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 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
379+ 8.5% |
$16.8K - $26K
|
4.84K
$322K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
376+ 2.61% |
$16.6K - $25.8K
|
14.8K
$985K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
349+ 3.42% |
$15.4K - $24K
|
10.5K
$703K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
345+ 2.61% |
$15.3K - $23.7K
|
13.6K
$906K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
344+ 4.41% |
$15.2K - $23.6K
|
8.14K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
336+ 5.99% |
$14.9K - $23.1K
|
5.95K
$396K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
334+ 48.62% |
$14.8K - $22.9K
|
1.02K
$68.1K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
320+ 0.47% |
$14.2K - $22K
|
68.6K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
320+ 4.96% |
$14.2K - $22K
|
6.78K
$452K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
315+ 5.28% |
$13.9K - $21.6K
|
6.28K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
308+ 4.94% |
$13.6K - $21.1K
|
6.55K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
305+ 2.51% |
$13.5K - $20.9K
|
12.5K
$832K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 0.61% |
$13.3K - $20.6K
|
49.4K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
296+ 4.78% |
$13.1K - $20.3K
|
6.49K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
291+ 5.39% |
$12.9K - $20K
|
5.69K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
290New |
$12.8K - $19.9K
|
290
$19.3K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
290+ 41.49% |
$12.8K - $19.9K
|
989
$65.9K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
290+ 7250.0% |
$12.8K - $19.9K
|
294
$19.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
289+ 63.94% |
$12.8K - $19.8K
|
741
$49.4K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
279+ 3.51% |
$12.3K - $19.2K
|
8.24K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
267+ 53.4% |
$11.8K - $18.3K
|
767
$51.1K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
252+ 1.17% |
$11.1K - $17.3K
|
21.7K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
248+ 119.81% |
$11K - $17K
|
455
$30.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
240+ 3.85% |
$10.6K - $16.5K
|
6.47K
$431K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
231New |
$10.2K - $15.9K
|
231
$15.4K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
224New |
$9.91K - $15.4K
|
224
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
222+ 2.2% |
$9.82K - $15.2K
|
10.3K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
221+ 4.21% |
$9.77K - $15.2K
|
5.47K
$364K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
217New |
$9.6K - $14.9K
|
217
$14.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
215+ 2.59% |
$9.51K - $14.8K
|
8.52K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
200+ 20.22% |
$8.84K - $13.7K
|
1.19K
$79.3K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
195New |
$8.62K - $13.4K
|
195
$13K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
194+ 2.35% |
$8.58K - $13.3K
|
8.47K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
188+ 0.44% |
$8.31K - $12.9K
|
43.1K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
181New |
$8K - $12.4K
|
181
$12.1K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
181+ 1.25% |
$8K - $12.4K
|
14.7K
$979K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
180+ 7.41% |
$7.96K - $12.4K
|
2.61K
$174K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
180+ 39.39% |
$7.96K - $12.4K
|
637
$42.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
178+ 3.75% |
$7.87K - $12.2K
|
4.93K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
174+ 1.03% |
$7.69K - $11.9K
|
17.1K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
174+ 2.48% |
$7.69K - $11.9K
|
7.19K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
172+ 33.73% |
$7.61K - $11.8K
|
682
$45.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
171+ 158.33% |
$7.56K - $11.7K
|
279
$18.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
166+ 0.81% |
$7.34K - $11.4K
|
20.7K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
163+ 99.39% |
$7.21K - $11.2K
|
327
$21.8K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
152+ 2.31% |
$6.72K - $10.4K
|
6.74K
$449K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
150+ 61.98% |
$6.63K - $10.3K
|
392
$26.1K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
147+ 1.17% |
$6.5K - $10.1K
|
12.8K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
145+ 1.52% |
$6.41K - $9.95K
|
9.7K
$646K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
142+ 2.99% |
$6.28K - $9.75K
|
4.89K
$326K
|