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 |
|---|---|---|---|---|---|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
3,295
shares
|
$173,382
0.1% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
3,292
shares
|
$173,225
0.02% of portfolio
|
Q3 2024
Reduced 21.0%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,282
shares
|
$172,698
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
3,262
shares
|
$171,646
0.03% of portfolio
|
Q3 2022
Added 10.43%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,250
shares
|
$171,015
0.18% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,240
shares
|
$170,488
0.17% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,237
shares
|
$170,330
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
3,232
shares
|
$170,067
0.09% of portfolio
|
Q3 2024
Reduced 41.23%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,227
shares
|
$169,804
0.02% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,218
shares
|
$169,331
0.01% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
3,217
shares
|
$169,278
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,215
shares
|
$169,173
0.02% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
3,215
shares
|
$169,173
0.0% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
3,205
shares
|
$168,647
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
3,195
shares
|
$168,120
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
3,194
shares
|
$168,068
0.14% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,193
shares
|
$168,015
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
3,184
shares
|
$167,542
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,100
shares
|
$163,122
0.22% of portfolio
|
Q2 2022
Reduced 20.7%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,086
shares
|
$162,385
0.05% of portfolio
|
Q3 2022
Added 14.68%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,079
shares
|
$162,016
0.04% of portfolio
|
Q2 2022
Added 3.15%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,070
shares
|
$161,543
0.23% of portfolio
|
Q2 2022
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
3,062
shares
|
$161,122
0.08% of portfolio
|
Q3 2024
Reduced 50.46%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,019
shares
|
$158,859
0.0% of portfolio
|
Q3 2022
Reduced 58.47%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
3,004
shares
|
$158,070
0.15% of portfolio
|
Q3 2024
Reduced 1.31%
|