Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,342 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
389,725
shares
|
$40.2 Million
0.34% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Macquarie Group LTD
Australia, C3 |
May 14, 2024 Q1 2024 |
381,786
shares
|
$39.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 12.05%
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
370,994
shares
|
$38.3 Million
0.39% of portfolio
|
Q1 2024
Reduced 50.32%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
361,048
shares
|
$37.2 Million
0.02% of portfolio
|
Q1 2024
Added 4.34%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
355,010
shares
|
$36.6 Million
0.75% of portfolio
|
Q1 2024
Added 9.27%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
337,957
shares
|
$34.9 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
Saturna Capital Corp
Bellingham, WA |
May 13, 2024 Q1 2024 |
327,884
shares
|
$33.8 Million
0.44% of portfolio
|
Q1 2024
Added 0.07%
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2024 Q1 2024 |
323,549
shares
|
$33.4 Million
0.06% of portfolio
|
Q1 2024
Reduced 17.98%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
316,607
shares
|
$32.7 Million
0.03% of portfolio
|
Q1 2024
Added 2.07%
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 10, 2024 Q1 2024 |
314,559
shares
|
$32.4 Million
1.69% of portfolio
|
Q1 2024
Reduced 25.87%
|
|
First Financial Bankshares Inc
Abilene, TX |
May 14, 2024 Q1 2024 |
313,159
shares
|
$32.3 Million
0.68% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
296,253
shares
|
$30.6 Million
0.05% of portfolio
|
Q1 2024
Added 2.52%
|
|
Todd Asset Management LLC
|
May 15, 2024 Q1 2024 |
296,246
shares
|
$30.6 Million
0.61% of portfolio
|
Q1 2024
New holding
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
293,532
shares
|
$30.3 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
287,176
shares
|
$29.6 Million
0.07% of portfolio
|
Q1 2024
Added 15.89%
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
275,974
shares
|
$28.5 Million
0.64% of portfolio
|
Q1 2024
Added 46.25%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
271,243
shares
|
$28 Million
0.01% of portfolio
|
Q1 2024
Reduced 31.9%
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
270,440
shares
|
$27.9 Million
0.04% of portfolio
|
Q1 2024
Added 25.61%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
264,076
shares
|
$27.2 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
259,370
shares
|
$26.7 Million
0.03% of portfolio
|
Q1 2024
Added 3.62%
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
May 09, 2024 Q1 2024 |
259,022
shares
|
$26.7 Million
3.85% of portfolio
|
Q1 2024
Reduced 6.09%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
May 06, 2024 Q1 2024 |
258,933
shares
|
$26.7 Million
0.38% of portfolio
|
Q1 2024
Added 8.13%
|
|
Financial Counselors Inc
|
May 02, 2024 Q1 2024 |
256,538
shares
|
$26.5 Million
0.42% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
252,761
shares
|
$26.1 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
Gw Henssler & Associates LTD
|
May 07, 2024 Q1 2024 |
248,626
shares
|
$25.6 Million
1.44% of portfolio
|
Q1 2024
Added 0.57%
|