Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,437 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
825
shares
|
$85,643
0.08% of portfolio
|
Q4 2022
Reduced 5.71%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
817
shares
|
$84,812
0.0% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
800
shares
|
$83,048
0.0% of portfolio
|
Q1 2023
Reduced 54.08%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
775
shares
|
$80,452
0.01% of portfolio
|
Q2 2024
Reduced 39.22%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
732
shares
|
$75,988
0.01% of portfolio
|
Q3 2024
Reduced 83.85%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
709
shares
|
$73,601
0.01% of portfolio
|
Q3 2024
Reduced 20.52%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
700
shares
|
$72,667
0.04% of portfolio
|
Q1 2021
Reduced 58.82%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
700
shares
|
$72,667
0.01% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
700
shares
|
$72,667
0.03% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
699
shares
|
$72,563
0.01% of portfolio
|
Q2 2024
Added 100.29%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
651
shares
|
$67,580
0.01% of portfolio
|
Q2 2024
Reduced 27.67%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
640
shares
|
$66,438
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
625
shares
|
$64,881
0.01% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
617
shares
|
$64,050
0.03% of portfolio
|
Q3 2024
Added 84.73%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
616
shares
|
$63,946
0.0% of portfolio
|
Q3 2024
Reduced 55.13%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
611
shares
|
$63,427
0.02% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
607
shares
|
$63,012
0.03% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
605
shares
|
$62,805
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
604
shares
|
$62,701
0.01% of portfolio
|
Q3 2024
Added 43.47%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
594
shares
|
$61,663
0.03% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
582
shares
|
$60,417
0.03% of portfolio
|
Q3 2024
Added 125.58%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
578
shares
|
$60,002
0.02% of portfolio
|
Q2 2024
Reduced 20.6%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
550
shares
|
$57,095
0.0% of portfolio
|
Q1 2022
Reduced 12.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
549
shares
|
$56,991
0.04% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
545
shares
|
$56,576
0.03% of portfolio
|
Q2 2024
Reduced 16.41%
|