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 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
3.03KNew |
$134K - $208K
|
3.03K
$192K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.01KNew |
$133K - $207K
|
3.01K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.01KNew |
$133K - $206K
|
3.01K
$191K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3K+ 17.7% |
$133K - $206K
|
19.9K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
3KNew |
$132K - $206K
|
3K
$190K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.99KNew |
$132K - $205K
|
2.99K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
2.98KNew |
$132K - $204K
|
2.98K
$189K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.97KNew |
$131K - $204K
|
2.97K
$189K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.97KNew |
$131K - $204K
|
2.97K
$189K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.94K+ 55.38% |
$130K - $202K
|
8.26K
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.9KNew |
$128K - $199K
|
2.9K
$184K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
2.88K+ 12.45% |
$127K - $198K
|
26K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
2.88K+ 20.83% |
$127K - $197K
|
16.7K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.87KNew |
$127K - $197K
|
2.87K
$182K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.8K+ 24.99% |
$124K - $192K
|
14K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.77K+ 36.29% |
$122K - $190K
|
10.4K
$661K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
2.76K+ 15.07% |
$122K - $190K
|
21.1K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.74K+ 5.24% |
$121K - $188K
|
55.1K
$3.5M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
2.72K+ 7.91% |
$120K - $186K
|
37.1K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.68K+ 4.94% |
$118K - $184K
|
56.8K
$3.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.66K+ 34.76% |
$118K - $183K
|
10.3K
$657K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.63K+ 30.16% |
$116K - $181K
|
11.4K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.62K+ 9.21% |
$116K - $180K
|
31.1K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.62K+ 8.2% |
$116K - $180K
|
34.6K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.6K+ 0.66% |
$115K - $178K
|
394K
$25M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.58K+ 3.93% |
$114K - $177K
|
68.2K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.51K+ 36.41% |
$111K - $172K
|
9.42K
$599K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
2.45K+ 6.01% |
$109K - $168K
|
43.3K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.45K+ 1.12% |
$108K - $168K
|
221K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
2.44K+ 3.57% |
$108K - $167K
|
70.7K
$4.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.44K+ 11.1% |
$108K - $167K
|
24.4K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.34K+ 32.39% |
$103K - $161K
|
9.56K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
2.31K+ 116.72% |
$102K - $159K
|
4.29K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
2.28K+ 321.13% |
$101K - $156K
|
2.99K
$190K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.27K+ 12.94% |
$100K - $156K
|
19.8K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2.25K+ 27.91% |
$99.5K - $155K
|
10.3K
$656K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.2K+ 3.8% |
$97.2K - $151K
|
60K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.15K+ 1.14% |
$95.1K - $148K
|
191K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.08K+ 23.55% |
$91.9K - $143K
|
10.9K
$693K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
2.04K+ 5.08% |
$90K - $140K
|
42.1K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.96K+ 1.25% |
$86.5K - $134K
|
159K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.95K+ 36.9% |
$86.2K - $134K
|
7.23K
$460K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.92K+ 28.29% |
$84.7K - $132K
|
8.69K
$552K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.84K+ 8.61% |
$81.5K - $127K
|
23.3K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.84K+ 5.05% |
$81.3K - $126K
|
38.3K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 31.16% |
$81.3K - $126K
|
7.74K
$492K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.83K+ 22.13% |
$81.1K - $126K
|
10.1K
$644K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.82K+ 12.77% |
$80.3K - $125K
|
16K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.76K+ 1.68% |
$78K - $121K
|
107K
$6.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76K+ 19.31% |
$77.7K - $121K
|
10.9K
$690K
|