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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
2,598
shares
|
$251,564
0.07% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,576
shares
|
$249,434
0.08% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,573
shares
|
$249,143
0.01% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,570
shares
|
$248,853
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
2,570
shares
|
$248,853
0.15% of portfolio
|
Q3 2024
Added 33.65%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,570
shares
|
$248,853
0.01% of portfolio
|
Q2 2021
Added 10.8%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
2,568
shares
|
$248,659
0.08% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,565
shares
|
$248,368
0.02% of portfolio
|
Q2 2024
Reduced 64.17%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
2,555
shares
|
$247,400
0.09% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,546
shares
|
$246,529
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,541
shares
|
$246,045
0.05% of portfolio
|
Q1 2023
Added 3.42%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,537
shares
|
$245,657
0.02% of portfolio
|
Q4 2022
Reduced 35.38%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
2,535
shares
|
$245,464
0.2% of portfolio
|
Q3 2023
Reduced 25.44%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
2,528
shares
|
$244,786
0.2% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,514
shares
|
$243,430
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
2,499
shares
|
$241,978
0.11% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,483
shares
|
$240,428
0.01% of portfolio
|
Q3 2024
Added 22.31%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
2,480
shares
|
$240,138
0.05% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
2,469
shares
|
$239,073
0.0% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
2,467
shares
|
$238,879
0.23% of portfolio
|
Q2 2023
Reduced 5.73%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,460
shares
|
$238,201
0.01% of portfolio
|
Q2 2024
Added 65.77%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,459
shares
|
$238,104
0.01% of portfolio
|
Q2 2024
Reduced 32.57%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
2,450
shares
|
$237,233
0.03% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
2,450
shares
|
$237,233
0.06% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
2,449
shares
|
$237,136
0.09% of portfolio
|
Q3 2024
Reduced 7.45%
|