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 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-326- 0.17% |
$14.4K - $22.4K
|
189K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-328- 22.34% |
$14.5K - $22.5K
|
1.14K
$76K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-329- 24.32% |
$14.5K - $22.6K
|
1.02K
$68.3K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-329- 0.22% |
$14.5K - $22.6K
|
152K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-329- 2.58% |
$14.5K - $22.6K
|
12.4K
$828K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-334- 2.19% |
$14.8K - $22.9K
|
14.9K
$993K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-342- 7.86% |
$15.1K - $23.5K
|
4.01K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-345- 2.41% |
$15.3K - $23.7K
|
14K
$934K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-351- 20.63% |
$15.5K - $24.1K
|
1.35K
$90K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-354- 4.9% |
$15.7K - $24.3K
|
6.87K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-358- 3.68% |
$15.8K - $24.6K
|
9.36K
$624K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-365- 0.04% |
$16.1K - $25.1K
|
823K
$54.9M
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-366- 42.86% |
$16.2K - $25.1K
|
488
$32.5K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-367- 0.18% |
$16.2K - $25.2K
|
209K
$13.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-373- 4.84% |
$16.5K - $25.6K
|
7.33K
$489K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-378- 39.42% |
$16.7K - $25.9K
|
581
$38.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-380- 3.51% |
$16.8K - $26.1K
|
10.4K
$696K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-383- 18.88% |
$16.9K - $26.3K
|
1.65K
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-393- 9.2% |
$17.4K - $27K
|
3.88K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-393- 81.88% |
$17.4K - $27K
|
87
$5.8K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-398- 0.37% |
$17.6K - $27.3K
|
107K
$7.11M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-399- 31.07% |
$17.6K - $27.4K
|
885
$59K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-400- 85.11% |
$17.7K - $27.5K
|
70
$4.67K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 5.3% |
$17.7K - $27.5K
|
7.15K
$477K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-401- 51.94% |
$17.7K - $27.5K
|
371
$24.7K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-410- 21.28% |
$18.1K - $28.1K
|
1.52K
$101K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-415- 5.59% |
$18.4K - $28.5K
|
7.01K
$467K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-416- 6.75% |
$18.4K - $28.6K
|
5.75K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-423- 1.18% |
$18.7K - $29K
|
35.5K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-435- 2.63% |
$19.2K - $29.9K
|
16.1K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-438- 4.14% |
$19.4K - $30.1K
|
10.1K
$676K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-440- 7.11% |
$19.5K - $30.2K
|
5.75K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-443- 6.67% |
$19.6K - $30.4K
|
6.2K
$413K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-447- 47.65% |
$19.8K - $30.7K
|
491
$32.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-453- 5.57% |
$20K - $31.1K
|
7.67K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-454- 4.6% |
$20.1K - $31.2K
|
9.42K
$628K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-459- 2.59% |
$20.3K - $31.5K
|
17.2K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-460- 5.23% |
$20.3K - $31.6K
|
8.33K
$556K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-475- 0.7% |
$21K - $32.6K
|
67.6K
$4.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-477- 8.62% |
$21.1K - $32.7K
|
5.06K
$337K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-477- 0.34% |
$21.1K - $32.7K
|
142K
$9.46M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-492- 1.33% |
$21.8K - $33.8K
|
36.5K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-497- 46.19% |
$22K - $34.1K
|
579
$38.6K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-498- 4.03% |
$22K - $34.2K
|
11.8K
$790K
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-499- 10.15% |
$22.1K - $34.3K
|
4.42K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 7.73% |
$22.1K - $34.3K
|
5.97K
$398K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-501- 84.77% |
$22.2K - $34.4K
|
90
$6K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-522- 10.39% |
$23.1K - $35.8K
|
4.5K
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-530- 5.76% |
$23.4K - $36.4K
|
8.67K
$578K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-532- 16.06% |
$23.5K - $36.5K
|
2.78K
$185K
|