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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.41K+ 1.5% |
$505K - $590K
|
568K
$42.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.4KNew |
$504K - $589K
|
8.4K
$630K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.31KNew |
$499K - $583K
|
8.31K
$623K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.21K+ 12.5% |
$493K - $576K
|
73.9K
$5.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.79KNew |
$468K - $547K
|
7.79K
$584K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
7.7K+ 184.39% |
$462K - $541K
|
11.9K
$891K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.67K+ 8.22% |
$460K - $538K
|
101K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
7.59K+ 1.31% |
$456K - $533K
|
585K
$43.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.57KNew |
$455K - $531K
|
7.57K
$568K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7.57K+ 33.69% |
$454K - $531K
|
30K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.52KNew |
$451K - $527K
|
7.52K
$564K
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.41KNew |
$445K - $520K
|
7.41K
$555K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7.33K+ 2.21% |
$440K - $515K
|
339K
$25.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
7.2KNew |
$432K - $505K
|
7.2K
$540K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.14K+ 6798.1% |
$429K - $501K
|
7.24K
$543K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
6.89K+ 230.43% |
$414K - $484K
|
9.88K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.87K+ 4.67% |
$412K - $482K
|
154K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.85KNew |
$411K - $481K
|
6.85K
$513K
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
6.78KNew |
$407K - $476K
|
6.78K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
6.66K+ 13.09% |
$400K - $467K
|
57.5K
$4.31M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.6K+ 385.91% |
$396K - $463K
|
8.31K
$623K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.56K+ 39.27% |
$394K - $460K
|
23.3K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
6.55K+ 38.72% |
$393K - $460K
|
23.5K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
6.55K+ 908.18% |
$393K - $460K
|
7.27K
$545K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6.52KNew |
$392K - $458K
|
6.52K
$489K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
6.51K+ 20.24% |
$391K - $457K
|
38.7K
$2.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$391K - $457K
|
6.51K
$488K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.48K+ 11.39% |
$389K - $454K
|
63.3K
$4.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.37K+ 0.94% |
$382K - $447K
|
682K
$51.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
6.34K+ 3.45% |
$381K - $445K
|
190K
$14.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
6.28KNew |
$377K - $441K
|
6.28K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.27KNew |
$376K - $440K
|
6.27K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.26K+ 72.5% |
$376K - $439K
|
14.9K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.02KNew |
$362K - $423K
|
6.02K
$452K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
6KNew |
$360K - $421K
|
6K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.99KNew |
$359K - $420K
|
5.99K
$449K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
5.94KNew |
$357K - $417K
|
5.94K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.9K+ 90.86% |
$354K - $414K
|
12.4K
$929K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.9KNew |
$354K - $414K
|
5.9K
$442K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
5.87K+ 117.91% |
$353K - $412K
|
10.9K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.83KNew |
$350K - $409K
|
5.83K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.81K+ 1.83% |
$349K - $407K
|
322K
$24.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.77KNew |
$346K - $405K
|
5.77K
$433K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.72K+ 25.63% |
$343K - $401K
|
28K
$2.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
5.71K+ 1.25% |
$343K - $401K
|
462K
$34.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
5.7KNew |
$342K - $400K
|
5.7K
$428K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.58KNew |
$335K - $391K
|
5.58K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
5.57K+ 10.89% |
$334K - $391K
|
56.7K
$4.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.49K+ 135.11% |
$329K - $385K
|
9.55K
$716K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.49KNew |
$329K - $385K
|
5.49K
$411K
|