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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
100
shares
|
$5,626
0.0% of portfolio
|
Q2 2024
Reduced 80.95%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 13, 2024 Q2 2024 |
100
shares
|
$5,626
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$5,626
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
100
shares
|
$5,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2024 Q2 2024 |
98
shares
|
$5,513
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
94
shares
|
$5,288
0.0% of portfolio
|
Q1 2023
Added 11.9%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
94
shares
|
$5,288
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
90
shares
|
$5,063
0.0% of portfolio
|
Q2 2024
Reduced 26.23%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$4,669
0.0% of portfolio
|
Q4 2021
Reduced 63.76%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
73
shares
|
$4,106
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
72
shares
|
$4,050
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
71
shares
|
$3,994
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
70
shares
|
$3,938
0.0% of portfolio
|
Q2 2022
Added 1.45%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
62
shares
|
$3,488
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Esl Trust Services, LLC
|
Aug 12, 2024 Q2 2024 |
60
shares
|
$3,375
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
60
shares
|
$3,375
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
55
shares
|
$3,094
0.0% of portfolio
|
Q2 2024
Reduced 81.67%
|
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
53
shares
|
$2,981
0.0% of portfolio
|
Q2 2024
Reduced 83.17%
|
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
52
shares
|
$2,925
0.0% of portfolio
|
Q1 2023
Reduced 49.02%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 31, 2024 Q2 2024 |
52
shares
|
$2,925
0.26% of portfolio
|
Q2 2024
Added 26.83%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Aug 09, 2024 Q2 2024 |
50
shares
|
$2,813
0.0% of portfolio
|
Q2 2023
Reduced 35.9%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 06, 2024 Q2 2024 |
50
shares
|
$2,813
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$2,813
0.0% of portfolio
|
Q2 2024
Reduced 97.21%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
49
shares
|
$2,756
0.0% of portfolio
|
Q3 2024
Reduced 53.77%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
46
shares
|
$2,587
0.0% of portfolio
|
Q1 2023
New holding
|