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 |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
4,054
shares
|
$213,321
0.01% of portfolio
|
Q3 2024
Reduced 25.57%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,047
shares
|
$212,953
0.04% of portfolio
|
Q3 2022
Added 7.32%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,039
shares
|
$212,532
0.06% of portfolio
|
Q3 2024
Reduced 22.28%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
4,008
shares
|
$210,900
0.11% of portfolio
|
Q3 2024
Reduced 22.51%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
3,989
shares
|
$209,901
0.03% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,965
shares
|
$208,638
0.11% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,960
shares
|
$208,375
0.0% of portfolio
|
Q3 2024
Reduced 67.15%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,957
shares
|
$208,217
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
3,957
shares
|
$208,217
0.11% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,949
shares
|
$207,796
0.12% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
3,946
shares
|
$207,638
0.02% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
3,946
shares
|
$207,638
0.11% of portfolio
|
Q3 2024
Reduced 29.46%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,937
shares
|
$207,164
0.02% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
3,928
shares
|
$206,691
0.11% of portfolio
|
Q2 2024
Reduced 25.22%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,918
shares
|
$206,165
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,905
shares
|
$205,481
0.03% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
3,900
shares
|
$205,218
0.03% of portfolio
|
Q2 2024
Reduced 23.53%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
3,900
shares
|
$205,218
0.05% of portfolio
|
Q3 2024
Reduced 67.04%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
3,876
shares
|
$203,955
0.02% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,875
shares
|
$203,902
0.94% of portfolio
|
Q3 2023
Added 7.1%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,864
shares
|
$203,323
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,816
shares
|
$200,797
0.01% of portfolio
|
Q3 2024
Reduced 44.52%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,805
shares
|
$200,219
0.01% of portfolio
|
Q4 2023
Reduced 8.09%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
3,798
shares
|
$199,850
0.01% of portfolio
|
Q3 2024
Reduced 24.22%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
3,788
shares
|
$199,324
0.07% of portfolio
|
Q3 2024
Added 1.66%
|