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 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-869- 1.76% |
$52.2K - $61K
|
48.5K
$3.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-871- 2.45% |
$52.3K - $61.1K
|
34.6K
$2.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-875- 5.24% |
$52.5K - $61.4K
|
15.8K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-879- 19.08% |
$52.8K - $61.7K
|
3.73K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-882- 15.79% |
$53K - $61.9K
|
4.7K
$353K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-887- 20.0% |
$53.3K - $62.2K
|
3.55K
$266K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-897- 17.34% |
$53.9K - $63K
|
4.28K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-898- 2.91% |
$53.9K - $63K
|
29.9K
$2.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-899- 0.88% |
$54K - $63.1K
|
101K
$7.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-906- 5.57% |
$54.4K - $63.6K
|
15.4K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-910- 6.7% |
$54.6K - $63.9K
|
12.7K
$950K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-911- 15.5% |
$54.7K - $63.9K
|
4.97K
$372K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-927- 7.62% |
$55.7K - $65.1K
|
11.2K
$843K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-936- 6.45% |
$56.2K - $65.7K
|
13.6K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-939- 1.55% |
$56.4K - $65.9K
|
59.7K
$4.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-940- 8.83% |
$56.4K - $66K
|
9.7K
$727K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-948- 23.9% |
$56.9K - $66.5K
|
3.02K
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-964- 3.56% |
$57.9K - $67.7K
|
26.1K
$1.96M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-964- 24.29% |
$57.9K - $67.7K
|
3.01K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-977- 26.53% |
$58.7K - $68.6K
|
2.71K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-979- 4.41% |
$58.8K - $68.7K
|
21.2K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-986- 9.56% |
$59.2K - $69.2K
|
9.33K
$700K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-1K- 15.63% |
$60K - $70.2K
|
5.4K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1K- 66.67% |
$60K - $70.2K
|
500
$37.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1K- 16.91% |
$60K - $70.2K
|
4.91K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-1K- 10.08% |
$60K - $70.2K
|
8.92K
$669K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.02K- 75.33% |
$61.1K - $71.4K
|
333
$25K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.03K- 19.54% |
$61.6K - $72K
|
4.23K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.03K- 8.27% |
$61.7K - $72.1K
|
11.4K
$854K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.04K- 12.73% |
$62.2K - $72.7K
|
7.1K
$532K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.06K- 0.27% |
$63.7K - $74.5K
|
391K
$29.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.07K- 3.41% |
$64.4K - $75.2K
|
30.3K
$2.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.07K- 23.79% |
$64.5K - $75.4K
|
3.44K
$258K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.09K- 8.38% |
$65.4K - $76.4K
|
11.9K
$892K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.09K- 6.34% |
$65.6K - $76.7K
|
16.2K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 1.62% |
$66K - $77.2K
|
66.7K
$5M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-1.11K- 20.9% |
$66.3K - $77.5K
|
4.18K
$314K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.11K- 3.66% |
$66.5K - $77.8K
|
29.1K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 8.14% |
$67.3K - $78.7K
|
12.7K
$949K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.13K- 20.85% |
$68K - $79.4K
|
4.3K
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.14K- 6.83% |
$68.4K - $79.9K
|
15.5K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.15K- 6.73% |
$69.1K - $80.8K
|
16K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.16K- 4.75% |
$69.3K - $81.1K
|
23.2K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.16K- 3.54% |
$69.7K - $81.5K
|
31.7K
$2.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-1.16K- 2.77% |
$69.9K - $81.7K
|
40.8K
$3.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.17K- 0.3% |
$70.1K - $82K
|
391K
$29.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.17K- 23.8% |
$70.4K - $82.3K
|
3.76K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.17K- 1.66% |
$70.5K - $82.4K
|
69.4K
$5.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.18K- 5.01% |
$70.8K - $82.8K
|
22.4K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.2K- 14.0% |
$72K - $84.2K
|
7.37K
$553K
|