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 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.47K+ 15.06% |
$328K - $384K
|
41.8K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.4K+ 45.76% |
$324K - $379K
|
17.2K
$1.29M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.38KNew |
$323K - $378K
|
5.38K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.36KNew |
$322K - $376K
|
5.36K
$402K
|
|
|
Jul 29, 2025
Q2 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
5.06KNew |
$304K - $355K
|
5.06K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
5.03K+ 7.12% |
$302K - $353K
|
75.6K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5KNew |
$300K - $351K
|
5K
$375K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
4.95KNew |
$297K - $347K
|
4.95K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
4.94KNew |
$296K - $346K
|
4.94K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
4.85K+ 4.55% |
$291K - $341K
|
112K
$8.36M
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
4.85K+ 0.22% |
$291K - $341K
|
2.21M
$166M
|
|
|
Aug 12, 2025
Q2 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
4.85K+ 7.82% |
$291K - $340K
|
66.9K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.8KNew |
$288K - $337K
|
4.8K
$360K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.8K+ 6.96% |
$288K - $337K
|
73.7K
$5.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
4.79K+ 106.52% |
$287K - $336K
|
9.28K
$696K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.75K+ 1.2% |
$285K - $333K
|
401K
$30.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.74KNew |
$285K - $333K
|
4.74K
$355K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.73KNew |
$284K - $332K
|
4.73K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.7KNew |
$282K - $330K
|
4.7K
$352K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.69K+ 3.13% |
$282K - $329K
|
154K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.68KNew |
$281K - $329K
|
4.68K
$351K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.66KNew |
$280K - $327K
|
4.66K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
4.65K+ 2.47% |
$279K - $327K
|
193K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.63K+ 17.05% |
$278K - $325K
|
31.8K
$2.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
4.52K+ 2.5% |
$271K - $317K
|
185K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.5K+ 15.36% |
$270K - $316K
|
33.8K
$2.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.43K+ 1.69% |
$266K - $311K
|
267K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.37KNew |
$262K - $307K
|
4.37K
$328K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.36K+ 7.21% |
$262K - $306K
|
64.8K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
4.34KNew |
$261K - $305K
|
4.34K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
4.33KNew |
$260K - $304K
|
4.33K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.32KNew |
$259K - $303K
|
4.32K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
4.27KNew |
$256K - $300K
|
4.27K
$320K
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
4.27KNew |
$256K - $299K
|
4.27K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.25KNew |
$255K - $298K
|
4.25K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.12KNew |
$247K - $289K
|
4.12K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.07KNew |
$244K - $285K
|
4.07K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.06KNew |
$244K - $285K
|
4.06K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.86K+ 13.79% |
$232K - $271K
|
31.9K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.86KNew |
$232K - $271K
|
3.86K
$289K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.86K+ 35.03% |
$232K - $271K
|
14.9K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.85KNew |
$231K - $270K
|
3.85K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.84KNew |
$230K - $269K
|
3.84K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.83K+ 26.33% |
$230K - $269K
|
18.4K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.81KNew |
$229K - $268K
|
3.81K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.81K+ 30.7% |
$229K - $268K
|
16.2K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.79KNew |
$228K - $266K
|
3.79K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.76K+ 86.93% |
$226K - $264K
|
8.08K
$606K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.75KNew |
$225K - $263K
|
3.75K
$281K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.74KNew |
$224K - $262K
|
3.74K
$280K
|