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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
4,191
shares
|
$192,827
0.04% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
4,181
shares
|
$192,367
0.2% of portfolio
|
Q2 2024
Added 9.71%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
4,170
shares
|
$191,861
0.25% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
4,166
shares
|
$191,677
0.12% of portfolio
|
Q4 2023
Added 3.81%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,161
shares
|
$191,447
0.01% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,161
shares
|
$191,447
0.02% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
4,156
shares
|
$191,217
0.12% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
4,156
shares
|
$191,217
0.05% of portfolio
|
Q3 2024
Reduced 33.14%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,154
shares
|
$191,125
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
4,150
shares
|
$190,941
0.03% of portfolio
|
Q3 2024
Reduced 32.2%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
4,145
shares
|
$190,711
0.17% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
4,144
shares
|
$190,665
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
4,115
shares
|
$189,331
0.05% of portfolio
|
Q3 2024
Reduced 52.54%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,112
shares
|
$189,193
0.14% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,108
shares
|
$189,009
0.1% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
4,092
shares
|
$188,272
0.08% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
4,087
shares
|
$188,042
0.28% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
4,078
shares
|
$187,628
0.01% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
4,068
shares
|
$187,168
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,067
shares
|
$187,122
0.05% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
4,067
shares
|
$187,122
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
4,054
shares
|
$186,524
0.01% of portfolio
|
Q3 2024
Reduced 25.57%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,047
shares
|
$186,202
0.04% of portfolio
|
Q3 2022
Added 7.32%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,039
shares
|
$185,834
0.06% of portfolio
|
Q3 2024
Reduced 22.28%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,025
shares
|
$185,190
0.03% of portfolio
|
Q3 2024
Reduced 47.47%
|