Purchases and Sales Made in Q2 2025 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.5K+ 23.7% |
$90.1K - $105K
|
7.83K
$587K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.49K+ 1.53% |
$89.4K - $104K
|
98.6K
$7.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.45K+ 13.28% |
$86.9K - $102K
|
12.3K
$926K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.44K+ 8.71% |
$86.3K - $101K
|
17.9K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.42K+ 10.29% |
$85.5K - $99.9K
|
15.3K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.42K+ 30.6% |
$85.3K - $99.7K
|
6.07K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.42K+ 0.98% |
$85K - $99.4K
|
145K
$10.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.41K+ 3.91% |
$84.4K - $98.7K
|
37.3K
$2.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.4K+ 37.32% |
$84.2K - $98.5K
|
5.16K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.4K+ 8.97% |
$84.2K - $98.4K
|
17K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.4K+ 3.15% |
$84.1K - $98.3K
|
45.8K
$3.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
1.4K+ 348.88% |
$84K - $98.2K
|
1.8K
$135K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.38K+ 266.92% |
$82.9K - $96.8K
|
1.9K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.37K+ 0.67% |
$82.4K - $96.3K
|
206K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.37K+ 27.23% |
$82.1K - $95.9K
|
6.39K
$479K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.35K+ 3.3% |
$81.1K - $94.8K
|
42.3K
$3.17M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.35K+ 2.78% |
$80.8K - $94.4K
|
49.7K
$3.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 447.33% |
$80.6K - $94.2K
|
1.64K
$123K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.33K+ 39.31% |
$79.9K - $93.3K
|
4.71K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.31K+ 13.68% |
$78.5K - $91.8K
|
10.9K
$815K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.27K+ 5.44% |
$76K - $88.8K
|
24.6K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.26K+ 8.53% |
$75.8K - $88.6K
|
16.1K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.26K+ 1.15% |
$75.5K - $88.3K
|
111K
$8.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.2K+ 11.01% |
$71.7K - $83.9K
|
12.1K
$904K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.11K+ 5.7% |
$66.9K - $78.2K
|
20.7K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.11K+ 0.87% |
$66.6K - $77.9K
|
129K
$9.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.11K+ 1.84% |
$66.3K - $77.5K
|
61.1K
$4.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.1K+ 1.02% |
$66K - $77.2K
|
109K
$8.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 13.31% |
$65.8K - $76.9K
|
9.33K
$700K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.09K+ 1.11% |
$65.7K - $76.8K
|
99.4K
$7.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.08K+ 9.73% |
$64.9K - $75.9K
|
12.2K
$914K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.05K+ 0.43% |
$63K - $73.6K
|
246K
$18.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 33.26% |
$61.1K - $71.4K
|
4.08K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.02K+ 3.94% |
$61.1K - $71.4K
|
26.8K
$2.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 14.43% |
$60.7K - $71K
|
8.02K
$601K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.01K+ 2.96% |
$60.6K - $70.9K
|
35.1K
$2.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.01K+ 2.15% |
$60.3K - $70.5K
|
47.7K
$3.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1K+ 83.61% |
$60K - $70.2K
|
2.2K
$165K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
988+ 11.17% |
$59.3K - $69.3K
|
9.83K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
955+ 1.03% |
$57.3K - $67K
|
94.1K
$7.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
940+ 5.77% |
$56.4K - $66K
|
17.2K
$1.29M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
935+ 7.78% |
$56.1K - $65.6K
|
13K
$972K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
927+ 318.56% |
$55.7K - $65.1K
|
1.22K
$91.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
925+ 4.5% |
$55.5K - $64.9K
|
21.5K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
875+ 4.73% |
$52.5K - $61.4K
|
19.4K
$1.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
862+ 3.71% |
$51.8K - $60.5K
|
24.1K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
852New |
$51.2K - $59.8K
|
852
$63.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
837+ 5.12% |
$50.3K - $58.7K
|
17.2K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
833New |
$50K - $58.5K
|
833
$62.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
828+ 9.62% |
$49.7K - $58.1K
|
9.44K
$708K
|