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 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
251+ 1.29% |
$15.1K - $17.6K
|
19.7K
$1.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
250+ 2.25% |
$15K - $17.5K
|
11.4K
$852K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
250+ 3.62% |
$15K - $17.5K
|
7.15K
$536K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
250+ 7.04% |
$15K - $17.5K
|
3.8K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
245+ 12.87% |
$14.7K - $17.2K
|
2.15K
$161K
|
|
|
Aug 05, 2025
Q2 2025
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
242+ 0.23% |
$14.5K - $17K
|
103K
$7.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
241+ 0.15% |
$14.5K - $16.9K
|
159K
$11.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
240+ 2.08% |
$14.4K - $16.8K
|
11.8K
$885K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
228+ 6.48% |
$13.7K - $16K
|
3.75K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
226+ 59.16% |
$13.6K - $15.9K
|
608
$45.6K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
222+ 2.22% |
$13.3K - $15.6K
|
10.2K
$768K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
212+ 3.92% |
$12.7K - $14.9K
|
5.62K
$421K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
206+ 1.75% |
$12.4K - $14.5K
|
12K
$899K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
205New |
$12.3K - $14.4K
|
205
$15.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
203+ 1.02% |
$12.2K - $14.2K
|
20.1K
$1.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
202+ 78.29% |
$12.1K - $14.2K
|
460
$34.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
201New |
$12.1K - $14.1K
|
201
$15.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
200+ 0.25% |
$12K - $14K
|
80.9K
$6.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
200+ 0.66% |
$12K - $14K
|
30.4K
$2.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
187+ 301.61% |
$11.2K - $13.1K
|
249
$18.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
187+ 5.2% |
$11.2K - $13.1K
|
3.78K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
186+ 4.91% |
$11.2K - $13.1K
|
3.98K
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
185+ 4.04% |
$11.1K - $13K
|
4.76K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
180+ 1.72% |
$10.8K - $12.6K
|
10.7K
$799K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
172New |
$10.3K - $12.1K
|
172
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
171+ 16.13% |
$10.3K - $12K
|
1.23K
$92.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
167+ 2.47% |
$10K - $11.7K
|
6.92K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
166+ 11.01% |
$9.97K - $11.6K
|
1.67K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
166New |
$9.97K - $11.6K
|
166
$12.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
165+ 10.88% |
$9.91K - $11.6K
|
1.68K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
164+ 1.1% |
$9.85K - $11.5K
|
15.1K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
157+ 1.67% |
$9.43K - $11K
|
9.58K
$718K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
155+ 18.36% |
$9.31K - $10.9K
|
999
$74.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
151+ 0.81% |
$9.07K - $10.6K
|
18.8K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
150+ 4.75% |
$9.01K - $10.5K
|
3.31K
$248K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$9.01K - $10.5K
|
150
$11.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
143+ 3.29% |
$8.59K - $10K
|
4.49K
$337K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
143+ 3.74% |
$8.59K - $10K
|
3.97K
$297K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
141+ 4.51% |
$8.47K - $9.9K
|
3.26K
$245K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
135+ 0.37% |
$8.11K - $9.47K
|
36.5K
$2.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
132+ 3.48% |
$7.93K - $9.26K
|
3.93K
$294K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
131+ 152.33% |
$7.87K - $9.19K
|
217
$16.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
130+ 46.93% |
$7.81K - $9.12K
|
407
$30.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
130New |
$7.81K - $9.12K
|
130
$9.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
128+ 1.87% |
$7.69K - $8.98K
|
6.97K
$523K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
125New |
$7.51K - $8.77K
|
125
$9.37K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
123+ 56.94% |
$7.38K - $8.63K
|
339
$25.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
123+ 2.41% |
$7.38K - $8.63K
|
5.23K
$392K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
119+ 3.1% |
$7.14K - $8.35K
|
3.96K
$297K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
117+ 8.09% |
$7.02K - $8.21K
|
1.56K
$117K
|