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
|
Mission Wealth Management, LP
|
BUY
|
- |
3.82KNew |
$169K - $262K
|
3.82K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.81K+ 7.95% |
$168K - $262K
|
51.7K
$3.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.78KNew |
$167K - $260K
|
3.78K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.78KNew |
$167K - $259K
|
3.78K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
3.65KNew |
$161K - $251K
|
3.65K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
3.63K+ 3.41% |
$161K - $249K
|
110K
$7.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.63K+ 45.78% |
$160K - $249K
|
11.5K
$777K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.58KNew |
$158K - $246K
|
3.58K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.56KNew |
$157K - $244K
|
3.56K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.55KNew |
$157K - $243K
|
3.55K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 27.2% |
$154K - $239K
|
16.3K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
3.4KNew |
$150K - $233K
|
3.4K
$229K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.39KNew |
$150K - $233K
|
3.39K
$228K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
3.37K+ 15.72% |
$149K - $231K
|
24.8K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.26KNew |
$144K - $223K
|
3.26K
$219K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.24KNew |
$143K - $222K
|
3.24K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.15KNew |
$139K - $216K
|
3.15K
$212K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.1KNew |
$137K - $213K
|
3.1K
$209K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.07K+ 308.55% |
$136K - $211K
|
4.06K
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
3.05KNew |
$135K - $209K
|
3.05K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.04KNew |
$134K - $209K
|
3.04K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.97KNew |
$131K - $204K
|
2.97K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
2.76K+ 15.07% |
$122K - $190K
|
21.1K
$1.42M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.66K+ 34.76% |
$118K - $183K
|
10.3K
$695K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.63K+ 30.16% |
$116K - $181K
|
11.4K
$764K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
2.45K+ 6.01% |
$109K - $168K
|
43.3K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.44K+ 11.1% |
$108K - $167K
|
24.4K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
2.28K+ 321.13% |
$101K - $156K
|
2.99K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.2K+ 3.8% |
$97.2K - $151K
|
60K
$4.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
2.04K+ 5.08% |
$90K - $140K
|
42.1K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.95K+ 36.9% |
$86.2K - $134K
|
7.23K
$487K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76K+ 19.31% |
$77.7K - $121K
|
10.9K
$731K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.71K+ 18.15% |
$75.5K - $117K
|
11.1K
$748K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.7KNew |
$75.1K - $117K
|
1.7K
$114K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.61K+ 43.36% |
$71.4K - $111K
|
5.34K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.54K+ 17.28% |
$68.2K - $106K
|
10.5K
$705K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 13.63% |
$66.7K - $104K
|
12.6K
$846K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.5KNew |
$66.3K - $103K
|
1.5K
$101K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.49K+ 19.58% |
$66.1K - $103K
|
9.12K
$614K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.38K+ 41.37% |
$61.1K - $94.8K
|
4.72K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.24K+ 5.05% |
$55K - $85.4K
|
25.9K
$1.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.24K+ 16.24% |
$54.7K - $84.8K
|
8.85K
$595K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 14.39% |
$45.8K - $71K
|
8.23K
$553K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
850+ 13.77% |
$37.6K - $58.3K
|
7.02K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
731+ 13.84% |
$32.3K - $50.2K
|
6.01K
$405K
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
BUY
|
- |
725+ 7.68% |
$32.1K - $49.8K
|
10.2K
$684K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
627+ 47.39% |
$27.7K - $43K
|
1.95K
$131K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
570+ 228.0% |
$25.2K - $39.1K
|
820
$55.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
530+ 2.8% |
$23.4K - $36.4K
|
19.5K
$1.31M
|