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 $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
18,540
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
18,410
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
18,398
shares
|
$1.82 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
18,391
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
18,296
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
18,178
shares
|
$1.8 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,911
shares
|
$1.77 Million
0.16% of portfolio
|
Q4 2022
Reduced 1.18%
|
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
17,900
shares
|
$1.77 Million
0.42% of portfolio
|
Q3 2017
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
17,851
shares
|
$1.77 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
17,770
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
17,748
shares
|
$1.76 Million
0.14% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
17,711
shares
|
$1.76 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
17,601
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
17,589
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 52.15%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
17,562
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
17,535
shares
|
$1.74 Million
0.3% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
17,310
shares
|
$1.72 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
17,261
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
17,209
shares
|
$1.71 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
17,188
shares
|
$1.7 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
17,127
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
17,119
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2024
Added 127.4%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
16,904
shares
|
$1.68 Million
0.54% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
16,882
shares
|
$1.67 Million
1.47% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
16,861
shares
|
$1.67 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.93%
|