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 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
49+ 2.0% |
$2.94K - $3.44K
|
2.5K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48+ 129.73% |
$2.88K - $3.37K
|
85
$6.37K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
47+ 0.64% |
$2.82K - $3.3K
|
7.43K
$557K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
46+ 0.52% |
$2.76K - $3.23K
|
8.88K
$666K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
46New |
$2.76K - $3.23K
|
46
$3.45K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
45+ 0.38% |
$2.7K - $3.16K
|
11.8K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
45+ 0.95% |
$2.7K - $3.16K
|
4.8K
$360K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
43+ 1.44% |
$2.58K - $3.02K
|
3.04K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
43+ 0.2% |
$2.58K - $3.02K
|
21.8K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
42+ 2.6% |
$2.52K - $2.95K
|
1.66K
$124K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
39New |
$2.34K - $2.74K
|
39
$2.92K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
39+ 3.04% |
$2.34K - $2.74K
|
1.32K
$99.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
38New |
$2.28K - $2.67K
|
38
$2.85K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
38New |
$2.28K - $2.67K
|
38
$2.85K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
37New |
$2.22K - $2.6K
|
37
$2.77K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
34+ 0.25% |
$2.04K - $2.39K
|
13.9K
$1.04M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
34New |
$2.04K - $2.39K
|
34
$2.55K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
33+ 0.55% |
$1.98K - $2.32K
|
6.04K
$453K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
32+ 0.06% |
$1.92K - $2.25K
|
52K
$3.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
31+ 0.93% |
$1.86K - $2.18K
|
3.35K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 176.47% |
$1.8K - $2.11K
|
47
$3.52K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
30+ 0.48% |
$1.8K - $2.11K
|
6.31K
$473K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
29+ 1.65% |
$1.74K - $2.04K
|
1.79K
$134K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
29New |
$1.74K - $2.04K
|
29
$2.17K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
28+ 0.68% |
$1.68K - $1.97K
|
4.16K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
28New |
$1.68K - $1.97K
|
28
$2.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
27+ 0.49% |
$1.62K - $1.89K
|
5.51K
$413K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
25New |
$1.5K - $1.75K
|
25
$1.87K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 0.53% |
$1.5K - $1.75K
|
4.74K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
25+ 3.26% |
$1.5K - $1.75K
|
792
$59.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
24+ 0.1% |
$1.44K - $1.68K
|
24.8K
$1.86M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24+ 2.71% |
$1.44K - $1.68K
|
909
$68.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23+ 0.27% |
$1.38K - $1.61K
|
8.53K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
23+ 34.85% |
$1.38K - $1.61K
|
89
$6.67K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22New |
$1.32K - $1.54K
|
22
$1.65K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 1.63% |
$1.26K - $1.47K
|
1.31K
$98K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 5.09% |
$1.2K - $1.4K
|
413
$31K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
19+ 146.15% |
$1.14K - $1.33K
|
32
$2.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
18+ 0.51% |
$1.08K - $1.26K
|
3.57K
$267K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
18+ 0.09% |
$1.08K - $1.26K
|
19.4K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 24.66% |
$1.08K - $1.26K
|
91
$6.82K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18New |
$1.08K - $1.26K
|
18
$1.35K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 8.29% |
$1.02K - $1.19K
|
222
$16.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
17+ 0.48% |
$1.02K - $1.19K
|
3.57K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
17New |
$1.02K - $1.19K
|
17
$1.27K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17+ 27.87% |
$1.02K - $1.19K
|
78
$5.85K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
16+ 8.84% |
$961 - $1.12K
|
197
$14.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.93% |
$961 - $1.12K
|
1.74K
$130K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.3% |
$901 - $1.05K
|
4.99K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15+ 34.88% |
$901 - $1.05K
|
58
$4.35K
|