Log in

NYSE:NVSNovartis Institutional Ownership

$87.43
+1.15 (+1.33 %)
(As of 05/29/2020 04:00 PM ET)
Add
Compare
Today's Range
$85.82
Now: $87.43
$87.59
50-Day Range
$83.41
MA: $85.89
$89.78
52-Week Range
$69.18
Now: $87.43
$99.84
Volume2.56 million shs
Average Volume1.64 million shs
Market Capitalization$200.37 billion
P/E Ratio16.69
Dividend Yield2.33%
Beta0.51

Institutional Ownership

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

Institutional Ownership Percentage: 10.78%

Institutional Buying and Selling by Quarter


Novartis (NYSE NVS) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/28/2020Seascape Capital Management2,705$0.22M0.2%N/A0.000%
5/28/2020CVA Family Office LLC1,277$0.11M0.1%N/A0.000%
5/28/2020Richard P Slaughter Associates Inc12,898$1.06M0.6%+4.5%0.001%
5/26/20201832 Asset Management L.P.65,106$5.26M0.0%+476.0%0.003%
5/26/2020Bahl & Gaynor Inc.174,534$14.39M0.1%-7.8%0.008%
5/23/2020The Manufacturers Life Insurance Company 3,223,763$265.80M0.3%+2.2%0.141%
5/22/2020Sculati Wealth Management LLC14,545$1.20M1.3%+26.8%0.001%
5/22/2020FDx Advisors Inc.39,003$3.22M0.1%+15.2%0.002%
5/22/2020Clearbridge Investments LLC1,879,774$154.99M0.2%+8.2%0.082%
5/22/2020Patton Albertson Miller Group LLC16,327$1.35M0.5%-2.2%0.001%
5/21/2020Lowe Brockenbrough & Co. Inc.20,968$1.73M0.3%-0.9%0.001%
5/21/2020HighTower Advisors LLC219,413$18.03M0.1%-1.5%0.010%
5/20/2020FCA Corp TX23,478$1.94M0.8%+2.4%0.001%
5/20/2020Stonebridge Capital Management Inc.28,215$2.33M1.3%-3.9%0.001%
5/20/2020Johnson Investment Counsel Inc.13,917$1.15M0.0%-8.1%0.001%
5/19/2020Maverick Capital Ltd.18,918$1.56M0.0%N/A0.001%
5/19/2020Fred Alger Management LLC1,530,180$126.16M0.6%+209.5%0.067%
5/19/2020Perennial Advisors LLC8,145$0.59M0.5%-57.6%0.000%
5/18/2020Integrated Wealth Concepts LLC11,740$0.97M0.1%+22.7%0.001%
5/18/2020Carret Asset Management LLC47,396$3.91M0.8%+0.5%0.002%
5/18/2020EP Wealth Advisors LLC7,949$0.66M0.0%+2.6%0.000%
5/18/2020Griffin Asset Management Inc.50,195$4.14M0.8%+1.5%0.002%
5/18/2020Prestige Wealth Management Group LLC789$65K0.0%+28.3%0.000%
5/18/2020Redmile Group LLC653,600$53.89M1.5%+14.0%0.029%
5/18/2020Voloridge Investment Management LLC12,821$1.06M0.0%-92.3%0.001%
5/18/2020Townsquare Capital LLC8,574$0.72M0.1%-26.1%0.000%
5/18/2020Mercer Global Advisors Inc. ADV81,921$6.75M0.1%+22.2%0.004%
5/18/2020Colony Group LLC10,623$0.88M0.0%+16.4%0.000%
5/18/2020Advisor Group Holdings Inc.229,306$11.71M0.0%N/A0.010%
5/18/2020Pin Oak Investment Advisors Inc.437$36K0.0%-41.5%0.000%
5/15/2020Ameritas Investment Company LLC1,207$100K0.0%+70.5%0.000%
5/15/2020Peapack Gladstone Financial Corp88,564$7.30M0.3%+63.4%0.004%
5/15/2020Capital Research Global Investors1,738,253$143.31M0.1%-9.1%0.076%
5/15/2020Beacon Pointe Advisors LLC10,037$0.83M0.1%N/A0.000%
5/15/2020Exencial Wealth Advisors LLC217,509$17.93M3.2%+4.2%0.009%
5/15/2020Capital World Investors336,883$27.77M0.0%+68.7%0.015%
5/15/2020Engineers Gate Manager LP2,750$0.23M0.0%-22.3%0.000%
5/15/2020Capital International Investors1,146,936$94.57M0.0%+157.4%0.050%
5/15/2020BDO Wealth Advisors LLC4,870$0.40M0.1%+27.5%0.000%
5/15/2020Capital Bank & Trust Co1,423$0.12M0.0%-23.5%0.000%
5/15/2020Tower Research Capital LLC TRC 4,388$0.36M0.0%+255.0%0.000%
5/15/2020Guardian Capital LP237,048$19.55M0.6%+0.7%0.010%
5/15/2020Invesco Ltd.1,947,597$160.58M0.1%-2.0%0.085%
5/15/2020Northstar Wealth Partners LLC7,880$0.65M0.3%-9.9%0.000%
5/15/2020Weiss Multi Strategy Advisers LLC24,077$1.99M0.1%+14.7%0.001%
5/15/2020FinTrust Capital Advisors LLC918$76K0.0%+109.6%0.000%
5/15/2020Morgan Stanley3,755,914$309.68M0.1%+34.6%0.164%
5/15/2020Procyon Private Wealth Partners LLC565$47K0.0%-40.6%0.000%
5/15/2020CIBC World Markets Inc.105,786$8.72M0.0%+47.7%0.005%
5/15/2020Sunbelt Securities Inc.7,002$0.58M0.0%-41.2%0.000%
5/15/2020C M Bidwell & Associates Ltd.1,450$0.12M0.1%-16.4%0.000%
5/15/2020CWA Asset Management Group LLC23,248$1.92M0.4%-4.9%0.001%
5/15/2020Guardian Capital Advisors LP44,123$2.51M0.6%-0.4%0.002%
5/15/2020Advisors Asset Management Inc.132,757$10.95M0.3%+11.9%0.006%
5/15/2020United Capital Financial Advisers LLC45,393$3.74M0.0%-29.6%0.002%
5/15/2020Enterprise Financial Services Corp2,684$0.22M0.1%-19.6%0.000%
5/15/2020Venturi Wealth Management LLC3,215$0.27M0.0%+21.7%0.000%
5/15/2020Maverick Capital Ltd.18,918$1.56M0.0%N/A0.001%
5/15/2020Two Sigma Investments LP310,347$25.59M0.2%N/A0.014%
5/15/2020Two Sigma Advisers LP39,300$3.24M0.0%N/A0.002%
5/15/2020Chilton Capital Management LLC135,186$11.15M1.1%+3.6%0.006%
5/15/2020Claro Advisors LLC2,772$0.23M0.2%+11.6%0.000%
5/15/2020Aristotle Capital Management LLC5,882,729$485.03M2.0%+1.6%0.257%
5/15/2020HBK Sorce Advisory LLC4,942$0.41M0.0%+13.2%0.000%
5/15/2020AMG National Trust Bank30,639$2.53M0.2%-11.0%0.001%
5/15/2020Twin Focus Capital Partners LLC3,172$0.26M0.1%N/A0.000%
5/15/2020Silvercrest Asset Management Group LLC12,075$1M0.0%+6.7%0.001%
5/15/2020Loomis Sayles & Co. L P10,407,756$858.12M1.8%+1.4%0.454%
5/15/2020Thrivent Financial for Lutherans2,723$0.23M0.0%+13.6%0.000%
5/15/2020Davis Selected Advisers27,840$2.30M0.0%+6.6%0.001%
5/14/2020Simmons Bank17,082$1.41M0.1%+34.7%0.001%
5/14/2020Gladstone Institutional Advisory LLC4,529$0.37M0.1%-9.9%0.000%
5/14/2020Eaton Vance Management284,710$23.48M0.1%-1.6%0.012%
5/14/2020Wells Fargo & Company MN6,641,281$547.57M0.2%-1.1%0.290%
5/14/2020Capital One Financial Corp9,476$0.78M0.1%N/A0.000%
5/14/2020Howe & Rusling Inc.763$63K0.0%-22.0%0.000%
5/14/2020Brown Advisory Securities LLC2,796$0.24M0.1%+14.5%0.000%
5/14/2020Regentatlantic Capital LLC40,917$3.37M0.3%-9.3%0.002%
5/14/2020Gamco Investors INC. ET AL13,095$1.08M0.0%+8.3%0.001%
5/14/2020Mather Group LLC.5,629$0.46M0.0%+100.9%0.000%
5/14/2020Geode Capital Management LLC60,190$4.96M0.0%+2.1%0.003%
5/14/2020Janus Henderson Group PLC4,459,253$367.67M0.3%-7.2%0.195%
5/14/2020Stearns Financial Services Group4,860$0.40M0.1%-4.0%0.000%
5/14/2020Tekla Capital Management LLC179,847$14.83M0.7%-14.8%0.008%
5/14/2020Wellington Management Group LLP3,078,357$253.81M0.1%+10.0%0.134%
5/14/2020Charter Trust Co.8,580$0.71M0.1%-14.6%0.000%
5/14/20201832 Asset Management L.P.5,310$0.44M0.0%-53.0%0.000%
5/14/2020Deutsche Bank AG76,482$6.31M0.0%-2.7%0.003%
5/14/2020Baird Financial Group Inc.91,571$7.55M0.0%+11.0%0.004%
5/14/2020Alliancebernstein L.P.28,839$2.38M0.0%-2.3%0.001%
5/14/2020Camden National Bank68,233$5.63M1.5%-11.4%0.003%
5/14/2020Grandfield & Dodd LLC129,023$10.64M1.3%+1.6%0.006%
5/14/2020M&T Bank Corp235,085$19.38M0.1%+2.4%0.010%
5/14/2020Sphera Funds Management LTD.140,000$11.54M1.4%-30.0%0.006%
5/14/2020Lord Abbett & CO. LLC615,632$50.76M0.2%-6.6%0.027%
5/14/2020Alexandria Capital LLC8,314$0.69M0.1%-6.5%0.000%
5/14/2020MML Investors Services LLC60,029$4.95M0.1%+20.0%0.003%
5/14/2020Nuveen Asset Management LLC6,522$0.54M0.0%-44.1%0.000%
5/14/2020Primecap Management Co. CA24,028,340$1.98B1.9%-5.7%1.048%
5/14/2020Wealth Quarterback LLC1,407$0.12M0.1%+35.8%0.000%
(Data available from 1/1/2016 forward)
This page was last updated on 5/30/2020 by MarketBeat.com Staff

Enter your email address below to receive a concise daily summary of analysts' upgrades, downgrades and new coverage with MarketBeat.com's FREE daily email newsletter.