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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.09KNew |
$194K - $223K
|
2.09K
$110K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.48K+ 6.0% |
$137K - $157K
|
26.1K
$1.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.27K+ 2.45% |
$117K - $135K
|
53K
$2.79M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.15K+ 2.5% |
$106K - $122K
|
47.2K
$2.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.03K+ 5.83% |
$95.5K - $110K
|
18.7K
$986K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
867+ 1.29% |
$80.2K - $92.3K
|
68.1K
$3.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
727+ 1.82% |
$67.3K - $77.4K
|
40.6K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
669+ 10.74% |
$61.9K - $71.2K
|
6.9K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
605New |
$56K - $64.4K
|
605
$31.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
568+ 2.01% |
$52.6K - $60.5K
|
28.9K
$1.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
443New |
$41K - $47.1K
|
443
$23.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
395+ 14.68% |
$36.5K - $42K
|
3.09K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
326New |
$30.2K - $34.7K
|
326
$17.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
325+ 6.81% |
$30.1K - $34.6K
|
5.1K
$268K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
310New |
$28.7K - $33K
|
310
$16.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
308+ 10.43% |
$28.5K - $32.8K
|
3.26K
$172K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
300+ 3.75% |
$27.8K - $31.9K
|
8.3K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
276+ 7.32% |
$25.5K - $29.4K
|
4.05K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
273+ 0.47% |
$25.3K - $29.1K
|
58.2K
$3.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
228New |
$21.1K - $24.3K
|
228
$12K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
202+ 4.44% |
$18.7K - $21.5K
|
4.75K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
180New |
$16.7K - $19.2K
|
180
$9.47K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
158+ 29.42% |
$14.6K - $16.8K
|
695
$36.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
134New |
$12.4K - $14.3K
|
134
$7.05K
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
132+ 4.3% |
$12.2K - $14K
|
3.2K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
119+ 0.12% |
$11K - $12.7K
|
98K
$5.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
108+ 4.83% |
$9.99K - $11.5K
|
2.34K
$123K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
104New |
$9.62K - $11.1K
|
104
$5.47K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
100+ 4.01% |
$9.25K - $10.6K
|
2.59K
$136K
|
|
|
Oct 26, 2022
Q3 2022
|
Canal Insurance CO
|
BUY
|
CALL |
100+ 100.0% |
$9.25K - $10.6K
|
200
$10.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
85+ 1.0% |
$7.87K - $9.05K
|
8.62K
$454K
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
77+ 2.75% |
$7.12K - $8.2K
|
2.87K
$151K
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
70+ 0.65% |
$6.48K - $7.45K
|
10.8K
$569K
|
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
57+ 2.45% |
$5.27K - $6.07K
|
2.38K
$125K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
44+ 0.1% |
$4.07K - $4.68K
|
46.2K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
28+ 8.67% |
$2.59K - $2.98K
|
351
$18.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
16+ 0.6% |
$1.48K - $1.7K
|
2.68K
$141K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
11New |
$1.02K - $1.17K
|
11
$579
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.55% |
$925 - $1.06K
|
1.83K
$96.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 3.7% |
$92.5 - $106
|
28
$1.47K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
17.9KNew |
$1.59M - $1.91M
|
17.9K
$942K
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
10.5KNew |
$929K - $1.12M
|
10.5K
$551K
|
|
|
Jul 20, 2022
Q2 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
7.85K+ 151.11% |
$696K - $837K
|
13K
$686K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
5.3KNew |
$470K - $565K
|
5.3K
$279K
|
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
5.1KNew |
$452K - $544K
|
5.1K
$268K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.97K+ 6.42% |
$352K - $423K
|
65.8K
$3.46M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
3.89K+ 545.65% |
$344K - $414K
|
4.6K
$242K
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
3.8KNew |
$337K - $405K
|
3.8K
$200K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.07KNew |
$272K - $327K
|
3.07K
$162K
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
2.49KNew |
$221K - $266K
|
2.49K
$131K
|
|