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 |
|---|---|---|---|---|---|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,905
shares
|
$409,719
0.49% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
8,862
shares
|
$407,740
0.06% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
8,853
shares
|
$407,326
0.11% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
8,836
shares
|
$406,544
0.52% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
8,829
shares
|
$406,222
0.07% of portfolio
|
Q3 2024
Reduced 27.65%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
8,814
shares
|
$405,532
0.08% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
8,737
shares
|
$401,989
0.04% of portfolio
|
Q3 2024
Reduced 36.68%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
8,728
shares
|
$401,575
0.06% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
8,718
shares
|
$401,115
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,716
shares
|
$401,023
0.08% of portfolio
|
Q3 2024
Reduced 83.01%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,662
shares
|
$398,538
0.12% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
8,660
shares
|
$398,446
0.07% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
8,649
shares
|
$397,940
0.08% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
8,635
shares
|
$397,296
0.4% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,620
shares
|
$396,606
0.05% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
8,600
shares
|
$395,686
0.37% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,579
shares
|
$394,719
0.01% of portfolio
|
Q3 2024
Reduced 39.93%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
8,576
shares
|
$394,581
0.02% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
8,570
shares
|
$394,305
0.09% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
8,567
shares
|
$394,167
0.24% of portfolio
|
Q3 2024
Added 34.41%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,535
shares
|
$392,695
0.03% of portfolio
|
Q3 2023
Added 17.69%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
8,515
shares
|
$391,775
0.03% of portfolio
|
Q3 2024
Reduced 51.57%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
8,454
shares
|
$388,968
0.04% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
8,451
shares
|
$388,830
0.16% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
8,448
shares
|
$388,692
0.09% of portfolio
|
Q3 2024
Reduced 1.24%
|