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 |
|---|---|---|---|---|---|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
3,255
shares
|
$322,570
0.22% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
3,250
shares
|
$322,075
0.13% of portfolio
|
Q1 2021
Reduced 3.13%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,250
shares
|
$322,075
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
3,249
shares
|
$321,975
0.13% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
3,240
shares
|
$321,084
0.15% of portfolio
|
Q1 2024
Reduced 23.58%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
3,234
shares
|
$320,489
0.05% of portfolio
|
Q3 2024
Reduced 35.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,216
shares
|
$318,705
0.01% of portfolio
|
Q3 2024
Added 44.86%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
3,213
shares
|
$318,408
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
3,203
shares
|
$317,417
0.21% of portfolio
|
Q2 2024
Added 6.13%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
3,189
shares
|
$316,029
0.18% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,187
shares
|
$315,831
0.06% of portfolio
|
Q3 2023
Reduced 5.32%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,163
shares
|
$313,453
0.01% of portfolio
|
Q3 2024
Added 12.76%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,140
shares
|
$311,174
0.04% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,140
shares
|
$311,174
0.18% of portfolio
|
Q4 2017
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,139
shares
|
$311,074
0.03% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,138
shares
|
$310,975
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,124
shares
|
$309,588
0.09% of portfolio
|
Q3 2021
Added 0.42%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
3,116
shares
|
$308,795
0.08% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,115
shares
|
$308,696
0.01% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
3,113
shares
|
$308,498
0.15% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,098
shares
|
$307,011
0.02% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,085
shares
|
$305,723
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
3,084
shares
|
$305,624
0.04% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,076
shares
|
$304,831
0.01% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,075
shares
|
$304,732
0.15% of portfolio
|
Q3 2024
Added 1.69%
|