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 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.9K+ 10.43% |
$480K - $745K
|
115K
$7.31M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3K+ 33.65% |
$455K - $707K
|
40.9K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.3KNew |
$454K - $704K
|
10.3K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
10.2KNew |
$451K - $700K
|
10.2K
$648K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10K+ 6.38% |
$444K - $689K
|
167K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
9.91K+ 45.37% |
$438K - $680K
|
31.8K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.79K+ 26.8% |
$433K - $672K
|
46.3K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
9.65K+ 9.67% |
$427K - $663K
|
110K
$6.96M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.63K+ 1.38% |
$426K - $661K
|
708K
$45.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.4K+ 103.33% |
$416K - $645K
|
18.5K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
9.37K+ 3.09% |
$414K - $643K
|
312K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.82K+ 15.52% |
$390K - $606K
|
65.7K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.77K+ 147.88% |
$388K - $602K
|
14.7K
$935K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
8.76K+ 3.88% |
$387K - $601K
|
235K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.74K+ 45.81% |
$386K - $600K
|
27.8K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
8.34K+ 32.26% |
$369K - $572K
|
34.2K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
8.27K+ 9.56% |
$365K - $567K
|
94.7K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.04KNew |
$356K - $552K
|
8.04K
$512K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.01KNew |
$354K - $550K
|
8.01K
$510K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.76KNew |
$343K - $533K
|
7.76K
$494K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
7.74K+ 5.71% |
$342K - $531K
|
143K
$9.11M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
7.73K+ 166.79% |
$342K - $531K
|
12.4K
$787K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
7.7K+ 34.5% |
$340K - $528K
|
30K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.69K+ 52.96% |
$340K - $528K
|
22.2K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.58K+ 61.59% |
$335K - $520K
|
19.9K
$1.26M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
7.5KNew |
$332K - $515K
|
7.5K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.45KNew |
$329K - $511K
|
7.45K
$474K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7.41K+ 4.56% |
$328K - $509K
|
170K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.41K+ 118.07% |
$328K - $509K
|
13.7K
$870K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
7.35K+ 2.03% |
$325K - $505K
|
369K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.34KNew |
$325K - $504K
|
7.34K
$467K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.25KNew |
$321K - $498K
|
7.25K
$461K
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
7.25KNew |
$320K - $497K
|
7.25K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.08K+ 73.49% |
$313K - $486K
|
16.7K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7K+ 100014.29% |
$310K - $481K
|
7.01K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.99K+ 11.29% |
$309K - $480K
|
68.9K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.86KNew |
$303K - $471K
|
6.86K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
6.84KNew |
$303K - $470K
|
6.84K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.73KNew |
$298K - $462K
|
6.73K
$428K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.71KNew |
$297K - $461K
|
6.71K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.64K+ 8.29% |
$294K - $456K
|
86.8K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.55K+ 2.39% |
$289K - $449K
|
281K
$17.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.43K+ 24.23% |
$284K - $441K
|
33K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.21K+ 2.75% |
$274K - $426K
|
232K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.05K+ 43.59% |
$267K - $415K
|
19.9K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.98K+ 88.45% |
$264K - $410K
|
12.7K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.94K+ 1.98% |
$263K - $408K
|
306K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.93K+ 48.01% |
$262K - $407K
|
18.3K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.92KNew |
$262K - $406K
|
5.92K
$376K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5.76K+ 7.71% |
$254K - $395K
|
80.4K
$5.11M
|