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 |
---|---|---|---|---|---|
American Capital Advisory, LLC
Ketchum, ID |
Apr 29, 2024 Q1 2024 |
29
shares
|
$2,990
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
26
shares
|
$2,681
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
26
shares
|
$2,681
0.0% of portfolio
|
Q4 2023
New holding
|
|
Delta Asset Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
25
shares
|
$2,578
0.0% of portfolio
|
Q4 2022
New holding
|
|
Nisa Investment Advisors, LLC
|
May 01, 2024 Q1 2024 |
22
shares
|
$2,268
0.0% of portfolio
|
Q3 2021
Reduced 35.29%
|
|
Stone House Investment Management, LLC
|
May 15, 2024 Q1 2024 |
20
shares
|
$2,062
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hartford Financial Management Inc.
|
Apr 24, 2024 Q1 2024 |
19
shares
|
$1,959
0.0% of portfolio
|
Q4 2023
Added 18.75%
|
|
Marquette Asset Management, LLC
|
May 06, 2024 Q1 2024 |
17
shares
|
$1,753
0.0% of portfolio
|
Q1 2023
Reduced 94.64%
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
16
shares
|
$1,650
0.0% of portfolio
|
Q2 2021
New holding
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
15
shares
|
$1,546
0.0% of portfolio
|
Q1 2024
Reduced 96.59%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
13
shares
|
$1,340
0.0% of portfolio
|
Q1 2023
Reduced 88.5%
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
May 03, 2024 Q1 2024 |
10
shares
|
$1,031
0.0% of portfolio
|
Q4 2023
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
3
shares
|
$309
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 23, 2024 Q1 2024 |
3
shares
|
$309
0.0% of portfolio
|
Q4 2022
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
1
shares
|
$103
0.0% of portfolio
|
Q3 2023
Reduced 99.47%
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 13, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|