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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
4,008
shares
|
$184,408
0.11% of portfolio
|
Q3 2024
Reduced 22.51%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
3,998
shares
|
$183,947
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
3,989
shares
|
$183,533
0.03% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
3,968
shares
|
$182,567
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
3,968
shares
|
$182,567
0.12% of portfolio
|
Q3 2024
Added 112.65%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,965
shares
|
$182,429
0.11% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,960
shares
|
$182,199
0.0% of portfolio
|
Q3 2024
Reduced 67.15%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,957
shares
|
$182,061
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
3,957
shares
|
$182,061
0.11% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,949
shares
|
$181,693
0.12% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
3,946
shares
|
$181,555
0.02% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
3,946
shares
|
$181,555
0.11% of portfolio
|
Q3 2024
Reduced 29.46%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,937
shares
|
$181,141
0.02% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
3,928
shares
|
$180,727
0.11% of portfolio
|
Q2 2024
Reduced 25.22%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,918
shares
|
$180,267
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,905
shares
|
$179,669
0.03% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
3,900
shares
|
$179,439
0.03% of portfolio
|
Q2 2024
Reduced 23.53%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
3,900
shares
|
$179,439
0.05% of portfolio
|
Q3 2024
Reduced 67.04%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,899
shares
|
$179,392
0.02% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
3,876
shares
|
$178,334
0.02% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,875
shares
|
$178,288
0.94% of portfolio
|
Q3 2023
Added 7.1%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,864
shares
|
$177,782
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
3,855
shares
|
$177,368
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,816
shares
|
$175,574
0.01% of portfolio
|
Q3 2024
Reduced 44.52%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,805
shares
|
$175,068
0.01% of portfolio
|
Q4 2023
Reduced 8.09%
|