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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.58KNew |
$200K - $226K
|
3.58K
$279K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
3.5KNew |
$195K - $221K
|
3.5K
$273K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.47KNew |
$194K - $219K
|
3.47K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.41KNew |
$190K - $215K
|
3.41K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.38KNew |
$189K - $213K
|
3.38K
$263K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3.37KNew |
$188K - $213K
|
3.37K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
3.36KNew |
$188K - $213K
|
3.36K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.28KNew |
$183K - $207K
|
3.28K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.24KNew |
$181K - $205K
|
3.24K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
3.21KNew |
$179K - $202K
|
3.21K
$250K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.18KNew |
$178K - $201K
|
3.18K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.18K+ 22.68% |
$177K - $201K
|
17.2K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.06K+ 57.09% |
$171K - $193K
|
8.41K
$655K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.85K+ 2.08% |
$159K - $180K
|
140K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.79KNew |
$156K - $176K
|
2.79K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
2.19K+ 34.41% |
$122K - $139K
|
8.57K
$667K
|
|
|
Jul 24, 2025
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.02K+ 10.86% |
$113K - $128K
|
20.6K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 57.59% |
$112K - $126K
|
5.47K
$426K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.6KNew |
$89.3K - $101K
|
1.6K
$125K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.42K+ 17.09% |
$79.3K - $89.8K
|
9.74K
$759K
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.4KNew |
$78.1K - $88.5K
|
1.4K
$109K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.32KNew |
$73.4K - $83.1K
|
1.32K
$102K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.24K+ 16.02% |
$69K - $78.1K
|
8.95K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
1KNew |
$55.8K - $63.2K
|
1K
$77.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
1KNew |
$55.8K - $63.2K
|
1K
$77.9K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
629New |
$35.1K - $39.7K
|
629
$49K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
560+ 7.6% |
$31.3K - $35.4K
|
7.93K
$618K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
532New |
$29.7K - $33.6K
|
532
$41.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
516New |
$28.8K - $32.6K
|
516
$40.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
500New |
$27.9K - $31.6K
|
500
$39K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
478New |
$26.7K - $30.2K
|
478
$37.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
477+ 12.6% |
$26.6K - $30.1K
|
4.26K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
401+ 11.28% |
$22.4K - $25.3K
|
3.96K
$308K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
400+ 0.88% |
$22.3K - $25.3K
|
45.6K
$3.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
350New |
$19.5K - $22.1K
|
350
$27.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
339New |
$18.9K - $21.4K
|
339
$26.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
332+ 3.17% |
$18.5K - $21K
|
10.8K
$842K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
320+ 5.05% |
$17.9K - $20.2K
|
6.65K
$518K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
282+ 3.54% |
$15.7K - $17.8K
|
8.25K
$643K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
258+ 1.78% |
$14.4K - $16.3K
|
14.8K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
202+ 7.84% |
$11.3K - $12.8K
|
2.78K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
CALL |
200New |
$11.2K - $12.6K
|
200
$15.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$11.2K - $12.6K
|
200
$15.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
174+ 4.94% |
$9.71K - $11K
|
3.7K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
154+ 3.77% |
$8.59K - $9.73K
|
4.23K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
145+ 3.58% |
$8.09K - $9.16K
|
4.2K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
126New |
$7.03K - $7.96K
|
126
$9.82K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$6.25K - $7.08K
|
112
$8.72K
|