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 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25+ 0.9% |
$1.8K - $2.04K
|
2.79K
$183K
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.41% |
$1.73K - $1.95K
|
5.83K
$382K
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
20+ 0.15% |
$1.44K - $1.63K
|
13.5K
$885K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19+ 9.5% |
$1.37K - $1.55K
|
219
$14.3K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
16+ 0.59% |
$1.15K - $1.3K
|
2.75K
$180K
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
11+ 0.42% |
$792 - $896
|
2.63K
$172K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
10+ 0.28% |
$720 - $814
|
3.53K
$231K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
7New |
$504 - $570
|
7
$459
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7+ 0.23% |
$504 - $570
|
3.06K
$200K
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5+ 0.15% |
$360 - $407
|
3.33K
$218K
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.1% |
$216 - $244
|
2.87K
$188K
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$216 - $244
|
2.54K
$166K
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.06% |
$144 - $163
|
3.36K
$220K
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 9.09% |
$72 - $81.4
|
12
$786
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1+ 0.04% |
$72 - $81.4
|
2.52K
$165K
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$72 - $81.4
|
2.58K
$169K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Boone Capital Management LLC
Atlanta, GA |
BUY
|
- |
367KNew |
$24.4M - $29M
|
367K
$24.1M
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
182K+ 104.89% |
$12.1M - $14.4M
|
356K
$23.3M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
181K+ 1923.4% |
$12M - $14.3M
|
190K
$12.5M
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
83.5KNew |
$5.53M - $6.59M
|
83.5K
$5.47M
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
77.8KNew |
$5.16M - $6.15M
|
77.8K
$5.1M
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
75KNew |
$4.97M - $5.93M
|
75K
$4.91M
|
|
Feb 14, 2024
Q4 2023
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
- |
65KNew |
$4.31M - $5.14M
|
65K
$4.26M
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
57.9KNew |
$3.84M - $4.57M
|
57.9K
$3.79M
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
50.1KNew |
$3.32M - $3.96M
|
50.1K
$3.28M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
33.4KNew |
$2.21M - $2.64M
|
33.4K
$2.19M
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
29.9KNew |
$1.98M - $2.36M
|
29.9K
$1.96M
|
|
Feb 14, 2024
Q4 2023
|
Pavadi Capital LLC
New York, NY |
BUY
|
- |
29.6K+ 52.77% |
$1.96M - $2.34M
|
85.6K
$5.61M
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
29KNew |
$1.92M - $2.29M
|
29K
$1.9M
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
26.8KNew |
$1.78M - $2.12M
|
26.8K
$1.76M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
24.2KNew |
$1.6M - $1.91M
|
24.2K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
21.6K+ 104.05% |
$1.43M - $1.7M
|
42.3K
$2.77M
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
19.9KNew |
$1.32M - $1.58M
|
19.9K
$1.31M
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
19.1KNew |
$1.27M - $1.51M
|
19.1K
$1.25M
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
18.9K+ 2.33% |
$1.26M - $1.5M
|
830K
$54.4M
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
17.7KNew |
$1.17M - $1.4M
|
17.7K
$1.16M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.8K+ 74.04% |
$852K - $1.01M
|
30.2K
$1.98M
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
10.1KNew |
$671K - $799K
|
10.1K
$663K
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
9.1KNew |
$604K - $719K
|
9.1K
$596K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.79K+ 2.96% |
$450K - $536K
|
236K
$15.5M
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
6.44KNew |
$427K - $509K
|
6.44K
$422K
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.34KNew |
$420K - $501K
|
6.34K
$415K
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
5.59KNew |
$371K - $442K
|
5.59K
$366K
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.33KNew |
$353K - $421K
|
5.33K
$349K
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
5KNew |
$331K - $395K
|
5K
$328K
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.86KNew |
$322K - $384K
|
4.86K
$319K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.42KNew |
$293K - $349K
|
4.42K
$290K
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
4.25KNew |
$282K - $336K
|
4.25K
$278K
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
4.09KNew |
$271K - $323K
|
4.09K
$268K
|