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 |
|---|---|---|---|---|---|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,800
shares
|
$376,580
0.01% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
3,794
shares
|
$375,985
0.09% of portfolio
|
Q3 2024
Reduced 28.18%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
3,790
shares
|
$375,589
0.02% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,788
shares
|
$375,390
0.13% of portfolio
|
Q3 2022
Reduced 34.55%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
3,763
shares
|
$372,913
0.38% of portfolio
|
Q2 2023
Reduced 3.02%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,752
shares
|
$371,823
0.04% of portfolio
|
Q3 2023
Reduced 2.8%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
3,744
shares
|
$371,030
0.16% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
3,741
shares
|
$370,733
0.03% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
3,737
shares
|
$370,336
0.12% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
3,734
shares
|
$370,039
0.01% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,732
shares
|
$369,841
0.05% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,720
shares
|
$368,652
0.09% of portfolio
|
Q3 2022
Reduced 5.66%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
3,715
shares
|
$368,156
0.2% of portfolio
|
Q3 2024
Reduced 65.8%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
3,714
shares
|
$368,057
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
3,710
shares
|
$367,661
0.28% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
3,707
shares
|
$367,363
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$366,670
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
3,699
shares
|
$366,570
0.07% of portfolio
|
Q4 2021
Reduced 1.07%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
3,698
shares
|
$366,471
0.26% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,693
shares
|
$365,976
0.06% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
3,687
shares
|
$365,381
0.26% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
3,682
shares
|
$364,886
0.02% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2024 Q3 2024 |
3,678
shares
|
$364,489
0.0% of portfolio
|
Q3 2024
Added 48.61%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
3,677
shares
|
$364,390
0.06% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,674
shares
|
$364,093
0.01% of portfolio
|
Q4 2023
Reduced 19.16%
|