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
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.99% |
$133 - $206
|
307
$23K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.78% |
$88.4 - $137
|
258
$19.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.61% |
$44.2 - $68.6
|
165
$12.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.59% |
$44.2 - $68.6
|
64
$4.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.58% |
$44.2 - $68.6
|
173
$13K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.02% |
$44.2 - $68.6
|
5.91K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.07% |
$44.2 - $68.6
|
1.37K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.29% |
$44.2 - $68.6
|
344
$25.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-4- 1.82% |
$177 - $275
|
216
$16.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-6- 0.12% |
$265 - $412
|
4.82K
$361K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-7- 2.56% |
$310 - $480
|
266
$19.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.15% |
$354 - $549
|
5.28K
$396K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8- 0.53% |
$354 - $549
|
1.5K
$112K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-9- 3.18% |
$398 - $618
|
274
$20.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 0.91% |
$398 - $618
|
983
$73.7K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-9- 0.03% |
$398 - $618
|
32.4K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-9- 0.1% |
$398 - $618
|
9.11K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-10- 0.72% |
$442 - $686
|
1.39K
$104K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-10- 0.12% |
$442 - $686
|
8.36K
$627K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-14- 0.11% |
$619 - $961
|
13.1K
$984K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-16- 0.65% |
$708 - $1.1K
|
2.44K
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-20- 45.45% |
$884 - $1.37K
|
24
$1.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-23- 0.45% |
$1.02K - $1.58K
|
5.08K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 1.4% |
$1.02K - $1.58K
|
1.62K
$121K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 2.43% |
$1.06K - $1.65K
|
962
$72.1K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-24- 54.55% |
$1.06K - $1.65K
|
20
$1.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.39% |
$1.11K - $1.72K
|
6.36K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-28- 8.54% |
$1.24K - $1.92K
|
300
$22.5K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-29- 72.5% |
$1.28K - $1.99K
|
11
$825
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-33- 1.0% |
$1.46K - $2.27K
|
3.28K
$246K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-35- 11.9% |
$1.55K - $2.4K
|
259
$19.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-36- 0.36% |
$1.59K - $2.47K
|
9.98K
$749K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-37- 0.07% |
$1.64K - $2.54K
|
55.2K
$4.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-37- 1.47% |
$1.64K - $2.54K
|
2.47K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
SELL
|
- |
-40- 0.13% |
$1.77K - $2.75K
|
30.1K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-41- 0.28% |
$1.81K - $2.81K
|
14.4K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-42- 0.65% |
$1.86K - $2.88K
|
6.44K
$483K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-43- 6.15% |
$1.9K - $2.95K
|
656
$49.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-45- 4.43% |
$1.99K - $3.09K
|
970
$72.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-47- 10.68% |
$2.08K - $3.23K
|
393
$29.5K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 3.68% |
$2.12K - $3.29K
|
1.26K
$94.3K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-54- 1.11% |
$2.39K - $3.71K
|
4.81K
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-55- 0.58% |
$2.43K - $3.78K
|
9.38K
$703K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-55- 0.42% |
$2.43K - $3.78K
|
13.1K
$983K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-58- 2.08% |
$2.56K - $3.98K
|
2.73K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-59- 1.28% |
$2.61K - $4.05K
|
4.56K
$342K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-60- 8.49% |
$2.65K - $4.12K
|
647
$48.5K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-60- 67.42% |
$2.65K - $4.12K
|
29
$2.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-63- 0.2% |
$2.79K - $4.32K
|
31.4K
$2.35M
|