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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1K+ 42.55% |
$80.1K - $87.5K
|
3.35K
$213K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
744New |
$59.6K - $65.1K
|
744
$47.2K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
717New |
$57.4K - $62.7K
|
717
$45.5K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
600New |
$48K - $52.5K
|
600
$38.1K
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
CALL |
100+ 50.0% |
$8.01K - $8.75K
|
300
$19K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
267KNew |
$19.7M - $24M
|
267K
$17M
|
|
Aug 16, 2021
Q2 2021
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
CALL |
125K+ 31.32% |
$9.25M - $11.3M
|
525K
$33.3M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
53.2KNew |
$3.92M - $4.78M
|
53.2K
$3.38M
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$797K - $970K
|
10.8K
$686K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
7.4KNew |
$546K - $665K
|
7.4K
$470K
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
5.37KNew |
$396K - $482K
|
5.37K
$341K
|
|
Jul 15, 2021
Q2 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
CALL |
1KNew |
$73.8K - $89.8K
|
1K
$63.5K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Point State Capital LP
New York, NY |
BUY
|
CALL |
150KNew |
$10.2M - $11.4M
|
150K
$9.52M
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
25KNew |
$1.7M - $1.91M
|
25K
$1.59M
|
|
Jun 14, 2021
Q1 2021
|
Knoll Capital Management, LLC
Miami, FL |
BUY
|
- |
14.5KNew |
$988K - $1.11M
|
14.5K
$920K
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
10.8K+ 65.24% |
$736K - $824K
|
27.3K
$1.74M
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
4.91KNew |
$335K - $375K
|
4.91K
$312K
|
|
May 17, 2021
Q1 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
4.6KNew |
$313K - $351K
|
4.6K
$292K
|
|
May 17, 2021
Q1 2021
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
1.34K+ 31.97% |
$91.1K - $102K
|
5.52K
$350K
|
|
Apr 28, 2021
Q1 2021
|
Shufro Rose & CO LLC
|
BUY
|
PUT |
1KNew |
$68.1K - $76.3K
|
1K
$63.5K
|
|
May 13, 2021
Q1 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
465New |
$31.7K - $35.5K
|
465
$29.5K
|
|
Apr 16, 2021
Q1 2021
|
Cra Financial Services, LLC
|
BUY
|
CALL |
200New |
$13.6K - $15.3K
|
200
$12.7K
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
120New |
$8.18K - $9.16K
|
120
$7.62K
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
15New |
$1.02K - $1.14K
|
15
$952
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2New |
$136 - $153
|
2
$127
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
12K+ 342.86% |
$671K - $894K
|
15.5K
$984K
|
|
Jan 28, 2021
Q4 2020
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
3.75KNew |
$210K - $279K
|
3.75K
$238K
|
|
Feb 11, 2021
Q4 2020
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
3.7K+ 6730.91% |
$207K - $276K
|
3.76K
$238K
|
|
Feb 16, 2021
Q4 2020
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
CALL |
400New |
$22.4K - $29.8K
|
400
$25.4K
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
BUY
|
CALL |
200New |
$11.2K - $14.9K
|
200
$12.7K
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Arcadia Investment Management Corp
|
BUY
|
- |
11KNew |
$624K - $723K
|
11K
$698K
|
|
Nov 12, 2020
Q3 2020
|
Tempus Wealth Planning, LLC
|
BUY
|
CALL |
200+ 100.0% |
$11.3K - $13.1K
|
400
$25.4K
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
100New |
$5.67K - $6.57K
|
100
$6.35K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
- |
25KNew |
$1.39M - $1.77M
|
25K
$1.59M
|
|
Aug 13, 2020
Q2 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
2.2KNew |
$122K - $155K
|
2.2K
$140K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
381+ 2.32% |
$21.1K - $26.9K
|
16.8K
$1.07M
|
|
Q1 2020 | |||||||
May 11, 2020
Q1 2020
|
Cowen And Company, LLC
|
BUY
|
PUT |
123KNew |
$6.42M - $9.33M
|
123K
$7.79M
|
|
May 07, 2020
Q1 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
CALL |
800New |
$41.8K - $60.8K
|
800
$50.8K
|
|
May 13, 2020
Q1 2020
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
272+ 1.62% |
$14.2K - $20.7K
|
17K
$1.08M
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
44.5K+ 145.9% |
$2.69M - $3.41M
|
75K
$4.76M
|
|
Feb 14, 2020
Q4 2019
|
Twin Securities, Inc.
New York, NY |
BUY
|
- |
25.2K+ 3348.67% |
$1.52M - $1.93M
|
25.9K
$1.65M
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
827New |
$49.9K - $63.3K
|
827
$52.5K
|
|
Feb 12, 2020
Q4 2019
|
1776 Wealth LLC
|
BUY
|
- |
420New |
$25.4K - $32.2K
|
420
$26.7K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
- |
100KNew |
$5.41M - $6.43M
|
100K
$6.35M
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
1.68KNew |
$90.6K - $108K
|
1.68K
$106K
|
|
Oct 22, 2019
Q3 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
PUT |
1KNew |
$54.1K - $64.3K
|
1K
$63.5K
|
|
Q2 2019 | |||||||
Jul 29, 2019
Q2 2019
|
Optimum Investment Advisors
|
BUY
|
CALL |
500New |
$26.1K - $28.7K
|
500
$31.7K
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Twin Securities, Inc.
New York, NY |
BUY
|
PUT |
27.3KNew |
$1.43M - $1.91M
|
27.3K
$1.73M
|
|
May 13, 2019
Q1 2019
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
20KNew |
$1.05M - $1.4M
|
20K
$1.27M
|
|
May 01, 2019
Q1 2019
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
12K+ 37.78% |
$628K - $839K
|
43.8K
$2.78M
|