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 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 30.47% |
$87.2K - $135K
|
4.5K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2K- 28.73% |
$88.2K - $137K
|
4.95K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2K- 7.7% |
$88.4K - $137K
|
23.9K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2K- 32.6% |
$88.4K - $137K
|
4.14K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-2.03K- 14.85% |
$89.7K - $139K
|
11.6K
$739K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.04K- 10.2% |
$90.1K - $140K
|
17.9K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.05K- 34.76% |
$90.7K - $141K
|
3.85K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.06K- 12.44% |
$91.2K - $142K
|
14.5K
$923K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.07K- 9.82% |
$91.5K - $142K
|
19K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.08K- 15.14% |
$91.8K - $142K
|
11.6K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.12K- 26.35% |
$93.5K - $145K
|
5.91K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.15K- 14.9% |
$95K - $147K
|
12.3K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.15K- 28.03% |
$95.1K - $148K
|
5.52K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.17K- 18.7% |
$95.8K - $149K
|
9.42K
$599K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.17K- 5.22% |
$96K - $149K
|
39.4K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.19K- 11.15% |
$96.7K - $150K
|
17.4K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.19K- 11.84% |
$96.7K - $150K
|
16.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.19K- 15.37% |
$96.8K - $150K
|
12.1K
$766K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.21K- 3.3% |
$97.6K - $151K
|
64.7K
$4.12M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.23K- 5.48% |
$98.8K - $153K
|
38.5K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-2.23K- 85.69% |
$98.8K - $153K
|
373
$23.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.24K- 10.83% |
$99K - $154K
|
18.4K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.24K- 0.57% |
$99.1K - $154K
|
392K
$24.9M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.25K- 12.31% |
$99.5K - $155K
|
16K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.26K- 7.63% |
$99.8K - $155K
|
27.3K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.28K- 3.58% |
$101K - $156K
|
61.2K
$3.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-2.31K- 28.17% |
$102K - $159K
|
5.9K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-2.33K- 37.53% |
$103K - $160K
|
3.87K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.34K- 0.26% |
$103K - $160K
|
881K
$56M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.38K- 5.37% |
$105K - $163K
|
41.9K
$2.67M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.4K- 4.18% |
$106K - $165K
|
55K
$3.49M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.42K- 7.03% |
$107K - $166K
|
32K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.42K- 16.08% |
$107K - $166K
|
12.7K
$804K
|
|
|
May 08, 2025
Q1 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-2.47K- 0.22% |
$109K - $170K
|
1.11M
$70.7M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.51K- 0.53% |
$111K - $172K
|
475K
$30.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.53K- 20.56% |
$112K - $174K
|
9.78K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.53K- 22.91% |
$112K - $174K
|
8.52K
$542K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-2.55K- 17.57% |
$113K - $175K
|
12K
$760K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.58K- 46.31% |
$114K - $177K
|
2.99K
$190K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.6K- 27.36% |
$115K - $178K
|
6.9K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-2.6K- 4.36% |
$115K - $178K
|
57.1K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.62K- 5.51% |
$116K - $180K
|
44.9K
$2.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-2.62K- 13.21% |
$116K - $180K
|
17.2K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.71K- 16.26% |
$120K - $186K
|
14K
$889K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.75K- 18.67% |
$121K - $188K
|
12K
$760K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.75K- 57.84% |
$121K - $189K
|
2K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.76K- 28.5% |
$122K - $189K
|
6.92K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.8K- 72.55% |
$124K - $192K
|
1.06K
$67.4K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 56.22% |
$124K - $192K
|
2.18K
$139K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-2.82K- 24.13% |
$125K - $194K
|
8.87K
$564K
|