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 |
|---|---|---|---|---|---|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
2,442
shares
|
$236,458
0.05% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
2,441
shares
|
$236,362
0.12% of portfolio
|
Q4 2023
Reduced 23.98%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
2,432
shares
|
$235,490
0.02% of portfolio
|
Q2 2024
Reduced 13.05%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
2,411
shares
|
$233,457
0.02% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,402
shares
|
$232,585
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,383
shares
|
$230,745
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,377
shares
|
$230,164
0.03% of portfolio
|
Q3 2024
Reduced 96.14%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
2,375
shares
|
$229,971
0.11% of portfolio
|
Q4 2023
Reduced 40.25%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
2,373
shares
|
$229,777
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,368
shares
|
$229,293
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
2,366
shares
|
$229,099
0.06% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
2,361
shares
|
$228,615
0.07% of portfolio
|
Q2 2024
Added 3.1%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
2,358
shares
|
$228,325
0.06% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
2,357
shares
|
$228,228
0.12% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
2,354
shares
|
$227,937
0.19% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,351
shares
|
$227,647
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
2,349
shares
|
$227,453
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
2,348
shares
|
$227,356
0.13% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
2,345
shares
|
$227,066
0.09% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
2,335
shares
|
$226,098
0.09% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,329
shares
|
$225,517
0.13% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
2,328
shares
|
$225,420
0.1% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,319
shares
|
$224,548
0.02% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,315
shares
|
$224,161
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,312
shares
|
$223,870
0.01% of portfolio
|
Q3 2024
Reduced 44.36%
|