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 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.76K+ 22.87% |
$166K - $258K
|
20.2K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.75K+ 41666.67% |
$166K - $257K
|
3.76K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.75K+ 9.11% |
$166K - $257K
|
44.9K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.74K+ 20.14% |
$165K - $257K
|
22.3K
$1.42M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3.74KNew |
$165K - $257K
|
3.74K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.7KNew |
$164K - $254K
|
3.7K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$164K - $254K
|
3.7K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.69KNew |
$163K - $253K
|
3.69K
$234K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.68K+ 88.89% |
$163K - $253K
|
7.82K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.67K+ 373.75% |
$162K - $252K
|
4.66K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
3.65KNew |
$161K - $251K
|
3.65K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
3.63K+ 3.41% |
$161K - $249K
|
110K
$7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.63K+ 45.78% |
$160K - $249K
|
11.5K
$734K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.63KNew |
$160K - $249K
|
3.63K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.62K+ 14.43% |
$160K - $249K
|
28.7K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.61K+ 13.11% |
$160K - $248K
|
31.1K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.6KNew |
$159K - $247K
|
3.6K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.6KNew |
$159K - $247K
|
3.6K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
3.59K+ 30.94% |
$159K - $246K
|
15.2K
$965K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.58KNew |
$158K - $246K
|
3.58K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.55KNew |
$157K - $244K
|
3.55K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.55KNew |
$157K - $243K
|
3.55K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.54KNew |
$157K - $243K
|
3.54K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.53KNew |
$156K - $242K
|
3.53K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.52KNew |
$156K - $241K
|
3.52K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.49KNew |
$154K - $240K
|
3.49K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 27.2% |
$154K - $239K
|
16.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.48KNew |
$154K - $239K
|
3.48K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.48K+ 5.01% |
$154K - $239K
|
72.9K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.47KNew |
$154K - $238K
|
3.47K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.47K+ 2.74% |
$153K - $238K
|
130K
$8.27M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.46KNew |
$153K - $238K
|
3.46K
$220K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.45KNew |
$153K - $237K
|
3.45K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.43KNew |
$152K - $236K
|
3.43K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.43KNew |
$152K - $235K
|
3.43K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.42KNew |
$151K - $235K
|
3.42K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.42KNew |
$151K - $235K
|
3.42K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.41KNew |
$151K - $234K
|
3.41K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.4KNew |
$151K - $234K
|
3.4K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
3.4KNew |
$150K - $233K
|
3.4K
$216K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.39KNew |
$150K - $233K
|
3.39K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.39KNew |
$150K - $232K
|
3.39K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.38KNew |
$150K - $232K
|
3.38K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.38K+ 69.74% |
$150K - $232K
|
8.23K
$524K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
3.37K+ 15.72% |
$149K - $231K
|
24.8K
$1.58M
|