Institutional Owners for CVS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VENTURI WEALTH MANAGEMENT LLC | COM | 3201 | $62,772 | 787 | 0.00 | 0.00 | 31 | 4.10 | 03-31-2024 |
| KEENER FINANCIAL PLANNING LLC | COM | 3202 | $63,000 | 783 | 0.04 | 783 | +Inf | 03-31-2024 | |
| CAPITAL ADVISORS LTD LLC | COM | 3203 | $62,000 | 778 | 0.01 | 0.01 | 58 | 8.06 | 03-31-2024 |
| CLEARSTEAD TRUST LLC | COM | 3204 | $61,814 | 775 | 0.00 | 0.00 | -93 | -10.71 | 03-31-2024 |
