Free Trial

Novartis (NVS) Institutional Ownership

→ How a $0.25 cent option contract makes my top traders feel (From DTI) (Ad)
Free NVS Stock Alerts
$97.44
-1.62 (-1.64%)
(As of 04/26/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Novartis (NYSE:NVS)

Current
Institutional Ownership
Percentage
13.12%
Number of
Institutional Buyers
(last 12 months)
701
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
616
Total
Institutional Outflows
(last 12 months)
$2.70B
Get NVS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Novartis stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NVS Institutional Buying and Selling by Quarter

Novartis Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024Foster Victor Wealth Advisors LLC124,888$11.78M1.1%+12.5%0.006%
4/26/2024Pinnacle Associates Ltd.60,092$5.81M0.1%-1.5%0.003%
4/26/2024Triasima Portfolio Management inc.29,335$2.84M0.2%-0.6%0.001%
4/26/2024UMB Bank n.a.10,395$1.01M0.0%-4.6%0.001%
4/26/2024Prestige Wealth Management Group LLC425$43K0.0%-30.9%0.000%
4/26/2024Yousif Capital Management LLC39,418$3.81M0.0%-1.8%0.002%
4/26/2024Sage Rhino Capital LLC7,806$755K0.2%+2.1%0.000%
4/26/2024Mitchell & Pahl Private Wealth LLC21,066$2.04M1.1%+1.9%0.001%
4/26/2024SYSTM Wealth Solutions LLC4,430$436K0.1%-24.9%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.4,820$466K0.0%N/A0.000%
4/26/2024Checchi Capital Advisers LLC18,388$1.78M0.1%-0.9%0.001%
4/26/2024Latitude Advisors LLC3,499$338K0.2%+18.5%0.000%
4/26/2024Tritonpoint Wealth LLC2,157$209K0.0%-25.0%0.000%
4/25/2024Glassy Mountain Advisors Inc.45,692$4.42M1.7%+5.7%0.002%
4/25/2024Benedict Financial Advisors Inc.17,013$1.65M0.4%-0.8%0.001%
4/25/2024Armor Investment Advisors LLC3,548$343K0.2%-56.9%0.000%
4/25/2024Aaron Wealth Advisors LLC10,722$1.04M0.1%+81.6%0.001%
4/25/2024 Valeo Financial Advisors LLC7,022$691K0.0%+5.2%0.000%
4/25/2024Telos Capital Management Inc.26,425$2.56M0.3%-2.1%0.001%
4/25/2024Cascade Investment Advisors Inc.22,590$2.19M1.4%+1.5%0.001%
4/25/2024 Summit Financial LLC3,542$356K0.0%-29.6%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.57,413$5.55M0.0%+2.9%0.003%
4/24/2024 Beddow Capital Management Inc.3,240$313K0.1%-23.6%0.000%
4/24/2024 CENTRAL TRUST Co7,635$739K0.0%-6.3%0.000%
4/24/2024 1900 Wealth Management LLC5,481$530K0.0%-21.9%0.000%
4/24/2024 Berkshire Bank4,885$473K0.1%+9.0%0.000%
4/24/2024 Simplicity Wealth LLC54,714$5.29M0.1%N/A0.003%
4/24/2024 Archford Capital Strategies LLC14,073$1.36M0.2%+2.6%0.001%
4/24/2024 NBT Bank N A NY26,003$2.52M0.2%-1.2%0.001%
4/24/2024 First Fiduciary Investment Counsel Inc.141,064$13.65M2.8%-2.0%0.007%
4/24/2024 Spire Wealth Management3,584$347K0.0%-4.6%0.000%
4/24/2024 Buttonwood Financial Advisors Inc.2,330$225K0.1%-16.0%0.000%
4/24/2024 Essex Financial Services Inc.6,247$604K0.1%-2.5%0.000%
4/24/2024 Bar Harbor Wealth Management4,023$389K0.0%+14.3%0.000%
4/23/2024 Godsey & Gibb Inc.197,265$19.08M2.0%+0.8%0.010%
4/23/2024Busey Bank4,139$400K0.0%+5.4%0.000%
4/23/2024 BSW Wealth Partners7,576$733K0.1%-9.5%0.000%
4/23/2024 Global Retirement Partners LLC4,530$438K0.0%-16.9%0.000%
4/23/2024 LaFleur & Godfrey LLC2,898$280K0.0%-17.1%0.000%
4/23/2024 Sage Mountain Advisors LLC3,384$327K0.0%+53.5%0.000%
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (Ad)

If you think AI is big, then you have got to check out something I call Imperium… By my calculations, it’s set to grow 320,000% in three years. (You can see my calculations here.)

Watch my video for all of the details
4/23/2024 Hamel Associates Inc.8,645$836K0.3%-5.5%0.000%
4/23/2024 Live Oak Private Wealth LLC80,395$7.78M1.3%-0.4%0.004%
4/23/2024 Community Financial Services Group LLC49,660$4.80M1.1%N/A0.002%
4/23/2024 Hall Laurie J Trustee27,657$2.68M0.9%-0.5%0.001%
4/23/2024 Gradient Investments LLC4,983$482K0.0%-10.9%0.000%
4/23/2024 Fifth Third Bancorp60,625$5.86M0.0%+2.5%0.003%
4/23/2024 Wesbanco Bank Inc.4,544$440K0.0%+16.8%0.000%
4/23/2024 Summit Trail Advisors LLC4,597$462K0.0%+6.3%0.000%
4/23/2024 Stablepoint Partners LLC4,687$453K0.1%+9.3%0.000%
4/23/2024 Regatta Capital Group LLC4,596$445K0.1%+5.3%0.000%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA7,096$675K0.0%-9.2%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.337,957$32.69M0.0%-2.7%0.017%
4/23/2024 Sapient Capital LLC2,308$232K0.0%-14.1%0.000%
4/22/2024 Nilsine Partners LLC5,679$549K0.1%-3.8%0.000%
4/22/2024 Harbour Trust & Investment Management Co9,945$962K0.1%-1.5%0.000%
4/22/2024 HF Advisory Group LLC5,797$561K0.3%+23.1%0.000%
4/22/2024 PFG Investments LLC5,811$562K0.0%N/A0.000%
4/22/2024 Parsons Capital Management Inc. RI16,095$1.56M0.1%-5.9%0.001%
4/22/2024 Raymond James & Associates529,840$51.25M0.0%+2.2%0.026%
4/20/2024 Cohen Investment Advisors LLC3,870$374K0.2%-15.1%0.000%
4/20/2024 Mezzasalma Advisors LLC4,017$389K0.2%N/A0.000%
4/19/2024 Everett Harris & Co. CA21,493$2.08M0.0%-2.7%0.001%
4/19/2024 First Trust Direct Indexing L.P.21,128$2.04M0.2%+2.8%0.001%
4/19/2024 Abundance Wealth Counselors12,199$1.18M0.3%+2.2%0.001%
4/19/2024 Norden Group LLC2,142$207K0.0%N/A0.000%
4/19/2024 Arvest Investments Inc.20,646$2.00M0.3%-14.9%0.001%
4/19/2024 Valley National Advisers Inc.17,145$1.66M0.3%-1.7%0.001%
4/19/2024 Carret Asset Management LLC41,154$3.98M0.5%-0.5%0.002%
4/19/2024 Azzad Asset Management Inc. ADV20,284$1.96M0.2%+0.8%0.001%
4/18/2024 Naviter Wealth LLC47,358$4.75M0.8%+14.9%0.002%
4/18/2024 West Oak Capital LLC13,208$1.28M0.5%+1.9%0.001%
4/18/2024 InTrack Investment Management Inc3,400$329K0.2%-8.1%0.000%
4/18/2024 Woodmont Investment Counsel LLC39,671$3.84M0.3%+2.4%0.002%
4/18/2024 Synergy Asset Management LLC26,555$2.57M0.4%-13.9%0.001%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.3,578$346K0.1%+24.7%0.000%
4/18/2024 Allspring Global Investments Holdings LLC4,754$460K0.0%+1,029.2%0.000%
4/18/2024 AlphaMark Advisors LLC965$93K0.0%+37.9%0.000%
4/18/2024 Hexagon Capital Partners LLC3,613$349K0.1%-6.3%0.000%
4/18/2024 Park Place Capital Corp1,673$162K0.1%-31.9%0.000%
4/18/2024 BKM Wealth Management LLC5,297$512K0.2%+837.5%0.000%
4/18/2024 Optas LLC3,006$291K0.1%-4.4%0.000%
4/17/2024 D.B. Root & Company LLC3,902$377K0.1%-3.8%0.000%
4/17/2024 Cornerstone Wealth Group LLC27,443$2.66M0.2%-2.2%0.001%
4/17/2024 Founders Financial Securities LLC2,738$265K0.0%+13.1%0.000%
4/17/2024 Private Ocean LLC255$25K0.0%N/A0.000%
4/17/2024Baker Ellis Asset Management LLC12,169$1.18M0.2%-4.7%0.001%
4/17/2024 Grimes & Company Inc.14,522$1.41M0.0%-3.2%0.001%
4/17/2024 Burns J W & Co. Inc. NY8,084$782K0.1%+2.1%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.3,993$386K0.0%+3.0%0.000%
4/16/2024 Independence Bank of Kentucky1,963$190K0.1%+21.4%0.000%
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (Ad)

If you think AI is big, then you have got to check out something I call Imperium… By my calculations, it’s set to grow 320,000% in three years. (You can see my calculations here.)

Watch my video for all of the details
4/16/2024 Norris Perne & French LLP MI2,797$271K0.0%-16.8%0.000%
4/16/2024Kathmere Capital Management LLC12,479$1.21M0.1%+11.7%0.001%
4/16/2024 Cambridge Advisors Inc.10,075$975K0.2%-6.5%0.000%
4/16/2024 Atlantic Union Bankshares Corp18,017$1.74M0.1%-7.0%0.001%
4/16/2024 Register Financial Advisors LLC581$56K0.0%N/A0.000%
4/16/2024 Cypress Wealth Services LLC2,084$202K0.0%N/A0.000%
4/16/2024 Transform Wealth LLC23,646$2.38M0.2%-1.8%0.001%
4/16/2024 Vanguard Capital Wealth Advisors2,157$209K0.1%-8.5%0.000%
4/16/2024 Chesley Taft & Associates LLC32,712$3.16M0.2%-1.1%0.002%
4/16/2024 Scharf Investments LLC1,364,854$132.02M3.6%-4.1%0.064%
(Data available from 1/1/2016 forward)

NVS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NVS shares?

During the previous two years, 1,274 institutional investors and hedge funds held shares of Novartis. The most heavily invested institutionals were Dodge & Cox ($1.87B), Primecap Management Co. CA ($1.30B), Morgan Stanley ($710.76M), Bank of America Corp DE ($699.63M), Loomis Sayles & Co. L P ($617.95M), Dimensional Fund Advisors LP ($613.70M), and Franklin Resources Inc. ($597.24M).Learn more on NVS's institutional investors.

What percentage of Novartis stock is owned by institutional investors?

13.12% of Novartis stock is owned by institutional investors. Learn more on NVS's institutional investor holdings.

Which institutional investors have been buying Novartis stock?

Of the 1,032 institutional investors that purchased Novartis stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($8.09M), Providence Capital Advisors LLC ($3.17M), Arrowstreet Capital Limited Partnership ($2.50M), Bank of America Corp DE ($1.31M), Dimensional Fund Advisors LP ($1.22M), Grantham Mayo Van Otterloo & Co. LLC ($1.14M), and Sanders Capital LLC ($1.14M).

How much institutional buying is happening at Novartis?

Institutional investors have bought a total of 39,538,018 shares in the last 24 months. This purchase volume represents approximately $3.62B in transactions.

Which Novartis major shareholders have been selling company stock?

Of the 844 institutional investors that sold Novartis stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($10.41M), Envestnet Asset Management Inc. ($7.12M), Dodge & Cox ($5.73M), Boston Partners ($4.62M), Charles Schwab Investment Management Inc. ($4.42M), Primecap Management Co. CA ($2.82M), and Loomis Sayles & Co. L P ($2.66M).

How much institutional selling is happening at Novartis?

Institutional investors have sold a total of 64,923,776 shares in the last 24 months. This volume of shares sold represents approximately $5.83B in transactions.


Related Companies:
This page (NYSE:NVS) was last updated on 4/27/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
These AI trades triggered this morning (545% return)
Prosper Trading Academy
Protect Your Bank Account Before It’s Too Late
Weiss Ratings
He Is Giving Away Bitcoin
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
The World's First "$20 Trillion Drug?"
Behind the Markets
Biden out June 13; Kamala won’t replace him?
Paradigm Press
Man Who Predicted 2008: “This Will be Worse.”
Altimetry