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
|
Pflug Koory, LLC
|
SELL
|
- |
-90- 0.84% |
$3.98K - $6.18K
|
10.6K
$716K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-96- 33.1% |
$4.25K - $6.59K
|
194
$13.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-100- 0.54% |
$4.42K - $6.86K
|
18.4K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-116- 34.12% |
$5.13K - $7.96K
|
224
$15.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-128- 4.97% |
$5.66K - $8.79K
|
2.45K
$165K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-133- 2.24% |
$5.88K - $9.13K
|
5.79K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-157- 66.81% |
$6.94K - $10.8K
|
78
$5.25K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-160- 0.17% |
$7.08K - $11K
|
92.7K
$6.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-160- 2.91% |
$7.08K - $11K
|
5.33K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-170- 3.42% |
$7.52K - $11.7K
|
4.8K
$323K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-171- 96.61% |
$7.56K - $11.7K
|
6
$404
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-188- 0.82% |
$8.31K - $12.9K
|
22.9K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-197- 1.96% |
$8.71K - $13.5K
|
9.86K
$664K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-221- 3.34% |
$9.77K - $15.2K
|
6.39K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-230- 27.71% |
$10.2K - $15.8K
|
600
$40.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-250- 1.68% |
$11.1K - $17.2K
|
14.7K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-258- 4.49% |
$11.4K - $17.7K
|
5.48K
$369K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-259- 1.83% |
$11.5K - $17.8K
|
13.9K
$934K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-272- 0.76% |
$12K - $18.7K
|
35.3K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-273- 1.56% |
$12.1K - $18.7K
|
17.3K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-273- 3.31% |
$12.1K - $18.7K
|
7.98K
$537K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-300- 6.25% |
$13.3K - $20.6K
|
4.5K
$303K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-325- 3.73% |
$14.4K - $22.3K
|
8.38K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-345- 2.41% |
$15.3K - $23.7K
|
14K
$942K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-351- 20.63% |
$15.5K - $24.1K
|
1.35K
$90.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-383- 18.88% |
$16.9K - $26.3K
|
1.65K
$111K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-398- 0.37% |
$17.6K - $27.3K
|
107K
$7.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-400- 85.11% |
$17.7K - $27.5K
|
70
$4.71K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-423- 1.18% |
$18.7K - $29K
|
35.5K
$2.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-438- 4.14% |
$19.4K - $30.1K
|
10.1K
$683K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-443- 6.67% |
$19.6K - $30.4K
|
6.2K
$417K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-453- 5.57% |
$20K - $31.1K
|
7.67K
$516K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-530- 5.76% |
$23.4K - $36.4K
|
8.67K
$583K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-533- 4.37% |
$23.6K - $36.6K
|
11.7K
$786K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-567- 8.39% |
$25.1K - $38.9K
|
6.19K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-591- 5.12% |
$26.1K - $40.6K
|
11K
$737K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-690- 1.86% |
$30.5K - $47.4K
|
36.4K
$2.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-736- 5.32% |
$32.5K - $50.5K
|
13.1K
$881K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-737- 7.54% |
$32.6K - $50.6K
|
9.04K
$608K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-775- 27.93% |
$34.3K - $53.2K
|
2K
$135K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-807- 9.61% |
$35.7K - $55.4K
|
7.59K
$511K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-852- 15.25% |
$37.7K - $58.5K
|
4.74K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-900- 17.65% |
$39.8K - $61.8K
|
4.2K
$283K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-964- 21.91% |
$42.6K - $66.2K
|
3.44K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-982- 19.6% |
$43.4K - $67.4K
|
4.03K
$271K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-984- 7.28% |
$43.5K - $67.5K
|
12.5K
$844K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1K- 14.17% |
$44.2K - $68.6K
|
6.06K
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.02K- 10.19% |
$45.2K - $70.2K
|
9.02K
$607K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.04K- 61.25% |
$46K - $71.4K
|
658
$44.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.1K- 14.29% |
$48.6K - $75.5K
|
6.6K
$444K
|