Institutional Ownership Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS). We have compiled data on the 2,065 institutions that hold shares in the stock, with a total of 967 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
13,316
shares
|
$700,687
0.05% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
13,268
shares
|
$698,162
0.02% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
13,221
shares
|
$695,689
0.14% of portfolio
|
Q3 2024
Reduced 60.2%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
13,205
shares
|
$694,847
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
13,202
shares
|
$694,689
0.03% of portfolio
|
Q2 2024
Added 11.75%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
13,194
shares
|
$694,268
0.01% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,191
shares
|
$694,110
0.02% of portfolio
|
Q2 2022
Reduced 2.48%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
13,074
shares
|
$687,953
0.09% of portfolio
|
Q3 2024
Reduced 29.21%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
13,030
shares
|
$685,638
0.08% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
13,013
shares
|
$684,744
0.14% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
12,989
shares
|
$683,481
0.22% of portfolio
|
Q3 2024
Added 114.02%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
12,985
shares
|
$683,270
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
12,878
shares
|
$677,640
0.05% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
12,871
shares
|
$677,272
0.38% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
12,830
shares
|
$675,114
0.01% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
12,825
shares
|
$674,851
1.18% of portfolio
|
Q3 2023
Added 28.42%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
12,822
shares
|
$674,693
0.41% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
12,775
shares
|
$672,220
0.21% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
12,745
shares
|
$670,641
0.03% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
12,730
shares
|
$669,852
0.03% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
12,603
shares
|
$663,169
0.23% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
12,598
shares
|
$662,906
0.03% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
12,573
shares
|
$661,591
0.03% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,495
shares
|
$657,486
0.01% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
12,468
shares
|
$656,066
0.07% of portfolio
|
Q3 2024
Reduced 1.03%
|