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 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.3K+ 14.68% |
$204K - $245K
|
17.9K
$1.14M
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.09K+ 54.19% |
$96.8K - $116K
|
3.11K
$197K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
345+ 5.28% |
$30.6K - $36.8K
|
6.88K
$437K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
315+ 2.61% |
$27.9K - $33.6K
|
12.4K
$786K
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
260+ 1.04% |
$23.1K - $27.7K
|
25.3K
$1.61M
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
258New |
$22.9K - $27.5K
|
258
$16.4K
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
242New |
$21.5K - $25.8K
|
242
$15.4K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$17.7K - $21.3K
|
200
$12.7K
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
165+ 5.85% |
$14.6K - $17.6K
|
2.98K
$189K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
150New |
$13.3K - $16K
|
150
$9.52K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$9.04K - $10.9K
|
102
$6.47K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
94+ 3.15% |
$8.33K - $10K
|
3.08K
$195K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
36New |
$3.19K - $3.84K
|
36
$2.29K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
10New |
$887 - $1.07K
|
10
$635
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4+ 0.04% |
$355 - $427
|
9.55K
$606K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.52% |
$88.7 - $107
|
194
$12.3K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$88.7 - $107
|
1.09K
$68.9K
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 1.23% |
$88.7 - $107
|
82
$5.21K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 1.45% |
$88.7 - $107
|
70
$4.44K
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
8.8KNew |
$887K - $975K
|
8.8K
$559K
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
1.29KNew |
$130K - $143K
|
1.29K
$82K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.26K+ 514.29% |
$127K - $140K
|
1.51K
$95.5K
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.13KNew |
$114K - $125K
|
1.13K
$71.5K
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
960+ 17.56% |
$96.7K - $106K
|
6.43K
$408K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
233New |
$23.5K - $25.8K
|
233
$14.8K
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
53+ 0.39% |
$5.34K - $5.87K
|
13.8K
$874K
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
33+ 1.45% |
$3.33K - $3.66K
|
2.31K
$147K
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
32New |
$3.22K - $3.55K
|
32
$2.03K
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
20+ 8.0% |
$2.02K - $2.22K
|
270
$17.1K
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
15+ 14.29% |
$1.51K - $1.66K
|
120
$7.62K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
16.9K+ 1.47% |
$1.41M - $1.75M
|
1.17M
$74.2M
|
|
Feb 07, 2022
Q4 2021
|
Ninepoint Partners LP
|
BUY
|
- |
4.83KNew |
$401K - $501K
|
4.83K
$306K
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4KNew |
$333K - $415K
|
4K
$254K
|
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
3.55KNew |
$295K - $368K
|
3.55K
$225K
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
3.28KNew |
$272K - $340K
|
3.28K
$208K
|
|
Jan 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
2.3KNew |
$191K - $239K
|
2.3K
$146K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
202New |
$16.8K - $20.9K
|
202
$12.8K
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
200+ 10000.0% |
$16.6K - $20.7K
|
202
$12.8K
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
195New |
$16.2K - $20.2K
|
195
$12.4K
|
|
Jan 18, 2022
Q4 2021
|
Salem Capital Management Inc
|
BUY
|
- |
150+ 3.22% |
$12.5K - $15.6K
|
4.81K
$305K
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
148New |
$12.3K - $15.3K
|
148
$9.4K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
11New |
$915 - $1.14K
|
11
$698
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
135K+ 122.73% |
$10.8M - $11.8M
|
245K
$15.6M
|
|
Nov 15, 2021
Q3 2021
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
CALL |
100K+ 100.0% |
$8.01M - $8.75M
|
200K
$12.7M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
30.2KNew |
$2.42M - $2.64M
|
30.2K
$1.92M
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
16.6KNew |
$1.33M - $1.45M
|
16.6K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
8.85KNew |
$708K - $774K
|
8.85K
$562K
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
CALL |
5KNew |
$400K - $437K
|
5K
$317K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
CALL |
1.7KNew |
$136K - $149K
|
1.7K
$108K
|