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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.24KNew |
$236K - $268K
|
4.24K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
4.2K+ 2.14% |
$234K - $265K
|
201K
$8.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.18K+ 19.04% |
$233K - $264K
|
26.1K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.15KNew |
$232K - $262K
|
4.15K
$184K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.14KNew |
$231K - $262K
|
4.14K
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
4.08K+ 13.15% |
$228K - $258K
|
35.1K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
4.04K+ 7.26% |
$225K - $255K
|
59.6K
$2.64M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
4KNew |
$223K - $253K
|
4K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.93K+ 2.56% |
$219K - $248K
|
158K
$6.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.86KNew |
$216K - $244K
|
3.86K
$171K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
3.8K+ 51.4% |
$212K - $240K
|
11.2K
$497K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.79K+ 27.83% |
$211K - $239K
|
17.4K
$772K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
3.76KNew |
$210K - $238K
|
3.76K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.72KNew |
$208K - $235K
|
3.72K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
3.7K+ 0.82% |
$206K - $234K
|
455K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.69K+ 4.92% |
$206K - $233K
|
78.7K
$3.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.67KNew |
$205K - $232K
|
3.67K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
3.67K+ 2.03% |
$205K - $232K
|
184K
$8.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.66KNew |
$204K - $231K
|
3.66K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.66KNew |
$204K - $231K
|
3.66K
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.65KNew |
$204K - $231K
|
3.65K
$162K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.63KNew |
$203K - $229K
|
3.63K
$161K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.58KNew |
$200K - $226K
|
3.58K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.56K+ 1.53% |
$198K - $225K
|
237K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.5K+ 14.85% |
$195K - $221K
|
27.1K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
3.5KNew |
$195K - $221K
|
3.5K
$155K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.47KNew |
$194K - $219K
|
3.47K
$154K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.46KNew |
$193K - $219K
|
3.46K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.43K+ 14.71% |
$191K - $216K
|
26.7K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.41KNew |
$190K - $215K
|
3.41K
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.39K+ 9.06% |
$189K - $214K
|
40.8K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.38KNew |
$189K - $213K
|
3.38K
$150K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3.37KNew |
$188K - $213K
|
3.37K
$150K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.37KNew |
$188K - $213K
|
3.37K
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
3.36KNew |
$188K - $213K
|
3.36K
$149K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$148K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$147K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.32KNew |
$185K - $210K
|
3.32K
$147K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.32K+ 13.26% |
$185K - $210K
|
28.4K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3.32K+ 17.62% |
$185K - $209K
|
22.1K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.31K+ 49.45% |
$185K - $209K
|
10K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.31KNew |
$185K - $209K
|
3.31K
$147K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.29KNew |
$183K - $208K
|
3.29K
$146K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.28KNew |
$183K - $207K
|
3.28K
$146K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.28K+ 0.09% |
$183K - $207K
|
3.75M
$166M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.24KNew |
$181K - $205K
|
3.24K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.24KNew |
$181K - $205K
|
3.24K
$144K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.23KNew |
$180K - $204K
|
3.23K
$143K
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
3.22KNew |
$180K - $203K
|
3.22K
$143K
|