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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
37
shares
|
$3,617
0.0% of portfolio
|
Q3 2024
Added 208.33%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
36
shares
|
$3,519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
36
shares
|
$3,519
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
33
shares
|
$3,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
31
shares
|
$3,030
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
30
shares
|
$2,933
0.0% of portfolio
|
Q3 2024
Reduced 83.05%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30
shares
|
$2,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
29
shares
|
$2,835
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
26
shares
|
$2,542
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$2,542
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
23
shares
|
$2,248
0.0% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
22
shares
|
$2,150
0.0% of portfolio
|
Q2 2024
Reduced 82.11%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
21
shares
|
$2,053
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
21
shares
|
$2,053
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
21
shares
|
$2,053
0.0% of portfolio
|
Q2 2024
Reduced 32.26%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
20
shares
|
$1,955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
19
shares
|
$1,857
0.0% of portfolio
|
Q4 2023
Added 18.75%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
17
shares
|
$1,662
0.0% of portfolio
|
Q1 2023
Reduced 94.64%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
16
shares
|
$1,564
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
16
shares
|
$1,564
0.0% of portfolio
|
Q2 2024
Reduced 74.6%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
14
shares
|
$1,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
10
shares
|
$977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
10
shares
|
$977
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
7
shares
|
$684
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
7
shares
|
$684
0.0% of portfolio
|
Q3 2024
Reduced 93.97%
|