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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-590- 4.0% |
$35.4K - $41.4K
|
14.2K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-593- 5.82% |
$35.6K - $41.6K
|
9.6K
$720K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-595- 4.2% |
$35.7K - $41.8K
|
13.6K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-595- 2.0% |
$35.7K - $41.8K
|
29.1K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-599- 8.16% |
$36K - $42K
|
6.74K
$505K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-600- 10.06% |
$36K - $42.1K
|
5.37K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-617- 12.67% |
$37K - $43.3K
|
4.25K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-619- 13.75% |
$37.2K - $43.4K
|
3.88K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-620- 11.34% |
$37.2K - $43.5K
|
4.85K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-622- 5.25% |
$37.3K - $43.7K
|
11.2K
$842K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-629- 1.77% |
$37.8K - $44.1K
|
35K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-632- 2.49% |
$37.9K - $44.4K
|
24.8K
$1.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-646- 0.97% |
$38.8K - $45.3K
|
66.1K
$4.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-646- 7.75% |
$38.8K - $45.3K
|
7.69K
$576K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-648- 3.54% |
$38.9K - $45.5K
|
17.6K
$1.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-656- 12.86% |
$39.4K - $46K
|
4.44K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-656- 7.91% |
$39.4K - $46K
|
7.64K
$573K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-667- 7.96% |
$40K - $46.8K
|
7.71K
$578K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-667- 61.53% |
$40K - $46.8K
|
417
$31.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-683- 45.66% |
$41K - $47.9K
|
813
$61K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-694- 15.41% |
$41.7K - $48.7K
|
3.81K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-694- 7.96% |
$41.7K - $48.7K
|
8.03K
$602K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-697- 0.57% |
$41.8K - $48.9K
|
121K
$9.05M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-697- 1.88% |
$41.8K - $48.9K
|
36.4K
$2.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-700- 10.06% |
$42K - $49.1K
|
6.26K
$469K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-705- 5.25% |
$42.3K - $49.5K
|
12.7K
$954K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-713- 18.88% |
$42.8K - $50K
|
3.06K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-714- 6.11% |
$42.9K - $50.1K
|
11K
$823K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-715- 6.55% |
$42.9K - $50.2K
|
10.2K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-721- 5.03% |
$43.3K - $50.6K
|
13.6K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-725- 2.58% |
$43.5K - $50.9K
|
27.4K
$2.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-726- 4.21% |
$43.6K - $51K
|
16.5K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-735- 7.82% |
$44.1K - $51.6K
|
8.67K
$650K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-747- 2.13% |
$44.8K - $52.4K
|
34.3K
$2.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-748- 15.04% |
$44.9K - $52.5K
|
4.23K
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-750- 4.89% |
$45K - $52.6K
|
14.6K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-751- 11.67% |
$45.1K - $52.7K
|
5.69K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-775- 19.73% |
$46.5K - $54.4K
|
3.15K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-779- 0.46% |
$46.8K - $54.7K
|
169K
$12.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-782- 28.63% |
$47K - $54.9K
|
1.95K
$146K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-795- 5.73% |
$47.7K - $55.8K
|
13.1K
$981K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-803- 19.0% |
$48.2K - $56.4K
|
3.42K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-808- 10.01% |
$48.5K - $56.7K
|
7.27K
$545K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-815- 5.28% |
$48.9K - $57.2K
|
14.6K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-823- 18.6% |
$49.4K - $57.8K
|
3.6K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-825- 0.65% |
$49.5K - $57.9K
|
125K
$9.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-843- 11.68% |
$50.6K - $59.2K
|
6.37K
$478K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-855- 21.23% |
$51.3K - $60K
|
3.17K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-858- 20.66% |
$51.5K - $60.2K
|
3.29K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-867- 18.6% |
$52.1K - $60.8K
|
3.79K
$284K
|