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 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-4.17K- 98.0% |
$184K - $286K
|
85
$5.41K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.17K- 32.37% |
$185K - $286K
|
8.72K
$554K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4.19K- 11.31% |
$185K - $288K
|
32.9K
$2.09M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.26K- 41.9% |
$188K - $292K
|
5.91K
$376K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4.3K- 51.29% |
$190K - $295K
|
4.08K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.35K- 25.09% |
$192K - $299K
|
13K
$826K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 17.22% |
$194K - $301K
|
21.1K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-4.44K- 50.48% |
$196K - $305K
|
4.36K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.5K- 0.13% |
$199K - $309K
|
3.55M
$226M
|
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-4.54K- 11.73% |
$201K - $311K
|
34.2K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.66K- 2.33% |
$206K - $320K
|
196K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.74K- 34.46% |
$209K - $325K
|
9K
$573K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.81K- 36.45% |
$213K - $330K
|
8.38K
$533K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.82K- 24.13% |
$213K - $331K
|
15.2K
$964K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.82K- 27.29% |
$213K - $331K
|
12.9K
$817K
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-5.01K- 4.1% |
$222K - $344K
|
117K
$7.45M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-5.13K- 60.72% |
$227K - $352K
|
3.32K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.14K- 53.88% |
$227K - $353K
|
4.4K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.28K- 10.2% |
$233K - $362K
|
46.5K
$2.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.32K- 50.26% |
$235K - $365K
|
5.27K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.33K- 16.14% |
$236K - $366K
|
27.7K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-5.35K- 0.69% |
$236K - $367K
|
769K
$48.9M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-5.38K- 3.69% |
$238K - $369K
|
140K
$8.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.39K- 43.62% |
$238K - $370K
|
6.96K
$443K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.41K- 17.09% |
$239K - $371K
|
26.2K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5.46K- 12.95% |
$241K - $375K
|
36.7K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-5.53K- 40.21% |
$244K - $379K
|
8.22K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.55KClosed |
$246K - $381K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-5.63K- 59.76% |
$249K - $386K
|
3.79K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.65K- 1.7% |
$250K - $388K
|
327K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.7K- 20.59% |
$252K - $392K
|
22K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.81K- 94.11% |
$257K - $399K
|
364
$23.1K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.84K- 46.5% |
$258K - $401K
|
6.72K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.92K- 9.1% |
$262K - $406K
|
59.1K
$3.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.02K- 6.06% |
$266K - $413K
|
93.3K
$5.93M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-6.02K- 53.41% |
$266K - $413K
|
5.25K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.03K- 48.98% |
$266K - $414K
|
6.28K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-6.17K- 5.69% |
$273K - $424K
|
102K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.22K- 18.66% |
$275K - $427K
|
27.1K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-6.3K- 0.67% |
$278K - $432K
|
936K
$59.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.32K- 28.21% |
$279K - $434K
|
16.1K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-6.33K- 9.39% |
$280K - $435K
|
61.1K
$3.89M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.47K- 3.44% |
$286K - $444K
|
181K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-6.5K- 8.6% |
$287K - $446K
|
69.1K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.75K- 12.28% |
$299K - $464K
|
48.2K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.79K- 17.52% |
$300K - $466K
|
32K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-6.88K- 85.95% |
$304K - $472K
|
1.12K
$71.5K
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-6.89K- 20.13% |
$304K - $473K
|
27.3K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.92K- 11.13% |
$306K - $475K
|
55.2K
$3.51M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-7.13K- 17.75% |
$315K - $490K
|
33K
$2.1M
|