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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RICHARDSON FINANCIAL SERVICES INC. 552 *Closed 2024-03-31 0 $0 -257
   Arete Wealth Advisors LLC 391 *Closed 2024-03-31 0 $0 -5,931
   Glassman Wealth Services 239 *Closed 2024-03-31 0 $0 -1,655
   HWG Holdings LP 124 *Closed 2023-12-31 0 $0 -2,418
   Grey Fox Wealth Advisors LLC 100 *Closed 2024-03-31 0 $0 -2,374
   Rockbridge Investment Management LCC 292 *Closed 2024-03-31 0 $0 -1,165
   Advisors Preferred LLC 164 *Closed 2024-03-31 0 $0 -2,679
   Apexium Financial LP 232 *Closed 2024-03-31 0 $0 -6,952
   FWL INVESTMENT MANAGEMENT LLC 219 *Closed 2024-03-31 0 $0 -152
   Boit C F David 118 *Closed 2024-03-31 0 $0 -12,800
   Straight Path Wealth Management 81 *Closed 2024-03-31 0 $0 -2,507
   Scissortail Wealth Management LLC 151 *Closed 2024-03-31 0 $0 -6,806
   Steigerwald Gordon & Koch Inc. 126 *Closed 2024-03-31 0 $0 -1,996
   Meridian Wealth Management LLC 247 *Closed 2024-03-31 0 $0 -3,549
   Empower Advisory Group LLC 499 *Closed 2024-03-31 0 $0 -2,030
   Holocene Advisors LP 705 *Closed 2024-03-31 0 $0 -79,063
   Connolly Sarah T. 24 *Closed 2023-12-31 0 $0 -24,811
   Rosenbaum Jay D. 31 *Closed 2024-03-31 0 $0 -4,180
   ANNEX ADVISORY SERVICES, LLC 290 *Closed 2024-03-31 0 $0 -1,991
   XTX Topco Ltd 1789 *Closed 2024-03-31 0 $0 -4,519
   CRAWFORD INVESTMENT COUNSEL INC 273 *Closed 2024-03-31 0 $0 -2,070
   V Wealth ManagementLLC 176 *Closed 2023-09-30 0 $0 -2,662
   DRIVE WEALTH MANAGEMENT LLC 321 *Closed 2024-03-31 0 $0 -2,294
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 136 *Closed 2024-03-31 0 $0 -8,874
   DIVIDEND GROWTH ADVISORS LLC 187 *Closed 2024-03-31 0 $0 -707
   Foresight Wealth Management LLC 26 *Closed 2022-12-31 0 $0 -9,696
   ABLES IANNONE MOORE & ASSOCIATES INC. 234 *Closed 2024-03-31 0 $0 -709
   Wealthcare Advisory Partners LLC 817 *Closed 2024-03-31 0 $0 -2,145
   COHEN LAWRENCE B 21 *Closed 2023-12-31 0 $0 -25,344
   GFS ADVISORS, LLC 162 *Closed 2024-03-31 0 $0 -2,750
   First Light Asset Management LLC 63 *Closed 2024-03-31 0 $0 -4,123
   BOURGEON CAPITAL MANAGEMENT LLC 264 *Closed 2024-03-31 0 $0 -410
   VICTORY CAPITAL MANAGEMENT INC 2504 *Closed 2024-03-31 0 $0 -6,260
   Peak Asset Management LLC 150 *Closed 2024-03-31 0 $0 -2,400
   Focused Wealth Management Inc 499 *Closed 2024-03-31 0 $0 -931
   MOODY NATIONAL BANK TRUST DIVISION 469 *Closed 2024-03-31 0 $0 -3,239
   ODell Group LLC 183 *Closed 2024-03-31 0 $0 -150
   D E SHAW & CO INC 3140 *Closed 2024-03-31 0 $0 -54,817
   HUTNER CAPITAL MANAGEMENT INC 44 *Closed 2024-03-31 0 $0 -2,040
   Norway Savings Bank 140 *Closed 2024-03-31 0 $0 -2,148
   Penn Mutual Asset Management LLC 60 *Closed 2024-03-31 0 $0 -3,120
   New Millennium Group LLC 187 *Closed 2024-03-31 0 $0 -267
   Stephens Consulting LLC 487 *Closed 2024-03-31 0 $0 -500
   Byrne Asset Management LLC 505 *Closed 2024-03-31 0 $0 -20
   New Century Financial Group LLC 191 *Closed 2024-03-31 0 $0 -2,185
   SAL Trading LLC 7 *Closed 2024-03-31 0 $0 -7,000
   Aurum Wealth Management Group LLC 369 *Closed 2024-03-31 0 $0 -2,007
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 202 *Closed 2024-03-31 0 $0 -2,960
   Susquehanna International Group Ltd. 108 *Closed 2024-03-31 0 $0 -11,010
   OmniStar Financial Group Inc. 138 *Closed 2024-03-31 0 $0 -3,476
   Curated Wealth Partners LLC 59 *Closed 2024-03-31 0 $0 -2,941
   Eagle Strategies LLC 289 *Closed 2024-03-31 0 $0 -2,534
   MONECO Advisors LLC 412 *Closed 2024-03-31 0 $0 -2,095
   Axiom Investment Management LLC 266 *Closed 2022-12-31 0 $0 -80
   VERITABLE LP 391 *Closed 2023-09-30 0 $0 -4,939
   Marks Group Wealth Management Inc 304 *Closed 2024-03-31 0 $0 -2,417
   MAIRS & POWER INC 238 *Closed 2024-03-31 0 $0 -2,024
   Intergy Private Wealth LLC 78 *Closed 2024-03-31 0 $0 -2,018
   Planned Solutions Inc. 425 *Closed 2024-03-31 0 $0 -310
   Susquehanna International Securities Ltd. 54 *Closed 2024-03-31 0 $0 -11,462
   Vident Investment Advisory LLC 691 *Closed 2023-09-30 0 $0 -9,277
   SIMPLEX TRADING LLC 3091 *Closed 2024-03-31 0 $0 -24,703
   Arlington Trust Co LLC 823 *Closed 2024-03-31 0 $0 -20
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1137 *Closed 2024-03-31 0 $0 -49,437
   THOMPSON SIEGEL & WALMSLEY LLC 491 *Closed 2024-03-31 0 $0 -229
   CLARK CAPITAL MANAGEMENT GROUP INC 427 *Closed 2024-03-31 0 $0 -421,986
   Summit Global Investments *Closed 2024-03-31 0 $0 -23,873
   Pallas Capital Advisors LLC 435 *Closed 2024-03-31 0 $0 -5,596
   Garner Asset Management Corp 285 *Closed 2024-03-31 0 $0 -1,015
   Carlson Capital Management 173 *Closed 2024-03-31 0 $0 -3,315
   IFG Advisory LLC 515 *Closed 2024-03-31 0 $0 -3,369
   S.A.C. Capital Advisors (Hong Kong) Ltd. 650 *Closed 2024-03-31 0 $0 -8,607
   Ten Capital Wealth Advisors LLC 437 *Closed 2023-06-30 0 $0 -79
   KLR INVESTMENT ADVISORS LLC 201 *Closed 2024-03-31 0 $0 -17,537
   SEAWARD MANAGEMENT CORP 271 *Closed 2024-03-31 0 $0 -2,503
   SeaCrest Wealth Management LLC 622 *Closed 2024-03-31 0 $0 -2,139
   Y.D. More Investments Ltd 355 *Closed 2024-03-31 0 $0 -30,070
   IRONWOOD INVESTMENT COUNSEL LLC 260 *Closed 2024-03-31 0 $0 -2,002
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -5,715
   MITCHELL SINKLER & STARR/PA 228 *Closed 2024-03-31 0 $0 -7,728
   VitalStone Financial LLC 623 *Closed 2024-03-31 0 $0 -26
   Altshuler Shaham Ltd 340 *Closed 2024-03-31 0 $0 -16,074
   Murphy Middleton Hinkle & Parker Inc. 138 *Closed 2024-03-31 0 $0 -2,072
   Twin Tree Management LP 495 *Closed 2024-03-31 0 $0 -6,821
   Curbstone Financial Management Corp 187 *Closed 2024-03-31 0 $0 -4,094
   GREENUP STREET WEALTH MANAGEMENT LLC 90 *Closed 2024-03-31 0 $0 -2,230
   Inlet Private Wealth LLC 125 *Closed 2024-03-31 0 $0 -2,059
   Steel Peak Wealth Management LLC 475 *Closed 2024-03-31 0 $0 -2,925
   Patriot Investment Management Inc. 245 *Closed 2024-03-31 0 $0 -2,199
   EMPIRICAL FINANCIAL SERVICES, LLC 545 *Closed 2024-03-31 0 $0 -2,159
   OneAscent Wealth Management LLC 195 *Closed 2024-03-31 0 $0 -2,531
   SANDERS MORRIS HARRIS INC/FA 277 *Closed 2024-03-31 0 $0 -2,000
   Westside Investment Management Inc. 862 *Closed 2024-03-31 0 $0 -26
   AMUNDI 1975 *Closed 2024-03-31 0 $0 -9,602
   Perennial Investment Advisors LLC 358 *Closed 2024-03-31 0 $0 -2,006
   Team Financial Group LLC 207 *Closed 2024-03-31 0 $0 -58
   WHITE BAY PT LLC 658 *Closed 2024-03-31 0 $0 -50,851
  97 Records found
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