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 |
---|---|---|---|---|---|
Clifford Swan Investment Counsel LLC
|
Apr 16, 2024 Q1 2024 |
88,402
shares
|
$9.12 Million
0.32% of portfolio
|
Q1 2024
Reduced 4.18%
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2024 Q1 2024 |
86,000
shares
|
$8.87 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 11, 2024 Q1 2024 |
84,583
shares
|
$8.72 Million
1.66% of portfolio
|
Q1 2024
Added 1.97%
|
|
Mengis Capital Management, Inc.
|
May 14, 2024 Q1 2024 |
83,793
shares
|
$8.64 Million
1.27% of portfolio
|
Q1 2024
Added 2.26%
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2024 Q1 2024 |
82,943
shares
|
$8.55 Million
0.03% of portfolio
|
Q1 2024
Reduced 70.38%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
82,727
shares
|
$8.53 Million
0.01% of portfolio
|
Q1 2024
Added 47.48%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
82,612
shares
|
$8.52 Million
0.04% of portfolio
|
Q1 2024
Reduced 4.43%
|
|
Investment House LLC
Las Vegas, NV |
May 02, 2024 Q1 2024 |
82,079
shares
|
$8.46 Million
0.47% of portfolio
|
Q1 2024
Added 1.3%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
81,985
shares
|
$8.46 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
81,640
shares
|
$8.42 Million
0.02% of portfolio
|
Q1 2024
Added 7.91%
|
|
Live Oak Private Wealth LLC
|
Apr 23, 2024 Q1 2024 |
80,395
shares
|
$8.29 Million
1.38% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
Cohen Capital Management, Inc.
|
May 03, 2024 Q1 2024 |
80,078
shares
|
$8.26 Million
1.38% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
79,011
shares
|
$8.15 Million
0.06% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
Osterweis Capital Management Inc
San Francisco, CA |
May 15, 2024 Q1 2024 |
78,744
shares
|
$8.12 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2024 Q1 2024 |
77,038
shares
|
$7.94 Million
0.6% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
Altrius Capital Management Inc
New Bern, NC |
May 13, 2024 Q1 2024 |
76,721
shares
|
$7.91 Million
1.91% of portfolio
|
Q1 2024
Added 9.9%
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
May 02, 2024 Q1 2024 |
75,788
shares
|
$7.82 Million
2.02% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Tcw Group Inc
|
May 09, 2024 Q1 2024 |
74,969
shares
|
$7.73 Million
0.07% of portfolio
|
Q1 2024
Added 0.06%
|
|
Quantinno Capital Management LP
New York, NY |
May 14, 2024 Q1 2024 |
69,267
shares
|
$7.14 Million
0.15% of portfolio
|
Q1 2024
Added 12.07%
|
|
Welch & Forbes LLC
|
May 02, 2024 Q1 2024 |
69,094
shares
|
$7.13 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 10, 2024 Q1 2024 |
65,969
shares
|
$6.8 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
Camden National Bank
Camden, ME |
Apr 30, 2024 Q1 2024 |
65,092
shares
|
$6.71 Million
1.14% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
64,191
shares
|
$6.62 Million
0.01% of portfolio
|
Q1 2024
Added 1.02%
|
|
Country Club Bank
|
Apr 24, 2024 Q1 2024 |
63,238
shares
|
$6.52 Million
0.44% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
Quantbot Technologies LP
New York, NY |
May 06, 2024 Q1 2024 |
63,099
shares
|
$6.51 Million
0.36% of portfolio
|
Q1 2024
Added 395.05%
|