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Get Institutions for : 
Novartis AG (ADR) (NVS)  
$97.27 0.07 (0.07%) as of 4:30 Fri 5/3


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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  : 
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
   MORGAN STANLEY 281 - 2023-12-31 7,092,253 $716,105,000 114,420
   WELLINGTON MANAGEMENT CO LLP 217 - 2023-12-31 4,746,599 $479,264,000 54,683
   GOLDMAN SACHS GROUP INC/ 265 - 2023-12-31 3,535,902 $357,020,000 761,545
   RENAISSANCE TECHNOLOGIES LLC 33 - 2023-12-31 2,838,082 $286,561,000 201,237
   JANUS HENDERSON GROUP PLC 151 - 2023-12-31 2,552,713 $257,747,000 19,776
   BLACKROCK INC. 1678 - 2023-12-31 1,829,523 $184,727,000 105,587
   STATE STREET CORP 913 - 2023-12-31 1,777,048 $179,429,000 20,534
   MONDRIAN INVESTMENT PARTNERS LTD 11 - 2023-12-31 1,474,909 $148,922,000 810,282
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 147 - 2023-12-31 1,430,609 $144,449,000 22,397
   MAGNETAR FINANCIAL LLC 3 - 2023-12-31 1,239,942 $125,197,000 440,244
   CAPITAL RESEARCH GLOBAL INVESTORS 288 - 2023-12-31 903,722 $91,249,000 105
   CHEVY CHASE TRUST HOLDINGS, INC. - 2023-12-31 815,804 $82,372,000 82,909
   MORNINGSTAR INVESTMENT SERVICES, INC. 66 - 2023-12-31 746,836 $74,661,000 371,590
   FIRST TRUST ADVISORS LP 344 - 2023-12-31 678,674 $68,526,000 7,870
   BANK OF NEW YORK MELLON CORP 904 - 2024-03-31 654,346 $63,295,000 29,491
   Atlantic Trust Group LLC 141 - 2023-12-31 625,605 $63,160,000 140,561
   SEI INVESTMENTS CO 209 - 2023-12-31 610,748 $61,666,000 4,431
   REED CONNER & BIRDWELL LLC 84 - 2023-12-31 592,335 $59,808,000 2,979
   ROYAL BANK OF CANADA 637 - 2023-12-31 589,361 $59,508,000 2,634
   CI Private Wealth LLC 190 - 2023-12-31 587,563 $59,326,000 129,578
   Harvest Portfolios Group Inc. 16 - 2023-12-31 521,332 $52,639,000 3,715
   RAYMOND JAMES & ASSOCIATES 401 - 2024-03-31 529,840 $51,251,000 11,435
   Optiver Holding B.V. 10 - 2023-12-31 482,177 $48,685,000 302,390
   CITADEL ADVISORS LLC 498 - 2023-12-31 440,055 $44,432,000 440,055
   AMERICAN CENTURY COMPANIES INC 545 - 2023-12-31 435,697 $43,992,000 51,793
   WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 21 - 2023-12-31 424,327 $42,847,000 17,361
   CLARK CAPITAL MANAGEMENT GROUP INC 87 - 2023-12-31 421,986 $42,608,000 15,179
   TCTC HOLDINGS, LLC 13 - 2023-12-31 398,869 $40,274,000 43
   MILLENNIUM MANAGEMENT LLC 597 - 2023-12-31 398,300 $40,216,000 362,552
   Goss Wealth Management LLC 56 - 2023-12-31 391,458 $39,928,000 19,029
   ADAGE CAPITAL PARTNERS GP LLC 249 - 2023-12-31 394,472 $39,830,000 82,500
   Pacer Advisors Inc. 194 - 2023-12-31 387,820 $39,158,000 368,778
   LPL FINANCIAL CORP 624 - 2023-12-31 346,022 $34,938,000 15,980
   Qube Research & Technologies Ltd 309 - 2023-12-31 344,310 $34,765,000 226,515
   NewEdge Wealth LLC 27 - 2023-12-31 324,901 $32,805,000 43,106
   HIGHTOWER ADVISORS, LLC 368 - 2023-12-31 288,969 $29,166,000 6,369
   VOLORIDGE INVESTMENT MANAGEMENT LLC 241 - 2023-12-31 280,061 $28,278,000 75,756
   MANAGED ASSET PORTFOLIOS LLC 6 - 2023-12-31 275,811 $27,849,000 1,607
   US BANCORP 259 - 2023-12-31 266,543 $26,913,000 31,452
   HPM Partners LLC - 2023-12-31 247,801 $25,021,000 58,395
   GW HENSSLER & ASSOCIATES LTD - 2023-12-31 247,226 $24,962,000 10,391
   CITIGROUP INC 510 - 2023-12-31 240,130 $24,246,000 55,429
   COMMONWEALTH EQUITY SERVICES LLC. 412 - 2023-12-31 229,186 $23,141,000 52
   Integral Health Asset Management LLC 4 - 2023-12-31 225,000 $22,718,000 25,000
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 191 - 2023-12-31 216,299 $21,840,000 13,006
   CAUSEWAY CAPITAL MANAGEMENT LLC 50 - 2023-12-31 209,089 $21,112,000 22,070
   MARINER WEALTH ADVISORS, LLC 313 - 2023-12-31 191,602 $19,346,000 1,855
   GODSEY & GIBB ASSOCIATES 25 - 2024-03-31 197,265 $19,081,000 1,629
   BOOTHBAY FUND MANAGEMENT LLC 11 - 2023-12-31 188,695 $19,053,000 61,115
   BRANDES INVESTMENT PARTNERS LP 91 - 2023-12-31 173,783 $17,547,000 57,736
   Douglas Lane & Associates LLC 99 - 2024-03-31 179,964 $17,408,000 5,253
   O SHAUGHNESSY ASSET MANAGEMENT LLC 103 - 2023-12-31 169,684 $17,133,000 7,813
   GRANDFIELD & DODD LLC 39 - 2023-12-31 158,031 $15,956,000 3,005
   OAK ASSOCIATES LTD /OH/ 25 - 2023-12-31 152,833 $15,431,000 4,794
   NATIONAL BANK OF CANADA /FI/ 420 - 2023-12-31 141,084 $14,276,000 1,220
   CAPTRUST FINANCIAL ADVISORS 298 - 2023-12-31 141,119 $14,249,000 747
   QRG CAPITAL MANAGEMENT INC. 111 - 2023-12-31 139,912 $14,127,000 10,371
   Foresight Global Investors Inc. 7 - 2023-12-31 131,975 $13,326,000 34,475
   Ethic Inc. 42 - 2023-12-31 124,760 $12,597,000 11,780
   PROVISE MANAGEMENT GROUP LLC 25 - 2023-12-31 124,316 $12,552,000 4,123
   Watch Point Trust Co 31 - 2023-12-31 121,257 $12,243,000 101,925
   Foster Victor Wealth Advisors LLC 45 - 2024-03-31 124,888 $11,782,000 13,864
   INGALLS & SNYDER LLC 44 - 2023-12-31 111,318 $11,240,000 2,357
   MERCER GLOBAL ADVISORS INC /ADV 283 - 2023-12-31 111,066 $11,214,000 2,851
   Euro Pacific Asset Management LLC 19 - 2023-12-31 109,443 $11,103,000 20
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 451 - 2024-03-31 111,453 $10,781,000 5,491
   U.S. Capital Wealth Advisors LLC 57 - 2023-12-31 99,194 $10,016,000 2,226
   MML INVESTORS SERVICES LLC 377 - 2023-12-31 96,742 $9,768,000 7,380
   NEW YORK STATE COMMON RETIREMENT FUND 834 - 2023-12-31 95,630 $9,656,000 12,147
   Comprehensive Portfolio Management LLC 41 - 2024-03-31 94,041 $9,097,000 22,538
   BLAIR WILLIAM & CO/IL 346 - 2023-12-31 85,251 $8,608,000 560
   Mengis Capital Management Inc. 15 - 2023-12-31 81,943 $8,274,000 300
   Matthew Goff Investment Advisor LLC 21 - 2024-03-31 84,583 $8,182,000 1,631
   INVESTMENT HOUSE LLC 47 - 2023-12-31 81,029 $8,181,000 100
   FINANCIAL NETWORK 418 - 2023-12-31 76,186 $7,692,000 790
   Baird Financial Group Inc. 539 - 2023-12-31 75,654 $7,639,000 2,246
   TCW GROUP INC 151 - 2023-12-31 74,921 $7,565,000 1,413
   Quantinno Capital Management LP 70 - 2023-12-31 61,808 $6,241,000 4,459
   ALLIANCEBERNSTEIN L.P. 1398 - 2023-12-31 60,130 $6,071,000 7,703
   FIFTH THIRD BANCORP 295 - 2024-03-31 60,625 $5,864,000 1,490
   Cresset Asset Management LLC 302 - 2023-12-31 57,632 $5,819,000 1,870
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 716 - 2023-12-31 55,903 $5,645,000 20,279
   Cubist Systematic Strategies LLC 427 - 2023-12-31 55,184 $5,572,000 23,827
   TD ASSET MANAGEMENT INC 737 - 2023-12-31 55,096 $5,563,000 41,815
   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
   WETHERBY ASSET MANAGEMENT INC 62 - 2023-12-31 51,913 $5,242,000 1,093
   WHITE BAY PT LLC 8 - 2023-12-31 50,851 $5,134,000 50,851
   Bleakley Financial Group LLC - 2023-12-31 48,828 $4,930,000 3,863
   Sawtooth Asset Management Inc. 133 - 2023-12-31 48,661 $4,913,000 3,696
   ACADIAN ASSET MANAGEMENT LLC 466 - 2023-12-31 48,158 $4,859,000 34,228
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 27 - 2024-03-31 49,660 $4,804,000 41,257
   GUARDIAN CAPITAL ADVISORS LP 58 - 2023-12-31 44,541 $4,769,000 132
   Naviter Wealth LLC 27 - 2024-03-31 47,358 $4,748,000 6,139
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 34 - 2023-12-31 46,276 $4,672,000 387
   CARDINAL CAPITAL MANAGEMENT 47 - 2024-03-31 45,719 $4,580,000 3,870
   Glassy Mountain Advisors Inc. 25 - 2024-03-31 45,692 $4,420,000 2,449
   SG AMERICAS SECURITIES LLC 315 - 2023-12-31 43,047 $4,346,000 8,724
   KEYBANK NATIONAL ASSOCIATION/OH 299 - 2023-12-31 41,645 $4,205,000 3,643
   JONES FINANCIAL COMPANIES LLLP 145 - 2023-12-31 41,417 $4,182,000 617
  100 Records found
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