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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$460,100
0.01% of portfolio
|
Q3 2024
Added 49.45%
|
|
|
Cruiser Capital Advisors, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$460,100
1.43% of portfolio
|
Q3 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$460,100
0.03% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
9,987
shares
|
$459,501
0.14% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
9,969
shares
|
$458,673
1.21% of portfolio
|
Q3 2023
Added 9.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,965
shares
|
$458,489
0.07% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
9,963
shares
|
$458,397
0.03% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
9,951
shares
|
$457,845
0.01% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,951
shares
|
$457,845
0.08% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
9,942
shares
|
$457,431
0.33% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,904
shares
|
$455,683
0.01% of portfolio
|
Q3 2024
Reduced 43.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
9,897
shares
|
$455,360
0.01% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
9,876
shares
|
$454,394
0.04% of portfolio
|
Q3 2024
Reduced 88.01%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
9,843
shares
|
$452,876
0.2% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
9,840
shares
|
$452,738
0.25% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,811
shares
|
$451,404
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
9,800
shares
|
$450,898
0.57% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,763
shares
|
$449,195
0.02% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
9,738
shares
|
$448,045
0.07% of portfolio
|
Q3 2024
Added 17.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,713
shares
|
$446,895
0.11% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
9,679
shares
|
$445,330
0.08% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
9,673
shares
|
$445,054
0.01% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
9,662
shares
|
$444,548
0.02% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,537
shares
|
$438,797
0.04% of portfolio
|
Q3 2024
Reduced 88.42%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
9,493
shares
|
$436,772
0.18% of portfolio
|
Q3 2024
Reduced 1.81%
|