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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
545
shares
|
$53,284
0.03% of portfolio
|
Q2 2024
Reduced 16.41%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
544
shares
|
$53,186
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
535
shares
|
$52,306
0.0% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
530
shares
|
$51,818
0.03% of portfolio
|
Q4 2023
Added 23.26%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
529
shares
|
$51,720
0.01% of portfolio
|
Q3 2023
Added 310.08%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
522
shares
|
$51,035
0.0% of portfolio
|
Q2 2024
Added 2272.73%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
507
shares
|
$49,569
0.03% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
502
shares
|
$49,080
0.01% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
500
shares
|
$48,885
0.0% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$48,885
0.02% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
486
shares
|
$47,516
0.02% of portfolio
|
Q4 2023
Added 33.5%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
481
shares
|
$47,027
0.02% of portfolio
|
Q3 2024
Reduced 18.61%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
470
shares
|
$45,951
0.01% of portfolio
|
Q4 2023
Added 46.88%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
469
shares
|
$45,854
0.0% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
467
shares
|
$45,658
0.01% of portfolio
|
Q4 2019
Reduced 9.85%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
444
shares
|
$43,409
0.02% of portfolio
|
Q2 2024
Reduced 33.53%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
432
shares
|
$42,236
0.0% of portfolio
|
Q3 2022
Reduced 31.21%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
429
shares
|
$41,943
0.01% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
425
shares
|
$41,552
0.01% of portfolio
|
Q1 2023
Added 44.71%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
415
shares
|
$40,574
0.01% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
400
shares
|
$39,108
0.01% of portfolio
|
Q1 2024
Added 57.48%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
400
shares
|
$39,108
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
379
shares
|
$37,054
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
375
shares
|
$36,663
0.0% of portfolio
|
Q3 2023
Reduced 63.41%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
375
shares
|
$36,663
0.01% of portfolio
|
Q3 2023
Added 36.36%
|