Purchases and Sales Made in Q2 2025 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
19.6K+ 6.77% |
$1.18M - $1.38M
|
309K
$20.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
14.8KNew |
$889K - $1.04M
|
14.8K
$987K
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.7KNew |
$645K - $753K
|
10.7K
$716K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.49K+ 135.11% |
$329K - $385K
|
9.55K
$637K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.38KNew |
$323K - $378K
|
5.38K
$359K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 447.33% |
$80.6K - $94.2K
|
1.64K
$109K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.2K+ 11.01% |
$71.7K - $83.9K
|
12.1K
$804K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 14.43% |
$60.7K - $71K
|
8.02K
$535K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
785+ 9.54% |
$47.1K - $55.1K
|
9.01K
$601K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
695+ 9.79% |
$41.7K - $48.8K
|
7.79K
$520K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
512New |
$30.7K - $35.9K
|
512
$34.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
500+ 1.54% |
$30K - $35.1K
|
33K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
370+ 7.56% |
$22.2K - $26K
|
5.26K
$351K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
202+ 78.29% |
$12.1K - $14.2K
|
460
$30.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
119+ 3.1% |
$7.14K - $8.35K
|
3.96K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
28+ 0.68% |
$1.68K - $1.97K
|
4.16K
$277K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 0.53% |
$1.5K - $1.75K
|
4.74K
$316K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
25New |
$1.5K - $1.75K
|
25
$1.67K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.28% |
$841 - $983
|
1.11K
$73.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.75% |
$120 - $140
|
268
$17.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-60- 0.69% |
$3.6K - $4.21K
|
8.61K
$574K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-93- 2.86% |
$5.58K - $6.53K
|
3.16K
$211K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-168- 36.44% |
$10.1K - $11.8K
|
293
$19.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-190- 3.03% |
$11.4K - $13.3K
|
6.09K
$406K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 2.8% |
$12K - $14K
|
6.95K
$463K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-290- 2.22% |
$17.4K - $20.4K
|
12.8K
$853K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-311- 8.32% |
$18.7K - $21.8K
|
3.43K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-393- 7.17% |
$23.6K - $27.6K
|
5.09K
$339K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-581- 11.33% |
$34.9K - $40.8K
|
4.55K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-910- 6.7% |
$54.6K - $63.9K
|
12.7K
$845K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.02K- 75.33% |
$61.1K - $71.4K
|
333
$22.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.51K- 18.03% |
$90.7K - $106K
|
6.87K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.65K- 3.9% |
$99.1K - $116K
|
40.7K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-1.79K- 8.2% |
$107K - $126K
|
20K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.82K- 4.6% |
$109K - $127K
|
37.6K
$2.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 18.35% |
$114K - $133K
|
8.43K
$562K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.51K- 4.56% |
$150K - $176K
|
52.4K
$3.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-2.64K- 15.32% |
$159K - $185K
|
14.6K
$973K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.82K- 44.88% |
$169K - $198K
|
3.46K
$231K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.71K- 10.0% |
$283K - $330K
|
42.4K
$2.82M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-4.72K- 28.46% |
$284K - $332K
|
11.9K
$792K
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-5K- 1.22% |
$300K - $351K
|
405K
$27M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-8.35K- 6.69% |
$501K - $586K
|
116K
$7.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14.1K- 22.48% |
$849K - $992K
|
48.8K
$3.25M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-15.8K- 7.69% |
$947K - $1.11M
|
189K
$12.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-28.9K- 66.76% |
$1.73M - $2.03M
|
14.4K
$959K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-110K- 15.69% |
$6.62M - $7.74M
|
592K
$39.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-784K- 58.09% |
$47.1M - $55M
|
566K
$37.7M
|