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 |
---|---|---|---|---|---|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
4,825
shares
|
$478,157
0.01% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,821
shares
|
$477,761
0.06% of portfolio
|
Q3 2024
Added 7.95%
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,796
shares
|
$475,283
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,787
shares
|
$474,391
0.08% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
4,734
shares
|
$469,139
0.05% of portfolio
|
Q3 2024
Added 118.36%
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,727
shares
|
$468,445
0.03% of portfolio
|
Q2 2022
Reduced 3.02%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
4,720
shares
|
$467,752
0.03% of portfolio
|
Q3 2024
Added 78.79%
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
4,700
shares
|
$465,770
0.03% of portfolio
|
Q1 2024
Added 2.17%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
4,689
shares
|
$464,679
0.09% of portfolio
|
Q3 2024
Added 21.26%
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
4,660
shares
|
$461,806
0.04% of portfolio
|
Q3 2024
Added 2.64%
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,638
shares
|
$459,625
0.08% of portfolio
|
Q3 2024
Reduced 52.46%
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
4,627
shares
|
$458,535
0.07% of portfolio
|
Q1 2024
Added 6.1%
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
4,625
shares
|
$458,337
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,602
shares
|
$456,058
0.04% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
4,592
shares
|
$455,067
0.1% of portfolio
|
Q3 2024
Reduced 27.09%
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,573
shares
|
$453,184
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
4,571
shares
|
$452,986
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,555
shares
|
$451,400
0.05% of portfolio
|
Q3 2024
Added 1.67%
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,547
shares
|
$450,607
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
4,531
shares
|
$449,022
0.06% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
4,487
shares
|
$444,661
0.09% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
4,480
shares
|
$443,968
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
4,465
shares
|
$442,481
0.02% of portfolio
|
Q2 2024
Added 0.22%
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
4,445
shares
|
$440,499
0.07% of portfolio
|
Q2 2023
Added 3.56%
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
4,442
shares
|
$440,202
0.11% of portfolio
|
Q3 2024
Added 0.59%
|