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 |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
14,714
shares
|
$676,991
0.33% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
14,634
shares
|
$673,310
0.44% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,626
shares
|
$672,942
0.12% of portfolio
|
Q2 2023
Added 29.64%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
14,611
shares
|
$672,252
0.83% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
14,556
shares
|
$669,721
0.05% of portfolio
|
Q3 2024
Added 24.16%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
14,500
shares
|
$667,145
0.22% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Knoll Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$667,145
0.45% of portfolio
|
Q1 2021
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,494
shares
|
$666,868
0.01% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
14,475
shares
|
$665,994
0.04% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,401
shares
|
$662,590
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
14,328
shares
|
$659,231
0.24% of portfolio
|
Q3 2024
Reduced 40.83%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
14,281
shares
|
$657,068
0.05% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
14,231
shares
|
$654,768
0.26% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
14,227
shares
|
$654,584
0.42% of portfolio
|
Q3 2024
Reduced 19.21%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
14,220
shares
|
$654,262
0.75% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
14,164
shares
|
$651,685
0.06% of portfolio
|
Q3 2024
Reduced 50.93%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
14,148
shares
|
$650,949
0.08% of portfolio
|
Q3 2024
Reduced 31.81%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
14,101
shares
|
$648,787
0.02% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
14,088
shares
|
$648,188
0.05% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
14,069
shares
|
$647,314
0.61% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
13,900
shares
|
$639,539
0.43% of portfolio
|
Q3 2024
Reduced 41.84%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
13,874
shares
|
$638,342
0.04% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,824
shares
|
$636,042
0.01% of portfolio
|
Q2 2024
Added 16.46%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
13,782
shares
|
$634,109
0.27% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
13,719
shares
|
$631,211
0.45% of portfolio
|
Q2 2022
Reduced 0.49%
|