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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
10,374
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
10,293
shares
|
$1.02 Million
0.62% of portfolio
|
Q3 2024
Added 58.67%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
10,261
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
10,242
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
10,201
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,149
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
10,075
shares
|
$998,432
0.26% of portfolio
|
Q1 2024
Reduced 6.5%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
10,026
shares
|
$993,576
0.06% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,989
shares
|
$989,909
0.05% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,979
shares
|
$988,918
0.05% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
9,925
shares
|
$983,567
0.21% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
9,900
shares
|
$981,090
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
9,842
shares
|
$975,342
0.05% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
9,837
shares
|
$974,846
0.2% of portfolio
|
Q3 2024
Reduced 41.43%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9,826
shares
|
$973,756
0.45% of portfolio
|
Q1 2024
Added 20.27%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
9,819
shares
|
$973,062
0.43% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
9,799
shares
|
$971,080
0.11% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
9,781
shares
|
$969,297
0.02% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
9,751
shares
|
$966,324
0.09% of portfolio
|
Q3 2024
Reduced 35.45%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
9,747
shares
|
$965,927
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
9,739
shares
|
$965,134
0.39% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
9,720
shares
|
$963,252
0.21% of portfolio
|
Q1 2020
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,586
shares
|
$949,972
0.01% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
9,574
shares
|
$948,783
0.39% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
9,502
shares
|
$941,648
0.04% of portfolio
|
Q3 2024
Reduced 3.64%
|