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 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-188- 0.82% |
$8.31K - $12.9K
|
22.9K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-190- 1.92% |
$8.4K - $13K
|
9.72K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-190- 0.8% |
$8.4K - $13K
|
23.7K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-196- 0.54% |
$8.67K - $13.5K
|
35.9K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-196- 3.6% |
$8.67K - $13.5K
|
5.25K
$350K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-197- 1.96% |
$8.71K - $13.5K
|
9.86K
$658K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-200- 1.28% |
$8.84K - $13.7K
|
15.4K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 13.88% |
$8.84K - $13.7K
|
1.24K
$82.7K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-200- 0.01% |
$8.84K - $13.7K
|
2.15M
$143M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 10.09% |
$8.84K - $13.7K
|
1.78K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 16.67% |
$8.84K - $13.7K
|
1K
$66.7K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-202- 3.09% |
$8.93K - $13.9K
|
6.33K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-204- 11.76% |
$9.02K - $14K
|
1.53K
$102K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-210- 33.55% |
$9.29K - $14.4K
|
416
$27.7K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-210- 1.29% |
$9.29K - $14.4K
|
16.1K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-221- 3.34% |
$9.77K - $15.2K
|
6.39K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-225- 1.27% |
$9.95K - $15.4K
|
17.5K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-230- 27.71% |
$10.2K - $15.8K
|
600
$40K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-231- 4.74% |
$10.2K - $15.9K
|
4.64K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-240- 2.09% |
$10.6K - $16.5K
|
11.3K
$751K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-244- 0.1% |
$10.8K - $16.7K
|
241K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-247- 3.84% |
$10.9K - $17K
|
6.18K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-249- 2.03% |
$11K - $17.1K
|
12K
$801K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-250- 1.68% |
$11.1K - $17.2K
|
14.7K
$978K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-258- 4.49% |
$11.4K - $17.7K
|
5.48K
$366K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-259- 1.83% |
$11.5K - $17.8K
|
13.9K
$925K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-259- 0.15% |
$11.5K - $17.8K
|
169K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-262- 2.41% |
$11.6K - $18K
|
10.6K
$706K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-269- 2.46% |
$11.9K - $18.5K
|
10.7K
$712K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-272- 0.76% |
$12K - $18.7K
|
35.3K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-273- 3.31% |
$12.1K - $18.7K
|
7.98K
$532K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-273- 1.56% |
$12.1K - $18.7K
|
17.3K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-275- 5.37% |
$12.2K - $18.9K
|
4.85K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-279- 1.16% |
$12.3K - $19.2K
|
23.8K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-281- 16.16% |
$12.4K - $19.3K
|
1.46K
$97.2K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-283- 77.75% |
$12.5K - $19.4K
|
81
$5.4K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-286- 0.12% |
$12.6K - $19.6K
|
237K
$15.8M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-295- 24.16% |
$13K - $20.2K
|
926
$61.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-298- 10.89% |
$13.2K - $20.5K
|
2.44K
$163K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-300- 6.25% |
$13.3K - $20.6K
|
4.5K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-300- 0.35% |
$13.3K - $20.6K
|
86.1K
$5.74M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-300- 12.09% |
$13.3K - $20.6K
|
2.18K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-300- 2.78% |
$13.3K - $20.6K
|
10.5K
$699K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-303- 1.37% |
$13.4K - $20.8K
|
21.8K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-309- 7.05% |
$13.7K - $21.2K
|
4.07K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-314- 3.52% |
$13.9K - $21.6K
|
8.61K
$574K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-319- 6.15% |
$14.1K - $21.9K
|
4.87K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-319- 4.67% |
$14.1K - $21.9K
|
6.51K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-321- 1.0% |
$14.2K - $22K
|
31.6K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-325- 3.73% |
$14.4K - $22.3K
|
8.38K
$559K
|