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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
10.2K+ 109.54% |
$737K - $946K
|
19.5K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
8.63KNew |
$625K - $802K
|
8.63K
$548K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
8.39KNew |
$607K - $779K
|
8.39K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
8.15K+ 29.11% |
$589K - $757K
|
36.1K
$2.29M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.39KNew |
$463K - $594K
|
6.39K
$406K
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$429K - $551K
|
5.93K
$377K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
5.3KNew |
$384K - $492K
|
5.3K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
3.93K+ 109.68% |
$285K - $365K
|
7.52K
$477K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
3.89K+ 2.95% |
$282K - $361K
|
136K
$8.62M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
3.7KNew |
$268K - $344K
|
3.7K
$235K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.68KNew |
$266K - $341K
|
3.68K
$233K
|
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
3.4KNew |
$246K - $315K
|
3.4K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.1K+ 51.67% |
$224K - $288K
|
9.1K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.05KNew |
$221K - $283K
|
3.05K
$193K
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$209K - $268K
|
2.89K
$183K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.88K+ 12.47% |
$208K - $267K
|
26K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.79KNew |
$202K - $259K
|
2.79K
$177K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.71KNew |
$196K - $252K
|
2.71K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 12.15% |
$181K - $233K
|
23.1K
$1.47M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.73K+ 54.21% |
$125K - $160K
|
4.91K
$312K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.21K+ 409.46% |
$87.7K - $113K
|
1.51K
$95.7K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.15K+ 2.26% |
$83.4K - $107K
|
52.2K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.1K+ 4.4% |
$79.6K - $102K
|
26.1K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
937+ 38.72% |
$67.8K - $87K
|
3.36K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
908+ 0.43% |
$65.7K - $84.3K
|
210K
$13.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
866+ 2.8% |
$62.7K - $80.4K
|
31.7K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
856+ 140.79% |
$61.9K - $79.5K
|
1.46K
$92.9K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
700+ 30.53% |
$50.7K - $65K
|
2.99K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
694New |
$50.2K - $64.5K
|
694
$44.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
610New |
$44.1K - $56.7K
|
610
$38.7K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
409+ 200.49% |
$29.6K - $38K
|
613
$38.9K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
342+ 2.32% |
$24.8K - $31.8K
|
15.1K
$957K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
337+ 0.66% |
$24.4K - $31.3K
|
51.3K
$3.25M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
325New |
$23.5K - $30.2K
|
325
$20.6K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
316+ 5.64% |
$22.9K - $29.4K
|
5.92K
$376K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
300New |
$21.7K - $27.9K
|
300
$19K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
174+ 6.41% |
$12.6K - $16.2K
|
2.89K
$183K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
133+ 1662.5% |
$9.63K - $12.4K
|
141
$8.95K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
112New |
$8.11K - $10.4K
|
112
$7.11K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
100New |
$7.24K - $9.29K
|
100
$6.35K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
77+ 5.05% |
$5.57K - $7.15K
|
1.6K
$102K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
75+ 2.61% |
$5.43K - $6.97K
|
2.95K
$187K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
70New |
$5.07K - $6.5K
|
70
$4.44K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
70+ 1.04% |
$5.07K - $6.5K
|
6.83K
$433K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
64+ 1.76% |
$4.63K - $5.94K
|
3.7K
$235K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
58New |
$4.2K - $5.39K
|
58
$3.68K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
46New |
$3.33K - $4.27K
|
46
$2.92K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
44+ 122.22% |
$3.18K - $4.09K
|
80
$5.08K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
42+ 1.53% |
$3.04K - $3.9K
|
2.79K
$177K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40New |
$2.89K - $3.72K
|
40
$2.54K
|