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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
374
shares
|
$36,565
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
372
shares
|
$36,370
0.02% of portfolio
|
Q2 2023
Added 416.67%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
371
shares
|
$36,272
0.0% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
369
shares
|
$36,077
0.04% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$34,415
0.0% of portfolio
|
Q4 2023
Added 13.55%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
350
shares
|
$34,219
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
344
shares
|
$33,632
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
336
shares
|
$32,850
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
335
shares
|
$32,752
0.01% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
327
shares
|
$31,970
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
322
shares
|
$31,481
0.01% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
320
shares
|
$31,286
0.01% of portfolio
|
Q3 2024
Added 503.77%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
310
shares
|
$30,308
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
303
shares
|
$29,624
0.0% of portfolio
|
Q4 2022
Added 54.59%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
300
shares
|
$29,331
0.0% of portfolio
|
Q2 2024
Reduced 88.33%
|
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
300
shares
|
$29,331
0.0% of portfolio
|
Q2 2024
Reduced 99.42%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
292
shares
|
$28,548
0.02% of portfolio
|
Q4 2021
Reduced 13.86%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
289
shares
|
$28,255
0.01% of portfolio
|
Q4 2023
Reduced 25.71%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
283
shares
|
$27,668
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
279
shares
|
$27,277
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
271
shares
|
$26,495
0.02% of portfolio
|
Q3 2024
Reduced 37.12%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
267
shares
|
$26,104
0.0% of portfolio
|
Q1 2024
Added 28.99%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
267
shares
|
$26,104
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
264
shares
|
$25,811
0.0% of portfolio
|
Q3 2024
Added 319.05%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
256
shares
|
$25,029
0.0% of portfolio
|
Q2 2024
Added 2.4%
|