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 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
15.8KNew |
$946K - $1.11M
|
15.8K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
15.5K+ 33.47% |
$930K - $1.09M
|
61.8K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
15.5K+ 1.29% |
$929K - $1.09M
|
1.22M
$91.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.4K+ 21.13% |
$925K - $1.08M
|
88.3K
$6.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
15.2K+ 63.64% |
$911K - $1.06M
|
39K
$2.92M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.8K+ 6.9% |
$891K - $1.04M
|
230K
$17.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
14.8KNew |
$889K - $1.04M
|
14.8K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
14.3K+ 1.73% |
$857K - $1M
|
838K
$62.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
14.1K+ 20.29% |
$844K - $987K
|
83.4K
$6.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 638.04% |
$836K - $977K
|
16.1K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
13.8K+ 0.88% |
$830K - $970K
|
1.58M
$118M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$826K - $965K
|
13.8K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.7K+ 58.23% |
$822K - $961K
|
37.2K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
13.3K+ 1.2% |
$800K - $935K
|
1.12M
$84.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
13.3KNew |
$798K - $933K
|
13.3K
$996K
|
|
|
Aug 08, 2025
Q2 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
12.9KNew |
$775K - $906K
|
12.9K
$968K
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
12.9K+ 0.44% |
$774K - $905K
|
2.93M
$220M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12.8K+ 15.65% |
$771K - $902K
|
94.9K
$7.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.4K+ 30.63% |
$742K - $867K
|
52.7K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.1KNew |
$729K - $852K
|
12.1K
$911K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.7K+ 1.39% |
$701K - $819K
|
854K
$64M
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
11.6K+ 25.75% |
$698K - $816K
|
56.7K
$4.25M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
11.6K+ 270.67% |
$697K - $815K
|
15.9K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
11.2K+ 16.4% |
$672K - $785K
|
79.4K
$5.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.2K+ 34.99% |
$671K - $785K
|
43.1K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
BUY
|
- |
11.1K+ 95.69% |
$668K - $781K
|
22.8K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1K+ 3.87% |
$666K - $779K
|
298K
$22.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
11.1KNew |
$664K - $776K
|
11.1K
$830K
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 136.03% |
$664K - $776K
|
19.2K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
10.8K+ 19.93% |
$648K - $758K
|
65K
$4.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
10.8K+ 93.74% |
$648K - $758K
|
22.3K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.7KNew |
$645K - $753K
|
10.7K
$805K
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.6KNew |
$637K - $744K
|
10.6K
$795K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
10.5KNew |
$631K - $738K
|
10.5K
$788K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
10.5KNew |
$628K - $734K
|
10.5K
$785K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
10.5K+ 4.58% |
$628K - $734K
|
239K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10.3K+ 4.73% |
$619K - $724K
|
228K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.1K+ 11.81% |
$605K - $707K
|
95.4K
$7.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
10.1K+ 11.17% |
$603K - $705K
|
100K
$7.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
10KNew |
$600K - $702K
|
10K
$750K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
9.94KNew |
$597K - $698K
|
9.94K
$746K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.91KNew |
$595K - $696K
|
9.91K
$743K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
9.8K+ 112.39% |
$589K - $688K
|
18.5K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.77KNew |
$586K - $685K
|
9.77K
$732K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.37K+ 116.97% |
$563K - $658K
|
17.4K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.14K+ 4.66% |
$549K - $641K
|
205K
$15.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.72K+ 33.22% |
$523K - $612K
|
35K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.59KNew |
$515K - $602K
|
8.59K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.53K+ 34.96% |
$512K - $598K
|
32.9K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
8.52K+ 20.31% |
$512K - $598K
|
50.5K
$3.78M
|