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 $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
3,662
shares
|
$354,591
0.02% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,661
shares
|
$354,494
0.03% of portfolio
|
Q1 2023
Added 47.8%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,656
shares
|
$354,010
0.02% of portfolio
|
Q3 2024
Reduced 61.53%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,654
shares
|
$353,816
0.13% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
3,654
shares
|
$353,816
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
3,599
shares
|
$348,491
0.34% of portfolio
|
Q1 2024
Added 14.25%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
3,598
shares
|
$348,394
0.04% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,580
shares
|
$346,651
0.02% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,580
shares
|
$346,651
0.24% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
3,552
shares
|
$343,940
0.03% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,548
shares
|
$343,552
0.02% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
3,542
shares
|
$342,971
0.24% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
3,536
shares
|
$342,390
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
3,525
shares
|
$341,325
0.21% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
3,521
shares
|
$340,938
0.05% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,520
shares
|
$340,841
0.03% of portfolio
|
Q3 2024
Reduced 39.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,519
shares
|
$340,744
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
3,503
shares
|
$339,195
0.16% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,501
shares
|
$339,001
0.26% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,500
shares
|
$338,905
0.09% of portfolio
|
Q4 2023
Reduced 2.37%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
3,497
shares
|
$338,614
0.06% of portfolio
|
Q2 2024
Added 20.67%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,495
shares
|
$338,420
0.08% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
3,487
shares
|
$337,646
0.02% of portfolio
|
Q3 2024
Reduced 35.41%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,486
shares
|
$337,549
0.06% of portfolio
|
Q2 2024
Reduced 7.31%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
3,465
shares
|
$335,515
0.01% of portfolio
|
Q3 2024
Reduced 9.41%
|