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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,702
shares
|
$77,917
0.01% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,688
shares
|
$77,276
0.02% of portfolio
|
Q3 2024
Reduced 34.42%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
1,688
shares
|
$77,276
0.0% of portfolio
|
Q4 2019
Reduced 39.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,681
shares
|
$76,956
0.02% of portfolio
|
Q2 2024
Reduced 67.05%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,681
shares
|
$76,956
0.08% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,677
shares
|
$76,773
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,675
shares
|
$76,681
0.06% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
1,675
shares
|
$76,681
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,670
shares
|
$76,452
0.02% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
1,620
shares
|
$74,163
0.06% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,616
shares
|
$73,980
0.01% of portfolio
|
Q3 2024
Reduced 21.55%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$73,248
0.01% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,600
shares
|
$73,248
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,587
shares
|
$72,652
0.0% of portfolio
|
Q3 2024
Added 350.79%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,580
shares
|
$72,332
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,541
shares
|
$70,546
0.02% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
1,517
shares
|
$69,448
0.02% of portfolio
|
Q3 2024
Reduced 45.63%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
1,517
shares
|
$69,448
0.07% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
1,501
shares
|
$68,715
0.0% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1,499
shares
|
$68,624
0.03% of portfolio
|
Q3 2024
Reduced 90.7%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
1,470
shares
|
$67,296
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
1,468
shares
|
$67,205
0.06% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,465
shares
|
$67,067
0.01% of portfolio
|
Q2 2024
Added 186.69%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,464
shares
|
$67,021
0.01% of portfolio
|
Q1 2023
Added 140.79%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,460
shares
|
$66,838
0.01% of portfolio
|
Q1 2024
Reduced 16.33%
|