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 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.67M+ 310.8% |
$118M - $183M
|
3.52M
$237M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.26M+ 20124.26% |
$55.7M - $86.4M
|
1.26M
$85.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
248K+ 123.23% |
$11M - $17M
|
449K
$30.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
175K+ 606.25% |
$7.72M - $12M
|
203K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.2K+ 21.69% |
$2.48M - $3.85M
|
315K
$21.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
49.8K+ 20.06% |
$2.2M - $3.42M
|
298K
$20M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
41.5K+ 66.4% |
$1.84M - $2.85M
|
104K
$7M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
39.6K+ 10.03% |
$1.75M - $2.72M
|
435K
$29.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
38.7K+ 162.06% |
$1.71M - $2.65M
|
62.5K
$4.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
33.5K+ 14.39% |
$1.48M - $2.3M
|
266K
$17.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
30.5KNew |
$1.35M - $2.09M
|
30.5K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
27.9K+ 23.03% |
$1.23M - $1.91M
|
149K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
26.1K+ 157.43% |
$1.15M - $1.79M
|
42.7K
$2.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
21.6K+ 28.11% |
$954K - $1.48M
|
98.3K
$6.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.5K+ 196.98% |
$906K - $1.41M
|
30.9K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
20.4K+ 36.65% |
$902K - $1.4M
|
76.1K
$5.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.8K+ 92.72% |
$787K - $1.22M
|
37K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
16.8K+ 6.15% |
$742K - $1.15M
|
290K
$19.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.4KNew |
$683K - $1.06M
|
15.4K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$579K - $899K
|
13.1K
$881K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
12.6K+ 1.82% |
$556K - $863K
|
703K
$47.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
11.6KNew |
$511K - $793K
|
11.6K
$778K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11KNew |
$487K - $756K
|
11K
$741K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
9.37K+ 3.09% |
$414K - $643K
|
312K
$21M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.01KNew |
$354K - $550K
|
8.01K
$539K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
7.74K+ 5.71% |
$342K - $531K
|
143K
$9.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7.41K+ 4.56% |
$328K - $509K
|
170K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.08K+ 73.49% |
$313K - $486K
|
16.7K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7K+ 100014.29% |
$310K - $481K
|
7.01K
$472K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.43K+ 24.23% |
$284K - $441K
|
33K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.21K+ 2.75% |
$274K - $426K
|
232K
$15.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.98K+ 88.45% |
$264K - $410K
|
12.7K
$857K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.48KNew |
$242K - $376K
|
5.48K
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.13KNew |
$227K - $352K
|
5.13K
$345K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.02KNew |
$222K - $345K
|
5.02K
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.98KNew |
$220K - $342K
|
4.98K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.85K+ 15.0% |
$214K - $333K
|
37.1K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.61K+ 13.9% |
$204K - $317K
|
37.8K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
4.26KNew |
$188K - $292K
|
4.26K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.15KNew |
$183K - $285K
|
4.15K
$279K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
4.13KNew |
$183K - $283K
|
4.13K
$278K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
4.1K+ 5.35% |
$181K - $281K
|
80.7K
$5.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.07KNew |
$180K - $280K
|
4.07K
$274K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.99K+ 4.03% |
$176K - $274K
|
103K
$6.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.98KNew |
$176K - $273K
|
3.98K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.96K+ 14.72% |
$175K - $272K
|
30.8K
$2.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.95KNew |
$175K - $271K
|
3.95K
$266K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$174K - $270K
|
3.93K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.93KNew |
$174K - $270K
|
3.93K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.88KNew |
$171K - $266K
|
3.88K
$261K
|