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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,679
shares
|
$767,400
0.15% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
16,670
shares
|
$766,986
0.72% of portfolio
|
Q3 2024
Reduced 32.86%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,659
shares
|
$766,480
0.05% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
16,623
shares
|
$764,824
0.02% of portfolio
|
Q3 2024
Reduced 24.26%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
16,620
shares
|
$764,686
0.01% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
16,565
shares
|
$762,155
0.1% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
16,557
shares
|
$761,787
0.22% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
16,552
shares
|
$761,557
0.89% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
16,401
shares
|
$754,610
0.83% of portfolio
|
Q2 2024
Reduced 27.99%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
16,341
shares
|
$751,849
0.08% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
16,283
shares
|
$749,180
0.02% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
16,249
shares
|
$747,616
0.05% of portfolio
|
Q3 2024
Reduced 27.4%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
16,190
shares
|
$744,901
0.14% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
16,104
shares
|
$740,945
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,948
shares
|
$733,767
0.2% of portfolio
|
Q3 2024
Reduced 25.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,828
shares
|
$728,246
0.07% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
15,822
shares
|
$727,970
0.14% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
15,820
shares
|
$727,878
0.1% of portfolio
|
Q3 2024
Reduced 25.5%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
15,773
shares
|
$725,715
0.09% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
15,772
shares
|
$725,669
0.2% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
15,761
shares
|
$725,163
0.15% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
15,758
shares
|
$725,025
0.1% of portfolio
|
Q3 2024
Reduced 37.69%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
15,711
shares
|
$722,863
0.02% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
15,711
shares
|
$722,863
1.85% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,710
shares
|
$722,817
0.04% of portfolio
|
Q3 2024
Reduced 13.11%
|