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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
83+ 0.57% |
$4.45K - $6.6K
|
14.7K
$1.15M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
78New |
$4.18K - $6.21K
|
78
$6.08K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
70+ 0.09% |
$3.75K - $5.57K
|
81.3K
$6.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
66+ 1.56% |
$3.54K - $5.25K
|
4.29K
$334K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
50New |
$2.68K - $3.98K
|
50
$3.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
50+ 1.08% |
$2.68K - $3.98K
|
4.68K
$365K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
50New |
$2.68K - $3.98K
|
50
$3.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
39New |
$2.09K - $3.1K
|
39
$3.04K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37+ 1.15% |
$1.98K - $2.94K
|
3.26K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.21% |
$429 - $636
|
3.79K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$375 - $557
|
7
$545
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.15% |
$322 - $477
|
4.04K
$315K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 27.78% |
$268 - $398
|
23
$1.79K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.3% |
$107 - $159
|
156
$12.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
CALL |
250KNew |
$18M - $20.4M
|
250K
$19.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
134KNew |
$9.61M - $10.9M
|
134K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
113K+ 46.23% |
$8.17M - $9.24M
|
359K
$28M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
95.2K+ 299.37% |
$6.85M - $7.75M
|
127K
$9.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
77.3KNew |
$5.57M - $6.29M
|
77.3K
$6.02M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
26.5KNew |
$1.91M - $2.16M
|
26.5K
$2.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
22.5K+ 688.71% |
$1.62M - $1.83M
|
25.8K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 13.31% |
$1.05M - $1.18M
|
124K
$9.65M
|
|
|
May 15, 2024
Q1 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10K+ 25.0% |
$720K - $814K
|
50K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.99KNew |
$647K - $732K
|
8.99K
$701K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8.09K+ 74.56% |
$582K - $659K
|
18.9K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.95K+ 16.97% |
$573K - $648K
|
54.8K
$4.27M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
7.8KNew |
$562K - $635K
|
7.8K
$608K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
7.42K+ 109.54% |
$534K - $604K
|
14.2K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
6.98KNew |
$502K - $568K
|
6.98K
$543K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$499K - $565K
|
6.93K
$540K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.65K+ 158.77% |
$479K - $542K
|
10.8K
$845K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.43KNew |
$463K - $523K
|
6.43K
$501K
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
5.24KNew |
$377K - $426K
|
5.24K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.96KNew |
$357K - $404K
|
4.96K
$386K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.95KNew |
$356K - $403K
|
4.95K
$386K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
4.55K+ 124.92% |
$328K - $371K
|
8.2K
$638K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
4.35K+ 131.62% |
$313K - $355K
|
7.66K
$597K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.13KNew |
$297K - $336K
|
4.13K
$322K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.98K+ 7.24% |
$286K - $324K
|
58.9K
$4.59M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.92KNew |
$282K - $319K
|
3.92K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.91KNew |
$282K - $319K
|
3.91K
$305K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
$271K - $306K
|
3.76K
$293K
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
3.42K+ 25.11% |
$246K - $279K
|
17.1K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.28K+ 14.15% |
$236K - $267K
|
26.4K
$2.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.16KNew |
$227K - $257K
|
3.16K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.04KNew |
$219K - $247K
|
3.04K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.91KNew |
$209K - $237K
|
2.91K
$226K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.85KNew |
$205K - $232K
|
2.85K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.82KNew |
$203K - $229K
|
2.82K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.65KNew |
$191K - $216K
|
2.65K
$206K
|
|