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 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 1.39% |
$3K - $3.51K
|
3.54K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-51- 17.0% |
$3.06K - $3.58K
|
249
$18.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-53- 16.01% |
$3.18K - $3.72K
|
278
$20.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-55- 1.38% |
$3.3K - $3.86K
|
3.92K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-55- 1.09% |
$3.3K - $3.86K
|
5.01K
$375K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-55- 0.44% |
$3.3K - $3.86K
|
12.3K
$923K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-55- 1.24% |
$3.3K - $3.86K
|
4.39K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-56- 1.19% |
$3.36K - $3.93K
|
4.64K
$348K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-57- 9.97% |
$3.42K - $4K
|
515
$38.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-57- 5.76% |
$3.42K - $4K
|
932
$69.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-59- 8.83% |
$3.54K - $4.14K
|
609
$45.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-60- 0.69% |
$3.6K - $4.21K
|
8.61K
$646K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.98% |
$3.66K - $4.28K
|
6.14K
$460K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-64- 4.62% |
$3.84K - $4.49K
|
1.32K
$99.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-65- 0.66% |
$3.9K - $4.56K
|
9.8K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-65- 1.23% |
$3.9K - $4.56K
|
5.2K
$390K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-66- 42.58% |
$3.96K - $4.63K
|
89
$6.67K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-74- 1.4% |
$4.44K - $5.19K
|
5.2K
$390K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-75- 6.02% |
$4.5K - $5.26K
|
1.17K
$87.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-75- 10.9% |
$4.5K - $5.26K
|
613
$46K
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-76- 0.23% |
$4.56K - $5.33K
|
33K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-79- 0.63% |
$4.74K - $5.54K
|
12.5K
$941K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-79- 2.04% |
$4.74K - $5.54K
|
3.8K
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-81- 0.03% |
$4.86K - $5.68K
|
315K
$23.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-83- 2.18% |
$4.98K - $5.82K
|
3.73K
$279K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-84- 0.46% |
$5.04K - $5.9K
|
18.3K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-85- 0.81% |
$5.1K - $5.97K
|
10.3K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-85- 0.75% |
$5.1K - $5.97K
|
11.3K
$848K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87- 2.53% |
$5.22K - $6.11K
|
3.35K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-90- 3.45% |
$5.4K - $6.32K
|
2.52K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-91- 0.11% |
$5.46K - $6.39K
|
85K
$6.38M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-93- 2.86% |
$5.58K - $6.53K
|
3.16K
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-96- 13.35% |
$5.76K - $6.74K
|
623
$46.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-97- 12.05% |
$5.82K - $6.81K
|
708
$53.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 2.31% |
$6K - $7.02K
|
4.24K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-100- 0.97% |
$6K - $7.02K
|
10.2K
$767K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-100- 20.0% |
$6K - $7.02K
|
400
$30K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 0.47% |
$6K - $7.02K
|
21K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-102- 1.02% |
$6.12K - $7.16K
|
9.88K
$741K
|
|
|
Aug 08, 2025
Q2 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-105- 0.01% |
$6.3K - $7.37K
|
1.11M
$83.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-106- 40.3% |
$6.36K - $7.44K
|
157
$11.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-109- 37.07% |
$6.54K - $7.65K
|
185
$13.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-110- 0.16% |
$6.6K - $7.72K
|
70.6K
$5.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-110- 2.54% |
$6.6K - $7.72K
|
4.22K
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-110- 3.42% |
$6.6K - $7.72K
|
3.11K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-110- 0.52% |
$6.6K - $7.72K
|
20.9K
$1.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-112- 3.87% |
$6.72K - $7.86K
|
2.78K
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-119- 11.66% |
$7.14K - $8.35K
|
902
$67.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-120- 1.76% |
$7.2K - $8.42K
|
6.71K
$503K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-124- 3.7% |
$7.44K - $8.7K
|
3.23K
$242K
|