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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
115
shares
|
$11,243
0.0% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
109
shares
|
$10,656
0.0% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
102
shares
|
$9,972
0.0% of portfolio
|
Q3 2024
Reduced 75.48%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
102
shares
|
$9,972
0.0% of portfolio
|
Q3 2024
Added 22.89%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$9,777
0.0% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
100
shares
|
$9,777
0.0% of portfolio
|
Q1 2022
Reduced 71.26%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
100
shares
|
$9,777
0.0% of portfolio
|
Q4 2021
Reduced 71.26%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$9,777
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
100
shares
|
$9,777
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
100
shares
|
$9,777
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
100
shares
|
$9,777
0.0% of portfolio
|
Q2 2024
Added 669.23%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$9,777
0.0% of portfolio
|
Q4 2019
Added 120.0%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
98
shares
|
$9,581
0.01% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
98
shares
|
$9,581
0.01% of portfolio
|
Q3 2024
Added 58.06%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
91
shares
|
$8,897
0.0% of portfolio
|
Q2 2022
Reduced 49.72%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
90
shares
|
$8,799
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
90
shares
|
$8,799
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
89
shares
|
$8,701
0.0% of portfolio
|
Q3 2024
Added 493.33%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
82
shares
|
$8,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
80
shares
|
$7,821
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
79
shares
|
$7,723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
75
shares
|
$7,332
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
73
shares
|
$7,137
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
73
shares
|
$7,137
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
67
shares
|
$6,550
0.0% of portfolio
|
Q1 2022
New holding
|