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 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-807- 2.53% |
$35.7K - $55.4K
|
31.1K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-816- 79.69% |
$36.1K - $56K
|
208
$13.9K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-850- 6.6% |
$37.6K - $58.3K
|
12K
$802K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-852- 15.25% |
$37.7K - $58.5K
|
4.74K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-874- 25.57% |
$38.6K - $60K
|
2.54K
$170K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-883- 1.31% |
$39K - $60.6K
|
66.8K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-894- 15.14% |
$39.5K - $61.4K
|
5.01K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-900- 17.65% |
$39.8K - $61.8K
|
4.2K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-918- 6.22% |
$40.6K - $63K
|
13.8K
$922K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-921- 5.88% |
$40.7K - $63.2K
|
14.7K
$982K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-931- 25.13% |
$41.2K - $63.9K
|
2.77K
$185K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-938- 17.19% |
$41.5K - $64.4K
|
4.52K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-945- 7.83% |
$41.8K - $64.9K
|
11.1K
$741K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-964- 21.91% |
$42.6K - $66.2K
|
3.44K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-975- 10.28% |
$43.1K - $66.9K
|
8.51K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-981- 83.99% |
$43.4K - $67.3K
|
187
$12.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-982- 19.6% |
$43.4K - $67.4K
|
4.03K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-984- 7.28% |
$43.5K - $67.5K
|
12.5K
$836K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1K- 14.17% |
$44.2K - $68.6K
|
6.06K
$404K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1K- 48.78% |
$44.2K - $68.6K
|
1.05K
$70K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 5.26% |
$44.2K - $68.6K
|
18K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.02K- 10.19% |
$45.2K - $70.2K
|
9.02K
$601K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.04K- 61.25% |
$46K - $71.4K
|
658
$43.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.04K- 7.15% |
$46K - $71.4K
|
13.5K
$901K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.05K- 4.25% |
$46.3K - $71.8K
|
23.6K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.08K- 6.06% |
$47.7K - $74K
|
16.7K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.1K- 48.03% |
$48.5K - $75.3K
|
1.19K
$79.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.1K- 14.29% |
$48.6K - $75.5K
|
6.6K
$440K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-1.1K- 23.5% |
$48.6K - $75.5K
|
3.58K
$239K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.1K- 1.41% |
$48.7K - $75.6K
|
76.9K
$5.12M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.14K- 26.97% |
$50.2K - $77.9K
|
3.07K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.15K- 1.42% |
$50.6K - $78.6K
|
79.5K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-1.16K- 10.46% |
$51.3K - $79.6K
|
9.92K
$661K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.16K- 4.14% |
$51.3K - $79.6K
|
26.9K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.16K- 1.13% |
$51.3K - $79.7K
|
102K
$6.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.17K- 60.35% |
$51.6K - $80K
|
766
$51.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.18K- 19.12% |
$52.1K - $80.9K
|
4.99K
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.18K- 19.78% |
$52.3K - $81.2K
|
4.8K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.19K- 1.39% |
$52.4K - $81.4K
|
84K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 9.41% |
$53K - $82.3K
|
11.5K
$770K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 2.0% |
$53.1K - $82.4K
|
58.8K
$3.92M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.2K- 25.53% |
$53.1K - $82.4K
|
3.5K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.2K- 6.3% |
$53.2K - $82.6K
|
17.9K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-1.21K- 21.04% |
$53.6K - $83.2K
|
4.55K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 19.95% |
$53.7K - $83.3K
|
4.87K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.22K- 13.31% |
$53.7K - $83.4K
|
7.91K
$528K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.23K- 8.1% |
$54.3K - $84.2K
|
13.9K
$928K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-1.25K- 10.11% |
$55.1K - $85.6K
|
11.1K
$739K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 66.26% |
$55.1K - $85.6K
|
635
$42.3K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.27K- 1.6% |
$56K - $86.9K
|
77.7K
$5.18M
|