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 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-243- 15.87% |
$14.6K - $17.1K
|
1.29K
$96.6K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-245- 9.62% |
$14.7K - $17.2K
|
2.3K
$173K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-248- 6.23% |
$14.9K - $17.4K
|
3.73K
$280K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-249- 5.68% |
$14.9K - $17.5K
|
4.14K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-250- 7.87% |
$15K - $17.5K
|
2.93K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-250- 5.46% |
$15K - $17.5K
|
4.33K
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-250- 5.28% |
$15K - $17.5K
|
4.49K
$336K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-250- 6.12% |
$15K - $17.5K
|
3.83K
$287K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-257- 0.2% |
$15.4K - $18K
|
131K
$9.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-259- 0.07% |
$15.6K - $18.2K
|
369K
$27.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-269- 83.28% |
$16.2K - $18.9K
|
54
$4.05K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-270- 5.32% |
$16.2K - $18.9K
|
4.81K
$360K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-272- 25.37% |
$16.3K - $19.1K
|
800
$60K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-274- 90.73% |
$16.5K - $19.2K
|
28
$2.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-274- 90.73% |
$16.5K - $19.2K
|
28
$2.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-275- 3.39% |
$16.5K - $19.3K
|
7.84K
$588K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-280- 3.56% |
$16.8K - $19.7K
|
7.59K
$569K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-283- 5.89% |
$17K - $19.9K
|
4.52K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-286- 11.57% |
$17.2K - $20.1K
|
2.19K
$164K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-286- 14.67% |
$17.2K - $20.1K
|
1.66K
$125K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-286- 3.04% |
$17.2K - $20.1K
|
9.13K
$684K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-288- 1.37% |
$17.3K - $20.2K
|
20.8K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-288- 24.26% |
$17.3K - $20.2K
|
899
$67.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-290- 2.22% |
$17.4K - $20.4K
|
12.8K
$959K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-290- 2.87% |
$17.4K - $20.4K
|
9.83K
$737K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-295- 3.15% |
$17.7K - $20.7K
|
9.06K
$680K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-298- 0.74% |
$17.9K - $20.9K
|
39.8K
$2.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-298- 38.9% |
$17.9K - $20.9K
|
468
$35.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-300- 8.38% |
$18K - $21.1K
|
3.28K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-300- 2.58% |
$18K - $21.1K
|
11.3K
$850K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-303- 46.05% |
$18.2K - $21.3K
|
355
$26.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-308- 3.94% |
$18.5K - $21.6K
|
7.5K
$562K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-308- 6.64% |
$18.5K - $21.6K
|
4.33K
$325K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-311- 8.32% |
$18.7K - $21.8K
|
3.43K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-315- 0.82% |
$18.9K - $22.1K
|
38.1K
$2.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-316- 18.61% |
$19K - $22.2K
|
1.38K
$104K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-317- 6.75% |
$19K - $22.2K
|
4.38K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-319- 3.53% |
$19.2K - $22.4K
|
8.72K
$654K
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-320- 0.29% |
$19.2K - $22.5K
|
110K
$8.23M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-320- 0.96% |
$19.2K - $22.5K
|
32.9K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-325- 3.74% |
$19.5K - $22.8K
|
8.37K
$628K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-325- 3.94% |
$19.5K - $22.8K
|
7.93K
$595K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-327- 7.89% |
$19.6K - $22.9K
|
3.82K
$286K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-327- 7.54% |
$19.6K - $22.9K
|
4.01K
$300K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-327- 12.85% |
$19.6K - $22.9K
|
2.22K
$166K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-330- 79.33% |
$19.8K - $23.2K
|
86
$6.45K
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-330- 0.58% |
$19.8K - $23.2K
|
56.8K
$4.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-332- 33.77% |
$19.9K - $23.3K
|
651
$48.8K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-334- 50.0% |
$20.1K - $23.4K
|
334
$25K
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-339- 3.47% |
$20.4K - $23.8K
|
9.43K
$707K
|