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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
200
shares
|
$9,154
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
196
shares
|
$8,970
0.0% of portfolio
|
Q2 2024
Reduced 10.09%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
195
shares
|
$8,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
187
shares
|
$8,558
0.01% of portfolio
|
Q3 2024
Added 107.78%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
186
shares
|
$8,513
0.0% of portfolio
|
Q3 2024
Added 46.46%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
176
shares
|
$8,055
0.01% of portfolio
|
Q3 2024
Reduced 97.19%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
172
shares
|
$7,872
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
169
shares
|
$7,735
0.0% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
160
shares
|
$7,323
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
154
shares
|
$7,048
0.0% of portfolio
|
Q3 2024
Reduced 64.35%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
154
shares
|
$7,048
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
152
shares
|
$6,957
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
150
shares
|
$6,865
0.0% of portfolio
|
Q1 2024
Reduced 97.6%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
150
shares
|
$6,865
0.01% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$6,865
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
148
shares
|
$6,773
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
144
shares
|
$6,590
0.0% of portfolio
|
Q3 2023
Reduced 66.36%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
142
shares
|
$6,499
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
135
shares
|
$6,178
0.01% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
126
shares
|
$5,767
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
125
shares
|
$5,721
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
125
shares
|
$5,721
0.01% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
125
shares
|
$5,721
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
121
shares
|
$5,538
0.0% of portfolio
|
Q1 2022
Reduced 33.06%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
115
shares
|
$5,263
0.0% of portfolio
|
Q3 2024
Reduced 35.75%
|