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 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.75K+ 28.74% |
$77.2K - $120K
|
7.82K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
1.74K+ 5.17% |
$76.7K - $119K
|
35.3K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.72KNew |
$76K - $118K
|
1.72K
$109K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 5.15% |
$75.9K - $118K
|
35.1K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.71K+ 18.15% |
$75.5K - $117K
|
11.1K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.7K+ 10.41% |
$75.3K - $117K
|
18.1K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.7K+ 14.44% |
$75.3K - $117K
|
13.5K
$858K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.7KNew |
$75.1K - $117K
|
1.7K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.68K+ 4.4% |
$74.3K - $115K
|
39.9K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 43.17% |
$73.6K - $114K
|
5.52K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 20.8% |
$71.4K - $111K
|
9.38K
$597K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.61K+ 43.36% |
$71.4K - $111K
|
5.34K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.57KNew |
$69.6K - $108K
|
1.57K
$100K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.54K+ 17.28% |
$68.2K - $106K
|
10.5K
$666K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 5.29% |
$67.7K - $105K
|
30.5K
$1.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 13.63% |
$66.7K - $104K
|
12.6K
$800K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.5K+ 3.52% |
$66.4K - $103K
|
44.1K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.5KNew |
$66.3K - $103K
|
1.5K
$95.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.49K+ 19.58% |
$66.1K - $103K
|
9.12K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.46K+ 0.37% |
$64.7K - $100K
|
401K
$25.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.38K+ 41.37% |
$61.1K - $94.8K
|
4.72K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.35K+ 242.45% |
$59.6K - $92.5K
|
1.9K
$121K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.32K+ 4.55% |
$58.2K - $90.4K
|
30.3K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.31K+ 11.54% |
$57.8K - $89.7K
|
12.6K
$803K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.3K+ 21.89% |
$57.3K - $89K
|
7.22K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.24K+ 5.05% |
$55K - $85.4K
|
25.9K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.24K+ 16.24% |
$54.7K - $84.8K
|
8.85K
$562K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.21K+ 5.34% |
$53.6K - $83.2K
|
23.9K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.21K+ 1681.94% |
$53.6K - $83.1K
|
1.28K
$81.6K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.21K+ 7.35% |
$53.4K - $82.8K
|
17.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.21K+ 24.9% |
$53.4K - $82.8K
|
6.06K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.19K+ 13.88% |
$52.7K - $81.8K
|
9.77K
$621K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.15K+ 4.09% |
$50.9K - $78.9K
|
29.3K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.14K+ 38.22% |
$50.5K - $78.3K
|
4.13K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.12K+ 17.33% |
$49.7K - $77.2K
|
7.61K
$484K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.12KNew |
$49.4K - $76.7K
|
1.12K
$71K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.12K+ 11.14% |
$49.3K - $76.6K
|
11.1K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.12K+ 7.33% |
$49.3K - $76.6K
|
16.3K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.07K+ 14.62% |
$47.4K - $73.6K
|
8.4K
$534K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.07K+ 2.25% |
$47.1K - $73.2K
|
48.4K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.05K+ 42.11% |
$46.6K - $72.3K
|
3.56K
$226K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.04K+ 2308.89% |
$45.9K - $71.3K
|
1.08K
$68.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 14.39% |
$45.8K - $71K
|
8.23K
$523K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
1K+ 5.69% |
$44.3K - $68.8K
|
18.6K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
985+ 2.29% |
$43.6K - $67.6K
|
43.9K
$2.79M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
983+ 2.97% |
$43.5K - $67.5K
|
34.1K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
BUY
|
- |
920+ 3.38% |
$40.7K - $63.1K
|
28.1K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
901+ 6.12% |
$39.8K - $61.8K
|
15.6K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
901+ 9.57% |
$39.8K - $61.8K
|
10.3K
$656K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
900+ 3.07% |
$39.8K - $61.8K
|
30.2K
$1.92M
|