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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,433
shares
|
$65,602
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,432
shares
|
$65,556
0.03% of portfolio
|
Q3 2023
Reduced 78.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,404
shares
|
$64,275
0.01% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
1,400
shares
|
$64,092
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,390
shares
|
$63,634
0.02% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$62,901
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,374
shares
|
$62,901
0.01% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,353
shares
|
$61,940
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,339
shares
|
$61,299
0.07% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,333
shares
|
$61,024
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
1,322
shares
|
$60,521
0.05% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,319
shares
|
$60,383
0.02% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,315
shares
|
$60,200
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,304
shares
|
$59,697
0.02% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,298
shares
|
$59,422
0.01% of portfolio
|
Q3 2024
Reduced 85.01%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,291
shares
|
$59,101
0.01% of portfolio
|
Q3 2024
Reduced 60.5%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,291
shares
|
$59,101
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,289
shares
|
$59,010
0.02% of portfolio
|
Q4 2023
Reduced 46.04%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,275
shares
|
$58,369
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,263
shares
|
$57,820
0.01% of portfolio
|
Q2 2023
Reduced 7.2%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,220
shares
|
$55,851
0.03% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,196
shares
|
$54,752
0.01% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
1,190
shares
|
$54,478
0.02% of portfolio
|
Q2 2024
Reduced 37.04%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,169
shares
|
$53,516
0.0% of portfolio
|
Q1 2024
Reduced 96.38%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,162
shares
|
$53,196
0.02% of portfolio
|
Q3 2024
Added 8.7%
|