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 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
900+ 10.94% |
$39.8K - $61.8K
|
9.13K
$580K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
850+ 13.77% |
$37.6K - $58.3K
|
7.02K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
846+ 1.61% |
$37.4K - $58.1K
|
53.4K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
808New |
$35.7K - $55.5K
|
808
$51.4K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
802+ 9.87% |
$35.5K - $55K
|
8.93K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
800New |
$35.4K - $54.9K
|
800
$50.9K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
798+ 2.8% |
$35.3K - $54.8K
|
29.3K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
769+ 0.42% |
$34K - $52.8K
|
184K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
BUY
|
- |
749+ 0.26% |
$33.1K - $51.4K
|
293K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
731+ 13.84% |
$32.3K - $50.2K
|
6.01K
$382K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
729+ 5.37% |
$32.2K - $50K
|
14.3K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
BUY
|
- |
725+ 7.68% |
$32.1K - $49.8K
|
10.2K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
715+ 10.73% |
$31.6K - $49.1K
|
7.38K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
706+ 5.01% |
$31.2K - $48.5K
|
14.8K
$942K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
674+ 10.09% |
$29.8K - $46.3K
|
7.35K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
656+ 77.0% |
$29K - $45K
|
1.51K
$95.9K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
653+ 3.37% |
$28.9K - $44.8K
|
20K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
627+ 47.39% |
$27.7K - $43K
|
1.95K
$124K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
614+ 584.76% |
$27.2K - $42.1K
|
719
$45.7K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
605+ 11.69% |
$26.8K - $41.5K
|
5.78K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
588+ 3.68% |
$26K - $40.4K
|
16.6K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
586+ 14.26% |
$25.9K - $40.2K
|
4.69K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
575+ 1.3% |
$25.4K - $39.5K
|
44.8K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
574+ 39.53% |
$25.4K - $39.4K
|
2.03K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
572New |
$25.3K - $39.3K
|
572
$36.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
570+ 228.0% |
$25.2K - $39.1K
|
820
$52.1K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
568+ 35.08% |
$25.1K - $39K
|
2.19K
$139K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
560+ 0.63% |
$24.8K - $38.4K
|
90K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
538+ 2.63% |
$23.8K - $36.9K
|
21K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
530+ 2.8% |
$23.4K - $36.4K
|
19.5K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
520+ 119.27% |
$23K - $35.7K
|
956
$60.8K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
510+ 12.95% |
$22.6K - $35K
|
4.45K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
510+ 18.97% |
$22.6K - $35K
|
3.2K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
495New |
$21.9K - $34K
|
495
$31.5K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
488+ 3.52% |
$21.6K - $33.5K
|
14.3K
$911K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
480+ 37.47% |
$21.2K - $32.9K
|
1.76K
$112K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
461+ 8.51% |
$20.4K - $31.6K
|
5.88K
$374K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
460+ 0.43% |
$20.3K - $31.6K
|
108K
$6.89M
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
458+ 2.21% |
$20.3K - $31.4K
|
21.2K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
450+ 2.8% |
$19.9K - $30.9K
|
16.5K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
446+ 147.19% |
$19.7K - $30.6K
|
749
$47.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
428+ 3.21% |
$18.9K - $29.4K
|
13.8K
$876K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
425+ 2.11% |
$18.8K - $29.2K
|
20.5K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
425+ 2.32% |
$18.8K - $29.2K
|
18.7K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
422+ 281.33% |
$18.7K - $29K
|
572
$36.4K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
412+ 3.43% |
$18.2K - $28.3K
|
12.4K
$790K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
388+ 0.61% |
$17.2K - $26.6K
|
64.3K
$4.09M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
379+ 8.5% |
$16.8K - $26K
|
4.84K
$308K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
376+ 2.61% |
$16.6K - $25.8K
|
14.8K
$939K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
349+ 3.42% |
$15.4K - $24K
|
10.5K
$670K
|