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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
252
shares
|
$26,160
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
250
shares
|
$25,952
0.01% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
250
shares
|
$25,952
0.04% of portfolio
|
Q2 2010
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
250
shares
|
$25,952
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
250
shares
|
$25,952
0.02% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
245
shares
|
$25,433
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
245
shares
|
$25,433
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
243
shares
|
$25,225
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
237
shares
|
$24,602
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
233
shares
|
$24,187
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
232
shares
|
$24,083
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
217
shares
|
$22,526
0.01% of portfolio
|
Q3 2023
Reduced 64.83%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
210
shares
|
$21,800
0.0% of portfolio
|
Q3 2023
Added 110.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
207
shares
|
$21,488
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
201
shares
|
$20,865
0.0% of portfolio
|
Q4 2023
Added 20000.0%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
200
shares
|
$20,762
0.0% of portfolio
|
Q1 2021
Reduced 13.79%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$20,762
0.01% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
200
shares
|
$20,762
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
200
shares
|
$20,762
0.01% of portfolio
|
Q1 2022
Added 33.33%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$20,762
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
200
shares
|
$20,762
0.01% of portfolio
|
Q1 2024
Reduced 14.16%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
200
shares
|
$20,762
0.01% of portfolio
|
Q3 2024
Added 2949.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
198
shares
|
$20,554
0.0% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
194
shares
|
$20,139
0.0% of portfolio
|
Q1 2024
Reduced 28.94%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
190
shares
|
$19,723
0.01% of portfolio
|
Q3 2024
Added 26.67%
|