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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
27,103
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 04, 2024 Q3 2024 |
27,000
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2024
Added 14.73%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
26,932
shares
|
$2.67 Million
0.55% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
26,647
shares
|
$2.64 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,295
shares
|
$2.61 Million
0.02% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,255
shares
|
$2.6 Million
0.02% of portfolio
|
Q2 2023
Reduced 28.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
26,144
shares
|
$2.59 Million
0.07% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
25,676
shares
|
$2.54 Million
0.16% of portfolio
|
Q3 2024
Added 38.9%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
25,402
shares
|
$2.52 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
25,400
shares
|
$2.52 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
25,157
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
25,112
shares
|
$2.49 Million
0.15% of portfolio
|
Q2 2022
Added 9.02%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
25,108
shares
|
$2.49 Million
0.48% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$2.48 Million
0.1% of portfolio
|
Q3 2024
Reduced 48.25%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
24,967
shares
|
$2.47 Million
0.27% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
24,949
shares
|
$2.47 Million
1.71% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
24,836
shares
|
$2.46 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.28%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
24,727
shares
|
$2.45 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
24,668
shares
|
$2.44 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
24,121
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
23,918
shares
|
$2.37 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
23,831
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
23,822
shares
|
$2.36 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
23,816
shares
|
$2.36 Million
0.87% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
23,742
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.72%
|