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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
112
shares
|
$5,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
107
shares
|
$4,897
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
105
shares
|
$4,805
0.0% of portfolio
|
Q3 2024
Reduced 78.31%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
103
shares
|
$4,714
0.0% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
102
shares
|
$4,668
0.0% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
100
shares
|
$4,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
100
shares
|
$4,577
0.0% of portfolio
|
Q2 2024
Reduced 71.1%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
100
shares
|
$4,577
0.0% of portfolio
|
Q2 2024
Reduced 90.83%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
100
shares
|
$4,577
0.0% of portfolio
|
Q2 2024
Reduced 80.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
100
shares
|
$4,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$4,577
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
100
shares
|
$4,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
94
shares
|
$4,302
0.0% of portfolio
|
Q1 2023
Added 11.9%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
94
shares
|
$4,302
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
88
shares
|
$4,027
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
85
shares
|
$3,890
0.0% of portfolio
|
Q3 2024
Reduced 76.06%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$3,798
0.0% of portfolio
|
Q4 2021
Reduced 63.76%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
75
shares
|
$3,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
73
shares
|
$3,341
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
72
shares
|
$3,295
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
71
shares
|
$3,249
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
70
shares
|
$3,203
0.0% of portfolio
|
Q2 2022
Added 1.45%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
70
shares
|
$3,203
0.0% of portfolio
|
Q3 2024
Reduced 99.53%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
66
shares
|
$3,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
63
shares
|
$2,883
0.0% of portfolio
|
Q4 2024
Reduced 94.25%
|