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 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
595New |
$42.8K - $48.4K
|
595
$39K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
576+ 4.06% |
$41.5K - $46.9K
|
14.8K
$967K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
523+ 19.62% |
$37.7K - $42.6K
|
3.19K
$209K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
491+ 7.11% |
$35.3K - $40K
|
7.4K
$485K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
455+ 0.47% |
$32.8K - $37K
|
96.6K
$6.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
443+ 11.8% |
$31.9K - $36.1K
|
4.2K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
423+ 15.01% |
$30.5K - $34.4K
|
3.24K
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
396+ 0.85% |
$28.5K - $32.2K
|
47.1K
$3.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
350+ 4.75% |
$25.2K - $28.5K
|
7.72K
$506K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
322+ 7.03% |
$23.2K - $26.2K
|
4.9K
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
317+ 4.04% |
$22.8K - $25.8K
|
8.15K
$534K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
299+ 9.7% |
$21.5K - $24.3K
|
3.38K
$222K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
288+ 11.31% |
$20.7K - $23.4K
|
2.83K
$186K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
285+ 6.53% |
$20.5K - $23.2K
|
4.65K
$305K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
271New |
$19.5K - $22.1K
|
271
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
267New |
$19.2K - $21.7K
|
267
$17.5K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
256+ 5.17% |
$18.4K - $20.8K
|
5.2K
$341K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
253+ 1686.67% |
$18.2K - $20.6K
|
268
$17.6K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
235+ 7.56% |
$16.9K - $19.1K
|
3.34K
$219K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
229+ 0.15% |
$16.5K - $18.6K
|
156K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
225+ 6.33% |
$16.2K - $18.3K
|
3.78K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
220+ 8.0% |
$15.8K - $17.9K
|
2.97K
$195K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
213+ 8.18% |
$15.3K - $17.3K
|
2.82K
$184K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
212New |
$15.3K - $17.3K
|
212
$13.9K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
207New |
$14.9K - $16.9K
|
207
$13.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
200+ 7.14% |
$14.4K - $16.3K
|
3K
$197K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
182+ 54.33% |
$13.1K - $14.8K
|
517
$33.9K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
178+ 3.19% |
$12.8K - $14.5K
|
5.75K
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
150+ 4.52% |
$10.8K - $12.2K
|
3.47K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
139+ 4.9% |
$10K - $11.3K
|
2.98K
$195K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
127+ 2.39% |
$9.14K - $10.3K
|
5.44K
$356K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
119+ 3.72% |
$8.57K - $9.69K
|
3.31K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
118+ 3.47% |
$8.49K - $9.61K
|
3.52K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
97+ 2.33% |
$6.98K - $7.9K
|
4.27K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
94New |
$6.77K - $7.65K
|
94
$6.16K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
91+ 3.05% |
$6.55K - $7.41K
|
3.08K
$202K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
88+ 2.89% |
$6.34K - $7.16K
|
3.14K
$205K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
85+ 2.96% |
$6.12K - $6.92K
|
2.96K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80+ 2.49% |
$5.76K - $6.51K
|
3.29K
$216K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
80+ 2.7% |
$5.76K - $6.51K
|
3.05K
$200K
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
79+ 0.06% |
$5.69K - $6.43K
|
127K
$8.31M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
72New |
$5.18K - $5.86K
|
72
$4.72K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
72+ 1.51% |
$5.18K - $5.86K
|
4.84K
$317K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
59+ 2.3% |
$4.25K - $4.8K
|
2.63K
$172K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.45% |
$3.6K - $4.07K
|
11.2K
$734K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
49+ 0.92% |
$3.53K - $3.99K
|
5.37K
$352K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
48+ 1.26% |
$3.46K - $3.91K
|
3.86K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 300.0% |
$3.24K - $3.66K
|
60
$3.93K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
41+ 0.11% |
$2.95K - $3.34K
|
37.5K
$2.45M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25+ 0.9% |
$1.8K - $2.04K
|
2.79K
$183K
|