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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.59K+ 3.01% |
$85.4K - $127K
|
54.4K
$3.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.53K+ 55.12% |
$82.3K - $122K
|
4.32K
$274K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
$53.6K - $79.6K
|
1K
$63.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
983+ 35.33% |
$52.7K - $78.2K
|
3.77K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
954+ 186.69% |
$51.2K - $75.9K
|
1.47K
$93K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
884New |
$47.4K - $70.3K
|
884
$56.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
812+ 3.62% |
$43.5K - $64.6K
|
23.3K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
776New |
$41.6K - $61.7K
|
776
$49.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
700New |
$37.5K - $55.7K
|
700
$44.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
663+ 22.03% |
$35.6K - $52.7K
|
3.67K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
638+ 16.93% |
$34.2K - $50.8K
|
4.41K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
621+ 9.42% |
$33.3K - $49.4K
|
7.21K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
606+ 10.62% |
$32.5K - $48.2K
|
6.31K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
561+ 13.35% |
$30.1K - $44.6K
|
4.76K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
552+ 39.51% |
$29.6K - $43.9K
|
1.95K
$124K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
521+ 104.62% |
$27.9K - $41.5K
|
1.02K
$64.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
500New |
$26.8K - $39.8K
|
500
$31.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
478+ 15.41% |
$25.6K - $38K
|
3.58K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
$18.8K - $27.8K
|
350
$22.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
349+ 4.04% |
$18.7K - $27.8K
|
8.98K
$570K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
318+ 10.29% |
$17.1K - $25.3K
|
3.41K
$216K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
302+ 116.15% |
$16.2K - $24K
|
562
$35.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
300New |
$16.1K - $23.9K
|
300
$19K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
242New |
$13K - $19.3K
|
242
$15.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
202New |
$10.8K - $16.1K
|
202
$12.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
200+ 3.57% |
$10.7K - $15.9K
|
5.81K
$369K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200+ 28.57% |
$10.7K - $15.9K
|
900
$57.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200New |
$10.7K - $15.9K
|
200
$12.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
195New |
$10.5K - $15.5K
|
195
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
184+ 5.63% |
$9.87K - $14.6K
|
3.45K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
173New |
$9.28K - $13.8K
|
173
$11K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
158+ 24.88% |
$8.47K - $12.6K
|
793
$50.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
154+ 1.27% |
$8.26K - $12.3K
|
12.3K
$781K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
147New |
$7.88K - $11.7K
|
147
$9.33K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
144New |
$7.72K - $11.5K
|
144
$9.14K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
121+ 0.63% |
$6.49K - $9.63K
|
19.2K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
120+ 3.0% |
$6.44K - $9.55K
|
4.12K
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
115+ 3.16% |
$6.17K - $9.15K
|
3.76K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
108+ 0.83% |
$5.79K - $8.59K
|
13K
$828K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
104+ 7.44% |
$5.58K - $8.27K
|
1.5K
$95.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
100New |
$5.36K - $7.96K
|
100
$6.35K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
83+ 0.57% |
$4.45K - $6.6K
|
14.7K
$934K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
78New |
$4.18K - $6.21K
|
78
$4.95K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
73New |
$3.91K - $5.81K
|
73
$4.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
70+ 0.09% |
$3.75K - $5.57K
|
81.3K
$5.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
66+ 1.56% |
$3.54K - $5.25K
|
4.29K
$272K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
50New |
$2.68K - $3.98K
|
50
$3.17K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
50+ 1.08% |
$2.68K - $3.98K
|
4.68K
$297K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
50New |
$2.68K - $3.98K
|
50
$3.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
39New |
$2.09K - $3.1K
|
39
$2.48K
|