.1K - $16.6K
|
160
$7.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
146+ 5.77% |
$12.9K - $15.2K
|
2.68K
$119K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
145+ 2.72% |
$12.8K - $15K
|
5.48K
$243K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
139New |
$12.3K - $14.4K
|
139
$6.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
131+ 1.19% |
$11.6K - $13.6K
|
11.2K
$495K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
106New |
$9.35K - $11K
|
106
$4.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
105+ 4.56% |
$9.27K - $10.9K
|
2.41K
$107K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
100+ 2.56% |
$8.83K - $10.4K
|
4K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
95+ 1.53% |
$8.38K - $9.86K
|
6.32K
$280K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
86New |
$7.59K - $8.93K
|
86
$3.81K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
82+ 3.8% |
$7.24K - $8.51K
|
2.24K
$99.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
71New |
$6.27K - $7.37K
|
71
$3.15K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
56+ 2.5% |
$4.94K - $5.81K
|
2.3K
$102K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
49+ 0.56% |
$4.32K - $5.09K
|
8.84K
$392K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
49+ 1.97% |
$4.32K - $5.09K
|
2.54K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
32+ 2.38% |
$2.82K - $3.32K
|
1.37K
$61K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
32+ 0.7% |
$2.82K - $3.32K
|
4.6K
$204K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
32+ 0.47% |
$2.82K - $3.32K
|
6.86K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
30New |
$2.65K - $3.11K
|
30
$1.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
29+ 1.05% |
$2.56K - $3.01K
|
2.79K
$124K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
29+ 0.31% |
$2.56K - $3.01K
|
9.45K
$419K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15+ 0.43% |
$1.32K - $1.56K
|
3.5K
$155K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11+ 0.44% |
$971 - $1.14K
|
2.53K
$112K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 16.67% |
$883 - $1.04K
|
70
$3.11K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.4% |
$794 - $934
|
2.28K
$101K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
9+ 0.34% |
$794 - $934
|
2.68K
$119K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$706 - $830
|
8
$355
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.19% |
$441 - $519
|
2.64K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
3+ 0.1% |
$265 - $311
|
2.92K
$130K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.6% |
$265 - $311
|
503
$22.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
215KNew |
$19.9M - $22.9M
|
215K
$9.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Health Cor Management, L.P.
New York, NY |
BUY
|
- |
131KNew |
$12.1M - $14M
|
131K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
110K+ 85.48% |
$10.2M - $11.7M
|
239K
$10.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
97.3K+ 3616.09% |
$9M - $10.4M
|
100K
$4.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Parkman Healthcare Partners LLC
Stamford, CT |
BUY
|
- |
64.1K+ 119.68% |
$5.93M - $6.82M
|
118K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Tamarack Advisers, LP
Carlsbad, CA |
BUY
|
- |
50KNew |
$4.63M - $5.32M
|
50K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
35.3KNew |
$3.26M - $3.75M
|
35.3K
$1.56M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
33.5KNew |
$3.1M - $3.56M
|
33.5K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
25KNew |
$2.31M - $2.66M
|
25K
$1.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
22.2K+ 93.21% |
$2.06M - $2.36M
|
46.1K
$2.04M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
20KNew |
$1.85M - $2.13M
|
20K
$887K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
19.5K+ 16.26% |
$1.81M - $2.08M
|
140K
$6.19M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
15.8K+ 355.83% |
$1.46M - $1.68M
|
20.2K
$895K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
15.7KNew |
$1.45M - $1.67M
|
15.7K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
14.8KNew |
$1.37M - $1.58M
|
14.8K
$657K
|
|
|
Nov 09, 2022
Q3 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
11KNew |
$1.02M - $1.17M
|
11K
$488K
|
|