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 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
116+ 0.11% |
$6.96K - $8.14K
|
102K
$7.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
116+ 1.12% |
$6.96K - $8.14K
|
10.5K
$788K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
113+ 3.33% |
$6.78K - $7.93K
|
3.5K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
112+ 0.75% |
$6.72K - $7.86K
|
15K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
110+ 2.84% |
$6.6K - $7.72K
|
3.98K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
107+ 2.21% |
$6.42K - $7.51K
|
4.95K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105+ 10.25% |
$6.3K - $7.37K
|
1.13K
$84.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
105+ 1.53% |
$6.3K - $7.37K
|
6.97K
$522K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
105+ 0.35% |
$6.3K - $7.37K
|
30.1K
$2.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
104+ 0.61% |
$6.24K - $7.3K
|
17.2K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
104+ 3.51% |
$6.24K - $7.3K
|
3.07K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
104+ 0.58% |
$6.24K - $7.3K
|
18.1K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
102+ 3.42% |
$6.12K - $7.16K
|
3.08K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
100+ 18.52% |
$6K - $7.02K
|
640
$48K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
100+ 1.65% |
$6K - $7.02K
|
6.16K
$462K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 8.06% |
$6K - $7.02K
|
1.34K
$101K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
100+ 5.97% |
$6K - $7.02K
|
1.78K
$133K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
100+ 2.46% |
$6K - $7.02K
|
4.17K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
100New |
$6K - $7.02K
|
100
$7.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
98+ 1.95% |
$5.88K - $6.88K
|
5.12K
$384K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
98+ 14.37% |
$5.88K - $6.88K
|
780
$58.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
96+ 2.66% |
$5.76K - $6.74K
|
3.7K
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
92+ 4.54% |
$5.52K - $6.46K
|
2.12K
$159K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
89+ 0.22% |
$5.34K - $6.25K
|
40.7K
$3.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
89+ 1.14% |
$5.34K - $6.25K
|
7.91K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
89New |
$5.34K - $6.25K
|
89
$6.67K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
88+ 1.42% |
$5.28K - $6.18K
|
6.27K
$470K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
81+ 1.07% |
$4.86K - $5.68K
|
7.67K
$575K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
81+ 2.66% |
$4.86K - $5.68K
|
3.13K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
BUY
|
- |
79+ 0.78% |
$4.74K - $5.54K
|
10.2K
$768K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
78+ 1.78% |
$4.68K - $5.47K
|
4.47K
$335K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
75+ 1.64% |
$4.5K - $5.26K
|
4.64K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
73+ 1.6% |
$4.38K - $5.12K
|
4.63K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66+ 2.98% |
$3.96K - $4.63K
|
2.28K
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
63+ 0.02% |
$3.78K - $4.42K
|
372K
$27.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
62+ 0.44% |
$3.72K - $4.35K
|
14K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60+ 71.43% |
$3.6K - $4.21K
|
144
$10.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
59+ 0.76% |
$3.54K - $4.14K
|
7.82K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
58New |
$3.48K - $4.07K
|
58
$4.35K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
56+ 0.48% |
$3.36K - $3.93K
|
11.7K
$876K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
54+ 0.35% |
$3.24K - $3.79K
|
15.4K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
53+ 1.72% |
$3.18K - $3.72K
|
3.13K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
53+ 0.86% |
$3.18K - $3.72K
|
6.23K
$467K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
52+ 0.34% |
$3.12K - $3.65K
|
15.6K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
52+ 1.04% |
$3.12K - $3.65K
|
5.05K
$379K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
52+ 94.55% |
$3.12K - $3.65K
|
107
$8.02K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
51+ 1.59% |
$3.06K - $3.58K
|
3.26K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 5.56% |
$3.06K - $3.58K
|
968
$72.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
50+ 22.32% |
$3K - $3.51K
|
274
$20.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.27% |
$3K - $3.51K
|
3.98K
$299K
|