Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,342 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
59
shares
|
$6,084
0.0% of portfolio
|
Q4 2023
New holding
|
|
Maryland Capital Advisors Inc.
|
Apr 11, 2024 Q1 2024 |
57
shares
|
$5,878
0.0% of portfolio
|
Q1 2024
Reduced 62.0%
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 08, 2024 Q1 2024 |
56
shares
|
$5,775
0.0% of portfolio
|
Q1 2023
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
54
shares
|
$5,569
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 11, 2024 Q1 2024 |
53
shares
|
$5,465
0.0% of portfolio
|
Q4 2023
New holding
|
|
Friedenthal Financial
|
Apr 25, 2024 Q1 2024 |
52
shares
|
$5,362
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
50
shares
|
$5,156
0.0% of portfolio
|
Q1 2024
Added 42.86%
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
50
shares
|
$5,156
0.0% of portfolio
|
Q3 2023
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
49
shares
|
$5,053
0.0% of portfolio
|
Q3 2023
New holding
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
48
shares
|
$4,950
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
45
shares
|
$4,640
0.0% of portfolio
|
Q1 2024
New holding
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Apr 17, 2024 Q1 2024 |
45
shares
|
$4,640
0.0% of portfolio
|
Q4 2023
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
45
shares
|
$4,640
0.0% of portfolio
|
Q4 2023
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
41
shares
|
$4,228
0.0% of portfolio
|
Q3 2023
New holding
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
40
shares
|
$4,125
0.0% of portfolio
|
Q1 2024
Added 110.53%
|
|
Studio Investment Management LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
40
shares
|
$4,125
0.0% of portfolio
|
Q3 2023
New holding
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
39
shares
|
$4,022
0.0% of portfolio
|
Q1 2024
Added 225.0%
|
|
Princeton Global Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
38
shares
|
$3,918
0.0% of portfolio
|
Q1 2024
Reduced 72.46%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
38
shares
|
$3,918
0.0% of portfolio
|
Q2 2022
Added 46.15%
|
|
High Mark Wealth Management LLC
|
Apr 26, 2024 Q1 2024 |
36
shares
|
$3,712
0.0% of portfolio
|
Q4 2023
Reduced 34.55%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
36
shares
|
$3,712
0.0% of portfolio
|
Q1 2024
New holding
|
|
Thompson Investment Management, Inc.
|
Apr 12, 2024 Q1 2024 |
31
shares
|
$3,197
0.0% of portfolio
|
Q1 2023
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
31
shares
|
$3,197
0.0% of portfolio
|
Q4 2023
Reduced 6.06%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
30
shares
|
$3,093
0.0% of portfolio
|
Q1 2024
New holding
|
|
Iron Horse Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
29
shares
|
$2,990
0.0% of portfolio
|
Q3 2023
New holding
|