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 |
|---|---|---|---|---|---|
|
Triasima Portfolio Management Inc.
|
Nov 12, 2024 Q3 2024 |
32,275
shares
|
$3.2 Million
0.96% of portfolio
|
Q3 2024
Added 160.28%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
32,098
shares
|
$3.18 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
31,895
shares
|
$3.16 Million
0.13% of portfolio
|
Q3 2023
Added 21.08%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
31,589
shares
|
$3.13 Million
0.99% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
31,439
shares
|
$3.12 Million
0.05% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
30,985
shares
|
$3.07 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
30,519
shares
|
$3.02 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
29,341
shares
|
$2.91 Million
0.05% of portfolio
|
Q4 2022
Added 3.02%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
29,306
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2024
Added 722.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
29,193
shares
|
$2.89 Million
0.07% of portfolio
|
Q3 2024
Added 68.16%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
29,098
shares
|
$2.88 Million
0.13% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
29,001
shares
|
$2.87 Million
0.65% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
28,913
shares
|
$2.87 Million
0.68% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
28,883
shares
|
$2.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
28,559
shares
|
$2.83 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
28,374
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 81.86%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
28,292
shares
|
$2.8 Million
0.22% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
28,122
shares
|
$2.79 Million
0.25% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
28,059
shares
|
$2.78 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
28,018
shares
|
$2.78 Million
0.24% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 12, 2024 Q3 2024 |
27,930
shares
|
$2.77 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
27,877
shares
|
$2.76 Million
0.11% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
27,652
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
Added 1727.63%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
27,552
shares
|
$2.73 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
27,119
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|