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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
21,864
shares
|
$1.01 Million
0.42% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
21,805
shares
|
$1 Million
0.92% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
21,755
shares
|
$1 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
21,707
shares
|
$998,739
0.31% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
21,596
shares
|
$993,631
0.02% of portfolio
|
Q3 2024
Reduced 33.58%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
21,408
shares
|
$984,982
0.07% of portfolio
|
Q3 2024
Reduced 30.43%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
21,309
shares
|
$980,427
0.83% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,209
shares
|
$975,826
0.3% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,036
shares
|
$967,866
0.13% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
20,957
shares
|
$964,231
0.49% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
20,951
shares
|
$963,955
0.06% of portfolio
|
Q3 2024
Reduced 45.43%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
20,837
shares
|
$958,710
0.05% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
20,758
shares
|
$955,075
0.12% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
20,751
shares
|
$954,753
0.08% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
20,734
shares
|
$953,971
0.06% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
20,725
shares
|
$953,557
0.05% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
20,643
shares
|
$949,784
0.25% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
20,616
shares
|
$948,542
0.06% of portfolio
|
Q3 2024
Reduced 15.41%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
20,600
shares
|
$947,806
0.49% of portfolio
|
Q2 2024
Reduced 16.26%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
20,559
shares
|
$945,919
0.33% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
20,440
shares
|
$940,444
0.07% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
20,384
shares
|
$937,867
0.08% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
20,291
shares
|
$933,588
0.03% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
20,255
shares
|
$931,932
0.57% of portfolio
|
Q3 2024
Added 111.19%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
20,248
shares
|
$931,610
0.14% of portfolio
|
Q3 2024
New holding
|