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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
91New |
$3.98K - $6.14K
|
91
$7.14K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
73+ 18.39% |
$3.2K - $4.92K
|
470
$36.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
72+ 0.46% |
$3.15K - $4.86K
|
15.6K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
71New |
$3.11K - $4.79K
|
71
$5.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
42New |
$1.84K - $2.83K
|
42
$3.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
36New |
$1.58K - $2.43K
|
36
$2.82K
|
|
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
32+ 78.05% |
$1.4K - $2.16K
|
73
$5.72K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
31New |
$1.36K - $2.09K
|
31
$2.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
29New |
$1.27K - $1.96K
|
29
$2.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24+ 19.83% |
$1.05K - $1.62K
|
145
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
18New |
$788 - $1.21K
|
18
$1.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
17New |
$744 - $1.15K
|
17
$1.33K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
12New |
$525 - $810
|
12
$941
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Toms Capital Investment Management LP
New York, NY |
BUY
|
- |
1.94MNew |
$108M - $123M
|
1.94M
$152M
|
|
|
Nov 14, 2024
Q3 2024
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
1.58MNew |
$87.9M - $99.5M
|
1.58M
$123M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
1.31M+ 1470.24% |
$73M - $82.6M
|
1.4M
$109M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
210K+ 254.75% |
$11.7M - $13.3M
|
293K
$23M
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
147KNew |
$8.18M - $9.26M
|
147K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
123K+ 69.04% |
$6.87M - $7.78M
|
301K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
115KNew |
$6.42M - $7.27M
|
115K
$9.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
76.4KNew |
$4.26M - $4.82M
|
76.4K
$5.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
CALL |
55KNew |
$3.07M - $3.47M
|
55K
$4.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
45.1KNew |
$2.52M - $2.85M
|
45.1K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
44.4KNew |
$2.48M - $2.81M
|
44.4K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
36.1KNew |
$2.02M - $2.28M
|
36.1K
$2.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Kempner Capital Management Inc.
|
BUY
|
- |
34KNew |
$1.9M - $2.15M
|
34K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
33.5KNew |
$1.87M - $2.12M
|
33.5K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
- |
20KNew |
$1.12M - $1.26M
|
20K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
15.7K+ 146.82% |
$874K - $989K
|
26.3K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
14.6K+ 48.39% |
$813K - $920K
|
44.7K
$3.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
12.2K+ 28.97% |
$681K - $771K
|
54.4K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
11.3KNew |
$631K - $714K
|
11.3K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
10.5KNew |
$589K - $666K
|
10.5K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Cruiser Capital Advisors, LLC
Stamford, CT |
BUY
|
- |
10KNew |
$558K - $632K
|
10K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
9.81KNew |
$548K - $620K
|
9.81K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
6.5KNew |
$363K - $411K
|
6.5K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
6.09KNew |
$340K - $385K
|
6.09K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6KNew |
$335K - $379K
|
6K
$470K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.71KNew |
$319K - $361K
|
5.71K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.67KNew |
$316K - $358K
|
5.67K
$444K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5.63KNew |
$314K - $356K
|
5.63K
$442K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
5.15KNew |
$288K - $326K
|
5.15K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
4.8KNew |
$268K - $303K
|
4.8K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4.78KNew |
$267K - $302K
|
4.78K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.41KNew |
$246K - $279K
|
4.41K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
4.2K+ 2.14% |
$234K - $265K
|
201K
$15.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
3.76KNew |
$210K - $238K
|
3.76K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.72KNew |
$208K - $235K
|
3.72K
$292K
|
|