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 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-3.14K- 26.07% |
$188K - $220K
|
8.89K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.14K- 7.35% |
$188K - $220K
|
39.5K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.15K- 0.78% |
$189K - $221K
|
398K
$29.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-3.17K- 6.43% |
$190K - $223K
|
46.1K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3.22K- 2.38% |
$193K - $226K
|
132K
$9.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.34K- 34.17% |
$201K - $235K
|
6.44K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-3.35K- 12.07% |
$201K - $235K
|
24.4K
$1.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.47K- 1.64% |
$208K - $244K
|
209K
$15.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-3.5K- 3.43% |
$210K - $246K
|
98.7K
$7.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.5K- 86.02% |
$210K - $246K
|
569
$42.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-3.52K- 1.58% |
$211K - $247K
|
220K
$16.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.56K- 19.01% |
$214K - $250K
|
15.2K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.58K- 25.2% |
$215K - $251K
|
10.6K
$796K
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-3.6K- 18.71% |
$216K - $253K
|
15.6K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.69K- 6.67% |
$222K - $259K
|
51.7K
$3.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.7K- 0.78% |
$222K - $260K
|
471K
$35.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.73K- 12.22% |
$224K - $261K
|
26.8K
$2.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-3.92K- 3.83% |
$235K - $275K
|
98.4K
$7.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.94K- 3.31% |
$237K - $277K
|
115K
$8.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.94K- 49.14% |
$237K - $277K
|
4.08K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 1.56% |
$237K - $277K
|
249K
$18.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.96K- 14.6% |
$238K - $278K
|
23.2K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.99K- 49.62% |
$240K - $280K
|
4.05K
$304K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.07K- 22.55% |
$244K - $286K
|
14K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.16K- 12.91% |
$250K - $292K
|
28.1K
$2.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.23K- 18.11% |
$254K - $297K
|
19.1K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.23K- 14.53% |
$254K - $297K
|
24.9K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.28K- 3.72% |
$257K - $300K
|
111K
$8.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.29K- 4.02% |
$258K - $301K
|
102K
$7.68M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-4.31K- 5.61% |
$259K - $303K
|
72.5K
$5.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.32K- 21.69% |
$259K - $303K
|
15.6K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.4K- 7.3% |
$264K - $309K
|
55.9K
$4.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-4.4K- 7.9% |
$264K - $309K
|
51.4K
$3.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-4.44K- 1.67% |
$266K - $311K
|
262K
$19.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.44K- 13.48% |
$267K - $312K
|
28.5K
$2.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-4.45K- 18.61% |
$267K - $313K
|
19.5K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-4.51K- 15.41% |
$271K - $317K
|
24.8K
$1.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.52K- 0.56% |
$271K - $317K
|
809K
$60.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.57K- 18.41% |
$274K - $320K
|
20.2K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-4.57K- 93.55% |
$274K - $320K
|
315
$23.6K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-4.59K- 9.7% |
$275K - $322K
|
42.7K
$3.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-4.65K- 5.87% |
$279K - $326K
|
74.5K
$5.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.71K- 10.0% |
$283K - $330K
|
42.4K
$3.18M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-4.72K- 28.46% |
$284K - $332K
|
11.9K
$890K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.79K- 29.76% |
$287K - $336K
|
11.3K
$847K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-4.84K- 36.19% |
$290K - $339K
|
8.53K
$639K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.95K- 24.8% |
$297K - $347K
|
15K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-4.96K- 4.72% |
$298K - $348K
|
100K
$7.51M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-5K- 1.22% |
$300K - $351K
|
405K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-5.19K- 17.07% |
$311K - $364K
|
25.2K
$1.89M
|