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 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.65K- 1.7% |
$250K - $388K
|
327K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.7K- 20.59% |
$252K - $392K
|
22K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.81K- 94.11% |
$257K - $399K
|
364
$27.3K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.84K- 46.5% |
$258K - $401K
|
6.72K
$504K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.92K- 9.1% |
$262K - $406K
|
59.1K
$4.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.02K- 6.06% |
$266K - $413K
|
93.3K
$7M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-6.02K- 53.41% |
$266K - $413K
|
5.25K
$394K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.03K- 48.98% |
$266K - $414K
|
6.28K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-6.17K- 5.69% |
$273K - $424K
|
102K
$7.67M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.22K- 18.66% |
$275K - $427K
|
27.1K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-6.3K- 0.67% |
$278K - $432K
|
936K
$70.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.32K- 28.21% |
$279K - $434K
|
16.1K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-6.33K- 9.39% |
$280K - $435K
|
61.1K
$4.58M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.47K- 3.44% |
$286K - $444K
|
181K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-6.5K- 8.6% |
$287K - $446K
|
69.1K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.75K- 12.28% |
$299K - $464K
|
48.2K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.79K- 17.52% |
$300K - $466K
|
32K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-6.88K- 85.95% |
$304K - $472K
|
1.12K
$84.3K
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-6.89K- 20.13% |
$304K - $473K
|
27.3K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.92K- 11.13% |
$306K - $475K
|
55.2K
$4.14M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-7.13K- 17.75% |
$315K - $490K
|
33K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.3K- 2.14% |
$323K - $501K
|
334K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-7.36K- 5.02% |
$325K - $505K
|
139K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-7.6K- 2.0% |
$336K - $522K
|
372K
$27.9M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.62K- 35.44% |
$337K - $523K
|
13.9K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-7.63K- 6.94% |
$337K - $524K
|
102K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-7.71K- 14.41% |
$341K - $529K
|
45.8K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.76K- 4.94% |
$343K - $533K
|
149K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-8.13K- 48.22% |
$359K - $558K
|
8.73K
$654K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8.19K- 29.75% |
$362K - $562K
|
19.3K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.24K- 14.9% |
$364K - $565K
|
47.1K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-8.39K- 12.45% |
$371K - $576K
|
59K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.52K- 10.95% |
$377K - $585K
|
69.3K
$5.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-8.58K- 17.79% |
$379K - $589K
|
39.7K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.59K- 26.09% |
$380K - $589K
|
24.3K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-8.63K- 12.09% |
$382K - $592K
|
62.7K
$4.7M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.74K- 46.73% |
$387K - $600K
|
9.97K
$747K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-8.74K- 28.04% |
$387K - $600K
|
22.4K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-8.86K- 6.16% |
$392K - $608K
|
135K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8.86K- 12.14% |
$392K - $608K
|
64.1K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-8.94K- 6.99% |
$395K - $614K
|
119K
$8.91M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.1K- 47.72% |
$402K - $625K
|
9.97K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9.33K- 38.81% |
$412K - $640K
|
14.7K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.37K- 11.72% |
$414K - $643K
|
70.6K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-9.39K- 9.74% |
$415K - $644K
|
87K
$6.52M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-9.41K- 64.31% |
$416K - $646K
|
5.22K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.47K- 10.62% |
$419K - $650K
|
79.7K
$5.97M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.47K- 13.34% |
$419K - $650K
|
61.5K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.56K- 13.62% |
$423K - $656K
|
60.7K
$4.55M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-9.59K- 45.88% |
$424K - $659K
|
11.3K
$848K
|