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
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18.1K+ 371.8% |
$801K - $1.24M
|
23K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
18KNew |
$796K - $1.24M
|
18K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
17.9K+ 23.03% |
$792K - $1.23M
|
95.7K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
17.9K+ 3.66% |
$792K - $1.23M
|
507K
$32.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.8K+ 92.72% |
$787K - $1.22M
|
37K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
17.6KNew |
$780K - $1.21M
|
17.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
17.5K+ 71.29% |
$772K - $1.2M
|
42K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.2KNew |
$762K - $1.18M
|
17.2K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.2K+ 8.12% |
$761K - $1.18M
|
229K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
17.1K+ 6.22% |
$755K - $1.17M
|
292K
$18.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
16.8K+ 6.15% |
$742K - $1.15M
|
290K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
16.8K+ 19.4% |
$741K - $1.15M
|
103K
$6.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.7K+ 12.59% |
$738K - $1.15M
|
149K
$9.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.5K+ 7.62% |
$729K - $1.13M
|
233K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
16.3K+ 54.3% |
$720K - $1.12M
|
46.3K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16KNew |
$707K - $1.1M
|
16K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 1463.18% |
$699K - $1.09M
|
16.9K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15.6K+ 43.11% |
$691K - $1.07M
|
51.8K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.4KNew |
$683K - $1.06M
|
15.4K
$982K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
15.4KNew |
$682K - $1.06M
|
15.4K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
15.2K+ 26.89% |
$672K - $1.04M
|
71.7K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15K+ 17.51% |
$663K - $1.03M
|
101K
$6.4M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14.8K+ 7.27% |
$653K - $1.01M
|
218K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
14.6K+ 2.57% |
$646K - $1M
|
584K
$37.2M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
14.3KNew |
$634K - $984K
|
14.3K
$912K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
14.3K+ 3.31% |
$631K - $980K
|
445K
$28.3M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
14.2KNew |
$630K - $977K
|
14.2K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.2KNew |
$627K - $974K
|
14.2K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
14KNew |
$618K - $960K
|
14K
$889K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
13.5K+ 32.09% |
$599K - $930K
|
55.8K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.4K+ 11.62% |
$590K - $916K
|
128K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
13.3K+ 8.06% |
$589K - $915K
|
179K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
13.3KNew |
$587K - $911K
|
13.3K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
13.2K+ 54.77% |
$582K - $903K
|
37.2K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
13.2KNew |
$582K - $903K
|
13.2K
$837K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$579K - $899K
|
13.1K
$833K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.9K+ 64.23% |
$569K - $883K
|
32.9K
$2.09M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.8KNew |
$566K - $878K
|
12.8K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.7K+ 41.14% |
$560K - $869K
|
43.4K
$2.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
12.6K+ 1.82% |
$556K - $863K
|
703K
$44.7M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
12.5KNew |
$551K - $855K
|
12.5K
$792K
|
|
|
Apr 22, 2025
Q1 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
12KNew |
$531K - $824K
|
12K
$763K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
11.9K+ 14.43% |
$528K - $819K
|
94.7K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
11.9K+ 58.96% |
$526K - $816K
|
32.1K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$514K - $798K
|
11.6K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.6K+ 14.22% |
$513K - $796K
|
93.2K
$5.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
11.6KNew |
$511K - $793K
|
11.6K
$735K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
11.1K+ 120.65% |
$491K - $762K
|
20.3K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11KNew |
$487K - $756K
|
11K
$700K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
10.9K+ 65.45% |
$481K - $747K
|
27.5K
$1.75M
|