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 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4KNew |
$261K - $306K
|
4K
$312K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.96KNew |
$258K - $303K
|
3.96K
$309K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.84KNew |
$251K - $294K
|
3.84K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.68KNew |
$239K - $281K
|
3.68K
$286K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.6K+ 10.06% |
$235K - $275K
|
39.4K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.2KNew |
$208K - $244K
|
3.2K
$249K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.14KNew |
$205K - $240K
|
3.14K
$245K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
3.06KNew |
$199K - $234K
|
3.06K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2.91KNew |
$190K - $223K
|
2.91K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.84K+ 28.42% |
$185K - $217K
|
12.8K
$999K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.34K+ 27.97% |
$153K - $179K
|
10.7K
$834K
|
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$124K - $145K
|
1.9K
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 10.06% |
$109K - $128K
|
18.4K
$1.43M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.66KNew |
$108K - $127K
|
1.66K
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.28K+ 17.69% |
$83.6K - $98K
|
8.54K
$665K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.1K+ 3.18% |
$71.4K - $83.7K
|
35.5K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
890+ 9.8% |
$58K - $68K
|
9.97K
$777K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
854New |
$55.7K - $65.3K
|
854
$66.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
656+ 4.23% |
$42.8K - $50.1K
|
16.2K
$1.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
477New |
$31.1K - $36.4K
|
477
$37.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
356+ 8.12% |
$23.2K - $27.2K
|
4.74K
$369K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
296+ 31.13% |
$19.3K - $22.6K
|
1.25K
$97.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
290+ 5.14% |
$18.9K - $22.2K
|
5.93K
$462K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
275New |
$17.9K - $21K
|
275
$21.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
262New |
$17.1K - $20K
|
262
$20.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
257+ 7.1% |
$16.7K - $19.6K
|
3.88K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156+ 3.95% |
$10.2K - $11.9K
|
4.1K
$320K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
148+ 4.94% |
$9.65K - $11.3K
|
3.14K
$245K
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
140+ 0.19% |
$9.12K - $10.7K
|
75.6K
$5.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
137+ 16.25% |
$8.93K - $10.5K
|
980
$76.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
115+ 21.5% |
$7.49K - $8.79K
|
650
$50.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
113+ 42.97% |
$7.36K - $8.63K
|
376
$29.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
106+ 1.74% |
$6.91K - $8.1K
|
6.21K
$483K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
101New |
$6.58K - $7.72K
|
101
$7.87K
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100+ 400.0% |
$6.52K - $7.64K
|
125
$9.74K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
100+ 1.73% |
$6.52K - $7.64K
|
5.89K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
81+ 0.79% |
$5.28K - $6.19K
|
10.3K
$801K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
64New |
$4.17K - $4.89K
|
64
$4.99K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
53New |
$3.45K - $4.05K
|
53
$4.13K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
50+ 1.69% |
$3.26K - $3.82K
|
3.02K
$235K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
37+ 0.62% |
$2.41K - $2.83K
|
5.97K
$465K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
17New |
$1.11K - $1.3K
|
17
$1.32K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
12+ 0.07% |
$782 - $917
|
18.4K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.63% |
$65.2 - $76.4
|
159
$12.4K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
138KNew |
$9.2M - $10.7M
|
138K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
103K+ 351.57% |
$6.89M - $8.03M
|
133K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
60KNew |
$4M - $4.67M
|
60K
$4.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
40.9K+ 7.2% |
$2.73M - $3.18M
|
610K
$47.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
17.1K+ 487.71% |
$1.14M - $1.33M
|
20.6K
$1.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
15.9K+ 33.26% |
$1.06M - $1.24M
|
63.8K
$4.97M
|
|