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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
82,041
shares
|
$8.02 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
81,910
shares
|
$8.01 Million
0.56% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
81,000
shares
|
$7.92 Million
0.25% of portfolio
|
Q3 2024
Added 321.88%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
80,819
shares
|
$7.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
80,505
shares
|
$7.87 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
80,078
shares
|
$7.83 Million
1.53% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
79,513
shares
|
$7.77 Million
1.84% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
78,138
shares
|
$7.64 Million
0.04% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
76,173
shares
|
$7.45 Million
1.48% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
75,405
shares
|
$7.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
75,244
shares
|
$7.36 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
74,438
shares
|
$7.28 Million
2.2% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
73,938
shares
|
$7.23 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
73,745
shares
|
$7.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
71,512
shares
|
$6.99 Million
0.6% of portfolio
|
Q3 2024
Reduced 43.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
70,942
shares
|
$6.94 Million
0.01% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
70,180
shares
|
$6.86 Million
0.18% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
65,576
shares
|
$6.41 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
65,017
shares
|
$6.36 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
64,528
shares
|
$6.31 Million
0.1% of portfolio
|
Q3 2024
Added 147.04%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
62,334
shares
|
$6.09 Million
0.3% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
61,132
shares
|
$5.98 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
61,000
shares
|
$5.96 Million
0.11% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Oct 04, 2024 Q3 2024 |
60,543
shares
|
$5.92 Million
2.33% of portfolio
|
Q3 2024
Added 118.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
59,403
shares
|
$5.81 Million
0.0% of portfolio
|
Q3 2024
Added 1933.65%
|