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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
804+ 2.92% |
$48.3K - $56.4K
|
28.3K
$2.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
785+ 9.54% |
$47.1K - $55.1K
|
9.01K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
778New |
$46.7K - $54.6K
|
778
$58.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
753+ 6.52% |
$45.2K - $52.8K
|
12.3K
$922K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
740+ 3.09% |
$44.4K - $51.9K
|
24.7K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
725+ 6.28% |
$43.5K - $50.9K
|
12.3K
$920K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
701+ 17.22% |
$42.1K - $49.2K
|
4.77K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
697+ 16.89% |
$41.8K - $48.9K
|
4.82K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
695+ 9.79% |
$41.7K - $48.8K
|
7.79K
$584K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
693+ 10.22% |
$41.6K - $48.6K
|
7.47K
$560K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
677+ 32.28% |
$40.6K - $47.5K
|
2.77K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
669New |
$40.2K - $47K
|
669
$50.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
668+ 2.51% |
$40.1K - $46.9K
|
27.3K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
657+ 3.75% |
$39.4K - $46.1K
|
18.2K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
655+ 2.24% |
$39.3K - $46K
|
29.8K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
625+ 3.78% |
$37.5K - $43.9K
|
17.2K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
622+ 6.82% |
$37.3K - $43.7K
|
9.75K
$731K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
578+ 15.04% |
$34.7K - $40.6K
|
4.42K
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
564+ 1.04% |
$33.9K - $39.6K
|
54.9K
$4.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
560+ 7.64% |
$33.6K - $39.3K
|
7.89K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
552+ 14.59% |
$33.1K - $38.7K
|
4.34K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
552+ 16.22% |
$33.1K - $38.7K
|
3.96K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
548+ 4.93% |
$32.9K - $38.5K
|
11.7K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
546New |
$32.8K - $38.3K
|
546
$40.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
537+ 12.87% |
$32.2K - $37.7K
|
4.71K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
535+ 17.79% |
$32.1K - $37.5K
|
3.54K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
531+ 2.96% |
$31.9K - $37.3K
|
18.5K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
528+ 13.14% |
$31.7K - $37.1K
|
4.55K
$341K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
525+ 0.85% |
$31.5K - $36.8K
|
62.1K
$4.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
519+ 5.76% |
$31.2K - $36.4K
|
9.54K
$715K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
516+ 1.0% |
$31K - $36.2K
|
52.2K
$3.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
515+ 14.75% |
$30.9K - $36.1K
|
4.01K
$300K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
514+ 0.19% |
$30.9K - $36.1K
|
271K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
514+ 8.94% |
$30.9K - $36.1K
|
6.27K
$470K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
512New |
$30.7K - $35.9K
|
512
$38.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
505+ 1.53% |
$30.3K - $35.4K
|
33.6K
$2.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
502+ 30.24% |
$30.1K - $35.2K
|
2.16K
$162K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
501+ 0.96% |
$30.1K - $35.2K
|
52.6K
$3.94M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
500+ 1.54% |
$30K - $35.1K
|
33K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
500+ 6.09% |
$30K - $35.1K
|
8.72K
$653K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
496+ 11.49% |
$29.8K - $34.8K
|
4.81K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
491+ 4.43% |
$29.5K - $34.5K
|
11.6K
$868K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
490+ 3.06% |
$29.4K - $34.4K
|
16.5K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
487+ 1.29% |
$29.2K - $34.2K
|
38.3K
$2.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
471+ 3.6% |
$28.3K - $33.1K
|
13.6K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
465+ 5.46% |
$27.9K - $32.6K
|
8.99K
$674K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
459+ 10.63% |
$27.6K - $32.2K
|
4.78K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
BUY
|
- |
458+ 0.16% |
$27.5K - $32.1K
|
293K
$22M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
457+ 2.1% |
$27.4K - $32.1K
|
22.2K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
455+ 1.9% |
$27.3K - $31.9K
|
24.4K
$1.83M
|