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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
   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
   Stonebridge Capital Advisors LLC 243 *Closed 2023-12-31 0 $0 -32
   ORG Partners LLC 975 *Closed 2023-12-31 0 $0 -110
   Apexium Financial LP 232 *Closed 2024-03-31 0 $0 -6,952
   Steigerwald Gordon & Koch Inc. 126 *Closed 2024-03-31 0 $0 -1,996
   BAKER AVENUE ASSET MANAGEMENT, LP 572 *Closed 2023-12-31 0 $0 -387
   BOLLARD GROUP LLC 303 *Closed 2023-12-31 0 $0 -79
   Beck Bode LLC 138 *Closed 2023-12-31 0 $0 -46,736
   Meridian Wealth Management LLC 247 *Closed 2024-03-31 0 $0 -3,549
   Milestone Investment Advisors LLC 176 *Closed 2023-12-31 0 $0 -642
   Flaharty Asset Management LLC 257 *Closed 2023-12-31 0 $0 -43
   Connolly Sarah T. 24 *Closed 2023-12-31 0 $0 -24,811
   ANNEX ADVISORY SERVICES, LLC 290 *Closed 2024-03-31 0 $0 -1,991
   Cable Hill Partners LLC 118 *Closed 2023-12-31 0 $0 -10,088
   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
   Foresight Wealth Management LLC 26 *Closed 2022-12-31 0 $0 -9,696
   Benchmark Investment Advisors LLC 325 *Closed 2023-12-31 0 $0 -3,344
   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
   BOURGEON CAPITAL MANAGEMENT LLC 264 *Closed 2024-03-31 0 $0 -410
   Davy Asset Management Ltd 308 *Closed 2023-12-31 0 $0 -9,094
   MOODY NATIONAL BANK TRUST DIVISION 469 *Closed 2024-03-31 0 $0 -3,239
   HRT FINANCIAL LLC 2532 *Closed 2023-12-31 0 $0 -4,179
   SEVEN EIGHT CAPITAL LLC 692 *Closed 2023-12-31 0 $0 -3,577
   Coppell Advisory Solutions Corp. 791 *Closed 2023-03-31 0 $0 -154
   Norway Savings Bank 140 *Closed 2024-03-31 0 $0 -2,148
   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
   Aurum Wealth Management Group LLC 369 *Closed 2024-03-31 0 $0 -2,007
   SEGALL BRYANT & HAMILL 421 *Closed 2023-12-31 0 $0 -142,929
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -30
   LGT Financial Advisors LLC 868 *Closed 2023-12-31 0 $0 -26
   CAPITAL ADVISORS INC/OK 290 *Closed 2023-12-31 0 $0 -2,301
   GREAT VALLEY ADVISOR GROUP INC. 728 *Closed 2023-12-31 0 $0 -4,847
   OmniStar Financial Group Inc. 138 *Closed 2024-03-31 0 $0 -3,476
   FourThought Financial Partners LLC 329 *Closed 2023-12-31 0 $0 -4,862
   Squarepoint Ops LLC 2671 *Closed 2023-12-31 0 $0 -35,957
   Curated Wealth Partners LLC 59 *Closed 2024-03-31 0 $0 -2,941
   MARSICO CAPITAL MANAGEMENT LLC 75 *Closed 2023-12-31 0 $0 -51,111
   Eagle Strategies LLC 289 *Closed 2024-03-31 0 $0 -2,534
   MONECO Advisors LLC 412 *Closed 2024-03-31 0 $0 -2,095
   PAYDENFUNDS 216 *Closed 2023-09-30 0 $0 -1,476
   Axiom Investment Management LLC 266 *Closed 2022-12-31 0 $0 -80
   ALLEN INVESTMENT MANAGEMENT LLC 222 *Closed 2023-12-31 0 $0 -5,000
   VERITABLE LP 391 *Closed 2023-09-30 0 $0 -4,939
   Intergy Private Wealth LLC 78 *Closed 2024-03-31 0 $0 -2,018
   Hibernia Wealth Partners LLC 202 *Closed 2023-12-31 0 $0 -4
   Planned Solutions Inc. 425 *Closed 2024-03-31 0 $0 -310
   OLD MISSION CAPITAL LLC 1052 *Closed 2023-12-31 0 $0 -55,972
   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
   Phoenix Holdings Ltd. 343 *Closed 2023-12-31 0 $0 -10,657
   Cornerstone Planning Group LLC 1106 *Closed 2023-12-31 0 $0 -15
   Front Row Advisors LLC 605 *Closed 2023-12-31 0 $0 -448
   SANDERS CAPITAL, LLC 45 *Closed 2023-12-31 0 $0 -1,073,420
   THOMAS J. HERZFELD ADVISORS, INC. 357 *Closed 2023-12-31 0 $0 -1,200
   Pallas Capital Advisors LLC 435 *Closed 2024-03-31 0 $0 -5,596
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 2451 *Closed 2023-12-31 0 $0 -35,008
   SPINNAKER TRUST 278 *Closed 2023-12-31 0 $0 -2,059
   Carlson Capital Management 173 *Closed 2024-03-31 0 $0 -3,315
   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
   FNY Investment Advisers LLC 728 *Closed 2023-12-31 0 $0 -4,000
   SeaCrest Wealth Management LLC 622 *Closed 2024-03-31 0 $0 -2,139
   LFA - Lugano Financial Advisors SA *Closed 2023-12-31 0 $0 -250
   Stokes Family Office LLC 306 *Closed 2023-12-31 0 $0 -6,452
   VAN STRUM & TOWNE INC 100 *Closed 2023-12-31 0 $0 -1,972
   Blueshift Asset Management LLC 377 *Closed 2023-12-31 0 $0 -1,966
   NOMURA HOLDINGS INC 1154 *Closed 2023-12-31 0 $0 -5,000
   Crewe Advisors LLC 637 *Closed 2023-12-31 0 $0 -1,075
   CFG ASSET MANAGEMENT LLC 583 *Closed 2023-12-31 0 $0 -154
   Point72 Asset Management L.P. 1788 *Closed 2023-12-31 0 $0 -181,247
   Murphy Middleton Hinkle & Parker Inc. 138 *Closed 2024-03-31 0 $0 -2,072
   CLARET ASSET MANAGEMENT Corp 191 *Closed 2023-12-31 0 $0 -2,411
   Oder Investment Management LLC 94 *Closed 2023-12-31 0 $0 -1,973
   Curbstone Financial Management Corp 187 *Closed 2024-03-31 0 $0 -4,094
   Heron Bay Capital Management 108 *Closed 2023-12-31 0 $0 -2,225
   Inlet Private Wealth LLC 125 *Closed 2024-03-31 0 $0 -2,059
   TWO SIGMA ADVISERS, LLC 2712 *Closed 2023-12-31 0 $0 -8,600
   Belpointe Asset Management LLC 772 *Closed 2023-12-31 0 $0 -2,296
   Goepper Burkhardt LLC 82 *Closed 2023-12-31 0 $0 -1,970
   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
   Buckingham Strategic Partners 476 *Closed 2023-12-31 0 $0 -2,779
   STELAC ADVISORY SERVICES LLC 98 *Closed 2023-12-31 0 $0 -1,660
   OneAscent Wealth Management LLC 195 *Closed 2024-03-31 0 $0 -2,531
   CAPITAL WORLD INVESTORS 533 *Closed 2023-12-31 0 $0 -30,941
   Fairhaven Wealth Management LLC 123 *Closed 2023-12-31 0 $0 -1,969
   Jump Financial LLC 2273 *Closed 2023-12-31 0 $0 -2,491
   FORA Capital LLC 583 *Closed 2023-12-31 0 $0 -14,793
   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
  98 Records found
  1    
  Page 1 of 1
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