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 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.79KNew |
$156K - $176K
|
2.79K
$177K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
2.55K+ 19.22% |
$142K - $161K
|
15.8K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.53K+ 65.73% |
$141K - $160K
|
6.38K
$405K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
2.19K+ 34.41% |
$122K - $139K
|
8.57K
$544K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.02K+ 10.86% |
$113K - $128K
|
20.6K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 57.59% |
$112K - $126K
|
5.47K
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.6KNew |
$89.3K - $101K
|
1.6K
$102K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.58KNew |
$88.2K - $99.8K
|
1.58K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.44K+ 7.45% |
$80.2K - $90.8K
|
20.7K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.42K+ 17.09% |
$79.3K - $89.8K
|
9.74K
$618K
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.4KNew |
$78.1K - $88.5K
|
1.4K
$88.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.34K+ 1.35% |
$74.9K - $84.8K
|
101K
$6.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.32KNew |
$73.4K - $83.1K
|
1.32K
$83.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.24K+ 16.02% |
$69K - $78.1K
|
8.95K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.1K+ 15.64% |
$61.6K - $69.7K
|
8.16K
$518K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.08KNew |
$60.1K - $68K
|
1.08K
$68.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
1KNew |
$55.8K - $63.2K
|
1K
$63.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
1KNew |
$55.8K - $63.2K
|
1K
$63.5K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
629New |
$35.1K - $39.7K
|
629
$39.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
602+ 1.67% |
$33.6K - $38K
|
36.5K
$2.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
560+ 7.6% |
$31.3K - $35.4K
|
7.93K
$503K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
558+ 15.45% |
$31.1K - $35.3K
|
4.17K
$265K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
532New |
$29.7K - $33.6K
|
532
$33.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
524+ 14.09% |
$29.2K - $33.1K
|
4.24K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
516New |
$28.8K - $32.6K
|
516
$32.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
515+ 17.81% |
$28.7K - $32.5K
|
3.41K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
500New |
$27.9K - $31.6K
|
500
$31.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
495New |
$27.6K - $31.3K
|
495
$31.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
478New |
$26.7K - $30.2K
|
478
$30.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
477+ 12.6% |
$26.6K - $30.1K
|
4.26K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
473+ 10.56% |
$26.4K - $29.9K
|
4.95K
$314K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
460New |
$25.7K - $29.1K
|
460
$29.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
401+ 11.28% |
$22.4K - $25.3K
|
3.96K
$251K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
400+ 0.88% |
$22.3K - $25.3K
|
45.6K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
396+ 6.43% |
$22.1K - $25K
|
6.56K
$416K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
350New |
$19.5K - $22.1K
|
350
$22.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
345+ 8.5% |
$19.3K - $21.8K
|
4.4K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
339New |
$18.9K - $21.4K
|
339
$21.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
332+ 3.17% |
$18.5K - $21K
|
10.8K
$686K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
320+ 5.05% |
$17.9K - $20.2K
|
6.65K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
316+ 7.19% |
$17.6K - $20K
|
4.71K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
302+ 0.48% |
$16.9K - $19.1K
|
63.5K
$4.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
296+ 3.47% |
$16.5K - $18.7K
|
8.81K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
282+ 3.54% |
$15.7K - $17.8K
|
8.25K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
275+ 7.23% |
$15.3K - $17.4K
|
4.08K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
271+ 3.79% |
$15.1K - $17.1K
|
7.42K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
258+ 1.78% |
$14.4K - $16.3K
|
14.8K
$937K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
202+ 7.84% |
$11.3K - $12.8K
|
2.78K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
CALL |
200New |
$11.2K - $12.6K
|
200
$12.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$11.2K - $12.6K
|
200
$12.7K
|