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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
9,494
shares
|
$940,855
0.12% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
9,460
shares
|
$937,486
0.46% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
9,425
shares
|
$934,017
0.0% of portfolio
|
Q3 2024
Added 47.84%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
9,405
shares
|
$932,035
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
9,399
shares
|
$931,440
0.46% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
9,295
shares
|
$921,134
0.06% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
9,287
shares
|
$920,341
0.08% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
9,269
shares
|
$918,557
0.12% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
9,103
shares
|
$902,107
0.06% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
9,094
shares
|
$901,215
0.06% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
9,003
shares
|
$892,197
0.25% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$891,900
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,923
shares
|
$884,269
0.04% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
8,873
shares
|
$879,314
0.52% of portfolio
|
Q1 2023
Reduced 1.88%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
8,835
shares
|
$875,548
0.0% of portfolio
|
Q3 2024
Added 10.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
8,827
shares
|
$874,755
0.03% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
8,812
shares
|
$873,269
0.03% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
8,783
shares
|
$870,395
0.81% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
8,680
shares
|
$860,188
0.31% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,679
shares
|
$860,088
0.13% of portfolio
|
Q2 2023
Reduced 1.45%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
8,635
shares
|
$855,728
0.15% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
8,570
shares
|
$849,287
0.32% of portfolio
|
Q2 2024
Added 13.18%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
8,538
shares
|
$846,115
0.38% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
8,529
shares
|
$845,223
0.45% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
8,511
shares
|
$843,440
0.21% of portfolio
|
Q3 2024
Reduced 0.62%
|