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 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-90- 0.84% |
$3.98K - $6.18K
|
10.6K
$709K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-92- 82.88% |
$4.07K - $6.31K
|
19
$1.27K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-95- 11.39% |
$4.2K - $6.52K
|
739
$49.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-96- 33.1% |
$4.25K - $6.59K
|
194
$12.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-100- 0.54% |
$4.42K - $6.86K
|
18.4K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 4.74% |
$4.42K - $6.86K
|
2.01K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-100- 2.07% |
$4.42K - $6.86K
|
4.74K
$316K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-101- 4.49% |
$4.47K - $6.93K
|
2.15K
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-103- 2.72% |
$4.55K - $7.07K
|
3.68K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-104- 23.48% |
$4.6K - $7.14K
|
339
$22.6K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-105- 0.13% |
$4.64K - $7.21K
|
82.9K
$5.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-108- 1.31% |
$4.78K - $7.41K
|
8.11K
$541K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-111- 7.12% |
$4.91K - $7.62K
|
1.45K
$96.5K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-112- 0.28% |
$4.95K - $7.69K
|
40.5K
$2.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-113- 0.67% |
$5K - $7.76K
|
16.7K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-113- 14.11% |
$5K - $7.76K
|
688
$45.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-116- 34.12% |
$5.13K - $7.96K
|
224
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-116- 25.95% |
$5.13K - $7.96K
|
331
$22.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-117- 10.11% |
$5.17K - $8.03K
|
1.04K
$69.3K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-117- 0.84% |
$5.17K - $8.03K
|
13.8K
$923K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-118- 2.93% |
$5.22K - $8.1K
|
3.9K
$260K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-118- 0.69% |
$5.22K - $8.1K
|
17.1K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-124- 1.38% |
$5.48K - $8.51K
|
8.84K
$589K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-125- 21.19% |
$5.53K - $8.58K
|
465
$31K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-128- 4.97% |
$5.66K - $8.79K
|
2.45K
$163K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-128- 1.1% |
$5.66K - $8.79K
|
11.5K
$768K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-131- 2.31% |
$5.79K - $8.99K
|
5.55K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-133- 2.24% |
$5.88K - $9.13K
|
5.79K
$386K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-133- 0.87% |
$5.88K - $9.13K
|
15.1K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-134- 2.5% |
$5.93K - $9.2K
|
5.24K
$349K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-137- 68.5% |
$6.06K - $9.4K
|
63
$4.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-139- 1.24% |
$6.15K - $9.54K
|
11.1K
$741K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-140- 63.06% |
$6.19K - $9.61K
|
82
$5.47K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-141- 2.29% |
$6.24K - $9.68K
|
6.01K
$401K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-141- 30.85% |
$6.24K - $9.68K
|
316
$21.1K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-143- 3.08% |
$6.32K - $9.82K
|
4.5K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-151- 42.78% |
$6.68K - $10.4K
|
202
$13.5K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-155- 82.89% |
$6.85K - $10.6K
|
32
$2.13K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-157- 66.81% |
$6.94K - $10.8K
|
78
$5.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-158- 2.12% |
$6.99K - $10.8K
|
7.3K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-160- 2.91% |
$7.08K - $11K
|
5.33K
$356K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-160- 0.17% |
$7.08K - $11K
|
92.7K
$6.18M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-162- 44.75% |
$7.16K - $11.1K
|
200
$13.3K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-165- 42.2% |
$7.3K - $11.3K
|
226
$15.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-170- 3.42% |
$7.52K - $11.7K
|
4.8K
$320K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-171- 96.61% |
$7.56K - $11.7K
|
6
$400
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-174- 3.03% |
$7.69K - $11.9K
|
5.57K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-177- 1.37% |
$7.83K - $12.1K
|
12.7K
$849K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-187- 27.83% |
$8.27K - $12.8K
|
485
$32.3K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-187- 0.11% |
$8.27K - $12.8K
|
168K
$11.2M
|