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 |
|---|---|---|---|---|---|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,708
shares
|
$262,215
0.31% of portfolio
|
Q3 2023
Added 7.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,707
shares
|
$262,118
0.02% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
2,705
shares
|
$261,925
0.16% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
2,700
shares
|
$261,441
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
2,695
shares
|
$260,956
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,694
shares
|
$260,860
0.24% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,690
shares
|
$260,472
0.05% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,688
shares
|
$260,279
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,673
shares
|
$258,826
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
2,673
shares
|
$258,826
0.0% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
2,673
shares
|
$258,826
0.11% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
2,659
shares
|
$257,470
0.14% of portfolio
|
Q2 2024
Reduced 66.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,659
shares
|
$257,470
0.02% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,658
shares
|
$257,374
0.02% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,657
shares
|
$257,277
0.04% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
2,656
shares
|
$257,180
0.2% of portfolio
|
Q2 2023
Reduced 8.16%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
2,652
shares
|
$256,793
0.07% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,650
shares
|
$256,599
0.02% of portfolio
|
Q3 2022
Reduced 4.95%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,648
shares
|
$256,405
0.01% of portfolio
|
Q3 2024
Added 24.49%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,646
shares
|
$256,212
0.01% of portfolio
|
Q1 2024
Reduced 76.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
2,645
shares
|
$256,115
0.03% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,638
shares
|
$255,437
0.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
2,629
shares
|
$254,566
0.1% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
2,620
shares
|
$253,694
0.03% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,601
shares
|
$251,854
0.06% of portfolio
|
Q3 2023
Reduced 0.57%
|