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 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.73KNew |
$224K - $262K
|
3.73K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.72KNew |
$223K - $261K
|
3.72K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.7KNew |
$222K - $260K
|
3.7K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.69K+ 103.65% |
$221K - $259K
|
7.24K
$543K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.57KNew |
$214K - $251K
|
3.57K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.52K+ 116.69% |
$211K - $247K
|
6.53K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.51KNew |
$211K - $246K
|
3.51K
$263K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.41K+ 2.03% |
$205K - $239K
|
172K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.39K+ 5.2% |
$204K - $238K
|
68.6K
$5.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
3.39KNew |
$203K - $238K
|
3.39K
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
3.38KNew |
$203K - $237K
|
3.38K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.37KNew |
$202K - $237K
|
3.37K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.35KNew |
$201K - $235K
|
3.35K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.35K+ 34.5% |
$201K - $235K
|
13K
$978K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
3.32KNew |
$199K - $233K
|
3.32K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.3KNew |
$198K - $231K
|
3.3K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.29K+ 12.02% |
$197K - $231K
|
30.6K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.28K+ 19.39% |
$197K - $230K
|
20.2K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.23KNew |
$194K - $226K
|
3.23K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.2KNew |
$192K - $225K
|
3.2K
$240K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.13KNew |
$188K - $220K
|
3.13K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.11K+ 47.42% |
$186K - $218K
|
9.65K
$724K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.07KNew |
$184K - $215K
|
3.07K
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.07K+ 12.57% |
$184K - $215K
|
27.4K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.06K+ 32.59% |
$184K - $215K
|
12.4K
$933K
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
3.05KNew |
$183K - $214K
|
3.05K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.04K+ 100.16% |
$182K - $213K
|
6.07K
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.02K+ 5.11% |
$181K - $212K
|
62.2K
$4.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.02K+ 69.35% |
$181K - $212K
|
7.37K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.01KNew |
$181K - $212K
|
3.01K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.01K+ 24.98% |
$181K - $211K
|
15.1K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
3.01K+ 6.77% |
$181K - $211K
|
47.5K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3KNew |
$180K - $211K
|
3K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3K+ 16.67% |
$180K - $211K
|
21K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
3K+ 9.9% |
$180K - $211K
|
33.3K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
3K+ 15.07% |
$180K - $210K
|
22.9K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.96KNew |
$178K - $208K
|
2.96K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.95KNew |
$177K - $207K
|
2.95K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.94KNew |
$176K - $206K
|
2.94K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.94KNew |
$176K - $206K
|
2.94K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
2.9KNew |
$174K - $204K
|
2.9K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2.9K+ 1.18% |
$174K - $203K
|
248K
$18.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.83K+ 6.29% |
$170K - $198K
|
47.7K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.8K+ 3.6% |
$168K - $197K
|
80.5K
$6.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.77K+ 20.65% |
$166K - $194K
|
16.2K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.74K+ 422.87% |
$164K - $192K
|
3.38K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 34.5% |
$160K - $187K
|
10.4K
$781K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.64K+ 44.72% |
$159K - $185K
|
8.55K
$641K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.63K+ 56.01% |
$158K - $185K
|
7.33K
$549K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.63K+ 19.2% |
$158K - $184K
|
16.3K
$1.22M
|