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 |
|---|---|---|---|---|---|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,330
shares
|
$245,233
0.18% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,268
shares
|
$242,380
0.07% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
5,250
shares
|
$241,552
0.02% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
5,243
shares
|
$241,230
0.12% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
5,240
shares
|
$241,092
0.15% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
5,214
shares
|
$239,896
0.14% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
5,187
shares
|
$238,653
0.11% of portfolio
|
Q3 2024
Reduced 46.42%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
5,178
shares
|
$238,239
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
5,176
shares
|
$238,147
0.25% of portfolio
|
Q2 2023
Added 1.53%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,146
shares
|
$236,767
0.01% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
5,141
shares
|
$236,537
0.01% of portfolio
|
Q3 2024
Reduced 98.11%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,133
shares
|
$236,169
0.09% of portfolio
|
Q2 2023
Added 2.52%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
5,127
shares
|
$235,893
0.05% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
5,126
shares
|
$235,847
0.07% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
5,120
shares
|
$235,571
0.03% of portfolio
|
Q3 2024
Reduced 23.1%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
5,111
shares
|
$235,157
0.05% of portfolio
|
Q3 2024
Reduced 32.81%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,105
shares
|
$234,881
0.02% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
5,104
shares
|
$234,835
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
5,100
shares
|
$234,651
0.25% of portfolio
|
Q3 2022
Added 6.81%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
5,097
shares
|
$234,512
0.08% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,096
shares
|
$234,466
0.02% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
5,091
shares
|
$234,236
0.11% of portfolio
|
Q1 2024
Reduced 32.0%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,073
shares
|
$233,408
0.73% of portfolio
|
Q4 2022
Added 9.47%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
5,073
shares
|
$233,408
0.09% of portfolio
|
Q2 2024
Reduced 84.51%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
5,070
shares
|
$233,270
0.07% of portfolio
|
Q3 2024
Added 1.1%
|