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 2,108 institutions that hold shares in the stock, with a total of 973 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 |
|---|---|---|---|---|---|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
842
shares
|
$38,538
0.0% of portfolio
|
Q3 2024
Reduced 53.14%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
839
shares
|
$38,401
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
835
shares
|
$38,217
0.07% of portfolio
|
Q4 2023
Added 20775.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
834
shares
|
$38,172
0.02% of portfolio
|
Q3 2024
Reduced 71.81%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
830
shares
|
$37,989
0.02% of portfolio
|
Q3 2024
Reduced 48.83%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
823
shares
|
$37,668
0.02% of portfolio
|
Q3 2024
Reduced 90.15%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
820
shares
|
$37,531
0.0% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
810
shares
|
$37,073
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
800
shares
|
$36,616
0.01% of portfolio
|
Q2 2024
Reduced 80.49%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
793
shares
|
$36,295
0.04% of portfolio
|
Q2 2024
Added 24.88%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
783
shares
|
$35,837
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
772
shares
|
$35,334
0.03% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
745
shares
|
$34,098
0.07% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
727
shares
|
$33,274
0.02% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
723
shares
|
$33,091
0.01% of portfolio
|
Q2 2024
Reduced 58.8%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
717
shares
|
$32,817
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
703
shares
|
$32,176
0.03% of portfolio
|
Q3 2024
Reduced 19.75%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
700
shares
|
$32,039
0.0% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
700
shares
|
$32,039
0.04% of portfolio
|
Q2 2019
Added 133.33%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
695
shares
|
$31,810
0.09% of portfolio
|
Q3 2022
Added 29.42%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
694
shares
|
$31,764
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
693
shares
|
$31,718
0.01% of portfolio
|
Q4 2023
Added 0.8%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
679
shares
|
$31,077
0.0% of portfolio
|
Q3 2024
Reduced 72.62%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
665
shares
|
$30,437
0.02% of portfolio
|
Q3 2024
Reduced 53.46%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
662
shares
|
$30,299
0.0% of portfolio
|
Q3 2024
Added 39.37%
|