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 $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
8,503
shares
|
$823,345
0.01% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
8,499
shares
|
$822,958
0.04% of portfolio
|
Q3 2024
Reduced 28.59%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
8,498
shares
|
$822,861
0.09% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
8,434
shares
|
$816,664
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
8,409
shares
|
$814,243
0.45% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
8,388
shares
|
$812,210
0.8% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
8,359
shares
|
$809,401
0.02% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,352
shares
|
$808,724
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,190
shares
|
$793,037
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,171
shares
|
$791,197
0.0% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
8,166
shares
|
$790,713
0.21% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
8,146
shares
|
$788,777
0.22% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,122
shares
|
$786,453
0.07% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,112
shares
|
$785,484
0.08% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
8,045
shares
|
$778,997
0.03% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
8,023
shares
|
$776,867
0.14% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
8,009
shares
|
$775,511
0.12% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,008
shares
|
$775,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
7,987
shares
|
$773,381
0.02% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,947
shares
|
$769,508
0.02% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
7,913
shares
|
$766,215
0.04% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
7,843
shares
|
$759,437
0.02% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
7,805
shares
|
$755,758
0.06% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Thornburg Investment Management Inc
|
Nov 08, 2024 Q3 2024 |
7,800
shares
|
$755,274
0.01% of portfolio
|
Q1 2024
Added 14.14%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
7,800
shares
|
$755,274
0.0% of portfolio
|
Q2 2024
New holding
|