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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.63KNew |
$189K - $214K
|
2.63K
$205K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.61KNew |
$188K - $213K
|
2.61K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.6KNew |
$187K - $212K
|
2.6K
$202K
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.59K+ 69.02% |
$187K - $211K
|
6.35K
$494K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.55KNew |
$184K - $208K
|
2.55K
$199K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.51KNew |
$181K - $204K
|
2.51K
$195K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.48K+ 61.44% |
$178K - $202K
|
6.51K
$507K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.09K+ 79.21% |
$150K - $170K
|
4.72K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 9.43% |
$142K - $161K
|
22.9K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.91K+ 23.55% |
$137K - $155K
|
10K
$779K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.78KNew |
$128K - $145K
|
1.78K
$138K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.76K+ 17.7% |
$126K - $143K
|
11.7K
$910K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
1.66K+ 8.64% |
$119K - $135K
|
20.8K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.63K+ 20.17% |
$118K - $133K
|
9.73K
$758K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.5K+ 56.82% |
$108K - $122K
|
4.14K
$323K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 45.26% |
$97.3K - $110K
|
4.34K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
999+ 30.14% |
$71.9K - $81.3K
|
4.31K
$336K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
884+ 5.28% |
$63.6K - $72K
|
17.6K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
872+ 40.0% |
$62.8K - $71K
|
3.05K
$238K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
847+ 2.29% |
$61K - $69K
|
37.9K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
837+ 0.54% |
$60.3K - $68.1K
|
157K
$12.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
835+ 1.08% |
$60.1K - $68K
|
78K
$6.08M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
783New |
$56.4K - $63.8K
|
783
$61K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
745New |
$53.6K - $60.7K
|
745
$58K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
727+ 16.05% |
$52.3K - $59.2K
|
5.26K
$410K
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
688+ 1.54% |
$49.5K - $56K
|
45.4K
$3.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
631+ 22.24% |
$45.4K - $51.4K
|
3.47K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
595New |
$42.8K - $48.4K
|
595
$46.4K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
576+ 4.06% |
$41.5K - $46.9K
|
14.8K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
523+ 19.62% |
$37.7K - $42.6K
|
3.19K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
491+ 7.11% |
$35.3K - $40K
|
7.4K
$577K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
455+ 0.47% |
$32.8K - $37K
|
96.6K
$7.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
443+ 11.8% |
$31.9K - $36.1K
|
4.2K
$327K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
423+ 15.01% |
$30.5K - $34.4K
|
3.24K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
396+ 0.85% |
$28.5K - $32.2K
|
47.1K
$3.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
350+ 4.75% |
$25.2K - $28.5K
|
7.72K
$602K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
322+ 7.03% |
$23.2K - $26.2K
|
4.9K
$382K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
317+ 4.04% |
$22.8K - $25.8K
|
8.15K
$635K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
299+ 9.7% |
$21.5K - $24.3K
|
3.38K
$263K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
288+ 11.31% |
$20.7K - $23.4K
|
2.83K
$221K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
285+ 6.53% |
$20.5K - $23.2K
|
4.65K
$362K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
271New |
$19.5K - $22.1K
|
271
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
267New |
$19.2K - $21.7K
|
267
$20.8K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
256+ 5.17% |
$18.4K - $20.8K
|
5.2K
$405K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
253+ 1686.67% |
$18.2K - $20.6K
|
268
$20.9K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
235+ 7.56% |
$16.9K - $19.1K
|
3.34K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
229+ 0.15% |
$16.5K - $18.6K
|
156K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
225+ 6.33% |
$16.2K - $18.3K
|
3.78K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
220+ 8.0% |
$15.8K - $17.9K
|
2.97K
$231K
|