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 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-124- 2.85% |
$7.44K - $8.7K
|
4.23K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-125- 1.96% |
$7.51K - $8.77K
|
6.24K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-125- 2.68% |
$7.51K - $8.77K
|
4.55K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-130- 3.93% |
$7.81K - $9.12K
|
3.18K
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-148- 1.07% |
$8.89K - $10.4K
|
13.6K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-150- 2.46% |
$9.01K - $10.5K
|
5.94K
$445K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-150- 1.17% |
$9.01K - $10.5K
|
12.7K
$952K
|
|
|
Aug 14, 2025
Q2 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-150- 50.0% |
$9.01K - $10.5K
|
150
$11.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-150- 38.27% |
$9.01K - $10.5K
|
242
$18.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-151- 1.18% |
$9.07K - $10.6K
|
12.6K
$947K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-155- 2.68% |
$9.31K - $10.9K
|
5.64K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-156- 11.26% |
$9.37K - $10.9K
|
1.23K
$92.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-164- 3.78% |
$9.85K - $11.5K
|
4.18K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-164- 1.24% |
$9.85K - $11.5K
|
13.1K
$983K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-165- 0.32% |
$9.91K - $11.6K
|
51.5K
$3.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-165- 24.81% |
$9.91K - $11.6K
|
500
$37.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-166- 9.12% |
$9.97K - $11.6K
|
1.66K
$124K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-168- 36.44% |
$10.1K - $11.8K
|
293
$22K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-171- 5.38% |
$10.3K - $12K
|
3.01K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-176- 2.32% |
$10.6K - $12.4K
|
7.42K
$557K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-179- 1.18% |
$10.7K - $12.6K
|
15K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-180- 0.5% |
$10.8K - $12.6K
|
35.7K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-182- 1.13% |
$10.9K - $12.8K
|
15.9K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-189- 45.32% |
$11.3K - $13.3K
|
228
$17.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-190- 3.03% |
$11.4K - $13.3K
|
6.09K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-191- 2.66% |
$11.5K - $13.4K
|
7K
$525K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-195- 4.33% |
$11.7K - $13.7K
|
4.3K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-196- 5.68% |
$11.8K - $13.8K
|
3.26K
$244K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-196- 1.87% |
$11.8K - $13.8K
|
10.3K
$769K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-198- 4.13% |
$11.9K - $13.9K
|
4.6K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-198- 4.09% |
$11.9K - $13.9K
|
4.64K
$348K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 2.8% |
$12K - $14K
|
6.95K
$521K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 27.66% |
$12K - $14K
|
523
$39.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-200- 1.2% |
$12K - $14K
|
16.5K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-200- 9.17% |
$12K - $14K
|
1.98K
$149K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-200- 16.82% |
$12K - $14K
|
989
$74.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-200- 3.62% |
$12K - $14K
|
5.32K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Srs Investment Management, LLC
New York, NY |
SELL
|
- |
-200- 0.02% |
$12K - $14K
|
1.22M
$91.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-205- 1.4% |
$12.3K - $14.4K
|
14.5K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-214- 22.25% |
$12.8K - $15K
|
748
$56.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-218- 0.59% |
$13.1K - $15.3K
|
36.8K
$2.76M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-218- 1.56% |
$13.1K - $15.3K
|
13.8K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-218- 6.53% |
$13.1K - $15.3K
|
3.12K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
SELL
|
- |
-219- 1.83% |
$13.1K - $15.4K
|
11.7K
$880K
|
|
|
Aug 14, 2025
Q2 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-219- 0.05% |
$13.1K - $15.4K
|
411K
$30.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-220- 2.21% |
$13.2K - $15.4K
|
9.75K
$731K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-225- 5.0% |
$13.5K - $15.8K
|
4.28K
$321K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-233- 2.61% |
$14K - $16.4K
|
8.7K
$652K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-237- 22.09% |
$14.2K - $16.6K
|
836
$62.7K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-239- 8.62% |
$14.3K - $16.8K
|
2.53K
$190K
|