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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
15,705
shares
|
$722,587
0.03% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
15,558
shares
|
$715,823
0.74% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
15,467
shares
|
$711,636
0.27% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
15,426
shares
|
$709,750
0.09% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Albert D Mason Inc
|
Oct 22, 2024 Q3 2024 |
15,425
shares
|
$709,704
0.75% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
15,322
shares
|
$704,965
0.32% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,294
shares
|
$703,676
0.84% of portfolio
|
Q4 2022
Added 12.42%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
15,222
shares
|
$700,364
0.34% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
15,138
shares
|
$696,499
0.2% of portfolio
|
Q3 2024
Added 53.3%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
15,079
shares
|
$693,784
0.08% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
15,073
shares
|
$693,508
0.1% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Cardinal Capital Management, Inc.
|
Oct 10, 2024 Q3 2024 |
15,030
shares
|
$691,530
0.04% of portfolio
|
Q3 2024
Reduced 95.43%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
15,005
shares
|
$690,380
0.27% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,975
shares
|
$688,999
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
14,948
shares
|
$687,757
0.21% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
14,923
shares
|
$686,607
0.46% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
14,864
shares
|
$683,892
0.06% of portfolio
|
Q3 2024
Reduced 61.46%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
14,853
shares
|
$683,386
0.02% of portfolio
|
Q3 2024
Added 61.9%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
14,852
shares
|
$683,340
0.08% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
14,849
shares
|
$683,202
0.1% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
14,845
shares
|
$683,018
0.16% of portfolio
|
Q2 2023
Added 36.01%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
14,825
shares
|
$682,098
0.2% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
14,785
shares
|
$680,257
0.09% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
14,762
shares
|
$679,199
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
14,731
shares
|
$677,773
0.02% of portfolio
|
Q3 2024
Reduced 80.3%
|