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 2,120 institutions that hold shares in the stock, with a total of 995 Million shares, which have been reported (via 13F filing form) to have a value of $57.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
340
shares
|
$19,128
0.0% of portfolio
|
Q2 2024
Reduced 11.46%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
339
shares
|
$19,072
0.01% of portfolio
|
Q1 2024
Reduced 13.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
330
shares
|
$18,565
0.0% of portfolio
|
Q3 2024
Reduced 86.62%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
328
shares
|
$18,453
0.02% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
325
shares
|
$18,284
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Motco
|
Aug 07, 2024 Q2 2024 |
322
shares
|
$18,115
0.0% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
319
shares
|
$17,946
0.01% of portfolio
|
Q3 2024
Reduced 48.05%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
317
shares
|
$17,834
0.0% of portfolio
|
Q2 2023
Reduced 86.16%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
310
shares
|
$17,440
0.0% of portfolio
|
Q4 2023
Reduced 37.63%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
310
shares
|
$17,440
0.02% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
306
shares
|
$17,215
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$16,878
0.0% of portfolio
|
Q1 2024
Reduced 90.77%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
300
shares
|
$16,878
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
293
shares
|
$16,484
0.01% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
290
shares
|
$16,315
0.0% of portfolio
|
Q3 2024
Added 302.78%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
285
shares
|
$16,034
0.01% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
277
shares
|
$15,584
0.01% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
271
shares
|
$15,246
0.01% of portfolio
|
Q3 2024
Reduced 25.34%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
270
shares
|
$15,190
0.12% of portfolio
|
Q1 2022
Added 8.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
262
shares
|
$14,740
0.01% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
261
shares
|
$14,683
0.01% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
257
shares
|
$14,458
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
255
shares
|
$14,346
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
250
shares
|
$14,065
0.01% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
250
shares
|
$14,065
0.0% of portfolio
|
Q3 2024
Reduced 96.7%
|