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 2,106 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 |
|---|---|---|---|---|---|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
2,158
shares
|
$98,793
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,033
shares
|
$93,070
0.1% of portfolio
|
Q3 2024
Reduced 93.62%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,024
shares
|
$92,658
0.05% of portfolio
|
Q3 2022
Reduced 6.9%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,012
shares
|
$92,109
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
2,006
shares
|
$91,834
0.02% of portfolio
|
Q3 2024
Reduced 57.37%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$91,560
0.07% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,983
shares
|
$90,781
0.01% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,966
shares
|
$90,003
0.06% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
1,953
shares
|
$89,408
0.04% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,918
shares
|
$87,806
0.05% of portfolio
|
Q3 2024
Added 152.37%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,916
shares
|
$87,714
0.04% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,888
shares
|
$86,432
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
1,869
shares
|
$85,562
0.05% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,853
shares
|
$84,830
0.06% of portfolio
|
Q1 2024
Added 647.18%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,844
shares
|
$84,418
0.03% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
1,835
shares
|
$84,006
0.06% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
1,825
shares
|
$83,548
0.02% of portfolio
|
Q3 2024
Reduced 87.74%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,796
shares
|
$82,220
0.08% of portfolio
|
Q3 2024
Reduced 23.77%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
1,791
shares
|
$81,991
0.02% of portfolio
|
Q3 2024
Reduced 68.66%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,787
shares
|
$81,808
0.04% of portfolio
|
Q2 2023
Added 8.37%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,754
shares
|
$80,298
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,753
shares
|
$80,252
0.0% of portfolio
|
Q3 2024
Reduced 72.67%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,728
shares
|
$79,107
0.05% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
1,714
shares
|
$78,466
0.02% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,706
shares
|
$78,100
0.09% of portfolio
|
Q3 2024
Added 6.96%
|