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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.63KNew |
$174K - $208K
|
2.63K
$202K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$201K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.6K+ 5913.64% |
$172K - $206K
|
2.65K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.59K+ 77.2% |
$172K - $205K
|
5.95K
$457K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.54KNew |
$169K - $201K
|
2.54K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$168K - $200K
|
2.54K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.94KNew |
$129K - $153K
|
1.94K
$149K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.77KNew |
$118K - $140K
|
1.77K
$136K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.01K+ 1.33% |
$66.8K - $79.6K
|
76.6K
$5.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
948New |
$62.8K - $74.9K
|
948
$72.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
837New |
$55.5K - $66.1K
|
837
$64.4K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
831+ 20775.0% |
$55.1K - $65.6K
|
835
$64.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
653New |
$43.3K - $51.6K
|
653
$50.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
632New |
$41.9K - $49.9K
|
632
$48.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
563+ 17.54% |
$37.3K - $44.5K
|
3.77K
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
554+ 15.15% |
$36.7K - $43.8K
|
4.21K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
550New |
$36.5K - $43.5K
|
550
$42.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
512+ 1.66% |
$33.9K - $40.4K
|
31.4K
$2.42M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
474New |
$31.4K - $37.4K
|
474
$36.5K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
456New |
$30.2K - $36K
|
456
$35.1K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
411New |
$27.2K - $32.5K
|
411
$31.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
352+ 9.07% |
$23.3K - $27.8K
|
4.23K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
300New |
$19.9K - $23.7K
|
300
$23.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
291New |
$19.3K - $23K
|
291
$22.4K
|
|
|
May 08, 2025
Q4 2023
|
Pacific Capital Partners LTD
London, |
BUY
|
- |
171+ 1.84% |
$11.3K - $13.5K
|
9.47K
$729K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
153+ 3.81% |
$10.1K - $12.1K
|
4.17K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
127+ 0.74% |
$8.42K - $10K
|
17.2K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
125New |
$8.29K - $9.88K
|
125
$9.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
115+ 4.11% |
$7.62K - $9.09K
|
2.91K
$224K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
107New |
$7.09K - $8.45K
|
107
$8.23K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
66+ 0.94% |
$4.38K - $5.21K
|
7.07K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$2.39K - $2.84K
|
36
$2.77K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
30+ 0.61% |
$1.99K - $2.37K
|
4.92K
$378K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$1.06K - $1.26K
|
16
$1.23K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5New |
$331 - $395
|
5
$385
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
492KNew |
$32.1M - $37.6M
|
492K
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
122K+ 51.34% |
$7.94M - $9.31M
|
359K
$27.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
32.5KNew |
$2.12M - $2.48M
|
32.5K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
30KNew |
$1.96M - $2.29M
|
30K
$2.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
21.6KNew |
$1.41M - $1.65M
|
21.6K
$1.66M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
11.7KNew |
$762K - $894K
|
11.7K
$900K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.3K+ 584.18% |
$739K - $866K
|
13.3K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
9.4K+ 6.64% |
$612K - $718K
|
151K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
6.92K+ 43.88% |
$451K - $528K
|
22.7K
$1.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
6.86KNew |
$447K - $524K
|
6.86K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.84KNew |
$446K - $523K
|
6.84K
$526K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.2K+ 5.7% |
$273K - $321K
|
77.7K
$5.98M
|
|