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 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
172+ 15.19% |
$9.6K - $10.9K
|
1.3K
$59.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
171+ 89.53% |
$9.54K - $10.8K
|
362
$16.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
162+ 0.12% |
$9.04K - $10.2K
|
136K
$6.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
162+ 7.25% |
$9.04K - $10.2K
|
2.4K
$110K
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
160+ 0.74% |
$8.93K - $10.1K
|
21.8K
$998K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
160+ 10.6% |
$8.93K - $10.1K
|
1.67K
$76.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
154+ 3.77% |
$8.59K - $9.73K
|
4.23K
$194K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
152+ 11.55% |
$8.48K - $9.6K
|
1.47K
$67.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
151+ 0.64% |
$8.43K - $9.54K
|
23.9K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
149+ 57.09% |
$8.32K - $9.41K
|
410
$18.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
147+ 2.13% |
$8.2K - $9.29K
|
7.04K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
145+ 3.58% |
$8.09K - $9.16K
|
4.2K
$192K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
143+ 76.06% |
$7.98K - $9.03K
|
331
$15.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
142+ 3.58% |
$7.93K - $8.97K
|
4.11K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
141+ 6.84% |
$7.87K - $8.91K
|
2.2K
$101K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
138+ 3.39% |
$7.7K - $8.72K
|
4.21K
$193K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
138+ 1.62% |
$7.7K - $8.72K
|
8.64K
$395K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
126New |
$7.03K - $7.96K
|
126
$5.77K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
121+ 2.67% |
$6.75K - $7.64K
|
4.66K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
115+ 0.53% |
$6.42K - $7.27K
|
21.7K
$994K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$6.25K - $7.08K
|
112
$5.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
111+ 6.96% |
$6.19K - $7.01K
|
1.71K
$78.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
110+ 2.9% |
$6.14K - $6.95K
|
3.91K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$4.58K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$4.58K
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
100+ 0.24% |
$5.58K - $6.32K
|
42.6K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$4.58K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 0.83% |
$5.58K - $6.32K
|
12.1K
$553K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
97+ 107.78% |
$5.41K - $6.13K
|
187
$8.56K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
93+ 8.7% |
$5.19K - $5.88K
|
1.16K
$53.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
88New |
$4.91K - $5.56K
|
88
$4.03K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
88+ 6.16% |
$4.91K - $5.56K
|
1.52K
$69.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
88+ 0.98% |
$4.91K - $5.56K
|
9.11K
$417K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
85+ 18.4% |
$4.74K - $5.37K
|
547
$25K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
79+ 1.45% |
$4.41K - $4.99K
|
5.55K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
78+ 0.86% |
$4.35K - $4.93K
|
9.2K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
75New |
$4.19K - $4.74K
|
75
$3.43K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
66New |
$3.68K - $4.17K
|
66
$3.02K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
65+ 13.92% |
$3.63K - $4.11K
|
532
$24.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
62+ 1.66% |
$3.46K - $3.92K
|
3.79K
$173K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
59+ 46.46% |
$3.29K - $3.73K
|
186
$8.51K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
57+ 60.0% |
$3.18K - $3.6K
|
152
$6.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
56+ 2.18% |
$3.13K - $3.54K
|
2.62K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
56+ 0.54% |
$3.13K - $3.54K
|
10.5K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
56+ 0.5% |
$3.13K - $3.54K
|
11.3K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
55New |
$3.07K - $3.47K
|
55
$2.52K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
55+ 1.1% |
$3.07K - $3.47K
|
5.07K
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
53+ 0.15% |
$2.96K - $3.35K
|
34.6K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
47+ 3.69% |
$2.62K - $2.97K
|
1.32K
$60.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
43+ 14.68% |
$2.4K - $2.72K
|
336
$15.4K
|