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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
10,250
shares
|
$539,355
0.16% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
10,237
shares
|
$538,670
0.11% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
10,217
shares
|
$537,618
0.16% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
10,169
shares
|
$535,092
0.13% of portfolio
|
Q3 2024
Added 83.66%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
10,142
shares
|
$533,672
0.11% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
10,060
shares
|
$529,357
0.12% of portfolio
|
Q4 2024
Reduced 29.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
10,020
shares
|
$527,252
0.01% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$526,200
0.01% of portfolio
|
Q3 2024
Added 49.45%
|
|
|
Cruiser Capital Advisors, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$526,200
1.43% of portfolio
|
Q3 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$526,200
0.03% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
9,987
shares
|
$525,515
0.14% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
9,969
shares
|
$524,568
1.21% of portfolio
|
Q3 2023
Added 9.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,965
shares
|
$524,358
0.07% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
9,963
shares
|
$524,253
0.03% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
9,951
shares
|
$523,621
0.01% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,951
shares
|
$523,621
0.08% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
9,942
shares
|
$523,148
0.33% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,904
shares
|
$521,148
0.01% of portfolio
|
Q3 2024
Reduced 43.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
9,897
shares
|
$520,780
0.01% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
9,876
shares
|
$519,675
0.04% of portfolio
|
Q3 2024
Reduced 88.01%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
9,843
shares
|
$517,938
0.2% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
9,840
shares
|
$517,780
0.25% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,811
shares
|
$516,254
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
9,800
shares
|
$515,676
0.57% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
9,778
shares
|
$514,518
0.17% of portfolio
|
Q4 2024
Reduced 13.25%
|