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 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
100+ 1.73% |
$6.52K - $7.64K
|
5.89K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
81+ 0.79% |
$5.28K - $6.19K
|
10.3K
$806K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
64New |
$4.17K - $4.89K
|
64
$5.02K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
53New |
$3.45K - $4.05K
|
53
$4.16K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
50+ 1.69% |
$3.26K - $3.82K
|
3.02K
$236K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
37+ 0.62% |
$2.41K - $2.83K
|
5.97K
$468K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
17New |
$1.11K - $1.3K
|
17
$1.33K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
12+ 0.07% |
$782 - $917
|
18.4K
$1.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.63% |
$65.2 - $76.4
|
159
$12.5K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
138KNew |
$9.2M - $10.7M
|
138K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
103K+ 351.57% |
$6.89M - $8.03M
|
133K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
60KNew |
$4M - $4.67M
|
60K
$4.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
40.9K+ 7.2% |
$2.73M - $3.18M
|
610K
$47.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
17.1K+ 487.71% |
$1.14M - $1.33M
|
20.6K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
15.9K+ 33.26% |
$1.06M - $1.24M
|
63.8K
$5M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
15KNew |
$1M - $1.17M
|
15K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13.2KNew |
$880K - $1.03M
|
13.2K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.9KNew |
$790K - $921K
|
11.9K
$929K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
CALL |
10KNew |
$667K - $778K
|
10K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
9.2KNew |
$613K - $715K
|
9.2K
$721K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
7.84K+ 14.68% |
$522K - $609K
|
61.2K
$4.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.46K+ 10.83% |
$497K - $580K
|
76.3K
$5.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
6.47K+ 14.3% |
$431K - $503K
|
51.7K
$4.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
CALL |
6KNew |
$400K - $467K
|
6K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.96K+ 2.55% |
$397K - $464K
|
240K
$18.8M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.8KNew |
$387K - $451K
|
5.8K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
5.55KNew |
$370K - $431K
|
5.55K
$435K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.93K+ 36.01% |
$262K - $306K
|
14.8K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.77KNew |
$252K - $293K
|
3.77K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.43KNew |
$229K - $267K
|
3.43K
$269K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$223K - $261K
|
3.35K
$263K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.34K+ 29.64% |
$223K - $260K
|
14.6K
$1.15M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.79KNew |
$186K - $217K
|
2.79K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.55K+ 0.45% |
$170K - $199K
|
575K
$45.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.46K+ 3.01% |
$164K - $192K
|
84.4K
$6.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.93K+ 4.17% |
$129K - $150K
|
48.2K
$3.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 6.06% |
$103K - $120K
|
26.9K
$2.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.5K+ 20.0% |
$100K - $117K
|
9K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
1.22K+ 7.38% |
$81.5K - $95.1K
|
17.8K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 21.52% |
$76.8K - $89.6K
|
6.51K
$510K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.04KNew |
$69.3K - $80.9K
|
1.04K
$81.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
935+ 7.16% |
$62.3K - $72.7K
|
14K
$1.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
748+ 210.7% |
$49.9K - $58.2K
|
1.1K
$86.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
736+ 3.25% |
$49.1K - $57.2K
|
23.4K
$1.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
590+ 0.73% |
$39.3K - $45.9K
|
81.2K
$6.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
572+ 0.52% |
$38.1K - $44.5K
|
111K
$8.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
539+ 4.04% |
$35.9K - $41.9K
|
13.9K
$1.09M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
529New |
$35.3K - $41.1K
|
529
$41.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
525New |
$35K - $40.8K
|
525
$41.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
419+ 11.36% |
$27.9K - $32.6K
|
4.11K
$322K
|
|