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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
16,705
shares
|
$1.66 Million
0.25% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
16,628
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
16,625
shares
|
$1.65 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,624
shares
|
$1.65 Million
0.19% of portfolio
|
Q2 2024
Reduced 20.93%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
16,605
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 71.15%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
16,581
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
16,512
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,488
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
16,387
shares
|
$1.62 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
16,377
shares
|
$1.62 Million
0.99% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
16,302
shares
|
$1.62 Million
0.1% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
16,243
shares
|
$1.61 Million
0.19% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,234
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
16,107
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
16,034
shares
|
$1.59 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
15,656
shares
|
$1.55 Million
0.8% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
15,605
shares
|
$1.55 Million
0.13% of portfolio
|
Q3 2023
Added 2.27%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
15,472
shares
|
$1.53 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,384
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
15,361
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
15,097
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
15,037
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
14,946
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
14,913
shares
|
$1.48 Million
0.44% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
14,895
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.07%
|