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 |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,244
shares
|
$519,680
0.24% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,240
shares
|
$519,283
0.1% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,238
shares
|
$519,085
0.28% of portfolio
|
Q4 2022
Reduced 4.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,230
shares
|
$518,292
0.02% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
5,214
shares
|
$516,707
0.02% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,177
shares
|
$513,040
0.01% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,175
shares
|
$512,842
0.26% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
5,165
shares
|
$511,851
0.21% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
5,112
shares
|
$506,599
0.06% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
5,099
shares
|
$505,310
0.02% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,083
shares
|
$503,725
0.02% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
5,034
shares
|
$498,869
0.31% of portfolio
|
Q1 2021
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,013
shares
|
$496,788
0.04% of portfolio
|
Q3 2024
Added 155.9%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
5,002
shares
|
$495,698
0.06% of portfolio
|
Q1 2024
Reduced 8.92%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
5,000
shares
|
$495,500
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
5,000
shares
|
$495,500
0.21% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$495,500
0.08% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
4,959
shares
|
$491,436
0.41% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
4,959
shares
|
$491,436
0.21% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,936
shares
|
$489,157
0.03% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
4,936
shares
|
$489,157
0.26% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
4,916
shares
|
$487,175
0.3% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
4,876
shares
|
$483,211
0.03% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
4,839
shares
|
$479,544
0.14% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
4,837
shares
|
$479,346
0.03% of portfolio
|
Q3 2024
Reduced 0.51%
|