Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,438 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
36,433
shares
|
$3.56 Million
0.47% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
35,979
shares
|
$3.52 Million
0.86% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
35,617
shares
|
$3.48 Million
0.07% of portfolio
|
Q3 2024
Added 28.15%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
35,470
shares
|
$3.47 Million
0.04% of portfolio
|
Q3 2024
Added 48.64%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
35,051
shares
|
$3.43 Million
0.08% of portfolio
|
Q2 2024
Reduced 5.58%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
35,015
shares
|
$3.42 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,974
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2024
Added 54.7%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
34,918
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2024
Added 25.04%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
34,810
shares
|
$3.4 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
33,925
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
33,856
shares
|
$3.31 Million
0.06% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
33,842
shares
|
$3.31 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
33,805
shares
|
$3.31 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
33,778
shares
|
$3.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
33,709
shares
|
$3.3 Million
0.11% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
33,671
shares
|
$3.29 Million
0.13% of portfolio
|
Q3 2024
Reduced 87.12%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
33,604
shares
|
$3.29 Million
1.66% of portfolio
|
Q3 2022
Added 1.57%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
33,502
shares
|
$3.28 Million
0.19% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
33,202
shares
|
$3.25 Million
2.1% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
32,972
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
32,851
shares
|
$3.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
32,773
shares
|
$3.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
32,685
shares
|
$3.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
32,423
shares
|
$3.17 Million
0.04% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
32,305
shares
|
$3.16 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.55%
|