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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
213+ 8.18% |
$15.3K - $17.3K
|
2.82K
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
212New |
$15.3K - $17.3K
|
212
$16.5K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
207New |
$14.9K - $16.9K
|
207
$16.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
200+ 7.14% |
$14.4K - $16.3K
|
3K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
182+ 54.33% |
$13.1K - $14.8K
|
517
$40.3K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
178+ 3.19% |
$12.8K - $14.5K
|
5.75K
$448K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
150+ 4.52% |
$10.8K - $12.2K
|
3.47K
$270K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
139+ 4.9% |
$10K - $11.3K
|
2.98K
$232K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
127+ 2.39% |
$9.14K - $10.3K
|
5.44K
$423K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
119+ 3.72% |
$8.57K - $9.69K
|
3.31K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
118+ 3.47% |
$8.49K - $9.61K
|
3.52K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
97+ 2.33% |
$6.98K - $7.9K
|
4.27K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
94New |
$6.77K - $7.65K
|
94
$7.32K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
91+ 3.05% |
$6.55K - $7.41K
|
3.08K
$240K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
88+ 2.89% |
$6.34K - $7.16K
|
3.14K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
85+ 2.96% |
$6.12K - $6.92K
|
2.96K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80+ 2.49% |
$5.76K - $6.51K
|
3.29K
$256K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
80+ 2.7% |
$5.76K - $6.51K
|
3.05K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
79+ 0.06% |
$5.69K - $6.43K
|
127K
$9.88M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
72New |
$5.18K - $5.86K
|
72
$5.61K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
72+ 1.51% |
$5.18K - $5.86K
|
4.84K
$377K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
59+ 2.3% |
$4.25K - $4.8K
|
2.63K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.45% |
$3.6K - $4.07K
|
11.2K
$872K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
49+ 0.92% |
$3.53K - $3.99K
|
5.37K
$418K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
48+ 1.26% |
$3.46K - $3.91K
|
3.86K
$300K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 300.0% |
$3.24K - $3.66K
|
60
$4.67K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
41+ 0.11% |
$2.95K - $3.34K
|
37.5K
$2.92M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25+ 0.9% |
$1.8K - $2.04K
|
2.79K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.41% |
$1.73K - $1.95K
|
5.83K
$454K
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
20+ 0.15% |
$1.44K - $1.63K
|
13.5K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19+ 9.5% |
$1.37K - $1.55K
|
219
$17.1K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
16+ 0.59% |
$1.15K - $1.3K
|
2.75K
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
11+ 0.42% |
$792 - $896
|
2.63K
$205K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
10+ 0.28% |
$720 - $814
|
3.53K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
7New |
$504 - $570
|
7
$545
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7+ 0.23% |
$504 - $570
|
3.06K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5+ 0.15% |
$360 - $407
|
3.33K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.1% |
$216 - $244
|
2.87K
$224K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$216 - $244
|
2.54K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.06% |
$144 - $163
|
3.36K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 9.09% |
$72 - $81.4
|
12
$935
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1+ 0.04% |
$72 - $81.4
|
2.52K
$196K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$72 - $81.4
|
2.58K
$201K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Boone Capital Management LLC
Atlanta, GA |
BUY
|
- |
367KNew |
$24.4M - $29M
|
367K
$28.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
182K+ 104.89% |
$12.1M - $14.4M
|
356K
$27.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
181K+ 1923.4% |
$12M - $14.3M
|
190K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
83.5KNew |
$5.53M - $6.59M
|
83.5K
$6.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
77.8KNew |
$5.16M - $6.15M
|
77.8K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
75KNew |
$4.97M - $5.93M
|
75K
$5.84M
|
|