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
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-342- 4.04% |
$20.5K - $24K
|
8.12K
$609K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-357- 2.8% |
$21.4K - $25.1K
|
12.4K
$928K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-358- 48.97% |
$21.5K - $25.1K
|
373
$28K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-358- 6.3% |
$21.5K - $25.1K
|
5.33K
$400K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-360- 0.48% |
$21.6K - $25.3K
|
74.4K
$5.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-361- 9.0% |
$21.7K - $25.3K
|
3.65K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-365- 8.35% |
$21.9K - $25.6K
|
4.01K
$301K
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-368- 1.15% |
$22.1K - $25.8K
|
31.7K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-380- 0.27% |
$22.8K - $26.7K
|
143K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-380- 8.67% |
$22.8K - $26.7K
|
4K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-384- 2.54% |
$23.1K - $26.9K
|
14.7K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-393- 7.17% |
$23.6K - $27.6K
|
5.09K
$381K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-397- 4.09% |
$23.8K - $27.9K
|
9.32K
$699K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-399- 7.58% |
$24K - $28K
|
4.87K
$365K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-399- 95.0% |
$24K - $28K
|
21
$1.57K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-400- 11.43% |
$24K - $28.1K
|
3.1K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-400- 12.05% |
$24K - $28.1K
|
2.92K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-400- 27.43% |
$24K - $28.1K
|
1.06K
$79.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-405- 54.07% |
$24.3K - $28.4K
|
344
$25.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-412- 1.52% |
$24.7K - $28.9K
|
26.6K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-425- 21.23% |
$25.5K - $29.8K
|
1.58K
$118K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-443- 6.81% |
$26.6K - $31.1K
|
6.06K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-451- 4.45% |
$27.1K - $31.7K
|
9.69K
$727K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-455- 1.64% |
$27.3K - $31.9K
|
27.3K
$2.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-456- 64.41% |
$27.4K - $32K
|
252
$18.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-472- 1.88% |
$28.3K - $33.1K
|
24.7K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-481- 3.0% |
$28.9K - $33.8K
|
15.6K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-482- 7.03% |
$28.9K - $33.8K
|
6.38K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-490- 8.48% |
$29.4K - $34.4K
|
5.29K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-493- 0.64% |
$29.6K - $34.6K
|
76.3K
$5.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-500- 1.66% |
$30K - $35.1K
|
29.6K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-505- 48.56% |
$30.3K - $35.4K
|
535
$40.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-506- 1.37% |
$30.4K - $35.5K
|
36.4K
$2.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-516- 0.39% |
$31K - $36.2K
|
133K
$9.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-528- 4.03% |
$31.7K - $37.1K
|
12.6K
$943K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-537- 6.95% |
$32.2K - $37.7K
|
7.19K
$539K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-538- 56.28% |
$32.3K - $37.8K
|
418
$31.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-538- 9.74% |
$32.3K - $37.8K
|
4.98K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-540- 12.28% |
$32.4K - $37.9K
|
3.86K
$289K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-542- 24.78% |
$32.5K - $38K
|
1.65K
$123K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-545- 1.54% |
$32.7K - $38.2K
|
34.8K
$2.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-548- 6.88% |
$32.9K - $38.5K
|
7.42K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-550- 2.03% |
$33K - $38.6K
|
26.5K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-556- 2.88% |
$33.4K - $39K
|
18.8K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-565- 97.58% |
$33.9K - $39.7K
|
14
$1.05K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-573- 11.49% |
$34.4K - $40.2K
|
4.41K
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-579- 1.91% |
$34.8K - $40.6K
|
29.8K
$2.23M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-581- 11.33% |
$34.9K - $40.8K
|
4.55K
$341K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-581- 11.02% |
$34.9K - $40.8K
|
4.69K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-584- 51.96% |
$35.1K - $41K
|
540
$40.5K
|