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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.34K- 6.03% |
$59.3K - $92.1K
|
20.9K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.34K- 15.02% |
$59.4K - $92.2K
|
7.6K
$483K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.35K- 25.32% |
$59.7K - $92.7K
|
3.98K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.35K- 2.38% |
$59.7K - $92.7K
|
55.4K
$3.52M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.38K- 3.29% |
$61.1K - $94.8K
|
40.7K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.4K- 12.47% |
$61.9K - $96.1K
|
9.83K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.41K- 30.1% |
$62.4K - $96.9K
|
3.28K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1.41K- 21.14% |
$62.4K - $96.9K
|
5.27K
$335K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.43K- 28.15% |
$63.3K - $98.2K
|
3.65K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.43K- 9.36% |
$63.3K - $98.3K
|
13.9K
$882K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 79.9% |
$63.5K - $98.5K
|
361
$23K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.44K- 11.25% |
$63.8K - $99K
|
11.4K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-1.44K- 66.68% |
$63.8K - $99K
|
721
$45.8K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.45K- 12.15% |
$63.9K - $99.3K
|
10.5K
$665K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.46K- 2.36% |
$64.6K - $100K
|
60.5K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.48K- 32.08% |
$65.2K - $101K
|
3.12K
$199K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.48K- 15.55% |
$65.3K - $101K
|
8.02K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.48K- 1.61% |
$65.4K - $102K
|
90.2K
$5.74M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.49K- 22.01% |
$65.8K - $102K
|
5.27K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.49K- 2.4% |
$65.9K - $102K
|
60.6K
$3.85M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.5K- 18.13% |
$66.3K - $103K
|
6.77K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 27.03% |
$66.3K - $103K
|
4.05K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.53K- 0.56% |
$67.4K - $105K
|
271K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-1.53K- 26.88% |
$67.5K - $105K
|
4.15K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.55K- 13.5% |
$68.5K - $106K
|
9.92K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.56K- 60.97% |
$68.8K - $107K
|
996
$63.3K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.58K- 0.72% |
$69.7K - $108K
|
218K
$13.9M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.59K- 15.61% |
$70.1K - $109K
|
8.57K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.59K- 20.26% |
$70.5K - $109K
|
6.27K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.6K- 7.92% |
$70.8K - $110K
|
18.6K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.63K- 7.15% |
$71.9K - $112K
|
21.1K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.66K- 27.69% |
$73.2K - $114K
|
4.32K
$275K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.67K- 17.76% |
$73.8K - $114K
|
7.72K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-1.67K- 64.37% |
$73.9K - $115K
|
925
$58.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.68K- 11.13% |
$74.3K - $115K
|
13.4K
$854K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-1.69K- 24.16% |
$74.5K - $116K
|
5.29K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.72K- 9.31% |
$76K - $118K
|
16.7K
$1.06M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.76K- 5.13% |
$77.7K - $121K
|
32.5K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-1.76K- 31.06% |
$77.7K - $121K
|
3.9K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.76K- 1.37% |
$77.8K - $121K
|
127K
$8.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.76K- 5.49% |
$78K - $121K
|
30.3K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.77K- 25.89% |
$78.1K - $121K
|
5.06K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.81K- 32.46% |
$79.9K - $124K
|
3.76K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.85K- 5.97% |
$81.9K - $127K
|
29.2K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.89K- 13.35% |
$83.6K - $130K
|
12.3K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-1.9K- 81.96% |
$83.8K - $130K
|
417
$26.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.9K- 32.6% |
$84K - $130K
|
3.93K
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.92K- 31.2% |
$84.8K - $132K
|
4.23K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.92K- 37.59% |
$85K - $132K
|
3.19K
$203K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.96K- 8.08% |
$86.5K - $134K
|
22.2K
$1.41M
|