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 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.15K- 1.42% |
$50.6K - $78.6K
|
79.5K
$5.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.16K- 4.14% |
$51.3K - $79.6K
|
26.9K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.18K- 19.78% |
$52.3K - $81.2K
|
4.8K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-1.3K- 2.97% |
$57.3K - $89K
|
42.4K
$2.85M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.35K- 25.32% |
$59.7K - $92.7K
|
3.98K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 79.9% |
$63.5K - $98.5K
|
361
$24.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.48K- 32.08% |
$65.2K - $101K
|
3.12K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.59K- 20.26% |
$70.5K - $109K
|
6.27K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.66K- 27.69% |
$73.2K - $114K
|
4.32K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.68K- 11.13% |
$74.3K - $115K
|
13.4K
$903K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.72K- 9.31% |
$76K - $118K
|
16.7K
$1.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.76K- 5.13% |
$77.7K - $121K
|
32.5K
$2.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.9K- 32.6% |
$84K - $130K
|
3.93K
$264K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.92K- 31.2% |
$84.8K - $132K
|
4.23K
$284K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.92K- 37.59% |
$85K - $132K
|
3.19K
$215K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.96K- 8.08% |
$86.5K - $134K
|
22.2K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2K- 28.73% |
$88.2K - $137K
|
4.95K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.08K- 15.14% |
$91.8K - $142K
|
11.6K
$783K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-2.31K- 28.17% |
$102K - $159K
|
5.9K
$397K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.4K- 4.18% |
$106K - $165K
|
55K
$3.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.53K- 20.56% |
$112K - $174K
|
9.78K
$658K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.58K- 46.31% |
$114K - $177K
|
2.99K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.62K- 5.51% |
$116K - $180K
|
44.9K
$3.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-2.62K- 13.21% |
$116K - $180K
|
17.2K
$1.16M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.96K- 15.13% |
$131K - $203K
|
16.6K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.97K- 16.97% |
$131K - $204K
|
14.5K
$979K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.11K- 17.98% |
$137K - $213K
|
14.2K
$954K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.26K- 7.52% |
$144K - $223K
|
40.1K
$2.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-3.46K- 44.36% |
$153K - $237K
|
4.33K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.46K- 8.78% |
$153K - $237K
|
35.9K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-3.46K- 15.85% |
$153K - $238K
|
18.4K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.52K- 2.42% |
$156K - $242K
|
142K
$9.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-3.65K- 6.6% |
$161K - $251K
|
51.6K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.03K- 1.51% |
$178K - $276K
|
262K
$17.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-4.15K- 23.69% |
$184K - $285K
|
13.4K
$899K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.17K- 32.37% |
$185K - $286K
|
8.72K
$587K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.81K- 36.45% |
$213K - $330K
|
8.38K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-5.01K- 4.1% |
$222K - $344K
|
117K
$7.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.41K- 17.09% |
$239K - $371K
|
26.2K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.03K- 48.98% |
$266K - $414K
|
6.28K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.24K- 14.9% |
$364K - $565K
|
47.1K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-9.41K- 64.31% |
$416K - $646K
|
5.22K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-13K- 10.57% |
$575K - $892K
|
110K
$7.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-14.3K- 13.57% |
$634K - $984K
|
91.4K
$6.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.8K- 38.69% |
$657K - $1.02M
|
23.5K
$1.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-15K- 33.11% |
$663K - $1.03M
|
30.3K
$2.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-15.2K- 39.0% |
$671K - $1.04M
|
23.7K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15.6K- 20.88% |
$691K - $1.07M
|
59.2K
$3.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-16.3K- 35.86% |
$720K - $1.12M
|
29.1K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-17K- 12.0% |
$753K - $1.17M
|
125K
$8.4M
|