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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
24,226
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,215
shares
|
$1.11 Million
0.27% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
24,161
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
24,142
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 45.02%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
23,885
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
23,867
shares
|
$1.1 Million
0.49% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
23,770
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
23,669
shares
|
$1.09 Million
0.45% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
23,620
shares
|
$1.09 Million
0.96% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
23,588
shares
|
$1.09 Million
0.24% of portfolio
|
Q3 2024
Reduced 32.77%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
23,468
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 41.36%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
23,401
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,401
shares
|
$1.08 Million
0.19% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
23,300
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
23,287
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
23,274
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
Reduced 94.64%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
23,253
shares
|
$1.07 Million
0.51% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
23,140
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 48.69%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
23,138
shares
|
$1.06 Million
0.42% of portfolio
|
Q1 2023
Added 12.15%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
23,033
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 94.11%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
22,819
shares
|
$1.05 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,265
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2024
Added 31.13%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
22,130
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2024 Q3 2024 |
22,066
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2024
Reduced 29.96%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
21,937
shares
|
$1.01 Million
1.18% of portfolio
|
Q3 2024
Added 12.14%
|