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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,067
shares
|
$303,939
0.02% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
3,064
shares
|
$303,642
0.18% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
3,058
shares
|
$303,047
0.06% of portfolio
|
Q3 2023
Added 1020.15%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,055
shares
|
$302,750
0.04% of portfolio
|
Q2 2022
Added 2.14%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
3,045
shares
|
$301,759
0.35% of portfolio
|
Q2 2024
Reduced 99.06%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,038
shares
|
$301,065
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
3,010
shares
|
$298,291
0.06% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
3,010
shares
|
$298,291
0.07% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
3,003
shares
|
$297,597
0.37% of portfolio
|
Q3 2022
Reduced 6.21%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$297,300
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
2,999
shares
|
$297,200
0.08% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
2,974
shares
|
$294,723
0.01% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,974
shares
|
$294,723
0.05% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,969
shares
|
$294,227
0.11% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,967
shares
|
$294,029
0.02% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
2,945
shares
|
$291,849
0.33% of portfolio
|
Q3 2024
Reduced 11.96%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
2,944
shares
|
$291,750
0.07% of portfolio
|
Q3 2024
Added 47.49%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,944
shares
|
$291,750
0.02% of portfolio
|
Q3 2024
Added 18.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,932
shares
|
$290,561
0.01% of portfolio
|
Q3 2024
Added 32.49%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,925
shares
|
$289,867
0.0% of portfolio
|
Q3 2024
Reduced 33.6%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,910
shares
|
$288,381
0.03% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,878
shares
|
$285,209
0.14% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
2,870
shares
|
$284,417
0.09% of portfolio
|
Q2 2023
Reduced 1.98%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
2,866
shares
|
$284,020
0.03% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
2,858
shares
|
$283,227
0.03% of portfolio
|
Q1 2024
Reduced 0.87%
|