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 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-4- -0.0% |
$240 - $281
|
103K
$7.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.3% |
$300 - $351
|
1.64K
$123K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-5- 0.13% |
$300 - $351
|
3.95K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-7- 1.41% |
$420 - $491
|
490
$36.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-7- 0.4% |
$420 - $491
|
1.74K
$130K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-8- 2.87% |
$480 - $561
|
271
$20.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 2.45% |
$480 - $561
|
319
$23.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-8- 0.6% |
$480 - $561
|
1.33K
$99.3K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-8- 8.99% |
$480 - $561
|
81
$6.07K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-9- 8.91% |
$540 - $632
|
92
$6.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-9- 0.19% |
$540 - $632
|
4.81K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.23% |
$600 - $702
|
4.32K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 0.09% |
$720 - $842
|
13.8K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-13- 6.57% |
$781 - $912
|
185
$13.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-13- 5.02% |
$781 - $912
|
246
$18.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-14- 0.27% |
$841 - $983
|
5.15K
$386K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.3% |
$841 - $983
|
4.72K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-15- 0.16% |
$901 - $1.05K
|
9.36K
$702K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-16- 0.42% |
$961 - $1.12K
|
3.84K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-16- 18.82% |
$961 - $1.12K
|
69
$5.17K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-16- 0.39% |
$961 - $1.12K
|
4.14K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-16- 0.08% |
$961 - $1.12K
|
21.1K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17- 3.46% |
$1.02K - $1.19K
|
474
$35.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-17- 0.45% |
$1.02K - $1.19K
|
3.76K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-17- 0.05% |
$1.02K - $1.19K
|
32.9K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-17- 85.0% |
$1.02K - $1.19K
|
3
$225
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-18- 0.3% |
$1.08K - $1.26K
|
5.89K
$441K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-23- 17.97% |
$1.38K - $1.61K
|
105
$7.87K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-24- 0.07% |
$1.44K - $1.68K
|
32.8K
$2.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-25- 0.25% |
$1.5K - $1.75K
|
9.97K
$748K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 53.19% |
$1.5K - $1.75K
|
22
$1.65K
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-25- 0.11% |
$1.5K - $1.75K
|
22.4K
$1.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-26- 92.86% |
$1.56K - $1.82K
|
2
$150
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-27Closed |
$1.62K - $1.89K
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-28- 0.35% |
$1.68K - $1.97K
|
7.86K
$589K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-28- 2.05% |
$1.68K - $1.97K
|
1.34K
$100K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-29- 0.87% |
$1.74K - $2.04K
|
3.31K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-31- 20.95% |
$1.86K - $2.18K
|
117
$8.77K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-31- 0.89% |
$1.86K - $2.18K
|
3.44K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-33- 4.47% |
$1.98K - $2.32K
|
706
$52.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-33- 6.2% |
$1.98K - $2.32K
|
499
$37.4K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-35- 55.56% |
$2.1K - $2.46K
|
28
$2.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-38- 5.13% |
$2.28K - $2.67K
|
703
$52.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-40- 9.66% |
$2.4K - $2.81K
|
374
$28K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-40- 0.26% |
$2.4K - $2.81K
|
15.1K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-44- 51.16% |
$2.64K - $3.09K
|
42
$3.15K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-47- 1.13% |
$2.82K - $3.3K
|
4.1K
$307K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-48- 0.46% |
$2.88K - $3.37K
|
10.4K
$777K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-50- 13.85% |
$3K - $3.51K
|
311
$23.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-50- 0.69% |
$3K - $3.51K
|
7.2K
$540K
|