Purchases and Sales Made in Q1 2025 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q1 2025. The information is specifically focused on institutions that hold shares of CVS HEALTH Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.36KNew |
$148K - $230K
|
3.36K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.36KNew |
$148K - $230K
|
3.36K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$148K - $229K
|
3.34K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.34KNew |
$148K - $229K
|
3.34K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.33KNew |
$147K - $229K
|
3.33K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
3.33KNew |
$147K - $228K
|
3.33K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.32KNew |
$147K - $228K
|
3.32K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.31KNew |
$146K - $227K
|
3.31K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.3K+ 10.0% |
$146K - $227K
|
36.3K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.29K+ 9.38% |
$146K - $226K
|
38.4K
$2.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.26KNew |
$144K - $223K
|
3.26K
$207K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.24KNew |
$143K - $222K
|
3.24K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.23KNew |
$143K - $222K
|
3.23K
$205K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.22KNew |
$142K - $221K
|
3.22K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.22KNew |
$142K - $221K
|
3.22K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.21KNew |
$142K - $220K
|
3.21K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.2KNew |
$142K - $220K
|
3.2K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.2K+ 1.32% |
$141K - $219K
|
245K
$15.6M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.19KNew |
$141K - $219K
|
3.19K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.19K+ 13.65% |
$141K - $219K
|
26.6K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.19KNew |
$141K - $219K
|
3.19K
$203K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.18KNew |
$141K - $219K
|
3.18K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.18KNew |
$141K - $218K
|
3.18K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
3.18KNew |
$140K - $218K
|
3.18K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.17KNew |
$140K - $218K
|
3.17K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.17KNew |
$140K - $218K
|
3.17K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.17KNew |
$140K - $217K
|
3.17K
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.16KNew |
$140K - $217K
|
3.16K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$200K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.14KNew |
$139K - $215K
|
3.14K
$199K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
3.12KNew |
$138K - $214K
|
3.12K
$199K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
3.12KNew |
$138K - $214K
|
3.12K
$198K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
3.12K+ 10.66% |
$138K - $214K
|
32.4K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$137K - $213K
|
3.11K
$198K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.1KNew |
$137K - $213K
|
3.1K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.1KNew |
$137K - $213K
|
3.1K
$197K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.1KNew |
$137K - $212K
|
3.1K
$197K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.07K+ 308.55% |
$136K - $211K
|
4.06K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.06KNew |
$135K - $210K
|
3.06K
$194K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.05KNew |
$135K - $209K
|
3.05K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
3.05KNew |
$135K - $209K
|
3.05K
$194K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.05KNew |
$135K - $209K
|
3.05K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.04KNew |
$134K - $209K
|
3.04K
$193K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.04KNew |
$134K - $208K
|
3.04K
$193K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.03KNew |
$134K - $208K
|
3.03K
$193K
|