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 |
|---|---|---|---|---|---|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
7,223
shares
|
$699,403
0.68% of portfolio
|
Q3 2024
Reduced 29.16%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
7,200
shares
|
$697,176
0.57% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
7,184
shares
|
$695,626
0.72% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
7,167
shares
|
$693,980
0.04% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
7,150
shares
|
$692,334
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
7,137
shares
|
$691,075
0.32% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,121
shares
|
$689,526
0.01% of portfolio
|
Q3 2023
Reduced 4.91%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
7,116
shares
|
$689,042
0.07% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,116
shares
|
$689,042
0.61% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
7,095
shares
|
$687,008
0.38% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,091
shares
|
$686,621
0.03% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
7,068
shares
|
$684,394
0.02% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
7,056
shares
|
$683,232
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
7,020
shares
|
$679,746
0.04% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,008
shares
|
$678,584
0.02% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
6,935
shares
|
$671,516
0.06% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
6,930
shares
|
$671,031
0.0% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,864
shares
|
$664,641
0.02% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
6,862
shares
|
$664,447
0.22% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
6,850
shares
|
$663,285
0.06% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
6,797
shares
|
$658,153
0.03% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,772
shares
|
$655,732
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
6,750
shares
|
$653,602
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,701
shares
|
$648,857
0.02% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
6,691
shares
|
$647,889
0.06% of portfolio
|
Q3 2024
Added 4.29%
|