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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,952
shares
|
$260,574
0.03% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
4,949
shares
|
$260,416
0.17% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,937
shares
|
$259,784
0.07% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
4,915
shares
|
$258,627
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
4,910
shares
|
$258,364
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,860
shares
|
$255,733
0.02% of portfolio
|
Q3 2024
Reduced 94.62%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,851
shares
|
$255,259
0.03% of portfolio
|
Q4 2024
Reduced 59.66%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
4,847
shares
|
$255,049
0.14% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
4,836
shares
|
$254,470
0.03% of portfolio
|
Q4 2024
Added 49.91%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
4,835
shares
|
$254,417
0.31% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
4,826
shares
|
$253,944
0.02% of portfolio
|
Q3 2024
Reduced 27.66%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,823
shares
|
$253,786
0.12% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,805
shares
|
$252,839
0.36% of portfolio
|
Q4 2021
Added 3.22%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
4,800
shares
|
$252,576
0.21% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
West Tower Group, LLC
Richmond, VA |
Nov 13, 2024 Q3 2024 |
4,800
shares
|
$252,576
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
4,781
shares
|
$251,576
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,775
shares
|
$251,260
0.0% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,769
shares
|
$250,944
0.03% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
4,766
shares
|
$250,786
0.09% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
4,762
shares
|
$250,576
0.01% of portfolio
|
Q2 2024
Added 13.35%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
4,759
shares
|
$250,418
0.12% of portfolio
|
Q3 2024
Reduced 42.54%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
4,758
shares
|
$250,365
0.62% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
4,754
shares
|
$250,155
0.01% of portfolio
|
Q3 2024
Reduced 17.41%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,752
shares
|
$250,050
0.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
4,751
shares
|
$249,997
0.07% of portfolio
|
Q4 2024
Reduced 9.38%
|