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
|
Carret Asset Management, LLC
|
SELL
|
- |
-13.9K- 28.31% |
$614K - $953K
|
35.2K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-14K- 42.03% |
$618K - $959K
|
19.3K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-14.2K- 46.78% |
$628K - $974K
|
16.2K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-14.3K- 13.57% |
$634K - $984K
|
91.4K
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-14.5K- 8.24% |
$642K - $996K
|
162K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.8K- 38.69% |
$657K - $1.02M
|
23.5K
$1.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-15K- 33.11% |
$663K - $1.03M
|
30.3K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Sector Gamma As
|
SELL
|
- |
-15K- 6.91% |
$663K - $1.03M
|
202K
$12.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-15.2K- 39.0% |
$671K - $1.04M
|
23.7K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-15.3K- 49.62% |
$678K - $1.05M
|
15.6K
$989K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-15.3K- 2.59% |
$678K - $1.05M
|
577K
$36.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15.6K- 20.88% |
$691K - $1.07M
|
59.2K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-16K- 32.56% |
$705K - $1.09M
|
33K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-16.3K- 35.86% |
$720K - $1.12M
|
29.1K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-16.6K- 17.74% |
$733K - $1.14M
|
76.8K
$4.88M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-16.6K- 99.93% |
$736K - $1.14M
|
11
$699
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-17K- 8.58% |
$752K - $1.17M
|
181K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-17K- 12.0% |
$753K - $1.17M
|
125K
$7.94M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 3.44% |
$777K - $1.21M
|
493K
$31.4M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-18.3K- 15.36% |
$810K - $1.26M
|
101K
$6.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18.8K- 70.49% |
$831K - $1.29M
|
7.87K
$500K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-19K- 3.15% |
$841K - $1.3M
|
584K
$37.2M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-19.2K- 16.07% |
$848K - $1.32M
|
100K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-19.2K- 16.04% |
$848K - $1.32M
|
100K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-19.6K- 9.84% |
$867K - $1.35M
|
180K
$11.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-19.8K- 31.26% |
$878K - $1.36M
|
43.6K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20.6K- 40.95% |
$909K - $1.41M
|
29.6K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-20.6K- 62.92% |
$913K - $1.42M
|
12.2K
$774K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-20.8K- 72.26% |
$918K - $1.42M
|
7.97K
$507K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-21.5K- 8.61% |
$950K - $1.47M
|
228K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-22.2K- 23.09% |
$981K - $1.52M
|
73.9K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-23K- 4.07% |
$1.02M - $1.58M
|
543K
$34.5M
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
SELL
|
- |
-23.1K- 87.0% |
$1.02M - $1.58M
|
3.45K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-23.1K- 27.7% |
$1.02M - $1.59M
|
60.3K
$3.83M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-23.3K- 88.07% |
$1.03M - $1.6M
|
3.15K
$200K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-23.3K- 98.52% |
$1.03M - $1.6M
|
350
$22.3K
|
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-23.8K- 4.97% |
$1.05M - $1.63M
|
455K
$28.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-24.9K- 83.11% |
$1.1M - $1.71M
|
5.06K
$322K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25K- 29.52% |
$1.11M - $1.72M
|
59.8K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-26K- 18.2% |
$1.15M - $1.78M
|
117K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-26.7K- 14.08% |
$1.18M - $1.84M
|
163K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-26.8K- 3.49% |
$1.18M - $1.84M
|
741K
$47.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-27.6K- 11.87% |
$1.22M - $1.9M
|
205K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28K- 15.98% |
$1.24M - $1.92M
|
147K
$9.36M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-28.2K- 66.37% |
$1.25M - $1.93M
|
14.3K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-28.5K- 6.54% |
$1.26M - $1.96M
|
407K
$25.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-29.7K- 88.1% |
$1.31M - $2.04M
|
4.01K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-29.8K- 32.44% |
$1.32M - $2.05M
|
62.1K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-29.9K- 25.94% |
$1.32M - $2.05M
|
85.4K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-30K- 16.67% |
$1.33M - $2.06M
|
150K
$9.54M
|