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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.74K- 22.14% |
$431K - $668K
|
34.2K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-10.1K- 13.14% |
$447K - $694K
|
66.9K
$5.02M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.4K- 20.44% |
$460K - $714K
|
40.5K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-10.4K- 40.43% |
$460K - $714K
|
15.3K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-10.8K- 9.56% |
$477K - $741K
|
102K
$7.66M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.9K- 13.39% |
$483K - $750K
|
70.6K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11K- 13.47% |
$484K - $752K
|
70.4K
$5.28M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-11K- 35.73% |
$486K - $755K
|
19.8K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-11.1K- 0.55% |
$490K - $760K
|
2M
$150M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-11.5K- 5.54% |
$506K - $786K
|
195K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-11.5K- 2.73% |
$510K - $792K
|
411K
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-11.8K- 11.61% |
$520K - $807K
|
89.6K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-12K- 35.45% |
$529K - $821K
|
21.8K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-12.1K- 76.59% |
$533K - $827K
|
3.69K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-12.5K- 27.53% |
$552K - $857K
|
32.9K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.6K- 31.72% |
$556K - $863K
|
27.1K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-13K- 10.57% |
$575K - $892K
|
110K
$8.25M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-13K- 66.75% |
$576K - $894K
|
6.49K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 6.23% |
$577K - $895K
|
196K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-13.2K- 24.96% |
$585K - $909K
|
39.8K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13.5K- 57.48% |
$599K - $929K
|
10K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-13.9K- 54.94% |
$614K - $953K
|
11.4K
$853K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-13.9K- 28.31% |
$614K - $953K
|
35.2K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-14K- 42.03% |
$618K - $959K
|
19.3K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-14.2K- 46.78% |
$628K - $974K
|
16.2K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-14.3K- 13.57% |
$634K - $984K
|
91.4K
$6.85M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-14.5K- 8.24% |
$642K - $996K
|
162K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.8K- 38.69% |
$657K - $1.02M
|
23.5K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-15K- 33.11% |
$663K - $1.03M
|
30.3K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Sector Gamma As
|
SELL
|
- |
-15K- 6.91% |
$663K - $1.03M
|
202K
$15.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-15.2K- 39.0% |
$671K - $1.04M
|
23.7K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-15.3K- 49.62% |
$678K - $1.05M
|
15.6K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-15.3K- 2.59% |
$678K - $1.05M
|
577K
$43.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15.6K- 20.88% |
$691K - $1.07M
|
59.2K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-16K- 32.56% |
$705K - $1.09M
|
33K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-16.3K- 35.86% |
$720K - $1.12M
|
29.1K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-16.6K- 17.74% |
$733K - $1.14M
|
76.8K
$5.76M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-16.6K- 99.93% |
$736K - $1.14M
|
11
$825
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-17K- 8.58% |
$752K - $1.17M
|
181K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-17K- 12.0% |
$753K - $1.17M
|
125K
$9.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 3.44% |
$777K - $1.21M
|
493K
$37M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-18.3K- 15.36% |
$810K - $1.26M
|
101K
$7.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18.8K- 70.49% |
$831K - $1.29M
|
7.87K
$590K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-19K- 3.15% |
$841K - $1.3M
|
584K
$43.8M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-19.2K- 16.07% |
$848K - $1.32M
|
100K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-19.2K- 16.04% |
$848K - $1.32M
|
100K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-19.6K- 9.84% |
$867K - $1.35M
|
180K
$13.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-19.8K- 31.26% |
$878K - $1.36M
|
43.6K
$3.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20.6K- 40.95% |
$909K - $1.41M
|
29.6K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-20.6K- 62.92% |
$913K - $1.42M
|
12.2K
$912K
|