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 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.2K- 2.18% |
$72.2K - $84.4K
|
53.9K
$4.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.21K- 1.34% |
$72.6K - $84.9K
|
88.8K
$6.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.25K- 7.47% |
$75.1K - $87.7K
|
15.5K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.26K- 6.24% |
$75.7K - $88.4K
|
18.9K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.31K- 51.04% |
$78.4K - $91.6K
|
1.25K
$93.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.31K- 20.54% |
$78.8K - $92.1K
|
5.07K
$380K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.32K- 9.51% |
$79.5K - $92.9K
|
12.6K
$944K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.33K- 5.97% |
$79.7K - $93.1K
|
20.9K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.34K- 10.91% |
$80.3K - $93.9K
|
10.9K
$819K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.34K- 11.87% |
$80.6K - $94.3K
|
9.97K
$748K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.36K- 27.76% |
$81.5K - $95.2K
|
3.53K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.38K- 23.46% |
$83K - $97.1K
|
4.51K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.41K- 4.31% |
$84.8K - $99.2K
|
31.4K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.43K- 0.68% |
$85.6K - $100K
|
207K
$15.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.43K- 19.54% |
$85.7K - $100K
|
5.88K
$441K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.48K- 16.47% |
$89K - $104K
|
7.52K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.48K- 10.54% |
$89.1K - $104K
|
12.6K
$945K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.49K- 6.12% |
$89.5K - $105K
|
22.9K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.5K- 9.12% |
$90.1K - $105K
|
15K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.5K- 1.89% |
$90.2K - $105K
|
78.2K
$5.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.51K- 59.22% |
$90.7K - $106K
|
1.04K
$78K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.51K- 18.03% |
$90.7K - $106K
|
6.87K
$515K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.53K- 2.76% |
$91.6K - $107K
|
53.7K
$4.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.53K- 5.23% |
$91.6K - $107K
|
27.6K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.54K- 34.2% |
$92.2K - $108K
|
2.96K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.59K- 1.08% |
$95.5K - $112K
|
145K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-1.6K- 50.09% |
$96.1K - $112K
|
1.59K
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-1.62K- 0.54% |
$97.3K - $114K
|
296K
$22.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.63K- 18.4% |
$97.8K - $114K
|
7.22K
$542K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.63K- 0.85% |
$97.9K - $114K
|
190K
$14.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.64K- 1.3% |
$98.6K - $115K
|
125K
$9.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.65K- 3.9% |
$99.1K - $116K
|
40.7K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-1.66K- 5.22% |
$99.6K - $116K
|
30.1K
$2.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.66K- 2.59% |
$99.8K - $117K
|
62.6K
$4.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.69K- 11.53% |
$102K - $119K
|
13K
$974K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.71K- 13.59% |
$103K - $120K
|
10.9K
$815K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 8.31% |
$103K - $121K
|
19K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.74K- 33.16% |
$104K - $122K
|
3.5K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.74K- 3.89% |
$105K - $122K
|
43.1K
$3.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.78K- 20.07% |
$107K - $125K
|
7.09K
$531K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-1.79K- 8.2% |
$107K - $126K
|
20K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.81K- 22.86% |
$109K - $127K
|
6.1K
$458K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.82K- 4.6% |
$109K - $127K
|
37.6K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.87K- 21.83% |
$112K - $131K
|
6.68K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.87K- 9.32% |
$112K - $131K
|
18.2K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.88K- 2.08% |
$113K - $132K
|
88.3K
$6.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.89K- 6.2% |
$113K - $133K
|
28.6K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 18.35% |
$114K - $133K
|
8.43K
$632K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.9K- 2.52% |
$114K - $133K
|
73.4K
$5.5M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.91K- 18.93% |
$115K - $134K
|
8.18K
$613K
|