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
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.62K+ 4.55% |
$157K - $184K
|
60.3K
$4.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.6K+ 6.78% |
$156K - $183K
|
41K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.57KNew |
$154K - $180K
|
2.57K
$193K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.54K+ 5.78% |
$152K - $178K
|
46.5K
$3.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.41K+ 62.75% |
$145K - $169K
|
6.25K
$469K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
2.41K+ 7.05% |
$145K - $169K
|
36.6K
$2.74M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.4K+ 2.61% |
$144K - $168K
|
94.2K
$7.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.31K+ 34.3% |
$139K - $162K
|
9.05K
$679K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.28K+ 24.22% |
$137K - $160K
|
11.7K
$878K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.26K+ 244.32% |
$136K - $159K
|
3.19K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.26K+ 59.48% |
$136K - $159K
|
6.06K
$454K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.24K+ 2.37% |
$134K - $157K
|
96.9K
$7.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.24K+ 14.65% |
$134K - $157K
|
17.5K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.23K+ 30.77% |
$134K - $157K
|
9.48K
$711K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.2K+ 14.12% |
$132K - $154K
|
17.8K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.18K+ 15.1% |
$131K - $153K
|
16.6K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.12K+ 66.72% |
$127K - $148K
|
5.29K
$396K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.09K+ 48.87% |
$126K - $147K
|
6.37K
$478K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.08K+ 12.84% |
$125K - $146K
|
18.3K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.07K+ 13.75% |
$125K - $146K
|
17.2K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.07K+ 5.18% |
$124K - $145K
|
42K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2K+ 40.63% |
$120K - $141K
|
6.93K
$520K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2K+ 57.3% |
$120K - $140K
|
5.49K
$412K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.99K+ 15.65% |
$120K - $140K
|
14.7K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.97K+ 1310.67% |
$118K - $138K
|
2.12K
$159K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.96K+ 37.34% |
$117K - $137K
|
7.2K
$540K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.89K+ 3.21% |
$114K - $133K
|
60.9K
$4.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.89K+ 4.94% |
$113K - $133K
|
40.2K
$3.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.87K+ 9.86% |
$112K - $131K
|
20.9K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.83K+ 3.64% |
$110K - $128K
|
52K
$3.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.82K+ 14.72% |
$109K - $127K
|
14.2K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.77K+ 5.6% |
$106K - $124K
|
33.4K
$2.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
1.76K+ 45.05% |
$105K - $123K
|
5.66K
$424K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.75K+ 17.87% |
$105K - $123K
|
11.6K
$867K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
1.75K+ 5.97% |
$105K - $123K
|
31.1K
$2.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.74K+ 1.04% |
$104K - $122K
|
169K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.73K+ 7.85% |
$104K - $121K
|
23.7K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.73K+ 10.44% |
$104K - $121K
|
18.3K
$1.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
1.71K+ 2.24% |
$102K - $120K
|
77.8K
$5.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.7K+ 51.14% |
$102K - $120K
|
5.04K
$378K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.67K+ 18.31% |
$100K - $117K
|
10.8K
$809K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.64K+ 164.16% |
$98.2K - $115K
|
2.63K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.63K+ 19.17% |
$98.1K - $115K
|
10.2K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.63K+ 3.14% |
$97.8K - $114K
|
53.5K
$4.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.6K+ 11.87% |
$96.3K - $113K
|
15.1K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.6K+ 34.27% |
$95.8K - $112K
|
6.25K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 7.51% |
$94.9K - $111K
|
22.6K
$1.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.57K+ 3.25% |
$94.3K - $110K
|
49.8K
$3.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.56K+ 9.73% |
$93.4K - $109K
|
17.5K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.55K+ 1.69% |
$93.2K - $109K
|
93.6K
$7.02M
|