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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
290
shares
|
$13,273
0.0% of portfolio
|
Q3 2024
Added 302.78%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
285
shares
|
$13,044
0.01% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
277
shares
|
$12,678
0.01% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
271
shares
|
$12,403
0.01% of portfolio
|
Q3 2024
Reduced 25.34%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
270
shares
|
$12,357
0.12% of portfolio
|
Q1 2022
Added 8.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
264
shares
|
$12,083
0.0% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
261
shares
|
$11,945
0.01% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
257
shares
|
$11,762
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
250
shares
|
$11,442
0.01% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
250
shares
|
$11,442
0.0% of portfolio
|
Q3 2024
Reduced 96.7%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
250
shares
|
$11,442
0.0% of portfolio
|
Q4 2020
Reduced 54.63%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
250
shares
|
$11,442
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
242
shares
|
$11,076
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
241
shares
|
$11,030
0.01% of portfolio
|
Q3 2022
Reduced 5.86%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
233
shares
|
$10,664
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
222
shares
|
$10,160
0.0% of portfolio
|
Q2 2024
Added 133.68%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
222
shares
|
$10,160
0.01% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
221
shares
|
$10,115
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
215
shares
|
$9,840
0.0% of portfolio
|
Q3 2024
Reduced 72.85%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
212
shares
|
$9,703
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
210
shares
|
$9,611
0.0% of portfolio
|
Q3 2024
Reduced 64.94%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
207
shares
|
$9,474
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
203
shares
|
$9,291
0.0% of portfolio
|
Q4 2023
Reduced 13.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
202
shares
|
$9,245
0.01% of portfolio
|
Q4 2021
Added 10000.0%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
202
shares
|
$9,245
0.02% of portfolio
|
Q4 2021
New holding
|