Novartis Ownership 2024 | Who Owns Novartis Now?
Institutional Ownership
6.63%
Insider Ownership
0.00%
Retail Ownership
93.36%
Institutional Holders
1.28K
Novartis Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
DODGE & COX | 0.60% | 0.78% | 12,236,526 | -117,459 | -0.95% | 1,302,700,558 | Jun 30, 2024 |
PRIMECAP MANAGEMENT CO/CA/ | 0.60% | 0.94% | 12,179,345 | -238,410 | -1.92% | 1,296,613,069 | Jun 30, 2024 |
MORGAN STANLEY | 0.36% | 0.06% | 7,416,679 | 158,298 | 2.18% | 789,579,988 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.36% | 0.21% | 7,407,692 | 1,389,610 | 23.09% | 788,625,823 | Jun 30, 2024 |
LOOMIS SAYLES & CO L P | 0.29% | 0.87% | 5,945,383 | 27,411 | 0.46% | 632,946,000 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.26% | 0.17% | 5,339,490 | -360,299 | -6.32% | 568,442,106 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.24% | 0.05% | 4,845,053 | -43,140 | -0.88% | 515,804,343 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.21% | 0.08% | 4,384,650 | -204,700 | -4.46% | 466,789,839 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.15% | 0.06% | 3,081,076 | 21,715 | 0.71% | 328,011,370 | Jun 30, 2024 |
CULLEN CAPITAL MANAGEMENT, LLC | 0.14% | 3.52% | 2,870,381 | -54,043 | -1.85% | 305,580,713 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 0.12% | 0.15% | 2,548,913 | -19,815 | -0.77% | 271,357,343 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.12% | 0.45% | 2,499,782 | -440,800 | -14.99% | 266,126,792 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.12% | 0.16% | 2,481,565 | -41,769 | -1.66% | 264,187,493,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.10% | 0.05% | 2,088,574 | 78,448 | 3.90% | 222,349,654 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.10% | 0.04% | 2,059,243 | -91,653 | -4.26% | 219,227,010,000 | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.09% | 0.07% | 1,928,853 | -24,199 | -1.24% | 205,345,725 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.09% | 0.04% | 1,904,664 | 1,250,318 | 191.08% | 202,770,576 | Jun 30, 2024 |
BLACKROCK INC. | 0.09% | 0.00% | 1,867,153 | 8,353 | 0.45% | 198,777,065 | Jun 30, 2024 |
STATE STREET CORP | 0.09% | 0.01% | 1,753,974 | 16,020 | 0.92% | 186,728,072,000 | Jun 30, 2024 |
FISHER ASSET MANAGEMENT, LLC | 0.07% | 0.07% | 1,474,158 | 26,283 | 1.82% | 156,938,987 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FORESIGHT GLOBAL INVESTORS, INC. | 0.01% | 8.77% | 171,296 | -26,079 | -13.21% | 18,236,172 | Jun 30, 2024 |
MARTIN INVESTMENT MANAGEMENT, LLC | 0.01% | 6.25% | 228,936 | -7,864 | -3.32% | 24,372,527 | Jun 30, 2024 |
PROMETHOS CAPITAL, LLC | 0.01% | 5.68% | 141,076 | 28,991 | 25.87% | 14,999,294 | Jun 30, 2024 |
SCHARF INVESTMENTS, LLC | 0.07% | 4.10% | 1,351,452 | -13,402 | -0.98% | 143,875,521 | Jun 30, 2024 |
MANAGED ASSET PORTFOLIOS, LLC | 0.01% | 3.86% | 244,810 | -14,212 | -5.49% | 26,062,525 | Jun 30, 2024 |
GARLAND CAPITAL MANAGEMENT INC | 0.00% | 3.76% | 50,010 | -735 | -1.45% | 5,324,065 | Jun 30, 2024 |
PRENTISS SMITH & CO INC | 0.00% | 3.62% | 48,813 | -527 | -1.07% | 5,196,632 | Jun 30, 2024 |
SOLUTIONS 4 WEALTH, LTD | 0.00% | 3.59% | 14,854 | 14,854 | 100.00% | 1,581,357 | Jun 30, 2024 |
CULLEN CAPITAL MANAGEMENT, LLC | 0.14% | 3.52% | 2,870,381 | -54,043 | -1.85% | 305,580,713 | Jun 30, 2024 |
FIRST FIDUCIARY INVESTMENT COUNSEL, INC. | 0.01% | 3.27% | 141,572 | 508 | 0.36% | 15,072,000 | Jun 30, 2024 |
INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 0.01% | 3.03% | 300,000 | 75,000 | 33.33% | 31,938,000 | Jun 30, 2024 |
WILKINS INVESTMENT COUNSEL INC | 0.01% | 3.00% | 188,969 | 1,232 | 0.66% | 20,117,640 | Jun 30, 2024 |
MAGNETAR FINANCIAL LLC | 0.06% | 2.90% | 1,305,446 | -600,600 | -31.51% | 138,977,781 | Jun 30, 2024 |
JOHN G ULLMAN & ASSOCIATES INC | 0.01% | 2.88% | 177,248 | -1,939 | -1.08% | 18,869,822 | Jun 30, 2024 |
SEAVIEW INVESTMENT MANAGERS LLC | 0.00% | 2.83% | 88,425 | -487 | -0.55% | 9,413,725 | Jun 30, 2024 |
APRICUS WEALTH, LLC | 0.00% | 2.27% | 29,916 | -1,105 | -3.56% | 3,184,857 | Jun 30, 2024 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.00% | 2.26% | 51,890 | -896 | -1.70% | 5,524,248 | Jun 30, 2024 |
FRANKLIN, PARLAPIANO, TURNER & WELCH, LLC | 0.00% | 2.23% | 75,477 | -311 | -0.41% | 8,035,328 | Jun 30, 2024 |
ALTRIUS CAPITAL MANAGEMENT INC | 0.00% | 2.19% | 78,060 | 1,339 | 1.75% | 8,310,357 | Jun 30, 2024 |
MONDRIAN INVESTMENT PARTNERS LTD | 0.06% | 2.18% | 1,272,482 | -793,257 | -38.40% | 141,856,293 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
DIMENSIONAL FUND ADVISORS LP | 0.36% | 0.21% | 7,407,692 | 1,389,610 | 23.09% | 788,625,823 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.09% | 0.04% | 1,904,664 | 1,250,318 | 191.08% | 202,770,576 | Jun 30, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | 0.03% | 0.06% | 606,890 | 606,890 | 100.00% | 64,609,509 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.03% | 0.02% | 657,903 | 509,567 | 343.52% | 70,652,205 | Jun 30, 2024 |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.02% | 0.38% | 491,609 | 491,609 | 100.00% | 52,336,694 | Jun 30, 2024 |
HUDSON BAY CAPITAL MANAGEMENT LP | 0.02% | 0.20% | 400,000 | 400,000 | 100.00% | 42,584,000 | Jun 30, 2024 |
CHEVY CHASE TRUST HOLDINGS, LLC | 0.05% | 0.38% | 1,112,491 | 267,490 | 31.66% | 118,435,750 | Jun 30, 2024 |
OLD MISSION CAPITAL LLC | 0.01% | 0.44% | 244,976 | 234,511 | 2240.91% | 26,080,144 | Jun 30, 2024 |
HSBC HOLDINGS PLC | 0.01% | 0.01% | 214,962 | 214,962 | 100.00% | 22,979,438 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.01% | 0.05% | 207,900 | 207,900 | 100.00% | 22,133,034 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.03% | 0.06% | 630,711 | 185,510 | 41.67% | 67,145,000 | Jun 30, 2024 |
MORGAN STANLEY | 0.36% | 0.06% | 7,416,679 | 158,298 | 2.18% | 789,579,988 | Jun 30, 2024 |
KESTRA ADVISORY SERVICES, LLC | 0.01% | 0.11% | 188,806 | 153,096 | 428.72% | 20,100,287 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.01% | 0.17% | 141,314 | 141,314 | 100.00% | 15,044,288 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.09% | 120,170 | 120,170 | 100.00% | 12,793,000 | Jun 30, 2024 |
TODD ASSET MANAGEMENT LLC | 0.02% | 0.88% | 396,711 | 100,465 | 33.91% | 42,233,946 | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.00% | 0.42% | 100,000 | 100,000 | 100.00% | 10,646,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.00% | 0.00% | 79,700 | 79,700 | 100.00% | 8,485,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.10% | 0.05% | 2,088,574 | 78,448 | 3.90% | 222,349,654 | Jun 30, 2024 |
INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 0.01% | 3.03% | 300,000 | 75,000 | 33.33% | 31,938,000 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MONDRIAN INVESTMENT PARTNERS LTD | 0.06% | 2.18% | 1,272,482 | -793,257 | -38.40% | 141,856,293 | Jun 30, 2024 |
MAGNETAR FINANCIAL LLC | 0.06% | 2.90% | 1,305,446 | -600,600 | -31.51% | 138,977,781 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.03% | 175,483 | -554,229 | -75.95% | 18,681,920 | Jun 30, 2024 |
ARISTOTLE CAPITAL MANAGEMENT, LLC | 0.00% | 0.00% | 1,972 | -444,417 | -99.56% | 209,979 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.12% | 0.45% | 2,499,782 | -440,800 | -14.99% | 266,126,792 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.26% | 0.17% | 5,339,490 | -360,299 | -6.32% | 568,442,106 | Jun 30, 2024 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | - | - | - | -323,549 | -100.00% | - | Jun 30, 2024 |
NEWEDGE ADVISORS, LLC | 0.01% | 0.08% | 105,157 | -284,568 | -73.02% | 11,194,982 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.00% | 0.00% | 8,863 | -262,380 | -96.73% | 943,555 | Jun 30, 2024 |
MACQUARIE GROUP LTD | 0.01% | 0.02% | 141,577 | -240,209 | -62.92% | 15,072,000 | Jun 30, 2024 |
PRIMECAP MANAGEMENT CO/CA/ | 0.60% | 0.94% | 12,179,345 | -238,410 | -1.92% | 1,296,613,069 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.21% | 0.08% | 4,384,650 | -204,700 | -4.46% | 466,789,839 | Jun 30, 2024 |
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.04% | 0.28% | 779,681 | -166,195 | -17.57% | 83,004,839 | Jun 30, 2024 |
UBS GROUP AG | 0.07% | 0.04% | 1,383,046 | -163,692 | -10.58% | 147,239,077 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.02% | 0.05% | 467,516 | -161,731 | -25.70% | 49,771,755 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -142,265 | -100.00% | - | Jun 30, 2024 |
RICHARD C. YOUNG & CO., LTD. | - | - | - | -131,600 | -100.00% | - | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -131,247 | -100.00% | - | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.39% | 153,043 | -122,931 | -44.54% | 16,292,958 | Jun 30, 2024 |
DODGE & COX | 0.60% | 0.78% | 12,236,526 | -117,459 | -0.95% | 1,302,700,558 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CANADA PENSION PLAN INVESTMENT BOARD | 0.03% | 0.06% | 606,890 | 606,890 | 100.00% | 64,609,509 | Jun 30, 2024 |
HUDSON BAY CAPITAL MANAGEMENT LP | 0.02% | 0.20% | 400,000 | 400,000 | 100.00% | 42,584,000 | Jun 30, 2024 |
HSBC HOLDINGS PLC | 0.01% | 0.01% | 214,962 | 214,962 | 100.00% | 22,979,438 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.01% | 0.05% | 207,900 | 207,900 | 100.00% | 22,133,034 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.01% | 0.17% | 141,314 | 141,314 | 100.00% | 15,044,288 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.09% | 120,170 | 120,170 | 100.00% | 12,793,000 | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.00% | 0.42% | 100,000 | 100,000 | 100.00% | 10,646,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.00% | 0.00% | 79,700 | 79,700 | 100.00% | 8,485,000 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | 0.00% | 60,600 | 60,600 | 100.00% | 6,451,476 | Jun 30, 2024 |
CHASE INVESTMENT COUNSEL CORP | 0.00% | 2.09% | 53,881 | 53,881 | 100.00% | 6,006,000 | Jun 30, 2024 |
TORNO CAPITAL, LLC | 0.00% | 0.25% | 50,000 | 50,000 | 100.00% | 5,323,000 | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.00% | 0.20% | 48,310 | 48,310 | 100.00% | 5,143,083 | Jun 30, 2024 |
MERITAGE PORTFOLIO MANAGEMENT | 0.00% | 0.31% | 46,255 | 46,255 | 100.00% | 4,924,000 | Jun 30, 2024 |
MONTE FINANCIAL GROUP, LLC | 0.00% | 1.79% | 37,999 | 37,999 | 100.00% | 4,045,374 | Jun 30, 2024 |
GREAT VALLEY ADVISOR GROUP, INC. | 0.00% | 0.09% | 31,343 | 31,343 | 100.00% | 3,337,208 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.00% | 0.02% | 30,709 | 30,709 | 100.00% | 35,403,000 | Jun 30, 2024 |
EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.70% | 26,704 | 26,704 | 100.00% | 2,889,633 | Jun 30, 2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.00% | 0.04% | 26,120 | 26,120 | 100.00% | 2,780,733 | Jun 30, 2024 |
OXBOW ADVISORS, LLC | 0.00% | 0.32% | 25,547 | 25,547 | 100.00% | 2,719,742 | Jun 30, 2024 |
CIBC ASSET MANAGEMENT INC | 0.00% | 0.01% | 24,283 | 24,283 | 100.00% | 2,585,168 | Jun 30, 2024 |
CAPITAL INSIGHT PARTNERS, LLC | 0.00% | 0.45% | 22,615 | 22,615 | 100.00% | 2,407,593 | Jun 30, 2024 |
MAGNOLIA CAPITAL ADVISORS LLC | 0.00% | 0.00% | 21,292 | 21,292 | 100.00% | 200 | Jun 30, 2024 |
PHOENIX HOLDINGS LTD. | 0.00% | 0.03% | 19,775 | 19,775 | 100.00% | 2,104,672 | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | 0.00% | 0.08% | 19,200 | 19,200 | 100.00% | 2,044,032 | Jun 30, 2024 |
OPTIMIST RETIREMENT GROUP LLC | 0.00% | 1.07% | 19,147 | 19,147 | 100.00% | 2,038,390 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | 0.00% | 15,000 | 15,000 | 100.00% | 1,596,900 | Jun 30, 2024 |
SOLUTIONS 4 WEALTH, LTD | 0.00% | 3.59% | 14,854 | 14,854 | 100.00% | 1,581,357 | Jun 30, 2024 |
CIDEL ASSET MANAGEMENT INC | 0.00% | 0.12% | 14,503 | 14,503 | 100.00% | 1,543,989 | Jun 30, 2024 |
FLOW TRADERS U.S. LLC | 0.00% | 0.07% | 13,726 | 13,726 | 100.00% | 1,461,000 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 11,500 | 11,500 | 100.00% | 1,224,290 | Jun 30, 2024 |
CABLE HILL PARTNERS, LLC | 0.00% | 0.13% | 11,383 | 11,383 | 100.00% | 1,211,834 | Jun 30, 2024 |
BRIDGEWATER ADVISORS INC. | 0.00% | 0.15% | 11,197 | 11,197 | 100.00% | 1,230,886 | Jun 30, 2024 |
WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 0.00% | 0.15% | 9,394 | 9,394 | 100.00% | 1,000,085 | Jun 30, 2024 |
0.00% | 0.25% | 8,810 | 8,810 | 100.00% | 937,947 | Jun 30, 2024 | |
ELSER FINANCIAL PLANNING, INC | 0.00% | 0.16% | 8,751 | 8,751 | 100.00% | 931,631 | Jun 30, 2024 |
LEE DANNER & BASS INC | 0.00% | 0.06% | 7,830 | 7,830 | 100.00% | 834,000 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.00% | 0.00% | 7,800 | 7,800 | 100.00% | 830,388 | Jun 30, 2024 |
CAPTION MANAGEMENT, LLC | 0.00% | 0.01% | 7,500 | 7,500 | 100.00% | 798,450 | Jun 30, 2024 |
TORNO CAPITAL, LLC | 0.00% | 0.04% | 7,500 | 7,500 | 100.00% | 798,450 | Jun 30, 2024 |
KENNEDY INVESTMENT GROUP | 0.00% | 0.36% | 6,750 | 6,750 | 100.00% | 718,574 | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | 0.00% | 0.00% | 6,591 | 6,591 | 100.00% | 701,678,000 | Jun 30, 2024 |
HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.35% | 5,930 | 5,930 | 100.00% | 631,294 | Jun 30, 2024 |
BELPOINTE ASSET MANAGEMENT LLC | 0.00% | 0.04% | 5,472 | 5,472 | 100.00% | 582,549 | Jun 30, 2024 |
GENUS CAPITAL MANAGEMENT INC. | 0.00% | 0.06% | 4,218 | 4,218 | 100.00% | 449,048 | Jun 30, 2024 |
M HOLDINGS SECURITIES, INC. | 0.00% | 0.06% | 4,116 | 4,116 | 100.00% | 438,000 | Jun 30, 2024 |
CHICAGO TRUST CO NA | 0.00% | 0.09% | 3,943 | 3,943 | 100.00% | 419,771 | Jun 30, 2024 |
FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.10% | 3,780 | 3,780 | 100.00% | 417,803 | Jun 30, 2024 |
BURKE & HERBERT BANK & TRUST CO | 0.00% | 0.09% | 3,654 | 3,654 | 100.00% | 389,004 | Jun 30, 2024 |
0.00% | 0.20% | 3,213 | 3,213 | 100.00% | 342,056 | Jun 30, 2024 | |
FOCUS FINANCIAL NETWORK, INC. | 0.00% | 0.01% | 3,070 | 3,070 | 100.00% | 343,226 | Jun 30, 2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 0.00% | 0.01% | 3,069 | 3,069 | 100.00% | 327,000 | Jun 30, 2024 |
BEACON INVESTMENT ADVISORS LLC | 0.00% | 0.16% | 3,000 | 3,000 | 100.00% | 319,380 | Jun 30, 2024 |
NATIONAL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.23% | 2,884 | 2,884 | 100.00% | 307,031 | Jun 30, 2024 |
PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.10% | 2,683 | 2,683 | 100.00% | 285,675 | Jun 30, 2024 |
FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.05% | 2,491 | 2,491 | 100.00% | 265,192 | Jun 30, 2024 |
FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 2,490 | 2,490 | 100.00% | 265,085 | Jun 30, 2024 |
GQG PARTNERS LLC | 0.00% | 0.00% | 2,475 | 2,475 | 100.00% | 263,488 | Jun 30, 2024 |
NOTTINGHAM ADVISORS, INC. | 0.00% | 0.03% | 2,396 | 2,396 | 100.00% | 255,078 | Jun 30, 2024 |
M. KULYK & ASSOCIATES, LLC | 0.00% | 0.06% | 2,330 | 2,330 | 100.00% | 248,052 | Jun 30, 2024 |
ROCKLAND TRUST CO | 0.00% | 0.01% | 2,295 | 2,295 | 100.00% | 244,326 | Jun 30, 2024 |
FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.02% | 2,272 | 2,272 | 100.00% | 241,877 | Jun 30, 2024 |
STANLEY-LAMAN GROUP, LTD. | 0.00% | 0.03% | 2,225 | 2,225 | 100.00% | 236,874 | Jun 30, 2024 |
BRAUN-BOSTICH & ASSOCIATES INC. | 0.00% | 0.17% | 2,206 | 2,206 | 100.00% | 234,851 | Jun 30, 2024 |
XPONANCE, INC. | 0.00% | 0.00% | 2,192 | 2,192 | 100.00% | 233,360 | Jun 30, 2024 |
INTERCHANGE CAPITAL PARTNERS, LLC | 0.00% | 0.08% | 2,169 | 2,169 | 100.00% | 230,919 | Jun 30, 2024 |
CAPITAL ADVISORS INC/OK | 0.00% | 0.00% | 2,107 | 2,107 | 100.00% | 224,311 | Jun 30, 2024 |
BLUE BARN WEALTH, LLC | 0.00% | 0.12% | 2,006 | 2,006 | 100.00% | 213,559 | Jun 30, 2024 |
WEALTHSTREAM ADVISORS, INC. | 0.00% | 0.08% | 1,998 | 1,998 | 100.00% | 212,697 | Jun 30, 2024 |
FORTE CAPITAL LLC /ADV | 0.00% | 0.03% | 1,980 | 1,980 | 100.00% | 210,791 | Jun 30, 2024 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 0.00% | 0.01% | 1,975 | 1,975 | 100.00% | 210,259 | Jun 30, 2024 |
VAN STRUM & TOWNE INC. | 0.00% | 0.08% | 1,972 | 1,972 | 100.00% | 209,940 | Jun 30, 2024 |
PATHWAY FINANCIAL ADVISORS LLC | 0.00% | 0.06% | 1,968 | 1,968 | 100.00% | 209,513 | Jun 30, 2024 |
GRATUS CAPITAL LLC | 0.00% | 0.01% | 1,951 | 1,951 | 100.00% | 207,704 | Jun 30, 2024 |
GOEPPER BURKHARDT LLC | 0.00% | 0.09% | 1,950 | 1,950 | 100.00% | 207,597 | Jun 30, 2024 |
SMITH, MOORE & CO. | 0.00% | 0.02% | 1,947 | 1,947 | 100.00% | 207,254 | Jun 30, 2024 |
VISTA WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 1,933 | 1,933 | 100.00% | 205,787 | Jun 30, 2024 |
COMMONWEALTH RETIREMENT INVESTMENTS LLC | 0.00% | 0.09% | 1,931 | 1,931 | 100.00% | 205,574 | Jun 30, 2024 |
HUMMER FINANCIAL ADVISORY SERVICES INC | 0.00% | 0.18% | 1,926 | 1,926 | 100.00% | 205,042 | Jun 30, 2024 |
NORTHROCK PARTNERS, LLC | 0.00% | 0.02% | 1,923 | 1,923 | 100.00% | 204,674 | Jun 30, 2024 |
ALAN B. LANCZ & ASSOCIATES, INC. | 0.00% | 0.20% | 1,918 | 1,918 | 100.00% | 204,191 | Jun 30, 2024 |
SEARLE & CO. | 0.00% | 0.05% | 1,900 | 1,900 | 100.00% | 202,274 | Jun 30, 2024 |
FAIRHAVEN WEALTH MANAGEMENT, LLC | 0.00% | 0.07% | 1,899 | 1,899 | 100.00% | 202,168 | Jun 30, 2024 |
AAF WEALTH MANAGEMENT, LLC | 0.00% | 0.10% | 1,898 | 1,898 | 100.00% | 202,062 | Jun 30, 2024 |
WARTHER PRIVATE WEALTH, LLC | 0.00% | 0.08% | 1,887 | 1,887 | 100.00% | 200,890 | Jun 30, 2024 |
0.00% | 0.15% | 1,551 | 1,551 | 100.00% | 171,432 | Jun 30, 2024 | |
RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.07% | 1,311 | 1,311 | 100.00% | 139,607 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | - | 0.06% | 1,014 | 1,014 | 100.00% | 107,950 | Jun 30, 2024 |
CAMELOT PORTFOLIOS, LLC | - | 0.04% | 600 | 600 | 100.00% | 63,876 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.02% | 587 | 587 | 100.00% | 62,485 | Jun 30, 2024 |
- | 0.04% | 500 | 500 | 100.00% | 53,230 | Jun 30, 2024 | |
- | 0.02% | 486 | 486 | 100.00% | 51,740 | Jun 30, 2024 | |
COPPELL ADVISORY SOLUTIONS LLC | - | 0.01% | 421 | 421 | 100.00% | 44,820 | Jun 30, 2024 |
FAMILY FIRM, INC. | - | 0.01% | 380 | 380 | 100.00% | 40,455 | Jun 30, 2024 |
ACCENT CAPITAL MANAGEMENT, LLC | - | 0.02% | 350 | 350 | 100.00% | 37,261 | Jun 30, 2024 |
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | - | 0.02% | 280 | 280 | 100.00% | 30,000 | Jun 30, 2024 |
AMERITAS INVESTMENT PARTNERS, INC. | - | 0.00% | 150 | 150 | 100.00% | 15,969 | Jun 30, 2024 |
TRADEWINDS CAPITAL MANAGEMENT, LLC | - | 0.00% | 150 | 150 | 100.00% | 15,969 | Jun 30, 2024 |
ARROW FINANCIAL CORP | - | 0.00% | 142 | 142 | 100.00% | 15,117 | Jun 30, 2024 |
GREAT LAKES RETIREMENT, INC. | - | 0.00% | 107 | 107 | 100.00% | 11,391 | Jun 30, 2024 |
BELVEDERE TRADING LLC | - | - | 100 | 100 | 100.00% | 11,370 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ADAGE CAPITAL PARTNERS GP, L.L.C. | - | - | - | -323,549 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -142,265 | -100.00% | - | Jun 30, 2024 |
RICHARD C. YOUNG & CO., LTD. | - | - | - | -131,600 | -100.00% | - | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -131,247 | -100.00% | - | Jun 30, 2024 |
WOODLINE PARTNERS LP | - | - | - | -105,656 | -100.00% | - | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -82,943 | -100.00% | - | Jun 30, 2024 |
CORDA INVESTMENT MANAGEMENT, LLC. | - | - | - | -77,038 | -100.00% | - | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -62,752 | -100.00% | - | Jun 30, 2024 |
ABRDN PLC | - | - | - | -38,071 | -100.00% | - | Jun 30, 2024 |
FORA CAPITAL, LLC | - | - | - | -30,681 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -28,257 | -100.00% | - | Jun 30, 2024 |
NOMURA HOLDINGS INC | - | - | - | -27,100 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -24,856 | -100.00% | - | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -20,321 | -100.00% | - | Jun 30, 2024 |
MASON & ASSOCIATES, LLC | - | - | - | -19,954 | -100.00% | - | Jun 30, 2024 |
ARCHFORD CAPITAL STRATEGIES, LLC | - | - | - | -14,073 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -10,302 | -100.00% | - | Jun 30, 2024 |
WOLVERINE TRADING, LLC | - | - | - | -10,300 | -100.00% | - | Jun 30, 2024 |
QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -7,557 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -6,687 | -100.00% | - | Jun 30, 2024 |
CREATIVEONE WEALTH, LLC | - | - | - | -6,239 | -100.00% | - | Jun 30, 2024 |
PRIVIUM FUND MANAGEMENT B.V. | - | - | - | -6,000 | -100.00% | - | Jun 30, 2024 |
JUNCTURE WEALTH STRATEGIES, LLC | - | - | - | -5,900 | -100.00% | - | Jun 30, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
MONOGRAPH WEALTH ADVISORS, LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
GENUS CAPITAL MANAGEMENT INC. | - | - | - | -4,771 | -100.00% | - | Jun 30, 2024 |
FDX ADVISORS, INC. | - | - | - | -4,694 | -100.00% | - | Jun 30, 2024 |
SIT INVESTMENT ASSOCIATES INC | - | - | - | -4,450 | -100.00% | - | Jun 30, 2024 |
HOYLECOHEN, LLC | - | - | - | -4,147 | -100.00% | - | Jun 30, 2024 |
ENCOMPASS WEALTH ADVISORS, LLC | - | - | - | -3,932 | -100.00% | - | Jun 30, 2024 |
D.B. ROOT & COMPANY, LLC | - | - | - | -3,902 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -3,875 | -100.00% | - | Jun 30, 2024 |
ROCKPORT WEALTH LLC | - | - | - | -3,842 | -100.00% | - | Jun 30, 2024 |
HARTLINE INVESTMENT CORP/ | - | - | - | -3,685 | -100.00% | - | Jun 30, 2024 |
BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | - | - | - | -3,685 | -100.00% | - | Jun 30, 2024 |
TEAM HEWINS, LLC | - | - | - | -3,636 | -100.00% | - | Jun 30, 2024 |
NWAM LLC | - | - | - | -3,605 | -100.00% | - | Jun 30, 2024 |
AVEO CAPITAL PARTNERS, LLC | - | - | - | -2,593 | -100.00% | - | Jun 30, 2024 |
LIBERTY WEALTH MANAGEMENT LLC | - | - | - | -2,474 | -100.00% | - | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS, LLC | - | - | - | -2,351 | -100.00% | - | Jun 30, 2024 |
PRUDENT MAN ADVISORS, LLC | - | - | - | -2,334 | -100.00% | - | Jun 30, 2024 |
BUTTONWOOD FINANCIAL ADVISORS INC. | - | - | - | -2,330 | -100.00% | - | Jun 30, 2024 |
SAPIENT CAPITAL LLC | - | - | - | -2,308 | -100.00% | - | Jun 30, 2024 |
RIVER WEALTH ADVISORS LLC | - | - | - | -2,246 | -100.00% | - | Jun 30, 2024 |
PHYSICIAN WEALTH ADVISORS, INC. | - | - | - | -2,204 | -100.00% | - | Jun 30, 2024 |
TRITONPOINT WEALTH, LLC | - | - | - | -2,157 | -100.00% | - | Jun 30, 2024 |
F/M INVESTMENTS LLC | - | - | - | -2,150 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -2,142 | -100.00% | - | Jun 30, 2024 |
CYPRESS WEALTH SERVICES, LLC | - | - | - | -2,084 | -100.00% | - | Jun 30, 2024 |
FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -1,254 | -100.00% | - | Jun 30, 2024 |
JOHNSON FINANCIAL GROUP, INC. | - | - | - | -559 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -542 | -100.00% | - | Jun 30, 2024 |
FORTIS ADVISORS, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -485 | -100.00% | - | Jun 30, 2024 |
NEMES RUSH GROUP LLC | - | - | - | -466 | -100.00% | - | Jun 30, 2024 |
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -299 | -100.00% | - | Jun 30, 2024 |
CLEARSTEAD TRUST, LLC | - | - | - | -269 | -100.00% | - | Jun 30, 2024 |
PRIVATE OCEAN, LLC | - | - | - | -255 | -100.00% | - | Jun 30, 2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -208 | -100.00% | - | Jun 30, 2024 |
MCCARTHY GRITTINGER FINANCIAL GROUP, LLC | - | - | - | -152 | -100.00% | - | Jun 30, 2024 |
BLUME CAPITAL MANAGEMENT, INC. | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
IAG WEALTH PARTNERS, LLC | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
PFG PRIVATE WEALTH MANAGEMENT, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -99 | -100.00% | - | Jun 30, 2024 |
GOALVEST ADVISORY LLC | - | - | - | -77 | -100.00% | - | Jun 30, 2024 |
LIFESTEPS FINANCIAL, INC. | - | - | - | -67 | -100.00% | - | Jun 30, 2024 |
FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
AMERICAN CAPITAL ADVISORY, LLC | - | - | - | -29 | -100.00% | - | Jun 30, 2024 |
TORTOISE INVESTMENT MANAGEMENT, LLC | - | - | - | -26 | -100.00% | - | Jun 30, 2024 |
TRUNORTH CAPITAL MANAGEMENT, LLC | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
Novartis Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
BlackRock Capital Appreciation Fund, Inc. | 2.82% | 454,620 | - | - | Feb 29, 2024 |
PARNASSUS FUNDS | 0.83% | 1,242,128 | - | - | Mar 31, 2024 |
ALGER FUNDS II | 0.82% | 186,756 | - | - | Jan 31, 2024 |
DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.77% | 5,079 | - | - | Mar 31, 2021 |
ActiveShares ETF Trust | 0.67% | 580 | - | - | Mar 31, 2024 |
LAUDUS TRUST | 0.63% | 318,308 | - | - | Mar 31, 2024 |
HIGHLAND FUNDS II | 0.51% | 7,600 | - | - | Dec 31, 2023 |
INVESCO BLDRS INDEX FUNDS TRUST | 0.49% | 27,878 | - | - | Dec 31, 2022 |
Voya VARIABLE FUNDS | 0.44% | 377,746 | - | - | Mar 31, 2024 |
BLACKROCK ENHANCED CAPITAL & INCOME FUND, INC. | 0.44% | 75,802 | - | - | Mar 31, 2024 |
ALGER INSTITUTIONAL FUNDS | 0.43% | 112,925 | - | - | Jan 31, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.38% | 145,139 | - | - | Mar 31, 2024 |
Investment House Funds | 0.35% | 7,000 | - | - | Jul 31, 2021 |
Emerge ETF Trust | 0.33% | 439 | 348 | 382.42% | Apr 28, 2023 |
Ark ETF Trust | 0.31% | 2,528,010 | - | - | Jan 31, 2024 |
BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 0.28% | 191,112 | - | - | Mar 28, 2024 |
FRANKLIN MUTUAL SERIES FUNDS | 0.20% | 4,700,374 | -372,252 | -7.34% | Mar 31, 2024 |
PRUDENTIAL SECTOR FUNDS, INC. | 0.19% | 399,741 | - | - | Feb 29, 2024 |
REYNOLDS FUNDS INC | 0.17% | 1,900 | - | - | Mar 31, 2024 |
AMERICAN CENTURY MUNICIPAL TRUST | 0.17% | 6,960,000 | - | - | Feb 29, 2024 |
VANGUARD HORIZON FUNDS | 0.14% | 3,427,500 | - | - | Mar 31, 2024 |
MSS Series Trust | 0.14% | 10,900 | -10,300 | -48.58% | Feb 29, 2024 |
CULLEN FUNDS TRUST | 0.13% | 318,818 | 48,917 | 18.12% | Mar 31, 2024 |
OAK ASSOCIATES FUNDS | 0.12% | 131,254 | - | - | Jan 31, 2024 |
AMANA MUTUAL FUNDS TRUST | 0.11% | 295,400 | - | - | Feb 29, 2024 |
PRIMECAP Odyssey Funds | 0.10% | 792,536 | -222,110 | -21.89% | Jan 31, 2024 |
AMERICAN MUTUAL FUND | 0.10% | 894,245 | - | - | Jan 31, 2024 |
VANGUARD FENWAY FUNDS | 0.09% | 2,285,300 | - | - | Mar 31, 2024 |
USCA Fund Trust | 0.09% | 3,000 | -1,000 | -25.00% | Sep 30, 2020 |
LIBERTY ALL STAR EQUITY FUND | 0.08% | 68,000 | - | - | Dec 31, 2023 |
NORTHERN FUNDS | 0.08% | 12,000,000 | - | - | Mar 28, 2024 |
MASTER FOCUS GROWTH LLC | 0.08% | 28,748 | - | - | Nov 30, 2020 |
LORD ABBETT SECURITIES TRUST | 0.07% | 352,123 | - | - | Jan 31, 2024 |
BNY MELLON FUNDS TRUST | 0.07% | 5,200,000 | - | - | Aug 31, 2023 |
BNY MELLON FUNDS TRUST | 0.07% | 4,755,000 | 4,755,000 | - | Feb 29, 2024 |
Davis Fundamental ETF Trust | 0.06% | 28,591 | - | - | Jan 31, 2024 |
GABELLI EQUITY TRUST INC | 0.06% | 75,000 | -2,500 | -3.23% | Dec 29, 2023 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.06% | 597,536 | -76,074 | -11.29% | Mar 31, 2024 |
FRANKLIN VALUE INVESTORS TRUST | 0.06% | 218,300 | - | - | Jan 31, 2024 |
SARATOGA ADVANTAGE TRUST | 0.06% | 3,591 | - | - | Feb 29, 2024 |
ALLSPRING VARIABLE TRUST | 0.06% | 36,187 | - | - | Mar 31, 2024 |
Voya EQUITY TRUST | 0.06% | 84,231 | - | - | Feb 29, 2024 |
John Hancock Funds III | 0.05% | 815,628 | - | - | Mar 31, 2024 |
VANGUARD WINDSOR FUNDS | 0.05% | 1,947,000 | - | - | Jan 31, 2024 |
VANGUARD CHESTER FUNDS | 0.05% | 14,327,125 | - | - | Mar 31, 2024 |
NORTHERN FUNDS | 0.05% | 7,050,000 | - | - | Mar 28, 2024 |
ULTRA SERIES FUND | 0.05% | 87,123 | - | - | Mar 31, 2024 |
WASHINGTON MUTUAL INVESTORS FUND | 0.04% | 828,683 | - | - | Jan 31, 2024 |
TOUCHSTONE VARIABLE SERIES TRUST | 0.04% | 31,766 | - | - | Mar 31, 2024 |
Tekla World Healthcare Fund | 0.03% | 38,071 | - | - | Mar 31, 2024 |
MADISON FUNDS | 0.03% | 150,054 | - | - | Jan 31, 2024 |
T. Rowe Price U.S. Equity Research Fund, Inc. | 0.02% | 30,960 | - | - | Mar 31, 2024 |
BERNSTEIN SANFORD C FUND INC | 0.02% | 7,000,000 | 7,000,000 | - | Mar 31, 2024 |
Columbia Funds Variable Series Trust II | 0.02% | 727,094 | - | - | Mar 31, 2024 |
Natixis ETF Trust II | 0.02% | 395 | - | - | Mar 31, 2024 |
PROFESSIONALLY MANAGED PORTFOLIOS | 0.02% | 123,324 | - | - | Feb 29, 2024 |
ALGER FUNDS | 0.02% | 18,663 | 3,733 | 25.00% | Jan 31, 2024 |
AB MUNICIPAL INCOME FUND, INC. | 0.02% | 2,000,000 | 2,000,000 | - | Feb 29, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.02% | 172,373 | - | - | Mar 28, 2024 |
DOMINI INVESTMENT TRUST | 0.02% | 102,762 | - | - | Jan 31, 2024 |
HARBOR FUNDS | 0.02% | 390,772 | - | - | Jan 31, 2024 |
Horizon Funds | 0.02% | 30,570 | - | - | Feb 29, 2024 |
GABELLI EQUITY SERIES FUNDS INC | 0.01% | 12,000 | - | - | Dec 29, 2023 |
NORTHERN FUNDS | 0.01% | 2,165,000 | - | - | Mar 28, 2024 |
AMERICAN CENTURY ETF TRUST | 0.01% | 1,530,000 | - | - | Feb 29, 2024 |
NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.01% | 131,249 | - | - | Jan 31, 2024 |
HARTFORD SERIES FUND INC | 0.01% | 425,336 | -5,235 | -1.22% | Mar 31, 2024 |
ALGER PORTFOLIOS | 0.01% | 3,493 | -316 | -8.30% | Dec 31, 2023 |
AB BOND FUND, INC. | 0.01% | 1,000,000 | 1,000,000 | - | Jan 31, 2024 |
DFA INVESTMENT TRUST CO | 0.01% | 1,260,281 | -118,289 | -8.58% | Jan 31, 2024 |
Pacer Funds Trust | 0.01% | 395,884 | 386,422 | 4083.94% | Jan 31, 2024 |
KINETICS PORTFOLIOS TRUST | 0.01% | 14,000 | - | - | Mar 31, 2024 |
VANGUARD VARIABLE INSURANCE FUNDS | 0.01% | 397,550 | - | - | Mar 31, 2024 |
FIDELITY CONTRAFUND | 0.01% | 445,373 | - | - | Mar 31, 2024 |
TOUCHSTONE STRATEGIC TRUST | 0.01% | 422,746 | - | - | Mar 31, 2024 |
MANNING & NAPIER FUND, INC. | 0.01% | 307,751 | -1,681 | -0.54% | Jan 31, 2024 |
American Beacon Institutional Funds Trust | 0.01% | 13,353 | - | - | Jan 31, 2024 |
LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.01% | 25,328 | - | - | Dec 29, 2023 |
Fidelity Commonwealth Trust II | 0.01% | 40,000 | - | - | Aug 31, 2023 |
AdvisorShares Trust | 0.01% | 22,665 | - | - | Mar 28, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 30,330 | 26,491 | 690.05% | Mar 31, 2024 |
Natixis Funds Trust IV | 0.00% | 1,463 | 12 | 0.83% | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 4,700,000 | - | - | Jan 31, 2024 |
Dimensional ETF Trust | 0.00% | 1,924,721 | -17,364 | -0.89% | Jan 31, 2024 |
UBS FUNDS | 0.00% | 20,307 | - | - | Mar 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 477,696 | 64,443 | 15.59% | Feb 29, 2024 |
M FUND INC | 0.00% | 1,918 | 1,609 | 520.71% | Mar 31, 2024 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 159,980 | 683 | 0.43% | Mar 31, 2024 |
JANUS INVESTMENT FUND | 0.00% | 1,132,849 | 49,262 | 4.55% | Dec 31, 2023 |
ADVISORS SERIES TRUST | 0.00% | 154,738 | -770 | -0.50% | Mar 31, 2024 |
TrimTabs ETF Trust | 0.00% | 2,020 | - | - | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 36,431 | - | - | Mar 31, 2024 |
Pear Tree Funds | 0.00% | 23,439 | - | - | Mar 31, 2024 |
DODGE & COX FUNDS | 0.00% | 9,440,008 | -742,900 | -7.30% | Mar 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 69,438 | - | - | Jan 31, 2024 |
MML SERIES INVESTMENT FUND | 0.00% | 26,419 | -684 | -2.52% | Dec 31, 2023 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 224,392 | -24,487 | -9.84% | Jan 31, 2024 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.00% | 32,770 | - | - | Jan 31, 2024 |
Ultimus Managers Trust | 0.00% | 26,406 | - | - | Feb 29, 2024 |
Voya INVESTORS TRUST | 0.00% | 119,503 | - | - | Mar 31, 2024 |
Novartis Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 1,277 | 1.27% |
31 Mar, 24 | 1,261 | -1.33% |
31 Dec, 23 | 1,278 | 3.90% |
30 Sep, 23 | 1,230 | 1.07% |
30 Jun, 23 | 1,217 | 2.27% |
31 Mar, 23 | 1,190 | -1.24% |
31 Dec, 22 | 1,205 | 9.95% |
30 Sep, 22 | 1,096 | -4.45% |
30 Jun, 22 | 1,147 | -0.26% |
31 Mar, 22 | 1,150 | -1.46% |
31 Dec, 21 | 1,167 | 6.58% |
30 Sep, 21 | 1,095 | -3.52% |
30 Jun, 21 | 1,135 | -1.30% |
31 Mar, 21 | 1,150 | -4.09% |
31 Dec, 20 | 1,199 | 4.35% |
30 Sep, 20 | 1,149 | -0.43% |
30 Jun, 20 | 1,154 | -0.69% |
31 Mar, 20 | 1,162 | -3.25% |
31 Dec, 19 | 1,201 | 7.52% |
30 Sep, 19 | 1,117 | -0.45% |
30 Jun, 19 | 1,122 | -3.61% |
31 Mar, 19 | 1,164 | 4.68% |
31 Dec, 18 | 1,112 | 5.90% |
30 Sep, 18 | 1,050 | 4.58% |
30 Jun, 18 | 1,004 | -2.52% |
31 Mar, 18 | 1,030 | 0.39% |
31 Dec, 17 | 1,026 | 7.32% |
30 Sep, 17 | 956 | 1.38% |
30 Jun, 17 | 943 | 1.51% |
31 Mar, 17 | 929 | 0.65% |
31 Dec, 16 | 923 | 2.78% |
30 Sep, 16 | 898 | - |
30 Jun, 16 | 898 | 1.24% |
31 Mar, 16 | 887 | -5.54% |
31 Dec, 15 | 939 | -0.21% |
30 Sep, 15 | 941 | -1.98% |
30 Jun, 15 | 960 | 0.31% |
31 Mar, 15 | 957 | 2.13% |
31 Dec, 14 | 937 | 5.16% |
30 Sep, 14 | 891 | 3.13% |
30 Jun, 14 | 864 | 1.77% |
31 Mar, 14 | 849 | 1.31% |
31 Dec, 13 | 838 | 8.13% |
30 Sep, 13 | 775 | 0.13% |
30 Jun, 13 | 774 | 138.89% |
31 Mar, 13 | 324 | 2.86% |
31 Dec, 12 | 315 | 6.06% |
30 Sep, 12 | 297 | 6.83% |
30 Jun, 12 | 278 | 0.36% |
31 Mar, 12 | 277 | 0.73% |
31 Dec, 11 | 275 | 20.09% |
30 Sep, 11 | 229 | -3.78% |
30 Jun, 11 | 238 | 14.42% |
31 Mar, 11 | 208 | 6.12% |
31 Dec, 10 | 196 | 11.36% |
30 Sep, 10 | 176 | 10.00% |
30 Jun, 10 | 160 | 3.90% |
31 Mar, 10 | 154 | 8.45% |
31 Dec, 09 | 142 | -4.05% |
30 Sep, 09 | 148 | - |
30 Jun, 09 | 148 | 8.82% |
31 Mar, 09 | 136 | -7.48% |
31 Dec, 08 | 147 | 13.08% |
30 Sep, 08 | 130 | 0.78% |
30 Jun, 08 | 129 | -5.84% |
31 Mar, 08 | 137 | -2.84% |
31 Dec, 07 | 141 | -2.76% |
30 Sep, 07 | 145 | 10.69% |
30 Jun, 07 | 131 | -1.50% |
31 Mar, 07 | 133 | -0.75% |
31 Dec, 06 | 134 | 8.06% |
30 Sep, 06 | 124 | 5.08% |
30 Jun, 06 | 118 | -3.28% |
31 Mar, 06 | 122 | 18.45% |
31 Dec, 05 | 103 | 18.39% |
30 Sep, 05 | 87 | 14.47% |
30 Jun, 05 | 76 | 13.43% |
31 Mar, 05 | 67 | 13.56% |
31 Dec, 04 | 59 | 20.41% |
30 Sep, 04 | 49 | 16.67% |
30 Jun, 04 | 42 | -14.29% |
31 Mar, 04 | 49 | 32.43% |
31 Dec, 03 | 37 | -9.76% |
30 Sep, 03 | 41 | 7.89% |
30 Jun, 03 | 38 | - |
31 Mar, 03 | 38 | 8.57% |
31 Dec, 02 | 35 | - |
30 Sep, 02 | 35 | 2.94% |
30 Jun, 02 | 34 | 17.24% |
31 Mar, 02 | 29 | 52.63% |
31 Dec, 01 | 19 | -5.00% |
30 Sep, 01 | 20 | -4.76% |
30 Jun, 01 | 21 | - |
31 Mar, 01 | 21 | 31.25% |
31 Dec, 00 | 16 | -5.88% |
30 Sep, 00 | 17 | 30.77% |
30 Jun, 00 | 13 | 160.00% |
31 Mar, 00 | 5 | -16.67% |
31 Dec, 99 | 6 | - |
30 Sep, 99 | 6 | 20.00% |
30 Jun, 99 | 5 | -16.67% |
31 Mar, 99 | 6 | 500.00% |
31 Dec, 98 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 135,588,442 | -3.29% |
31 Mar, 24 | 140,195,301 | -0.44% |
31 Dec, 23 | 140,820,235 | -5.07% |
30 Sep, 23 | 148,346,836 | -0.16% |
30 Jun, 23 | 148,590,273 | -14.89% |
31 Mar, 23 | 174,586,905 | 2.11% |
31 Dec, 22 | 170,982,542 | -4.72% |
30 Sep, 22 | 179,461,017 | -10.00% |
30 Jun, 22 | 199,409,439 | -4.07% |
31 Mar, 22 | 207,866,151 | -1.49% |
31 Dec, 21 | 211,018,151 | -3.90% |
30 Sep, 21 | 219,570,802 | 1.39% |
30 Jun, 21 | 216,550,673 | -0.80% |
31 Mar, 21 | 218,303,142 | -4.07% |
31 Dec, 20 | 227,576,327 | 0.74% |
30 Sep, 20 | 225,912,023 | -4.80% |
30 Jun, 20 | 237,292,736 | -4.03% |
31 Mar, 20 | 247,264,059 | -3.95% |
31 Dec, 19 | 257,442,900 | 5.66% |
30 Sep, 19 | 243,650,865 | -5.13% |
30 Jun, 19 | 256,838,014 | -6.04% |
31 Mar, 19 | 273,338,137 | 0.36% |
31 Dec, 18 | 272,352,224 | 4.53% |
30 Sep, 18 | 260,549,143 | 2.76% |
30 Jun, 18 | 253,553,321 | -0.77% |
31 Mar, 18 | 255,531,857 | 1.77% |
31 Dec, 17 | 251,084,386 | -2.82% |
30 Sep, 17 | 258,369,201 | -0.68% |
30 Jun, 17 | 260,146,471 | -3.20% |
31 Mar, 17 | 268,737,293 | 7.51% |
31 Dec, 16 | 249,953,757 | 5.99% |
30 Sep, 16 | 235,827,573 | 0.53% |
30 Jun, 16 | 234,576,949 | -1.53% |
31 Mar, 16 | 238,221,029 | 1.93% |
31 Dec, 15 | 233,707,099 | -0.10% |
30 Sep, 15 | 233,944,938 | -0.53% |
30 Jun, 15 | 235,195,222 | 0.42% |
31 Mar, 15 | 234,209,644 | -0.47% |
31 Dec, 14 | 235,305,030 | 1.08% |
30 Sep, 14 | 232,782,512 | -1.63% |
30 Jun, 14 | 236,637,709 | -0.56% |
31 Mar, 14 | 237,973,844 | -1.81% |
31 Dec, 13 | 242,369,721 | 1.97% |
30 Sep, 13 | 237,677,761 | -0.80% |
30 Jun, 13 | 239,601,551 | 92.88% |
31 Mar, 13 | 124,220,034 | -6.98% |
31 Dec, 12 | 133,542,525 | 12.11% |
30 Sep, 12 | 119,113,665 | 7.52% |
30 Jun, 12 | 110,784,455 | 0.22% |
31 Mar, 12 | 110,544,636 | 3.02% |
31 Dec, 11 | 107,300,807 | 1.47% |
30 Sep, 11 | 105,741,633 | -10.56% |
30 Jun, 11 | 118,230,763 | 17.36% |
31 Mar, 11 | 100,742,394 | 14.28% |
31 Dec, 10 | 88,152,670 | -4.87% |
30 Sep, 10 | 92,663,769 | 4.26% |
30 Jun, 10 | 88,877,650 | -96.27% |
31 Mar, 10 | 2,384,315,322 | 2302.16% |
31 Dec, 09 | 99,256,987 | -15.15% |
30 Sep, 09 | 116,982,307 | -0.81% |
30 Jun, 09 | 117,932,290 | 2.03% |
31 Mar, 09 | 115,583,082 | -6.72% |
31 Dec, 08 | 123,907,438 | 11.93% |
30 Sep, 08 | 110,704,534 | -1.96% |
30 Jun, 08 | 112,917,230 | -13.36% |
31 Mar, 08 | 130,324,150 | 178.58% |
31 Dec, 07 | 46,782,136 | -61.51% |
30 Sep, 07 | 121,553,313 | 24.92% |
30 Jun, 07 | 97,302,449 | 126.57% |
31 Mar, 07 | 42,945,277 | -41.41% |
31 Dec, 06 | 73,296,168 | -14.84% |
30 Sep, 06 | 86,066,198 | 4.65% |
30 Jun, 06 | 82,244,832 | 83.57% |
31 Mar, 06 | 44,802,105 | -6.13% |
31 Dec, 05 | 47,729,322 | -28.71% |
30 Sep, 05 | 66,946,908 | 6.35% |
30 Jun, 05 | 62,948,519 | 26.56% |
31 Mar, 05 | 49,736,294 | 28.89% |
31 Dec, 04 | 38,587,271 | 6.89% |
30 Sep, 04 | 36,101,664 | 24.20% |
30 Jun, 04 | 29,067,307 | 171.68% |
31 Mar, 04 | 10,698,904 | 27.59% |
31 Dec, 03 | 8,385,369 | -1.19% |
30 Sep, 03 | 8,486,415 | 49.22% |
30 Jun, 03 | 5,687,008 | -40.02% |
31 Mar, 03 | 9,481,053 | 0.49% |
31 Dec, 02 | 9,434,643 | 11.14% |
30 Sep, 02 | 8,488,863 | -28.75% |
30 Jun, 02 | 11,914,032 | -48.04% |
31 Mar, 02 | 22,928,873 | 63.81% |
31 Dec, 01 | 13,997,386 | 32.16% |
30 Sep, 01 | 10,591,191 | -51.58% |
30 Jun, 01 | 21,872,682 | 35.40% |
31 Mar, 01 | 16,154,582 | 64.19% |
31 Dec, 00 | 9,839,033 | 51.01% |
30 Sep, 00 | 6,515,635 | 43.65% |
30 Jun, 00 | 4,535,759 | 2557.32% |
31 Mar, 00 | 170,689 | -11.84% |
31 Dec, 99 | 193,623 | 3.89% |
30 Sep, 99 | 186,380 | 102.73% |
30 Jun, 99 | 91,935 | -74.98% |
31 Mar, 99 | 367,398 | 3101.45% |
31 Dec, 98 | 11,476 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 6.63% | 14.10% |
31 Mar, 24 | 6.86% | 14.54% |
31 Dec, 23 | 6.87% | 13.27% |
30 Sep, 23 | 7.19% | 14.14% |
30 Jun, 23 | 7.13% | 10.42% |
31 Mar, 23 | 8.27% | 13.46% |
31 Dec, 22 | 7.84% | 11.43% |
30 Sep, 22 | 8.28% | 10.06% |
30 Jun, 22 | 9.07% | 10.39% |
31 Mar, 22 | 9.34% | 10.55% |
31 Dec, 21 | 9.41% | 9.77% |
30 Sep, 21 | 9.82% | 10.53% |
30 Jun, 21 | 9.65% | 10.27% |
31 Mar, 21 | 9.69% | 9.70% |
31 Dec, 20 | 9.99% | 10.22% |
30 Sep, 20 | 9.89% | 9.20% |
30 Jun, 20 | 10.37% | 8.78% |
31 Mar, 20 | 10.87% | 8.61% |
31 Dec, 19 | 11.24% | 9.77% |
30 Sep, 19 | 10.72% | 8.67% |
30 Jun, 19 | 11.12% | 8.00% |
31 Mar, 19 | 11.79% | 8.55% |
31 Dec, 18 | 11.74% | 9.27% |
30 Sep, 18 | 11.25% | 9.48% |
30 Jun, 18 | 10.90% | 9.03% |
31 Mar, 18 | 10.99% | 9.59% |
31 Dec, 17 | 10.70% | 8.74% |
30 Sep, 17 | 11.07% | 9.06% |
30 Jun, 17 | 11.05% | 8.61% |
31 Mar, 17 | 11.33% | 10.25% |
31 Dec, 16 | 10.51% | 10.70% |
30 Sep, 16 | 9.91% | 10.21% |
30 Jun, 16 | 9.85% | 9.83% |
31 Mar, 16 | 10.01% | 10.59% |
31 Dec, 15 | 9.73% | 10.28% |
30 Sep, 15 | 9.73% | 10.28% |
30 Jun, 15 | 9.73% | 10.29% |
31 Mar, 15 | 9.72% | 10.33% |
31 Dec, 14 | 9.70% | 10.50% |
30 Sep, 14 | 9.61% | 10.19% |
30 Jun, 14 | 9.71% | 10.21% |
31 Mar, 14 | 9.75% | 9.82% |
31 Dec, 13 | 9.97% | 10.52% |
30 Sep, 13 | 9.73% | 10.20% |
30 Jun, 13 | 9.77% | 37.72% |
31 Mar, 13 | 5.09% | 16.69% |
31 Dec, 12 | 5.52% | 22.78% |
30 Sep, 12 | 4.92% | 23.52% |
30 Jun, 12 | 4.58% | 21.84% |
31 Mar, 12 | 4.58% | 23.02% |
31 Dec, 11 | 4.46% | 23.43% |
30 Sep, 11 | 4.36% | 17.96% |
30 Jun, 11 | 4.93% | 25.47% |
31 Mar, 11 | 4.40% | 29.64% |
31 Dec, 10 | 3.85% | 23.49% |
30 Sep, 10 | 4.05% | 26.83% |
30 Jun, 10 | 3.88% | 0.04% |
31 Mar, 10 | 104.62% | 546.32% |
31 Dec, 09 | 4.38% | 16.45% |
30 Sep, 09 | 5.16% | 19.00% |
30 Jun, 09 | 5.21% | 20.03% |
31 Mar, 09 | 5.10% | 17.01% |
31 Dec, 08 | 5.48% | 22.91% |
30 Sep, 08 | 4.89% | 19.70% |
30 Jun, 08 | 4.98% | 15.08% |
31 Mar, 08 | 5.75% | 136.14% |
31 Dec, 07 | 2.05% | 7.43% |
30 Sep, 07 | 5.26% | 30.37% |
30 Jun, 07 | 4.16% | 124.08% |
31 Mar, 07 | 1.83% | 18.75% |
31 Dec, 06 | 3.13% | 23.25% |
30 Sep, 06 | 3.67% | 29.83% |
30 Jun, 06 | 3.51% | 95.60% |
31 Mar, 06 | 1.91% | 45.74% |
31 Dec, 05 | 2.05% | 25.08% |
30 Sep, 05 | 2.86% | 39.12% |
30 Jun, 05 | 2.70% | 59.41% |
31 Mar, 05 | 2.13% | 79.47% |
31 Dec, 04 | 1.64% | 74.87% |
30 Sep, 04 | 1.48% | 105.67% |
30 Jun, 04 | 1.18% | 627.85% |
31 Mar, 04 | 0.43% | 349.76% |
31 Dec, 03 | 0.35% | 300.35% |
30 Sep, 03 | 0.34% | 646.94% |
30 Jun, 03 | 0.23% | 156.52% |
31 Mar, 03 | 0.38% | 264.30% |
31 Dec, 02 | 0.38% | 337.76% |
30 Sep, 02 | 0.34% | 153.46% |
30 Jun, 02 | 0.47% | 57.17% |
31 Mar, 02 | 0.90% | 300.67% |
31 Dec, 01 | 0.55% | 319.70% |
30 Sep, 01 | 0.41% | 57.94% |
30 Jun, 01 | 0.85% | 217.43% |
31 Mar, 01 | 0.62% | 446.28% |
31 Dec, 00 | 0.37% | 620.29% |
30 Sep, 00 | 0.25% | 815.62% |
30 Jun, 00 | 0.17% | 395287.88% |
31 Mar, 00 | 0.01% | 12179.73% |
31 Dec, 99 | 0.01% | 14632.39% |
30 Sep, 99 | 0.01% | 62226.47% |
30 Jun, 99 | 0.00% | 1867.16% |
31 Mar, 99 | 0.01% | 8003625.00% |
31 Dec, 98 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 541 | 4.44% |
31 Mar, 24 | 518 | -3.18% |
31 Dec, 23 | 535 | 14.32% |
30 Sep, 23 | 468 | 6.12% |
30 Jun, 23 | 441 | -1.34% |
31 Mar, 23 | 447 | -6.29% |
31 Dec, 22 | 477 | 22.31% |
30 Sep, 22 | 390 | -10.34% |
30 Jun, 22 | 435 | -13.52% |
31 Mar, 22 | 503 | 2.65% |
31 Dec, 21 | 490 | 15.02% |
30 Sep, 21 | 426 | -10.50% |
30 Jun, 21 | 476 | -1.86% |
31 Mar, 21 | 485 | -7.79% |
31 Dec, 20 | 526 | 23.76% |
30 Sep, 20 | 425 | -14.49% |
30 Jun, 20 | 497 | -1.58% |
31 Mar, 20 | 505 | -11.40% |
31 Dec, 19 | 570 | 32.56% |
30 Sep, 19 | 430 | -12.24% |
30 Jun, 19 | 490 | -8.24% |
31 Mar, 19 | 534 | 9.88% |
31 Dec, 18 | 486 | 6.35% |
30 Sep, 18 | 457 | 12.01% |
30 Jun, 18 | 408 | -8.72% |
31 Mar, 18 | 447 | -6.29% |
31 Dec, 17 | 477 | 15.22% |
30 Sep, 17 | 414 | 4.28% |
30 Jun, 17 | 397 | -5.92% |
31 Mar, 17 | 422 | -1.86% |
31 Dec, 16 | 430 | 17.49% |
30 Sep, 16 | 366 | -11.81% |
30 Jun, 16 | 415 | 5.06% |
31 Mar, 16 | 395 | -4.13% |
31 Dec, 15 | 412 | 9.57% |
30 Sep, 15 | 376 | -5.53% |
30 Jun, 15 | 398 | 1.53% |
31 Mar, 15 | 392 | -9.26% |
31 Dec, 14 | 432 | 19.67% |
30 Sep, 14 | 361 | 0.56% |
30 Jun, 14 | 359 | -2.18% |
31 Mar, 14 | 367 | -8.25% |
31 Dec, 13 | 400 | 20.85% |
30 Sep, 13 | 331 | -42.93% |
30 Jun, 13 | 580 | 249.40% |
31 Mar, 13 | 166 | -5.14% |
31 Dec, 12 | 175 | 13.64% |
30 Sep, 12 | 154 | 2.67% |
30 Jun, 12 | 150 | -9.64% |
31 Mar, 12 | 166 | 2.47% |
31 Dec, 11 | 162 | 20.00% |
30 Sep, 11 | 135 | -21.97% |
30 Jun, 11 | 173 | 30.08% |
31 Mar, 11 | 133 | 15.65% |
31 Dec, 10 | 115 | 11.65% |
30 Sep, 10 | 103 | 8.42% |
30 Jun, 10 | 95 | 5.56% |
31 Mar, 10 | 90 | 8.43% |
31 Dec, 09 | 83 | -3.49% |
30 Sep, 09 | 86 | -5.49% |
30 Jun, 09 | 91 | 30.00% |
31 Mar, 09 | 70 | -23.91% |
31 Dec, 08 | 92 | 27.78% |
30 Sep, 08 | 72 | 4.35% |
30 Jun, 08 | 69 | 6.15% |
31 Mar, 08 | 65 | -26.97% |
31 Dec, 07 | 89 | 9.88% |
30 Sep, 07 | 81 | 8.00% |
30 Jun, 07 | 75 | -13.79% |
31 Mar, 07 | 87 | -2.25% |
31 Dec, 06 | 89 | 17.11% |
30 Sep, 06 | 76 | - |
30 Jun, 06 | 76 | -7.32% |
31 Mar, 06 | 82 | 24.24% |
31 Dec, 05 | 66 | 10.00% |
30 Sep, 05 | 60 | 22.45% |
30 Jun, 05 | 49 | 4.26% |
31 Mar, 05 | 47 | 6.82% |
31 Dec, 04 | 44 | 57.14% |
30 Sep, 04 | 28 | 3.70% |
30 Jun, 04 | 27 | -32.50% |
31 Mar, 04 | 40 | 90.48% |
31 Dec, 03 | 21 | -4.55% |
30 Sep, 03 | 22 | 4.76% |
30 Jun, 03 | 21 | 61.54% |
31 Mar, 03 | 13 | -40.91% |
31 Dec, 02 | 22 | 15.79% |
30 Sep, 02 | 19 | -9.52% |
30 Jun, 02 | 21 | - |
31 Mar, 02 | 21 | 50.00% |
31 Dec, 01 | 14 | - |
30 Sep, 01 | 14 | -6.67% |
30 Jun, 01 | 15 | 50.00% |
31 Mar, 01 | 10 | - |
31 Dec, 00 | 10 | - |
30 Sep, 00 | 10 | -23.08% |
30 Jun, 00 | 13 | 1200.00% |
31 Mar, 00 | 1 | -66.67% |
31 Dec, 99 | 3 | -25.00% |
30 Sep, 99 | 4 | 33.33% |
30 Jun, 99 | 3 | -40.00% |
31 Mar, 99 | 5 | 400.00% |
31 Dec, 98 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 463 | -0.22% |
31 Mar, 24 | 464 | 4.98% |
31 Dec, 23 | 442 | -0.67% |
30 Sep, 23 | 445 | -6.32% |
30 Jun, 23 | 475 | -4.04% |
31 Mar, 23 | 495 | 0.20% |
31 Dec, 22 | 494 | 9.29% |
30 Sep, 22 | 452 | 2.03% |
30 Jun, 22 | 443 | 7.52% |
31 Mar, 22 | 412 | -12.53% |
31 Dec, 21 | 471 | 16.87% |
30 Sep, 21 | 403 | -2.18% |
30 Jun, 21 | 412 | -6.79% |
31 Mar, 21 | 442 | 2.08% |
31 Dec, 20 | 433 | -6.28% |
30 Sep, 20 | 462 | 10.00% |
30 Jun, 20 | 420 | -8.50% |
31 Mar, 20 | 459 | 18.91% |
31 Dec, 19 | 386 | -13.84% |
30 Sep, 19 | 448 | 10.89% |
30 Jun, 19 | 404 | 2.02% |
31 Mar, 19 | 396 | -1.74% |
31 Dec, 18 | 403 | 10.71% |
30 Sep, 18 | 364 | -7.61% |
30 Jun, 18 | 394 | 5.07% |
31 Mar, 18 | 375 | 10.95% |
31 Dec, 17 | 338 | 0.30% |
30 Sep, 17 | 337 | -6.39% |
30 Jun, 17 | 360 | 9.76% |
31 Mar, 17 | 328 | -6.02% |
31 Dec, 16 | 349 | 0.87% |
30 Sep, 16 | 346 | 12.70% |
30 Jun, 16 | 307 | -10.50% |
31 Mar, 16 | 343 | 3.94% |
31 Dec, 15 | 330 | -4.90% |
30 Sep, 15 | 347 | 2.66% |
30 Jun, 15 | 338 | -10.58% |
31 Mar, 15 | 378 | 18.50% |
31 Dec, 14 | 319 | -4.49% |
30 Sep, 14 | 334 | -1.76% |
30 Jun, 14 | 340 | 6.58% |
31 Mar, 14 | 319 | 13.12% |
31 Dec, 13 | 282 | -4.41% |
30 Sep, 13 | 295 | 125.19% |
30 Jun, 13 | 131 | 25.96% |
31 Mar, 13 | 104 | 8.33% |
31 Dec, 12 | 96 | -2.04% |
30 Sep, 12 | 98 | 19.51% |
30 Jun, 12 | 82 | 13.89% |
31 Mar, 12 | 72 | -7.69% |
31 Dec, 11 | 78 | 20.00% |
30 Sep, 11 | 65 | 66.67% |
30 Jun, 11 | 39 | -17.02% |
31 Mar, 11 | 47 | -18.97% |
31 Dec, 10 | 58 | 9.43% |
30 Sep, 10 | 53 | - |
30 Jun, 10 | 53 | 20.45% |
31 Mar, 10 | 44 | 2.33% |
31 Dec, 09 | 43 | -14.00% |
30 Sep, 09 | 50 | 28.21% |
30 Jun, 09 | 39 | -22.00% |
31 Mar, 09 | 50 | 28.21% |
31 Dec, 08 | 39 | 11.43% |
30 Sep, 08 | 35 | -18.60% |
30 Jun, 08 | 43 | -10.42% |
31 Mar, 08 | 48 | 29.73% |
31 Dec, 07 | 37 | -22.92% |
30 Sep, 07 | 48 | 9.09% |
30 Jun, 07 | 44 | 37.50% |
31 Mar, 07 | 32 | -3.03% |
31 Dec, 06 | 33 | -8.33% |
30 Sep, 06 | 36 | 24.14% |
30 Jun, 06 | 29 | 16.00% |
31 Mar, 06 | 25 | 4.17% |
31 Dec, 05 | 24 | 41.18% |
30 Sep, 05 | 17 | 30.77% |
30 Jun, 05 | 13 | 8.33% |
31 Mar, 05 | 12 | 20.00% |
31 Dec, 04 | 10 | -23.08% |
30 Sep, 04 | 13 | 85.71% |
30 Jun, 04 | 7 | 40.00% |
31 Mar, 04 | 5 | -54.55% |
31 Dec, 03 | 11 | 10.00% |
30 Sep, 03 | 10 | 25.00% |
30 Jun, 03 | 8 | -55.56% |
31 Mar, 03 | 18 | 125.00% |
31 Dec, 02 | 8 | -20.00% |
30 Sep, 02 | 10 | 11.11% |
30 Jun, 02 | 9 | 50.00% |
31 Mar, 02 | 6 | 100.00% |
31 Dec, 01 | 3 | -25.00% |
30 Sep, 01 | 4 | 33.33% |
30 Jun, 01 | 3 | -50.00% |
31 Mar, 01 | 6 | 100.00% |
31 Dec, 00 | 3 | 200.00% |
30 Sep, 00 | 1 | - |
30 Jun, 00 | - | -100.00% |
31 Mar, 00 | 3 | - |
31 Dec, 99 | 3 | 200.00% |
30 Sep, 99 | 1 | - |
30 Jun, 99 | 1 | - |
31 Mar, 99 | 1 | - |
31 Dec, 98 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 1,277 | 1.27% | 135,588,442 | -3.29% | 6.63% | 14.10% | 541 | 4.44% | 463 | -0.22% |
31 Mar, 24 | 1,261 | -1.33% | 140,195,301 | -0.44% | 6.86% | 14.54% | 518 | -3.18% | 464 | 4.98% |
31 Dec, 23 | 1,278 | 3.90% | 140,820,235 | -5.07% | 6.87% | 13.27% | 535 | 14.32% | 442 | -0.67% |
30 Sep, 23 | 1,230 | 1.07% | 148,346,836 | -0.16% | 7.19% | 14.14% | 468 | 6.12% | 445 | -6.32% |
30 Jun, 23 | 1,217 | 2.27% | 148,590,273 | -14.89% | 7.13% | 10.42% | 441 | -1.34% | 475 | -4.04% |
31 Mar, 23 | 1,190 | -1.24% | 174,586,905 | 2.11% | 8.27% | 13.46% | 447 | -6.29% | 495 | 0.20% |
31 Dec, 22 | 1,205 | 9.95% | 170,982,542 | -4.72% | 7.84% | 11.43% | 477 | 22.31% | 494 | 9.29% |
30 Sep, 22 | 1,096 | -4.45% | 179,461,017 | -10.00% | 8.28% | 10.06% | 390 | -10.34% | 452 | 2.03% |
30 Jun, 22 | 1,147 | -0.26% | 199,409,439 | -4.07% | 9.07% | 10.39% | 435 | -13.52% | 443 | 7.52% |
31 Mar, 22 | 1,150 | -1.46% | 207,866,151 | -1.49% | 9.34% | 10.55% | 503 | 2.65% | 412 | -12.53% |
31 Dec, 21 | 1,167 | 6.58% | 211,018,151 | -3.90% | 9.41% | 9.77% | 490 | 15.02% | 471 | 16.87% |
30 Sep, 21 | 1,095 | -3.52% | 219,570,802 | 1.39% | 9.82% | 10.53% | 426 | -10.50% | 403 | -2.18% |
30 Jun, 21 | 1,135 | -1.30% | 216,550,673 | -0.80% | 9.65% | 10.27% | 476 | -1.86% | 412 | -6.79% |
31 Mar, 21 | 1,150 | -4.09% | 218,303,142 | -4.07% | 9.69% | 9.70% | 485 | -7.79% | 442 | 2.08% |
31 Dec, 20 | 1,199 | 4.35% | 227,576,327 | 0.74% | 9.99% | 10.22% | 526 | 23.76% | 433 | -6.28% |
30 Sep, 20 | 1,149 | -0.43% | 225,912,023 | -4.80% | 9.89% | 9.20% | 425 | -14.49% | 462 | 10.00% |
30 Jun, 20 | 1,154 | -0.69% | 237,292,736 | -4.03% | 10.37% | 8.78% | 497 | -1.58% | 420 | -8.50% |
31 Mar, 20 | 1,162 | -3.25% | 247,264,059 | -3.95% | 10.87% | 8.61% | 505 | -11.40% | 459 | 18.91% |
31 Dec, 19 | 1,201 | 7.52% | 257,442,900 | 5.66% | 11.24% | 9.77% | 570 | 32.56% | 386 | -13.84% |
30 Sep, 19 | 1,117 | -0.45% | 243,650,865 | -5.13% | 10.72% | 8.67% | 430 | -12.24% | 448 | 10.89% |
30 Jun, 19 | 1,122 | -3.61% | 256,838,014 | -6.04% | 11.12% | 8.00% | 490 | -8.24% | 404 | 2.02% |
31 Mar, 19 | 1,164 | 4.68% | 273,338,137 | 0.36% | 11.79% | 8.55% | 534 | 9.88% | 396 | -1.74% |
31 Dec, 18 | 1,112 | 5.90% | 272,352,224 | 4.53% | 11.74% | 9.27% | 486 | 6.35% | 403 | 10.71% |
30 Sep, 18 | 1,050 | 4.58% | 260,549,143 | 2.76% | 11.25% | 9.48% | 457 | 12.01% | 364 | -7.61% |
30 Jun, 18 | 1,004 | -2.52% | 253,553,321 | -0.77% | 10.90% | 9.03% | 408 | -8.72% | 394 | 5.07% |
31 Mar, 18 | 1,030 | 0.39% | 255,531,857 | 1.77% | 10.99% | 9.59% | 447 | -6.29% | 375 | 10.95% |
31 Dec, 17 | 1,026 | 7.32% | 251,084,386 | -2.82% | 10.70% | 8.74% | 477 | 15.22% | 338 | 0.30% |
30 Sep, 17 | 956 | 1.38% | 258,369,201 | -0.68% | 11.07% | 9.06% | 414 | 4.28% | 337 | -6.39% |
30 Jun, 17 | 943 | 1.51% | 260,146,471 | -3.20% | 11.05% | 8.61% | 397 | -5.92% | 360 | 9.76% |
31 Mar, 17 | 929 | 0.65% | 268,737,293 | 7.51% | 11.33% | 10.25% | 422 | -1.86% | 328 | -6.02% |
31 Dec, 16 | 923 | 2.78% | 249,953,757 | 5.99% | 10.51% | 10.70% | 430 | 17.49% | 349 | 0.87% |
30 Sep, 16 | 898 | - | 235,827,573 | 0.53% | 9.91% | 10.21% | 366 | -11.81% | 346 | 12.70% |
30 Jun, 16 | 898 | 1.24% | 234,576,949 | -1.53% | 9.85% | 9.83% | 415 | 5.06% | 307 | -10.50% |
31 Mar, 16 | 887 | -5.54% | 238,221,029 | 1.93% | 10.01% | 10.59% | 395 | -4.13% | 343 | 3.94% |
31 Dec, 15 | 939 | -0.21% | 233,707,099 | -0.10% | 9.73% | 10.28% | 412 | 9.57% | 330 | -4.90% |
30 Sep, 15 | 941 | -1.98% | 233,944,938 | -0.53% | 9.73% | 10.28% | 376 | -5.53% | 347 | 2.66% |
30 Jun, 15 | 960 | 0.31% | 235,195,222 | 0.42% | 9.73% | 10.29% | 398 | 1.53% | 338 | -10.58% |
31 Mar, 15 | 957 | 2.13% | 234,209,644 | -0.47% | 9.72% | 10.33% | 392 | -9.26% | 378 | 18.50% |
31 Dec, 14 | 937 | 5.16% | 235,305,030 | 1.08% | 9.70% | 10.50% | 432 | 19.67% | 319 | -4.49% |
30 Sep, 14 | 891 | 3.13% | 232,782,512 | -1.63% | 9.61% | 10.19% | 361 | 0.56% | 334 | -1.76% |
30 Jun, 14 | 864 | 1.77% | 236,637,709 | -0.56% | 9.71% | 10.21% | 359 | -2.18% | 340 | 6.58% |
31 Mar, 14 | 849 | 1.31% | 237,973,844 | -1.81% | 9.75% | 9.82% | 367 | -8.25% | 319 | 13.12% |
31 Dec, 13 | 838 | 8.13% | 242,369,721 | 1.97% | 9.97% | 10.52% | 400 | 20.85% | 282 | -4.41% |
30 Sep, 13 | 775 | 0.13% | 237,677,761 | -0.80% | 9.73% | 10.20% | 331 | -42.93% | 295 | 125.19% |
30 Jun, 13 | 774 | 138.89% | 239,601,551 | 92.88% | 9.77% | 37.72% | 580 | 249.40% | 131 | 25.96% |
31 Mar, 13 | 324 | 2.86% | 124,220,034 | -6.98% | 5.09% | 16.69% | 166 | -5.14% | 104 | 8.33% |
31 Dec, 12 | 315 | 6.06% | 133,542,525 | 12.11% | 5.52% | 22.78% | 175 | 13.64% | 96 | -2.04% |
30 Sep, 12 | 297 | 6.83% | 119,113,665 | 7.52% | 4.92% | 23.52% | 154 | 2.67% | 98 | 19.51% |
30 Jun, 12 | 278 | 0.36% | 110,784,455 | 0.22% | 4.58% | 21.84% | 150 | -9.64% | 82 | 13.89% |
31 Mar, 12 | 277 | 0.73% | 110,544,636 | 3.02% | 4.58% | 23.02% | 166 | 2.47% | 72 | -7.69% |
31 Dec, 11 | 275 | 20.09% | 107,300,807 | 1.47% | 4.46% | 23.43% | 162 | 20.00% | 78 | 20.00% |
30 Sep, 11 | 229 | -3.78% | 105,741,633 | -10.56% | 4.36% | 17.96% | 135 | -21.97% | 65 | 66.67% |
30 Jun, 11 | 238 | 14.42% | 118,230,763 | 17.36% | 4.93% | 25.47% | 173 | 30.08% | 39 | -17.02% |
31 Mar, 11 | 208 | 6.12% | 100,742,394 | 14.28% | 4.40% | 29.64% | 133 | 15.65% | 47 | -18.97% |
31 Dec, 10 | 196 | 11.36% | 88,152,670 | -4.87% | 3.85% | 23.49% | 115 | 11.65% | 58 | 9.43% |
30 Sep, 10 | 176 | 10.00% | 92,663,769 | 4.26% | 4.05% | 26.83% | 103 | 8.42% | 53 | - |
30 Jun, 10 | 160 | 3.90% | 88,877,650 | -96.27% | 3.88% | 0.04% | 95 | 5.56% | 53 | 20.45% |
31 Mar, 10 | 154 | 8.45% | 2,384,315,322 | 2302.16% | 104.62% | 546.32% | 90 | 8.43% | 44 | 2.33% |
31 Dec, 09 | 142 | -4.05% | 99,256,987 | -15.15% | 4.38% | 16.45% | 83 | -3.49% | 43 | -14.00% |
30 Sep, 09 | 148 | - | 116,982,307 | -0.81% | 5.16% | 19.00% | 86 | -5.49% | 50 | 28.21% |
30 Jun, 09 | 148 | 8.82% | 117,932,290 | 2.03% | 5.21% | 20.03% | 91 | 30.00% | 39 | -22.00% |
31 Mar, 09 | 136 | -7.48% | 115,583,082 | -6.72% | 5.10% | 17.01% | 70 | -23.91% | 50 | 28.21% |
31 Dec, 08 | 147 | 13.08% | 123,907,438 | 11.93% | 5.48% | 22.91% | 92 | 27.78% | 39 | 11.43% |
30 Sep, 08 | 130 | 0.78% | 110,704,534 | -1.96% | 4.89% | 19.70% | 72 | 4.35% | 35 | -18.60% |
30 Jun, 08 | 129 | -5.84% | 112,917,230 | -13.36% | 4.98% | 15.08% | 69 | 6.15% | 43 | -10.42% |
31 Mar, 08 | 137 | -2.84% | 130,324,150 | 178.58% | 5.75% | 136.14% | 65 | -26.97% | 48 | 29.73% |
31 Dec, 07 | 141 | -2.76% | 46,782,136 | -61.51% | 2.05% | 7.43% | 89 | 9.88% | 37 | -22.92% |
30 Sep, 07 | 145 | 10.69% | 121,553,313 | 24.92% | 5.26% | 30.37% | 81 | 8.00% | 48 | 9.09% |
30 Jun, 07 | 131 | -1.50% | 97,302,449 | 126.57% | 4.16% | 124.08% | 75 | -13.79% | 44 | 37.50% |
31 Mar, 07 | 133 | -0.75% | 42,945,277 | -41.41% | 1.83% | 18.75% | 87 | -2.25% | 32 | -3.03% |
31 Dec, 06 | 134 | 8.06% | 73,296,168 | -14.84% | 3.13% | 23.25% | 89 | 17.11% | 33 | -8.33% |
30 Sep, 06 | 124 | 5.08% | 86,066,198 | 4.65% | 3.67% | 29.83% | 76 | - | 36 | 24.14% |
30 Jun, 06 | 118 | -3.28% | 82,244,832 | 83.57% | 3.51% | 95.60% | 76 | -7.32% | 29 | 16.00% |
31 Mar, 06 | 122 | 18.45% | 44,802,105 | -6.13% | 1.91% | 45.74% | 82 | 24.24% | 25 | 4.17% |
31 Dec, 05 | 103 | 18.39% | 47,729,322 | -28.71% | 2.05% | 25.08% | 66 | 10.00% | 24 | 41.18% |
30 Sep, 05 | 87 | 14.47% | 66,946,908 | 6.35% | 2.86% | 39.12% | 60 | 22.45% | 17 | 30.77% |
30 Jun, 05 | 76 | 13.43% | 62,948,519 | 26.56% | 2.70% | 59.41% | 49 | 4.26% | 13 | 8.33% |
31 Mar, 05 | 67 | 13.56% | 49,736,294 | 28.89% | 2.13% | 79.47% | 47 | 6.82% | 12 | 20.00% |
31 Dec, 04 | 59 | 20.41% | 38,587,271 | 6.89% | 1.64% | 74.87% | 44 | 57.14% | 10 | -23.08% |
30 Sep, 04 | 49 | 16.67% | 36,101,664 | 24.20% | 1.48% | 105.67% | 28 | 3.70% | 13 | 85.71% |
30 Jun, 04 | 42 | -14.29% | 29,067,307 | 171.68% | 1.18% | 627.85% | 27 | -32.50% | 7 | 40.00% |
31 Mar, 04 | 49 | 32.43% | 10,698,904 | 27.59% | 0.43% | 349.76% | 40 | 90.48% | 5 | -54.55% |
31 Dec, 03 | 37 | -9.76% | 8,385,369 | -1.19% | 0.35% | 300.35% | 21 | -4.55% | 11 | 10.00% |
30 Sep, 03 | 41 | 7.89% | 8,486,415 | 49.22% | 0.34% | 646.94% | 22 | 4.76% | 10 | 25.00% |
30 Jun, 03 | 38 | - | 5,687,008 | -40.02% | 0.23% | 156.52% | 21 | 61.54% | 8 | -55.56% |
31 Mar, 03 | 38 | 8.57% | 9,481,053 | 0.49% | 0.38% | 264.30% | 13 | -40.91% | 18 | 125.00% |
31 Dec, 02 | 35 | - | 9,434,643 | 11.14% | 0.38% | 337.76% | 22 | 15.79% | 8 | -20.00% |
30 Sep, 02 | 35 | 2.94% | 8,488,863 | -28.75% | 0.34% | 153.46% | 19 | -9.52% | 10 | 11.11% |
30 Jun, 02 | 34 | 17.24% | 11,914,032 | -48.04% | 0.47% | 57.17% | 21 | - | 9 | 50.00% |
31 Mar, 02 | 29 | 52.63% | 22,928,873 | 63.81% | 0.90% | 300.67% | 21 | 50.00% | 6 | 100.00% |
31 Dec, 01 | 19 | -5.00% | 13,997,386 | 32.16% | 0.55% | 319.70% | 14 | - | 3 | -25.00% |
30 Sep, 01 | 20 | -4.76% | 10,591,191 | -51.58% | 0.41% | 57.94% | 14 | -6.67% | 4 | 33.33% |
30 Jun, 01 | 21 | - | 21,872,682 | 35.40% | 0.85% | 217.43% | 15 | 50.00% | 3 | -50.00% |
31 Mar, 01 | 21 | 31.25% | 16,154,582 | 64.19% | 0.62% | 446.28% | 10 | - | 6 | 100.00% |
31 Dec, 00 | 16 | -5.88% | 9,839,033 | 51.01% | 0.37% | 620.29% | 10 | - | 3 | 200.00% |
30 Sep, 00 | 17 | 30.77% | 6,515,635 | 43.65% | 0.25% | 815.62% | 10 | -23.08% | 1 | - |
30 Jun, 00 | 13 | 160.00% | 4,535,759 | 2557.32% | 0.17% | 395287.88% | 13 | 1200.00% | - | -100.00% |
31 Mar, 00 | 5 | -16.67% | 170,689 | -11.84% | 0.01% | 12179.73% | 1 | -66.67% | 3 | - |
31 Dec, 99 | 6 | - | 193,623 | 3.89% | 0.01% | 14632.39% | 3 | -25.00% | 3 | 200.00% |
30 Sep, 99 | 6 | 20.00% | 186,380 | 102.73% | 0.01% | 62226.47% | 4 | 33.33% | 1 | - |
30 Jun, 99 | 5 | -16.67% | 91,935 | -74.98% | 0.00% | 1867.16% | 3 | -40.00% | 1 | - |
31 Mar, 99 | 6 | 500.00% | 367,398 | 3101.45% | 0.01% | 8003625.00% | 5 | 400.00% | 1 | - |
31 Dec, 98 | 1 | - | 11,476 | - | 0.00% | - | 1 | - | - | - |
NVS Ownership FAQ
Who Owns Novartis?
Novartis is owned by institutional shareholders (6.63%), insiders (0.00%), and public (93.36%). The largest institutional shareholder of Novartis is DODGE & COX (0.60% of total shares) and the top mutual fund owner is BlackRock Capital Appreciation Fund, Inc. (2.82% of total shares).
Who are the major institutional shareholders of Novartis?
Novartis's major institutional shareholders are DODGE & COX, PRIMECAP MANAGEMENT CO/CA/, MORGAN STANLEY, DIMENSIONAL FUND ADVISORS LP, and LOOMIS SAYLES & CO L P. The top five shareholders own together 2.21% of the company's share outstanding.
How many Novartis shareholders are there?
As of Jun 2024, there are 1,277 institutional shareholders of Novartis.
What percentage of Novartis is owned by DODGE & COX?
DODGE & COX owns 12.24M shares of Novartis, representing 0.60% of the company's total shares outstanding, valued at $1.3B (as of Jun 2024).
What percentage of Novartis is owned by PRIMECAP MANAGEMENT CO/CA/?
As of Jun 2024, PRIMECAP MANAGEMENT CO/CA/ holds 12.18M shares of Novartis (NVS), compromising 0.60% of the company, valued at $1.3B.
What percentage of Novartis is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of Novartis. The company owns 7.42M of the company's shares outstanding (worth $789.58M).