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 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.52K- 2.42% |
$156K - $242K
|
142K
$9.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.55K- 29.26% |
$157K - $244K
|
8.59K
$578K
|
|
|
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
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-19K- 3.15% |
$841K - $1.3M
|
584K
$39.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20.6K- 40.95% |
$909K - $1.41M
|
29.6K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-20.6K- 62.92% |
$913K - $1.42M
|
12.2K
$819K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-24.9K- 83.11% |
$1.1M - $1.71M
|
5.06K
$340K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-27.6K- 11.87% |
$1.22M - $1.9M
|
205K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-29.7K- 88.1% |
$1.31M - $2.04M
|
4.01K
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-30.9K- 27.35% |
$1.36M - $2.12M
|
82K
$5.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-31K- 6.13% |
$1.37M - $2.13M
|
475K
$32M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-47.4K- 42.99% |
$2.1M - $3.25M
|
62.9K
$4.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-67.4K- 66.53% |
$2.98M - $4.63M
|
33.9K
$2.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-69.6K- 69.08% |
$3.08M - $4.78M
|
31.2K
$2.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-138K- 48.0% |
$6.09M - $9.45M
|
149K
$10M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-186K- 17.05% |
$8.22M - $12.8M
|
904K
$60.8M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-233K- 93.82% |
$10.3M - $16M
|
15.4K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-238K- 8.99% |
$10.5M - $16.4M
|
2.41M
$162M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-321K- 78.4% |
$14.2M - $22M
|
88.5K
$5.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.25M- 98.52% |
$55.1M - $85.5M
|
18.7K
$1.26M
|