Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Novartis AG (ADR) (NVS)  
$97.27 0.07 (0.07%) as of 4:30 Fri 5/3


Download
     
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  : 
0.75 (0.78%)  




 
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
14,736,203
 10.49%
 
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
   ALYESKA INVESTMENT GROUP, L.P. 60 *New 2023-12-31 755,399 $76,273,000 755,399
   TWO SIGMA INVESTMENTS LLC 495 *New 2023-12-31 129,471 $13,073,000 129,471
   Simplicity WealthLLC 161 *New 2024-03-31 54,714 $5,292,000 54,714
   LEUCADIA NATIONAL CORP -- Notable Guru -- 233 *New 2023-12-31 49,437 $4,992,000 49,437
   Standard Life Aberdeen plc 713 *New 2023-12-31 38,071 $3,844,000 38,071
   GRAHAM CAPITAL MANAGEMENT LP 119 *New 2023-12-31 27,885 $2,816,000 27,885
   Y-Intercept (Hong Kong) Ltd 131 *New 2023-12-31 19,393 $1,958,000 19,393
   Bellecapital International Ltd. *New 2023-12-31 917 $1,609,000 917
   Belvedere Trading LLC 20 *New 2023-12-31 14,766 $1,491,000 14,766
   Susquehanna International Securities Ltd. 25 *New 2023-12-31 11,462 $1,157,000 11,462
   AMUNDI 1234 *New 2023-12-31 9,602 $1,022,000 9,602
   S.A.C. Capital Advisors (Hong Kong) Ltd. 292 *New 2023-12-31 8,607 $869,000 8,607
   Atomi Financial Group Inc. 156 *New 2023-12-31 8,568 $865,000 8,568
   CWA Asset Management Group LLC 185 *New 2023-12-31 8,028 $811,000 8,028
   LAKE STREET ADVISORS GROUP LLC 152 *New 2023-12-31 7,312 $738,000 7,312
   Scissortail Wealth Management LLC 75 *New 2023-12-31 6,806 $735,000 6,806
   COLONY GROUP, LLC 505 *New 2023-12-31 7,244 $731,000 7,244
   TWO SIGMA SECURITIES LLC 337 *New 2023-12-31 6,194 $625,000 6,194
   CFO4Life L.P. 96 *New 2022-12-31 6,421 $583,000 6,421
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 292 *New 2023-12-31 5,587 $564,000 5,587
   PFG Investments LLC 485 *New 2024-03-31 5,811 $562,000 5,811
   Range Financial Group LLC 105 *New 2024-03-31 5,523 $534,000 5,523
   RSM US WEALTH MANAGEMENT LLC 398 *New 2023-12-31 5,107 $516,000 5,107
   PERSONAL CFO SOLUTIONS LLC 218 *New 2023-12-31 5,091 $514,000 5,091
   CALLAN CAPITAL, LLC 129 *New 2023-12-31 4,628 $467,000 4,628
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 347 *New 2024-03-31 4,820 $466,000 4,820
   XTX Topco Ltd 317 *New 2023-12-31 4,519 $456,000 4,519
   Mezzasalma Advisors LLC 63 *New 2024-03-31 4,017 $389,000 4,017
   BBK Capital Partners LLC 208 *New 2023-12-31 3,366 $340,000 3,366
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 262 *New 2023-12-31 3,308 $334,000 3,308
   Team Hewins LLC 238 *New 2023-12-31 3,138 $317,000 3,138
   River Wealth Advisors LLC 171 *New 2023-12-31 3,010 $304,000 3,010
   Advisors Preferred LLC *New 2023-12-31 2,679 $271,000 2,679
   Joel Isaacson & Co. LLC *New 2023-12-31 2,646 $267,000 2,646
   GeoWealth Management LLC 441 *New 2023-12-31 2,576 $259,000 2,576
   Alaska Permanent Fund Corp 437 *New 2024-03-31 2,643 $256,000 2,643
   Legacy Capital Group California Inc. 243 *New 2023-12-31 2,531 $256,000 2,531
   FLC Capital Advisors 132 *New 2023-12-31 2,486 $251,000 2,486
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 105 *New 2023-12-31 2,441 $247,000 2,441
   WATERSHED PRIVATE WEALTH LLC 94 *New 2023-12-31 2,411 $243,000 2,411
   GATEWAY INVESTMENT ADVISERS LP 479 *New 2024-03-31 2,373 $230,000 2,373
   FIRST CITIZENS BANK & TRUST CO 412 *New 2024-03-31 2,243 $217,000 2,243
   NORDEN GROUP LLC 746 *New 2024-03-31 2,142 $207,000 2,142
   MAIRS & POWER INC 220 *New 2023-12-31 2,024 $204,000 2,024
   Merit Financial Group LLC 723 *New 2023-12-31 2,006 $203,000 2,006
   Cypress Wealth Services LLC 247 *New 2024-03-31 2,084 $202,000 2,084
   Green Square Asset Management LLC 204 *New 2023-12-31 1,989 $201,000 1,989
   First Capital Advisors Group LLC. 168 *New 2023-06-30 1,578 $159,000 1,578
   Garner Asset Management Corp 158 *New 2023-12-31 1,015 $102,000 1,015
   Ahrens Investment Partners LLC 235 *New 2023-03-31 950 $87,000 950
   Dunhill Financial LLC 105 *New 2023-12-31 498 $46,000 498
   FIRST UNITED BANK TRUST/ 247 *New 2023-12-31 414 $42,000 414
   Nordwand Advisors LLC 75 *New 2023-12-31 383 $39,000 383
   Atlantic Trust LLC 304 *New 2023-12-31 155 $16,000 155
   IAG Wealth Partners LLC 267 *New 2024-03-31 150 $15,000 150
   FWL INVESTMENT MANAGEMENT LLC 145 *New 2023-12-31 152 $15,000 152
   FOSTER DYKEMA CABOT & CO INC/MA 217 *New 2023-09-30 133 $14,000 133
   Larson Financial Group LLC 1037 *New 2023-12-31 93 $9,000 93
   FSA Wealth Management LLC 337 *New 2023-12-31 90 $9,000 90
   Slocum Gordon & Co LLP 121 *New 2023-12-31 73 $7,000 73
   LifeSteps Financial Inc. 334 *New 2024-03-31 67 $6,000 67
   VisionPoint Advisory Group LLC 473 *New 2023-12-31 59 $6,000 59
   REDMONT WEALTH ADVISORS LLC 253 *New 2024-03-31 48 $5,000 48
   CLARIVEST ASSET MANAGEMENT LLC 499 *New 2023-12-31 26 $3,000 26
   Stone House Investment Management LLC 265 *New 2023-12-31 20 $2,000 20
   HORIZON INVESTMENTS, LLC/SC 653 *New 2023-12-31 19 $2,000 19
   PACIFIC CAPITAL WEALTH ADVISORS INC 283 *New 2023-12-31 16 $2,000 16

  67 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results