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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$192K - $226K
|
2.18K
$115K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.07KNew |
$182K - $215K
|
2.07K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.03K+ 13.49% |
$179K - $210K
|
17K
$896K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.75KNew |
$155K - $182K
|
1.75K
$92.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.73KNew |
$153K - $180K
|
1.73K
$91.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 12.42% |
$149K - $175K
|
15.3K
$805K
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
1.68KNew |
$148K - $174K
|
1.68K
$88.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.41K+ 46.61% |
$125K - $146K
|
4.44K
$234K
|
|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.12KNew |
$98.4K - $116K
|
1.12K
$58.7K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1KNew |
$88.3K - $104K
|
1K
$52.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
1KNew |
$88.3K - $104K
|
1K
$52.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
910New |
$80.3K - $94.4K
|
910
$47.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
869+ 1.32% |
$76.7K - $90.2K
|
66.7K
$3.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
728+ 8.76% |
$64.2K - $75.6K
|
9.04K
$476K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
675+ 2.52% |
$59.6K - $70.1K
|
27.5K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
528+ 812.31% |
$46.6K - $54.8K
|
593
$31.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
502New |
$44.3K - $52.1K
|
502
$26.4K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
439+ 9.47% |
$38.7K - $45.6K
|
5.07K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
432New |
$38.1K - $44.8K
|
432
$22.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
427+ 7.82% |
$37.7K - $44.3K
|
5.89K
$310K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
388+ 0.64% |
$34.2K - $40.3K
|
60.6K
$3.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
347+ 16.55% |
$30.6K - $36K
|
2.44K
$129K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
343+ 4.0% |
$30.3K - $35.6K
|
8.93K
$470K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
343New |
$30.3K - $35.6K
|
343
$18K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
311+ 4.18% |
$27.4K - $32.3K
|
7.75K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
275+ 28.74% |
$24.3K - $28.5K
|
1.23K
$64.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
CALL |
256+ 118.52% |
$22.6K - $26.6K
|
472
$24.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
248+ 3.8% |
$21.9K - $25.7K
|
6.77K
$356K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
212+ 1.96% |
$18.7K - $22K
|
11K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
211New |
$18.6K - $21.9K
|
211
$11.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
202+ 8.88% |
$17.8K - $21K
|
2.48K
$130K
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
190New |
$16.8K - $19.7K
|
190
$10K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
178+ 7.27% |
$15.7K - $18.5K
|
2.63K
$138K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
175+ 5.95% |
$15.4K - $18.2K
|
3.12K
$164K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
160New |
$14.1K - $16.6K
|
160
$8.42K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
146+ 5.77% |
$12.9K - $15.2K
|
2.68K
$141K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
145+ 2.72% |
$12.8K - $15K
|
5.48K
$288K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
139New |
$12.3K - $14.4K
|
139
$7.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
131+ 1.19% |
$11.6K - $13.6K
|
11.2K
$587K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
106New |
$9.35K - $11K
|
106
$5.58K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
105+ 4.56% |
$9.27K - $10.9K
|
2.41K
$127K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
100+ 2.56% |
$8.83K - $10.4K
|
4K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
95+ 1.53% |
$8.38K - $9.86K
|
6.32K
$332K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
86New |
$7.59K - $8.93K
|
86
$4.53K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
82+ 3.8% |
$7.24K - $8.51K
|
2.24K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
71New |
$6.27K - $7.37K
|
71
$3.74K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
56+ 2.5% |
$4.94K - $5.81K
|
2.3K
$121K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
49+ 0.56% |
$4.32K - $5.09K
|
8.84K
$465K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
49+ 1.97% |
$4.32K - $5.09K
|
2.54K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
32+ 2.38% |
$2.82K - $3.32K
|
1.37K
$72.3K
|