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 |
|---|---|---|---|---|---|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
5,065
shares
|
$233,040
0.19% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,062
shares
|
$232,902
0.01% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
5,055
shares
|
$232,580
0.12% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
5,048
shares
|
$232,258
0.08% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
5,030
shares
|
$231,430
0.16% of portfolio
|
Q3 2024
Reduced 68.69%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,021
shares
|
$231,016
0.03% of portfolio
|
Q3 2024
Reduced 39.33%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$230,050
0.03% of portfolio
|
Q4 2023
Reduced 40.83%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$230,050
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
4,998
shares
|
$229,957
0.02% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,990
shares
|
$229,589
0.14% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
4,989
shares
|
$229,543
0.43% of portfolio
|
Q4 2023
Reduced 28.91%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,981
shares
|
$229,175
0.04% of portfolio
|
Q2 2024
Reduced 13.21%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
4,981
shares
|
$229,175
0.03% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
4,975
shares
|
$228,899
0.23% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,974
shares
|
$228,853
0.02% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
4,964
shares
|
$228,393
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,952
shares
|
$227,841
0.03% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
4,949
shares
|
$227,703
0.17% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,937
shares
|
$227,151
0.07% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
4,915
shares
|
$226,139
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
4,910
shares
|
$225,909
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,893
shares
|
$225,126
0.03% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
4,893
shares
|
$225,126
0.15% of portfolio
|
Q3 2024
Reduced 26.92%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,860
shares
|
$223,608
0.02% of portfolio
|
Q3 2024
Reduced 94.62%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
4,847
shares
|
$223,010
0.14% of portfolio
|
Q3 2024
Reduced 19.18%
|