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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,652
shares
|
$214,038
0.54% of portfolio
|
Q1 2024
Added 6.53%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
4,631
shares
|
$213,072
0.07% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
4,607
shares
|
$211,968
0.08% of portfolio
|
Q2 2021
Reduced 3.15%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
4,602
shares
|
$211,738
0.13% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
4,599
shares
|
$211,599
0.24% of portfolio
|
Q1 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,597
shares
|
$211,507
0.27% of portfolio
|
Q2 2022
Added 545.65%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,595
shares
|
$211,415
0.13% of portfolio
|
Q3 2024
Reduced 45.32%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,593
shares
|
$211,323
0.02% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
4,589
shares
|
$211,139
0.15% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,571
shares
|
$210,311
0.03% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,562
shares
|
$209,897
0.03% of portfolio
|
Q4 2023
Reduced 33.86%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,548
shares
|
$209,253
0.02% of portfolio
|
Q3 2024
Reduced 92.47%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,526
shares
|
$208,241
0.01% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 28, 2024 Q3 2024 |
4,521
shares
|
$208,011
0.09% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
4,521
shares
|
$208,011
0.0% of portfolio
|
Q3 2024
Reduced 63.71%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
4,504
shares
|
$207,229
0.02% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
4,493
shares
|
$206,722
0.06% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,492
shares
|
$206,676
0.27% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,490
shares
|
$206,584
0.13% of portfolio
|
Q3 2024
Reduced 33.09%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,487
shares
|
$206,446
0.25% of portfolio
|
Q2 2023
Reduced 6.97%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,470
shares
|
$205,664
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,462
shares
|
$205,296
0.16% of portfolio
|
Q3 2024
Reduced 81.97%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
4,459
shares
|
$205,158
0.12% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
4,456
shares
|
$205,020
0.19% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
4,442
shares
|
$204,376
0.09% of portfolio
|
Q3 2024
Reduced 14.76%
|