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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,146
shares
|
$609,068
0.07% of portfolio
|
Q2 2023
Added 1.42%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
6,144
shares
|
$608,870
0.07% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
6,136
shares
|
$608,077
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,095
shares
|
$604,014
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
6,080
shares
|
$602,528
0.11% of portfolio
|
Q1 2024
Added 205.68%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,016
shares
|
$596,185
0.2% of portfolio
|
Q3 2024
Reduced 66.95%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
5,996
shares
|
$594,203
0.06% of portfolio
|
Q2 2022
Added 10.55%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
5,995
shares
|
$594,104
0.36% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
5,979
shares
|
$592,518
0.14% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,956
shares
|
$590,239
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,930
shares
|
$587,663
0.36% of portfolio
|
Q2 2024
Reduced 9.44%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
5,930
shares
|
$587,663
0.08% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,927
shares
|
$587,365
0.01% of portfolio
|
Q3 2024
Reduced 53.14%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,908
shares
|
$585,482
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
5,904
shares
|
$585,086
0.4% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
5,899
shares
|
$584,590
0.09% of portfolio
|
Q4 2022
Added 3.53%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,878
shares
|
$582,509
0.01% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
5,855
shares
|
$580,230
0.1% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,831
shares
|
$577,852
0.06% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
5,827
shares
|
$577,455
0.13% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,798
shares
|
$574,581
0.08% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
5,788
shares
|
$573,590
0.46% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
5,760
shares
|
$570,816
0.46% of portfolio
|
Q4 2023
Added 5.49%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
5,730
shares
|
$567,843
0.29% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,728
shares
|
$567,644
0.05% of portfolio
|
Q3 2024
Added 1.74%
|