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 |
|---|---|---|---|---|---|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
14,875
shares
|
$1.47 Million
0.4% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
14,816
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
14,805
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Oct 07, 2024 Q3 2024 |
14,775
shares
|
$1.46 Million
0.67% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
14,771
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 580.06%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
14,647
shares
|
$1.45 Million
0.39% of portfolio
|
Q3 2024
Added 488.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
14,611
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
14,491
shares
|
$1.44 Million
1.18% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
14,448
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
14,389
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
14,374
shares
|
$1.42 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
14,334
shares
|
$1.42 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,274
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.7%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
14,043
shares
|
$1.39 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
14,037
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
13,984
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
13,939
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
13,921
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
13,899
shares
|
$1.38 Million
0.12% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,832
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
13,817
shares
|
$1.37 Million
3.11% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
13,687
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
13,646
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
13,630
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Albert D Mason Inc
|
Oct 22, 2024 Q3 2024 |
13,477
shares
|
$1.34 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.55%
|