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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
   HAMBRECHT & QUIST CAPITAL MANAGEMENT LLC 45 - 2023-06-30 136,225 $13,746,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 197 - 2024-03-31 95,867 $9,680,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 24 - 2023-12-31 93,610 $9,452,000 0
   SPHERA FUNDS MANAGEMENT LTD. 39 - 2023-12-31 60,000 $6,058,000 0
   MAR VISTA INVESTMENT PARTNERS LLC 37 - 2023-12-31 51,675 $5,218,000 0
   PITTENGER & ANDERSON INC 92 - 2023-12-31 51,070 $5,157,000 0
   Auto-Owners Insurance Co 55 - 2023-12-31 45,143 $4,558,000 0
   ARLINGTON PARTNERS LLC 46 - 2024-03-31 29,649 $2,868,000 0
   ING INVESTMENT MANAGEMENT LLC 1093 - 2023-12-31 27,435 $2,770,000 0
   CATALYST CAPITAL ADVISORS LLC 98 - 2024-03-31 27,518 $2,662,000 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
   Lester Murray Antman dba SimplyRich - 2023-12-31 16,077 $1,623,000 0
   SevenBridge Financial Group LLC - 2023-12-31 15,449 $1,560,000 0
   Patten Group Inc. 75 - 2024-03-31 16,110 $1,558,000 0
   NORTHSTAR ASSET MANAGEMENT LLC 61 - 2024-03-31 14,875 $1,439,000 0
   Boit C F David - 2023-12-31 12,800 $1,342,000 0
   BOSTON FAMILY OFFICE LLC 135 - 2023-12-31 13,085 $1,321,000 0
   GUYASUTA INVESTMENT ADVISORS INC 97 - 2024-03-31 12,674 $1,280,000 0
   Arnhold LLC 66 - 2023-12-31 12,636 $1,276,000 0
   Creegan & Nassoura Financial Group LLC 42 - 2023-12-31 12,000 $1,212,000 0
   Abbrea Capital LLC 106 - 2023-12-31 11,756 $1,187,000 0
   Qtron Investments LLC 116 - 2023-12-31 11,755 $1,187,000 0
   MCDANIEL TERRY & CO - 2023-12-31 11,511 $1,162,000 0
   GREENWICH WEALTH MANAGEMENT LLC 97 - 2023-12-31 11,476 $1,159,000 0
   AR ASSET MANAGEMENT INC 63 - 2023-12-31 10,750 $1,085,000 0
   FRG Family Wealth Advisors LLC 70 - 2023-12-31 10,275 $1,037,000 0
   Financial Advocates Investment Management 283 - 2023-12-31 10,101 $1,020,000 0
   DREXEL MORGAN & CO. 36 - 2023-12-31 9,720 $981,000 0
   Simmons Bank 182 - 2023-12-31 9,712 $981,000 0
   Mystic Asset Management Inc. 70 - 2023-12-31 9,484 $958,000 0
   HOLDERNESS INVESTMENTS CO 91 - 2023-12-31 9,280 $937,000 0
   Beaton Management Co. Inc. 57 - 2023-12-31 8,873 $896,000 0
   Mill Capital Management LLC 83 - 2023-12-31 8,384 $847,000 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
   DOUGLASS WINTHROP ADVISORS LLC 148 - 2023-12-31 6,938 $701,000 0
   NTV ASSET MANAGEMENT LLC 135 - 2023-12-31 6,471 $653,000 0
   MRAZ, AMERINE & ASSOCIATES, INC. 98 - 2023-12-31 6,431 $649,000 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
   SCHULHOFF & CO INC 68 - 2023-12-31 6,051 $611,000 0
   LeJeune Puetz Investment Counsel LLC 106 - 2023-03-31 6,635 $610,000 0
   MITCHELL MCLEOD PUGH & WILLIAMS INC 141 - 2023-12-31 5,954 $601,000 0
   COHEN KLINGENSTEIN, LLC 188 - 2024-03-31 6,000 $580,000 0
   CVA Family Office LLC 127 - 2024-03-31 5,891 $570,000 0
   OBrien Greene & Co. Inc 76 - 2023-12-31 5,574 $563,000 0
   PENBROOK MANAGEMENT LLC 63 - 2024-03-31 5,760 $557,000 0
   MMBG INVESTMENT ADVISORS CO. 120 - 2023-12-31 5,492 $555,000 0
   Five Oceans Advisors 58 - 2024-03-31 5,546 $536,000 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
   MARK SHEPTOFF FINANCIAL PLANNING LLC 49 - 2023-12-31 5,016 $506,000 0
   Valley Brook Capital Group 57 - 2023-12-31 4,984 $503,000 0
   Canal Capital Management LLC 94 - 2024-03-31 5,184 $501,000 0
   NORTH STAR ASSET MANAGEMENT INC 202 - 2023-12-31 4,951 $500,000 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
   SECURITY ASSET MANAGEMENT /NY 58 - 2023-03-31 5,238 $482,000 0
   Plancorp LLC 162 - 2023-12-31 4,777 $482,000 0
   Intellectus Partners LLC 183 - 2023-12-31 4,726 $477,000 0
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV - 2023-12-31 4,624 $467,000 0
   Kovitz Investment Group Partners LLC 330 - 2023-12-31 4,589 $463,000 0
   SIT INVESTMENT ASSOCIATES INC 418 - 2023-12-31 4,450 $449,000 0
   Bedel Financial Consulting Inc. 135 - 2023-12-31 4,445 $449,000 0
   Rossmore Private Capital 169 - 2023-12-31 4,361 $440,000 0
   AULL & MONROE INVESTMENT MANAGEMENT CORP - 2023-12-31 4,341 $438,000 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
   PAUL A. VIOLICH INC - 2023-12-31 4,250 $429,000 0
   KENFARB & CO. 68 - 2023-09-30 4,200 $428,000 0
   BECK MACK & OLIVER LLC 126 - 2023-12-31 4,200 $424,000 0
   First Light Asset Management LLC 49 - 2023-12-31 4,123 $416,000 0
   Principle Wealth Partners LLC 244 - 2024-03-31 4,247 $411,000 0
   SHUFRO ROSE & CO LLC 177 - 2023-12-31 4,000 $407,000 0
   YHB INVESTMENT ADVISORS, INC. 209 - 2024-03-31 4,123 $399,000 0
   HOYLECOHEN LLC 210 - 2023-12-31 3,918 $396,000 0
   Twin Lakes Capital Management LLC 55 - 2023-12-31 3,905 $394,000 0
   DF DENT & CO INC 206 - 2023-12-31 3,807 $384,000 0
   PRW Wealth Management LLC 58 - 2023-09-30 4,083 $383,000 0
   HOLLOW BROOK ASSOCIATES LLC 65 - 2023-12-31 3,788 $382,000 0
   NEWMAN DIGNAN & SHEERAR, INC. 124 - 2023-12-31 3,699 $373,000 0
   Sound View Wealth Advisors Group LLC 264 - 2023-12-31 3,661 $370,000 0
   ESSEX INVESTMENT MANAGEMENT CO LLC 192 - 2023-12-31 3,625 $366,000 0
   Riverview Trust Co 61 - 2024-03-31 3,763 $364,000 0
   Robertson Stephens Wealth Management LLC 346 - 2023-12-31 3,579 $361,000 0
   First Personal Financial Services 94 - 2024-03-31 3,720 $360,000 0
   SUMMIT FINANCIAL GROUP INC 140 - 2024-03-31 3,654 $353,000 0
   KING WEALTH MANAGEMENT GROUP, LLC 99 - 2023-12-31 3,450 $348,000 0
   Round Hill Asset Management 50 - 2023-12-31 3,392 $342,000 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
   KANAWHA CAPITAL MANAGEMENT LLC 170 - 2023-12-31 3,340 $337,000 0
   WOODSTOCK CORP 137 - 2024-03-31 3,428 $332,000 0
   Essex Savings Bank 180 - 2024-03-31 3,274 $331,000 0
   Prairie Sky Financial Group LLC 53 - 2024-03-31 3,350 $324,000 0
   WULFF HANSEN & CO. 65 - 2023-12-31 3,195 $323,000 0
   RFP Financial Group LLC 72 - 2023-12-31 3,177 $321,000 0
  100 Records found
  1    
  Page 1 of 1
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