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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
5,722
shares
|
$567,050
0.11% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,708
shares
|
$565,662
0.04% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,690
shares
|
$563,879
0.34% of portfolio
|
Q3 2024
Reduced 57.78%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
5,680
shares
|
$562,888
0.02% of portfolio
|
Q3 2024
Added 38.98%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
5,680
shares
|
$562,888
0.01% of portfolio
|
Q3 2024
Added 24.4%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
5,648
shares
|
$559,716
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
5,638
shares
|
$558,725
0.18% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,624
shares
|
$557,338
0.14% of portfolio
|
Q2 2022
Reduced 13.98%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
5,574
shares
|
$552,383
0.21% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,550
shares
|
$550,005
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
5,534
shares
|
$548,419
0.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
5,492
shares
|
$544,257
0.03% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
5,489
shares
|
$543,959
0.15% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,459
shares
|
$540,986
0.09% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,454
shares
|
$540,491
0.08% of portfolio
|
Q3 2024
Added 69.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
5,437
shares
|
$538,806
0.06% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,435
shares
|
$538,608
0.01% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
5,384
shares
|
$533,554
0.08% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
5,382
shares
|
$533,356
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
5,367
shares
|
$531,869
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
5,361
shares
|
$531,275
0.32% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
5,349
shares
|
$530,085
0.28% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,292
shares
|
$524,437
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
5,283
shares
|
$523,545
0.27% of portfolio
|
Q2 2024
Added 2.03%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
5,280
shares
|
$523,247
0.18% of portfolio
|
Q2 2024
Added 0.51%
|