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 |
|---|---|---|---|---|---|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
6,827
shares
|
$314,110
0.09% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
6,816
shares
|
$313,604
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
6,762
shares
|
$311,119
0.03% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,756
shares
|
$310,843
0.06% of portfolio
|
Q4 2022
Reduced 2.06%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
6,751
shares
|
$310,613
0.11% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,741
shares
|
$310,153
0.03% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
6,731
shares
|
$309,693
0.28% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,721
shares
|
$309,233
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
6,711
shares
|
$308,773
0.02% of portfolio
|
Q3 2024
Reduced 79.92%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
6,703
shares
|
$308,405
0.04% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,671
shares
|
$306,932
0.02% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
6,662
shares
|
$306,518
0.26% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
6,654
shares
|
$306,150
0.05% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
6,652
shares
|
$306,058
0.1% of portfolio
|
Q3 2024
Reduced 68.36%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
6,621
shares
|
$304,632
0.26% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,607
shares
|
$303,988
0.04% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
6,589
shares
|
$303,159
0.14% of portfolio
|
Q2 2023
Added 14.69%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,567
shares
|
$302,147
0.15% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,555
shares
|
$301,595
0.01% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
6,542
shares
|
$300,997
0.16% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
6,541
shares
|
$300,951
0.7% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
6,535
shares
|
$300,675
0.12% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,525
shares
|
$300,215
0.34% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
6,525
shares
|
$300,215
0.12% of portfolio
|
Q3 2024
Reduced 50.97%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
6,524
shares
|
$300,169
0.03% of portfolio
|
Q3 2024
Added 8.79%
|