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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
115+ 4.11% |
$7.62K - $9.09K
|
2.91K
$185K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
107New |
$7.09K - $8.45K
|
107
$6.79K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
66+ 0.94% |
$4.38K - $5.21K
|
7.07K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$2.39K - $2.84K
|
36
$2.29K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
30+ 0.61% |
$1.99K - $2.37K
|
4.92K
$312K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$1.06K - $1.26K
|
16
$1.02K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5New |
$331 - $395
|
5
$317
|
|
|
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
$31.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
122K+ 51.34% |
$7.94M - $9.31M
|
359K
$22.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
38.6KNew |
$2.52M - $2.95M
|
38.6K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
32.5KNew |
$2.12M - $2.48M
|
32.5K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
30KNew |
$1.96M - $2.29M
|
30K
$1.91M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
21.6KNew |
$1.41M - $1.65M
|
21.6K
$1.37M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
11.7KNew |
$762K - $894K
|
11.7K
$743K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.3K+ 584.18% |
$739K - $866K
|
13.3K
$843K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
9.4K+ 6.64% |
$612K - $718K
|
151K
$9.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
6.92K+ 43.88% |
$451K - $528K
|
22.7K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
6.86KNew |
$447K - $524K
|
6.86K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.84KNew |
$446K - $523K
|
6.84K
$434K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.2K+ 5.7% |
$273K - $321K
|
77.7K
$4.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4KNew |
$261K - $306K
|
4K
$254K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.96KNew |
$258K - $303K
|
3.96K
$252K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.84KNew |
$251K - $294K
|
3.84K
$244K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.68KNew |
$239K - $281K
|
3.68K
$233K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.6K+ 10.06% |
$235K - $275K
|
39.4K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.2KNew |
$208K - $244K
|
3.2K
$203K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.14KNew |
$205K - $240K
|
3.14K
$199K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
3.06KNew |
$199K - $234K
|
3.06K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2.91KNew |
$190K - $223K
|
2.91K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.84K+ 28.42% |
$185K - $217K
|
12.8K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.34K+ 27.97% |
$153K - $179K
|
10.7K
$680K
|
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$124K - $145K
|
1.9K
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 10.06% |
$109K - $128K
|
18.4K
$1.17M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.66KNew |
$108K - $127K
|
1.66K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.28K+ 17.69% |
$83.6K - $98K
|
8.54K
$542K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.1K+ 3.18% |
$71.4K - $83.7K
|
35.5K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
890+ 9.8% |
$58K - $68K
|
9.97K
$633K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
854New |
$55.7K - $65.3K
|
854
$54.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
775+ 18.79% |
$50.5K - $59.2K
|
4.9K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
748+ 24.16% |
$48.7K - $57.2K
|
3.84K
$244K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
656+ 4.23% |
$42.8K - $50.1K
|
16.2K
$1.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
477New |
$31.1K - $36.4K
|
477
$30.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
356+ 8.12% |
$23.2K - $27.2K
|
4.74K
$301K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
353+ 0.87% |
$23K - $27K
|
40.7K
$2.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
296+ 31.13% |
$19.3K - $22.6K
|
1.25K
$79.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
290+ 5.14% |
$18.9K - $22.2K
|
5.93K
$376K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
275New |
$17.9K - $21K
|
275
$17.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
262New |
$17.1K - $20K
|
262
$16.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
257+ 7.1% |
$16.7K - $19.6K
|
3.88K
$246K
|
|