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 2,101 institutions that hold shares in the stock, with a total of 972 Million shares, which have been reported (via 13F filing form) to have a value of $44.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,507
shares
|
$160,550
0.01% of portfolio
|
Q3 2024
Reduced 44.2%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
3,501
shares
|
$160,275
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,496
shares
|
$160,046
0.06% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,493
shares
|
$159,909
0.04% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,479
shares
|
$159,268
0.03% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
3,469
shares
|
$158,810
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,467
shares
|
$158,719
0.0% of portfolio
|
Q3 2024
Reduced 70.08%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
3,462
shares
|
$158,490
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
3,448
shares
|
$157,849
0.11% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
3,435
shares
|
$157,254
0.04% of portfolio
|
Q3 2024
Reduced 58.06%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
3,427
shares
|
$156,888
0.02% of portfolio
|
Q3 2024
Reduced 59.72%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
3,406
shares
|
$155,926
0.01% of portfolio
|
Q3 2024
Added 17.81%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
3,405
shares
|
$155,880
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
3,400
shares
|
$155,652
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,388
shares
|
$155,102
0.14% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
3,378
shares
|
$154,644
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
3,374
shares
|
$154,461
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
3,370
shares
|
$154,278
0.06% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,370
shares
|
$154,278
0.01% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
3,366
shares
|
$154,095
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
3,366
shares
|
$154,095
0.04% of portfolio
|
Q3 2024
Reduced 39.72%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,364
shares
|
$154,003
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
3,357
shares
|
$153,683
0.11% of portfolio
|
Q1 2023
Added 38.72%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
3,353
shares
|
$153,500
0.14% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
3,336
shares
|
$152,722
0.02% of portfolio
|
Q3 2024
Reduced 5.66%
|