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Get Institutions for : 
Novartis AG (ADR) (NVS)  
$105.55 1.04 (1%) as of 4:30 Wed 6/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1207    3
Total shares held : 
 140,420,207  
% of shares held : 
 5.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -39  
Amount of shares held : 
 -8,074,001  
% of shares held change : 
   -0.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $101.00  
Last Quarter's Ending Price : 
 $96.73  
Last Quarter's Average Price : 
 $102.53  
Change from last quarter's     
avg. price to the last closing  : 
3.02 (2.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
64
 1,219,319
 0.87%
 
Increased Positions :
396
 6,620,678
 4.71%
 
Unchanged Positions :
315
 1,784,703
 1.27%
 
Decreased Positions :
432
-14,020,955
-9.98%
 
Closed Positions :
67
-1,893,043
-1.35%
 
Guru Positions :
4
13,891,306
 9.89%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 314 - 2024-03-31 7,258,381 $702,104,000 166,128
   RENAISSANCE TECHNOLOGIES LLC 26 - 2024-03-31 2,940,582 $284,442,000 102,500
   CULLEN CAPITAL MANAGEMENT LLC 2 - 2024-03-31 2,924,424 $282,880,000 1,295,186
   JANUS HENDERSON GROUP PLC 158 - 2024-03-31 2,568,728 $248,473,000 16,015
   PRINCIPAL FINANCIAL GROUP INC 138 - 2024-03-31 2,523,334 $244,082,000 14,686
   NORTHERN TRUST CORP 424 - 2024-03-31 2,150,896 $208,056,000 10,724
   MONDRIAN INVESTMENT PARTNERS LTD 8 - 2024-03-31 2,065,739 $199,819,000 590,830
   WELLS FARGO & CO/MN 296 - 2024-03-31 2,010,126 $194,439,000 6,578
   MAGNETAR FINANCIAL LLC 1 - 2024-03-31 1,906,046 $184,372,000 666,104
   BLACKROCK INC. 1698 - 2024-03-31 1,858,800 $179,802,000 29,277
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 149 - 2024-03-31 1,447,875 $140,053,000 17,266
   FMR LLC 989 - 2024-03-31 1,211,945 $117,231,000 13,823
   CITIGROUP INC 214 - 2024-03-31 916,164 $88,621,000 676,034
   CAPITAL RESEARCH GLOBAL INVESTORS 297 - 2024-03-31 904,134 $87,457,000 412
   CHEVY CHASE TRUST HOLDINGS, INC. 78 - 2024-03-31 845,001 $81,737,000 29,197
   EARNEST PARTNERS LLC 103 - 2024-03-31 835,551 $80,823,000 21,535
   Qube Research & Technologies Ltd 197 - 2024-03-31 729,712 $70,585,000 385,402
   BANK OF NEW YORK MELLON CORP 904 - 2024-03-31 654,346 $63,295,000 29,491
   ROYAL BANK OF CANADA 661 - 2024-03-31 597,948 $57,840,000 8,587
   CITADEL ADVISORS LLC 442 - 2024-03-31 562,085 $54,370,000 122,030
   RAYMOND JAMES & ASSOCIATES 401 - 2024-03-31 529,840 $51,251,000 11,435
   DAVIDSON D A & CO 44 - 2024-03-31 493,302 $47,717,000 6,225
   AMERICAN CENTURY COMPANIES INC 572 - 2024-03-31 491,417 $47,535,000 55,720
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 345 - 2024-03-31 445,201 $43,064,000 389,298
   AMERIPRISE FINANCIAL INC 892 - 2024-03-31 429,542 $41,637,000 64,829
   J P MORGAN CHASE & CO 1284 - 2024-03-31 404,831 $39,159,000 54,370
   Pacer Advisors Inc. 216 - 2024-03-31 393,336 $38,047,000 5,516
   LPL FINANCIAL CORP 685 - 2024-03-31 361,048 $34,924,000 15,026
   NewEdge Wealth LLC 28 - 2024-03-31 355,010 $34,557,000 30,109
   SATURNA CAPITAL CORP 55 - 2024-03-31 327,884 $31,716,000 228
   CREATIVE PLANNING 192 - 2024-03-31 316,607 $30,625,000 6,419
   HIGHTOWER ADVISORS, LLC 383 - 2024-03-31 296,253 $28,659,000 7,284
   HPM Partners LLC 235 - 2024-03-31 287,176 $28,133,000 39,375
   BOOTHBAY FUND MANAGEMENT LLC 12 - 2024-03-31 275,974 $26,695,000 87,279
   VAN ECK ASSOCIATES CORP 231 - 2024-03-31 270,440 $26,160,000 55,142
   STIFEL FINANCIAL CORP 465 - 2024-03-31 259,370 $25,090,000 9,060
   OPPENHEIMER ASSET MANAGEMENT INC 60 - 2024-03-31 258,933 $25,047,000 19,468
   GW HENSSLER & ASSOCIATES LTD 26 - 2024-03-31 248,626 $24,050,000 1,400
   CAUSEWAY CAPITAL MANAGEMENT LLC 46 - 2024-03-31 239,468 $23,164,000 30,379
   MARTIN INVESTMENT MANAGEMENT, LLC 5 - 2024-03-31 236,800 $22,906,000 10,665
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 211 - 2024-03-31 218,697 $21,155,000 2,398
   BRANDES INVESTMENT PARTNERS LP 86 - 2024-03-31 213,927 $20,693,000 40,144
   Foresight Global Investors Inc. 4 - 2024-03-31 197,375 $19,092,000 65,400
   GODSEY & GIBB ASSOCIATES 25 - 2024-03-31 197,265 $19,081,000 1,629
   MARINER WEALTH ADVISORS, LLC 341 - 2024-03-31 192,422 $18,613,000 820
   WILKINS INVESTMENT COUNSEL INC 11 - 2024-03-31 187,737 $18,160,000 57,627
   O SHAUGHNESSY ASSET MANAGEMENT LLC 114 - 2024-03-31 180,764 $17,485,000 11,080
   Douglas Lane & Associates LLC 99 - 2024-03-31 179,964 $17,408,000 5,253
   QRG CAPITAL MANAGEMENT INC. 111 - 2024-03-31 168,532 $16,302,000 28,620
   TWO SIGMA INVESTMENTS LLC 456 - 2024-03-31 161,409 $15,613,000 31,938
   GRANDFIELD & DODD LLC 38 - 2024-03-31 159,764 $15,454,000 1,733
   NATIONAL BANK OF CANADA /FI/ 419 - 2024-03-31 146,188 $14,920,000 5,104
   BANK OF MONTREAL /CAN/ 763 - 2024-03-31 148,336 $14,393,000 2,901
   Rockefeller Capital Management L.P. 411 - 2024-03-31 148,741 $14,388,000 46,960
   MERCER GLOBAL ADVISORS INC /ADV 244 - 2024-03-31 147,770 $14,294,000 36,704
   Cubist Systematic Strategies LLC 158 - 2024-03-31 142,265 $13,761,000 87,081
   Pathstone Holdings LLC 222 - 2024-03-31 141,112 $13,713,000 43,549
   Ethic Inc. 58 - 2024-03-31 132,747 $12,841,000 7,987
   PROVISE MANAGEMENT GROUP LLC 28 - 2024-03-31 127,390 $12,322,000 3,074
   Watch Point Trust Co 35 - 2024-03-31 125,288 $12,119,000 4,031
   Foster Victor Wealth Advisors LLC 45 - 2024-03-31 124,888 $11,782,000 13,864
   MML INVESTORS SERVICES LLC 363 - 2024-03-31 119,456 $11,555,000 22,714
   PRICE T ROWE ASSOCIATES INC /MD/ 1078 - 2024-03-31 115,849 $11,207,000 3,696
   INGALLS & SNYDER LLC 50 - 2024-03-31 112,265 $10,859,000 947
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 451 - 2024-03-31 111,453 $10,781,000 5,491
   NEW YORK STATE COMMON RETIREMENT FUND 788 - 2024-03-31 108,875 $10,531,000 13,245
   TOCQUEVILLE ASSET MANAGEMENT LP 130 - 2024-03-31 108,539 $10,499,000 503
   Cetera Investment Advisers 664 - 2024-03-31 106,535 $10,305,000 84,777
   Comprehensive Portfolio Management LLC 41 - 2024-03-31 94,041 $9,097,000 22,538
   ROBERT BROOKE ZEVIN ASSOCIATES INC 29 - 2024-03-31 90,738 $8,777,000 5,464
   Matthew Goff Investment Advisor LLC 21 - 2024-03-31 84,583 $8,182,000 1,631
   Mengis Capital Management Inc. 18 - 2024-03-31 83,793 $8,105,000 1,850
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 723 - 2024-03-31 82,727 $8,002,000 26,632
   INVESTMENT HOUSE LLC 58 - 2024-03-31 82,079 $7,940,000 1,050
   Baird Financial Group Inc. 536 - 2024-03-31 81,640 $7,897,000 5,986
   Altrius Capital Management Inc 17 - 2024-03-31 76,721 $7,421,000 6,913
   TCW GROUP INC 148 - 2024-03-31 74,969 $7,252,000 48
   Quantinno Capital Management LP 132 - 2024-03-31 69,267 $6,700,000 7,459
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 514 - 2024-03-31 64,191 $6,209,000 648
   QUANTBOT TECHNOLOGIES LLC 48 - 2024-03-31 63,099 $6,104,000 50,353
   Squarepoint Ops LLC 626 - 2024-03-31 62,752 $6,070,000 62,752
   Cresset Asset Management LLC 346 - 2024-03-31 60,279 $6,049,000 2,647
   FIFTH THIRD BANCORP 295 - 2024-03-31 60,625 $5,864,000 1,490
   SYON CAPITAL LLC 37 - 2024-03-31 58,641 $5,672,000 2,992
   JustInvest LLC 149 - 2024-03-31 58,419 $5,651,000 8,348
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 690 - 2024-03-31 57,413 $5,554,000 1,640
   NorthCrest Asset Manangement LLC 131 - 2024-03-31 57,296 $5,542,000 3,004
   Bleakley Financial Group LLC 131 - 2024-03-31 54,731 $5,294,000 5,903
   Sawtooth Asset Management Inc. 133 - 2023-12-31 48,661 $4,913,000 3,696
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 27 - 2024-03-31 49,660 $4,804,000 41,257
   TRUST CO OF VERMONT 93 - 2024-03-31 49,267 $4,766,000 5,082
   Foundations Investment Advisors LLC 140 - 2024-03-31 49,234 $4,762,000 10,930
   Naviter Wealth LLC 27 - 2024-03-31 47,358 $4,748,000 6,139
   ATRIA INVESTMENTS LLC 354 - 2024-03-31 48,481 $4,688,000 3,834
   WHITTIER TRUST CO 202 - 2024-03-31 47,825 $4,626,000 163
   CARDINAL CAPITAL MANAGEMENT 47 - 2024-03-31 45,719 $4,580,000 3,870
   DRW SECURITIES, LLC 42 - 2024-03-31 46,333 $4,482,000 37,369
   Glassy Mountain Advisors Inc. 25 - 2024-03-31 45,692 $4,420,000 2,449
   Beacon Pointe Advisors LLC 320 - 2024-03-31 44,714 $4,325,000 8,085
   Steward Partners Investment Advisory LLC 362 - 2024-03-31 44,594 $4,314,000 7,240
  100 Records found
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