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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
657
shares
|
$30,070
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
650
shares
|
$29,750
0.01% of portfolio
|
Q3 2023
Added 21.5%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
643
shares
|
$29,430
0.09% of portfolio
|
Q3 2024
Reduced 82.53%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
610
shares
|
$27,919
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
597
shares
|
$27,324
0.01% of portfolio
|
Q2 2024
Added 11840.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
595
shares
|
$27,233
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
578
shares
|
$26,455
0.01% of portfolio
|
Q3 2024
Reduced 44.53%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
574
shares
|
$26,271
0.03% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
566
shares
|
$25,905
0.0% of portfolio
|
Q3 2024
Reduced 99.77%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
562
shares
|
$25,722
0.03% of portfolio
|
Q2 2024
Added 116.15%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
550
shares
|
$25,173
0.01% of portfolio
|
Q2 2024
Reduced 12.84%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
550
shares
|
$25,173
0.02% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
549
shares
|
$25,127
0.01% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
547
shares
|
$25,036
0.01% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
546
shares
|
$24,990
0.01% of portfolio
|
Q2 2024
Reduced 19.11%
|
|
|
Maj Invest Holding A
|
Oct 10, 2024 Q3 2024 |
540
shares
|
$24,715
0.0% of portfolio
|
Q1 2022
Reduced 22.86%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
533
shares
|
$24,395
0.01% of portfolio
|
Q3 2024
Reduced 55.88%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
532
shares
|
$24,349
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
532
shares
|
$24,349
0.01% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
518
shares
|
$23,708
0.0% of portfolio
|
Q3 2024
Reduced 49.46%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
517
shares
|
$23,663
0.02% of portfolio
|
Q1 2024
Added 54.33%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
516
shares
|
$23,617
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
500
shares
|
$22,885
0.01% of portfolio
|
Q3 2024
Reduced 45.65%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
500
shares
|
$22,885
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
500
shares
|
$22,885
0.02% of portfolio
|
Q3 2024
New holding
|