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 2,100 institutions that hold shares in the stock, with a total of 970 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
28,429
shares
|
$1.31 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
28,351
shares
|
$1.3 Million
1.36% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
28,301
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
28,266
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
28,172
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
28,130
shares
|
$1.29 Million
0.45% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
27,927
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.67%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,926
shares
|
$1.28 Million
0.19% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
27,652
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
27,625
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
27,607
shares
|
$1.27 Million
0.2% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
27,543
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 63.46%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,436
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
27,218
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
27,200
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
27,150
shares
|
$1.25 Million
0.86% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
27,094
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
27,073
shares
|
$1.25 Million
0.6% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
27,067
shares
|
$1.25 Million
0.15% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
27,022
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 46.82%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
27,021
shares
|
$1.24 Million
0.84% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
26,941
shares
|
$1.24 Million
0.25% of portfolio
|
Q2 2023
Added 6.06%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
26,845
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Added 52.25%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
26,778
shares
|
$1.23 Million
0.32% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
26,711
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2024
Added 14.71%
|