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 |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,635
shares
|
$657,528
0.22% of portfolio
|
Q3 2022
Added 7.71%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
6,621
shares
|
$656,141
0.08% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
6,612
shares
|
$655,249
0.07% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,559
shares
|
$649,996
0.01% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
6,538
shares
|
$647,915
0.5% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,525
shares
|
$646,627
0.11% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,514
shares
|
$645,537
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
6,496
shares
|
$643,753
0.06% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
6,460
shares
|
$640,186
0.05% of portfolio
|
Q4 2023
Reduced 34.83%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
6,415
shares
|
$635,726
0.01% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
6,362
shares
|
$630,474
0.02% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
6,356
shares
|
$629,879
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,353
shares
|
$629,582
0.26% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
6,319
shares
|
$626,212
0.05% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,310
shares
|
$625,321
0.03% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
6,260
shares
|
$620,366
0.48% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,240
shares
|
$618,384
0.13% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,224
shares
|
$616,798
0.02% of portfolio
|
Q2 2020
Added 5.32%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
6,221
shares
|
$616,501
0.1% of portfolio
|
Q2 2024
Added 5.07%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,210
shares
|
$615,411
0.01% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
6,210
shares
|
$615,411
0.32% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,190
shares
|
$613,429
0.04% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
6,190
shares
|
$613,429
0.06% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
6,168
shares
|
$611,248
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,151
shares
|
$609,564
0.04% of portfolio
|
Q3 2024
Reduced 12.39%
|