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
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
142+ 0.36% |
$6.28K - $9.75K
|
40.1K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
141+ 0.92% |
$6.24K - $9.68K
|
15.5K
$1.03M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
140New |
$6.19K - $9.61K
|
140
$9.34K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
139+ 26.28% |
$6.15K - $9.54K
|
668
$44.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
135+ 71.81% |
$5.97K - $9.27K
|
323
$21.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
134+ 2.75% |
$5.93K - $9.2K
|
5K
$333K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
133+ 20.46% |
$5.88K - $9.13K
|
783
$52.2K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
130+ 0.31% |
$5.75K - $8.92K
|
42K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
128New |
$5.66K - $8.79K
|
128
$8.54K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124+ 0.44% |
$5.48K - $8.51K
|
28K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
121+ 2.15% |
$5.35K - $8.31K
|
5.76K
$384K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
117+ 1.07% |
$5.17K - $8.03K
|
11.1K
$739K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
114+ 0.66% |
$5.04K - $7.82K
|
17.3K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
110+ 96.49% |
$4.86K - $7.55K
|
224
$14.9K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
109New |
$4.82K - $7.48K
|
109
$7.27K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
109New |
$4.82K - $7.48K
|
109
$7.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
108+ 3.88% |
$4.78K - $7.41K
|
2.89K
$193K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
107+ 6.24% |
$4.73K - $7.34K
|
1.82K
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
101New |
$4.47K - $6.93K
|
101
$6.73K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
101+ 0.86% |
$4.47K - $6.93K
|
11.8K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
101+ 2.2% |
$4.47K - $6.93K
|
4.69K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
101New |
$4.47K - $6.93K
|
101
$6.73K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$4.42K - $6.86K
|
100
$6.67K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.15% |
$4.42K - $6.86K
|
67.8K
$4.52M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
100+ 1.03% |
$4.42K - $6.86K
|
9.81K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
100New |
$4.42K - $6.86K
|
100
$6.67K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
96+ 1.37% |
$4.25K - $6.59K
|
7.1K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
96+ 34.29% |
$4.25K - $6.59K
|
376
$25.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
95+ 25.96% |
$4.2K - $6.52K
|
461
$30.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
94+ 1.41% |
$4.16K - $6.45K
|
6.76K
$450K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
91New |
$4.02K - $6.25K
|
91
$6.07K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
89+ 1.14% |
$3.94K - $6.11K
|
7.89K
$526K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
89New |
$3.94K - $6.11K
|
89
$5.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
88+ 29.93% |
$3.89K - $6.04K
|
382
$25.5K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
88+ 0.39% |
$3.89K - $6.04K
|
22.5K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
84New |
$3.71K - $5.77K
|
84
$5.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
80+ 17.7% |
$3.54K - $5.49K
|
532
$35.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
75+ 0.38% |
$3.32K - $5.15K
|
19.9K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
67+ 0.65% |
$2.96K - $4.6K
|
10.4K
$694K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
66+ 47.48% |
$2.92K - $4.53K
|
205
$13.7K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
64+ 4.84% |
$2.83K - $4.39K
|
1.39K
$92.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
BUY
|
- |
62+ 0.52% |
$2.74K - $4.26K
|
12.1K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
61New |
$2.7K - $4.19K
|
61
$4.07K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
56+ 2.74% |
$2.48K - $3.84K
|
2.1K
$140K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 138.89% |
$2.21K - $3.43K
|
86
$5.73K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 0.6% |
$2.21K - $3.43K
|
8.35K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
48+ 0.7% |
$2.12K - $3.29K
|
6.86K
$458K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
47New |
$2.08K - $3.23K
|
47
$3.13K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45+ 1.04% |
$1.99K - $3.09K
|
4.37K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
44+ 0.95% |
$1.95K - $3.02K
|
4.67K
$311K
|