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Disclosery

CVS CVS HEALTH CORP

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COM (common), issuer CIK 64803

1,636 managers (1,674 13F filers) reported a position in CVS shares at 2024-12-31, 1,048,726,700 shares in all. 96 filers opened a position and 369 filers sold out during the quarter.

Managers
1,636
13F filers
1,674
New
96
Added
371
Reduced
932
Sold out
369
Shares held by filers
1,048,726,700

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PFG Private Wealth Management, LLC40$1.8K<0.01%-1313F-HRTimeline
American Capital Advisory, LLC40$1.8K<0.01%013F-HRTimeline
Fairscale Capital, LLC39$1.75K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC37$1.66K<0.01%013F-HRTimeline
Synergy Investment Management, LLC36$1.62K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.36$1.6K<0.01%-25413F-HRTimeline
CBIZ Investment Advisory Services, LLC34$1.53K<0.01%-23013F-HRTimeline
Aventura Private Wealth, LLC32$1.44K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC31$1.39K<0.01%13F-HRTimeline
Darwin Wealth Management, LLC29$1.3K<0.01%-3713F-HR/ATimeline
Graney & King, LLC29$1.28K<0.01%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC27$1.21K<0.01%-33313F-HRTimeline
WINNACLE WEALTH LLC27$1.19K<0.01%13F-HRTimeline
Tradewinds Capital Management, LLC23$1.03K<0.01%013F-HRTimeline
Noble Wealth Management PBC18$808<0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT17$764<0.01%new13F-HRTimeline
WestEnd Advisors, LLC17$763<0.01%+313F-HRTimeline
Caitlin John, LLC15$673<0.01%013F-HRTimeline
Talon Private Wealth, LLC14$628<0.01%013F-HR/ATimeline
Principia Wealth Advisory, LLC14$628<0.01%13F-HRTimeline
Riggs Asset Managment Co. Inc.14$616<0.01%-13013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.12$539<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC12$539<0.01%-8813F-HRTimeline
Clarity Asset Management, Inc.12$538<0.01%013F-HRTimeline
Denver PWM, LLC9$405<0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…8$359<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.7$3210.03%-7,52813F-HRTimeline
Fairman Group, LLC5$224<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.5$224<0.01%13F-HRTimeline
Activest Wealth Management4$180<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.3$135<0.01%-9713F-HRTimeline
Kessler Investment Group, LLC2$90<0.01%013F-HRTimeline
Wiser Advisor Group LLC1$48<0.01%-74413F-HRTimeline
RE Dickinson Investment Advisors, LLC50$22<0.01%013F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
REAP Financial Group, LLC0$4<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.