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Get Institutions for : 
Novartis AG (ADR) (NVS)  
$103.13 2.43 (2.41%) as of 4:30 Fri 5/31


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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 : 
 $101.54  
Last Quarter's Ending Price : 
 $100.97  
Last Quarter's Average Price : 
 $96.52  
Change from last quarter's     
avg. price to the last closing  : 
6.61 (6.85%)  




 
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: 3-31-2022 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 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
   Integral Health Asset Management LLC 12 - 2024-03-31 225,000 $21,764,000 0
   HAMBRECHT & QUIST CAPITAL MANAGEMENT LLC 45 - 2023-06-30 136,225 $13,746,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 36 - 2024-03-31 93,610 $9,055,000 0
   COHEN CAPITAL MANAGEMENT, INC. 23 - 2024-03-31 80,078 $7,746,000 0
   MAR VISTA INVESTMENT PARTNERS LLC 37 - 2024-03-31 51,675 $4,999,000 0
   Auto-Owners Insurance Co 55 - 2024-03-31 45,143 $4,367,000 0
   Standard Life Aberdeen plc 709 - 2024-03-31 38,071 $3,683,000 0
   AMG NATIONAL TRUST BANK 156 - 2024-03-31 29,822 $2,885,000 0
   ARLINGTON PARTNERS LLC 46 - 2024-03-31 29,649 $2,868,000 0
   CATALYST CAPITAL ADVISORS LLC 98 - 2024-03-31 27,518 $2,662,000 0
   Forum Financial Management LP 96 - 2024-03-31 23,822 $2,304,000 0
   Hartland & Co. LLC 146 - 2024-03-31 21,398 $2,188,000 0
   IPSWICH INVESTMENT MANAGEMENT CO., INC. 54 - 2024-03-31 20,227 $1,957,000 0
   INDEPENDENT INVESTORS INC 33 - 2024-03-31 17,900 $1,731,000 0
   Patten Group Inc. 75 - 2024-03-31 16,110 $1,558,000 0
   Bellecapital International Ltd. 49 - 2024-03-31 917 $1,473,000 0
   NORTHSTAR ASSET MANAGEMENT LLC 61 - 2024-03-31 14,875 $1,439,000 0
   GUYASUTA INVESTMENT ADVISORS INC 97 - 2024-03-31 12,674 $1,280,000 0
   Arnhold LLC 66 - 2024-03-31 12,636 $1,222,000 0
   Abbrea Capital LLC 114 - 2024-03-31 11,756 $1,181,000 0
   Creegan & Nassoura Financial Group LLC 46 - 2024-03-31 12,000 $1,161,000 0
   HORIZON ASSET MANAGEMENT INC/NY 145 - 2024-03-31 11,797 $1,141,000 0
   GREENWICH WEALTH MANAGEMENT LLC 104 - 2024-03-31 11,476 $1,110,000 0
   AR ASSET MANAGEMENT INC 66 - 2024-03-31 10,750 $1,040,000 0
   DREXEL MORGAN & CO. 36 - 2024-03-31 9,720 $940,000 0
   Beaton Management Co. Inc. 63 - 2024-03-31 8,873 $858,000 0
   V-Square Quantitative Management LLC 155 - 2024-03-31 8,395 $804,000 0
   LEE DANNER & BASS INC 142 - 2023-12-31 7,830 $791,000 0
   ROMANO BROTHERS AND COMPANY 179 - 2024-03-31 7,356 $712,000 0
   HERITAGE WEALTH MANAGEMENT LLC 67 - 2024-03-31 6,548 $633,000 0
   NEVILLE RODIE & SHAW INC 159 - 2024-03-31 6,460 $624,000 0
   LeJeune Puetz Investment Counsel LLC 106 - 2023-03-31 6,635 $610,000 0
   COHEN KLINGENSTEIN, LLC 188 - 2024-03-31 6,000 $580,000 0
   MITCHELL MCLEOD PUGH & WILLIAMS INC 153 - 2024-03-31 5,954 $576,000 0
   CVA Family Office LLC 127 - 2024-03-31 5,891 $570,000 0
   PENBROOK MANAGEMENT LLC 63 - 2024-03-31 5,760 $557,000 0
   OBrien Greene & Co. Inc 80 - 2024-03-31 5,574 $539,000 0
   Five Oceans Advisors 58 - 2024-03-31 5,546 $536,000 0
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 139 - 2024-03-31 5,505 $533,000 0
   ST GERMAIN D J CO INC 194 - 2024-03-31 5,492 $531,000 0
   Forza Wealth Management LLC 106 - 2024-03-31 5,319 $515,000 0
   Carr Financial Group Corp 104 - 2024-03-31 5,253 $508,000 0
   Canal Capital Management LLC 94 - 2024-03-31 5,184 $501,000 0
   Northwest Capital Management Inc 73 - 2024-03-31 5,150 $498,000 0
   Alhambra Investment Partners LLC 100 - 2024-03-31 5,034 $487,000 0
   Valley Brook Capital Group 61 - 2024-03-31 4,984 $482,000 0
   SECURITY ASSET MANAGEMENT /NY 58 - 2023-03-31 5,238 $482,000 0
   NORTH STAR ASSET MANAGEMENT INC 216 - 2024-03-31 4,951 $479,000 0
   MA GREENWOOD & ASSOCIATES INC 77 - 2024-03-31 4,942 $478,000 0
   Intellectus Partners LLC 185 - 2024-03-31 4,726 $475,000 0
   Allspring Global Investments Holdings LLC 1550 - 2024-03-31 4,754 $460,000 0
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 105 - 2024-03-31 4,624 $447,000 0
   MARINO STRAM & ASSOCIATES LLC 117 - 2024-03-31 4,465 $432,000 0
   WASHINGTON TRUST CO 211 - 2024-03-31 4,455 $431,000 0
   Bedel Financial Consulting Inc. 147 - 2024-03-31 4,445 $430,000 0
   SIT INVESTMENT ASSOCIATES INC 414 - 2024-03-31 4,450 $430,000 0
   KENFARB & CO. 68 - 2023-09-30 4,200 $428,000 0
   AULL & MONROE INVESTMENT MANAGEMENT CORP 93 - 2024-03-31 4,341 $420,000 0
   Capital Analysts Inc. 337 - 2024-03-31 4,303 $416,000 0
   Principle Wealth Partners LLC 244 - 2024-03-31 4,247 $411,000 0
   BECK MACK & OLIVER LLC 134 - 2024-03-31 4,200 $406,000 0
   YHB INVESTMENT ADVISORS, INC. 209 - 2024-03-31 4,123 $399,000 0
   SHUFRO ROSE & CO LLC 201 - 2024-03-31 4,000 $387,000 0
   PRW Wealth Management LLC 58 - 2023-09-30 4,083 $383,000 0
   Twin Lakes Capital Management LLC 60 - 2024-03-31 3,905 $378,000 0
   Mattern Wealth Management LLC 128 - 2024-03-31 3,832 $371,000 0
   HOLLOW BROOK ASSOCIATES LLC 65 - 2024-03-31 3,788 $366,000 0
   Riverview Trust Co 61 - 2024-03-31 3,763 $364,000 0
   First Personal Financial Services 94 - 2024-03-31 3,720 $360,000 0
   NEWMAN DIGNAN & SHEERAR, INC. 135 - 2024-03-31 3,699 $358,000 0
   Sachetta LLC 103 - 2024-03-31 3,524 $356,000 0
   Sound View Wealth Advisors Group LLC 275 - 2024-03-31 3,661 $354,000 0
   SUMMIT FINANCIAL GROUP INC 140 - 2024-03-31 3,654 $353,000 0
   ESSEX INVESTMENT MANAGEMENT CO LLC 185 - 2024-03-31 3,625 $351,000 0
   HYMAN CHARLES D 195 - 2024-03-31 3,555 $344,000 0
   Cravens & Co Advisors LLC 57 - 2024-03-31 3,507 $339,000 0
   Round Rock Advisors LLC 146 - 2024-03-31 3,500 $339,000 0
   YALE CAPITAL CORP 361 - 2024-03-31 3,462 $335,000 0
   KING WEALTH MANAGEMENT GROUP, LLC 106 - 2024-03-31 3,450 $334,000 0
   WOODSTOCK CORP 137 - 2024-03-31 3,428 $332,000 0
   Essex Savings Bank 180 - 2024-03-31 3,274 $331,000 0
   Round Hill Asset Management 51 - 2024-03-31 3,392 $328,000 0
   InterOcean Capital Group LLC 372 - 2024-03-31 3,357 $325,000 0
   Prairie Sky Financial Group LLC 53 - 2024-03-31 3,350 $324,000 0
   BRADY FAMILY WEALTH LLC 101 - 2024-03-31 3,260 $315,000 0
   Family Legacy Inc. 106 - 2024-03-31 3,250 $314,000 0
   Quad-Cities Investment Group LLC 122 - 2024-03-31 3,146 $304,000 0
   KOCHIS FITZ/QUINTILE LLC 242 - 2024-03-31 3,145 $304,000 0
   Key Financial Inc 185 - 2024-03-31 3,140 $304,000 0
   Applied Finance Capital Management LLC 71 - 2024-03-31 3,129 $303,000 0
   PEDDOCK CAPITAL ADVISORS LLC 131 - 2024-03-31 3,124 $302,000 0
   ANCORA ADVISORS, LLC 571 - 2024-03-31 3,069 $297,000 0
   Belmont Capital LLC 74 - 2024-03-31 3,058 $296,000 0
   Sentry LLC 95 - 2024-03-31 3,045 $295,000 0
   ICAPITAL WEALTH LLC 76 - 2024-03-31 3,052 $295,000 0
   WIMMER ASSOCIATES 1 LLC 96 - 2024-03-31 3,029 $293,000 0
   VIAWEALTH LLC 131 - 2024-03-31 3,018 $292,000 0
   Red Cedar Capital LLC 56 - 2022-12-31 3,140 $285,000 0
   DORCHESTER WEALTH MANAGEMENT Co 136 - 2024-03-31 2,945 $285,000 0
   Carmichael Hill & Associates Inc. 136 - 2024-03-31 2,925 $283,000 0
  100 Records found
  1    
  Page 1 of 1
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