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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
185
shares
|
$19,204
0.0% of portfolio
|
Q1 2024
Reduced 38.33%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
184
shares
|
$19,101
0.01% of portfolio
|
Q1 2023
Added 35.29%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
181
shares
|
$18,789
0.0% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
172
shares
|
$17,855
0.0% of portfolio
|
Q2 2024
Added 31.3%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
171
shares
|
$17,751
0.01% of portfolio
|
Q3 2024
Added 98.84%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
169
shares
|
$17,543
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161
shares
|
$16,713
0.01% of portfolio
|
Q4 2022
Reduced 19.5%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
152
shares
|
$15,779
0.01% of portfolio
|
Q3 2024
Reduced 80.86%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
150
shares
|
$15,571
0.01% of portfolio
|
Q4 2022
Added 200.0%
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
147
shares
|
$15,260
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
145
shares
|
$15,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
142
shares
|
$14,741
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
139
shares
|
$14,429
0.01% of portfolio
|
Q2 2023
Reduced 95.68%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
135
shares
|
$14,014
0.0% of portfolio
|
Q2 2024
Reduced 75.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
134
shares
|
$13,910
0.01% of portfolio
|
Q4 2023
Added 162.75%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
133
shares
|
$13,806
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
128
shares
|
$13,287
0.0% of portfolio
|
Q3 2024
Added 113.33%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
128
shares
|
$13,287
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
126
shares
|
$13,080
0.0% of portfolio
|
Q1 2023
Reduced 3.82%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
125
shares
|
$12,976
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
123
shares
|
$12,768
0.0% of portfolio
|
Q1 2023
Reduced 50.4%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
123
shares
|
$12,768
0.01% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
121
shares
|
$12,561
0.0% of portfolio
|
Q2 2024
Reduced 25.77%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
121
shares
|
$12,561
0.0% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
115
shares
|
$11,938
0.0% of portfolio
|
Q4 2022
Reduced 20.69%
|