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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
2,777
shares
|
$127,131
0.01% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
2,775
shares
|
$127,039
0.09% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
2,766
shares
|
$126,627
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
2,765
shares
|
$126,581
0.23% of portfolio
|
Q4 2023
Reduced 38.07%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
2,748
shares
|
$125,803
0.08% of portfolio
|
Q3 2024
Reduced 44.13%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
2,714
shares
|
$124,246
0.07% of portfolio
|
Q2 2024
Reduced 10.4%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,648
shares
|
$121,225
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,646
shares
|
$121,133
0.11% of portfolio
|
Q4 2023
Added 5913.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,628
shares
|
$120,309
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
2,624
shares
|
$120,126
0.13% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,593
shares
|
$118,707
0.01% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,575
shares
|
$117,883
0.07% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,557
shares
|
$117,059
0.14% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,492
shares
|
$114,083
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
2,471
shares
|
$113,122
0.01% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,463
shares
|
$112,756
0.05% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,442
shares
|
$111,794
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
2,442
shares
|
$111,794
0.2% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
2,414
shares
|
$110,512
0.07% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,403
shares
|
$110,009
0.05% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,397
shares
|
$109,734
0.01% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,249
shares
|
$102,959
0.01% of portfolio
|
Q3 2024
Added 281.83%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
2,202
shares
|
$100,807
0.0% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,179
shares
|
$99,754
0.01% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,167
shares
|
$99,205
0.02% of portfolio
|
Q3 2024
Added 40.71%
|