investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best

NOVARTIS AG
(66987V109)

Funds Reporting Holdings of NOVARTIS AG according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 111,294 $10,162,255k Jun 30, 2019 Aug 6, 2019
Dodge & COX 29,424,569 $2,686,757k Jun 30, 2019 Aug 13, 2019
Brown Brothers Harriman & Co 5,948,523 $543,160k Jun 30, 2019 Aug 14, 2019
Mawer Investment Management Ltd 5,813,946 $530,871k Jun 30, 2019 Aug 6, 2019
Charles Schwab Investment Advisory Inc 4,229,178 $386,166k Jun 30, 2019 Aug 12, 2019
Aristotle Capital Management LLC 3,396,680 $310,151k Jun 30, 2019 Aug 14, 2019
Schafer Cullen Capital Management Inc 2,776,261 $244,838k Jun 30, 2019 Jul 30, 2019
Scharf Investments LLC 1,278,557 $116,745k Jun 30, 2019 Aug 13, 2019
Cullen Capital Management LLC 866,666 $79,135k Jun 30, 2019 Jul 30, 2019
Madison Investment Holdings Inc 859,967 $78,524k Jun 30, 2019 Aug 13, 2019
Tocqueville Asset Management LP 382,505 $34,927k Jun 30, 2019 Jul 31, 2019
Woodley Farra Manion Portfolio Management Inc 369,831 $33,769k Jun 30, 2019 Aug 12, 2019
Douglas Lane & Associates LLC 343,203 $31,338k Jun 30, 2019 Jul 8, 2019
Causeway Capital Management LLC 277,339 $25,324k Jun 30, 2019 Aug 14, 2019
Tekla Capital Management LLC 277,047 $25,297k Jun 30, 2019 Aug 14, 2019
Guardian Capital LP 274,789 $25,091k Jun 30, 2019 Aug 14, 2019
Point72 Asset Management LP 266,900 $24,371k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management Inc 203,486 $18,580k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 203,486 $18,580k Jun 30, 2019 Aug 14, 2019
Edgemoor Investment Advisors Inc 201,434 $18,393k Jun 30, 2019 Aug 9, 2019
Sectoral Asset Management Inc 182,646 $16,677k Jun 30, 2019 Aug 14, 2019
Thornburg Investment Management Inc 171,638 $15,672k Jun 30, 2019 Aug 6, 2019
Boston Common Asset Management LLC 169,314 $15,460k Jun 30, 2019 Jul 26, 2019
Corda Investment Management LLC 160,999 $14,700k Jun 30, 2019 Aug 9, 2019
Tweedy Browne Company LLC 159,259 $14,542k Jun 30, 2019 Aug 5, 2019
Martin Investment Management LLC 133,420 $12,183k Jun 30, 2019 Aug 7, 2019
Chilton Capital Management LLC 130,712 $11,935k Jun 30, 2019 Aug 13, 2019
Grandfield & DODD LLC 123,353 $11,263k Jun 30, 2019 Jul 29, 2019
Wilkins Investment Counsel Inc 122,295 $11,167k Jun 30, 2019 Aug 9, 2019
Gabelli Funds LLC 100,000 $9,131k Jun 30, 2019 Aug 2, 2019
Wallace Capital Management Inc 99,157 $9,054k Jun 30, 2019 Aug 12, 2019
SIO Capital Management LLC 90,870 $8,297k Jun 30, 2019 Aug 14, 2019
Buckhead Capital Management LLC 89,561 $8,178k Jun 30, 2019 Aug 1, 2019
Cohen Capital Management Inc 82,783 $7,559k Jun 30, 2019 Aug 7, 2019
First Manhattan Co 82,733 $7,554k Jun 30, 2019 Aug 16, 2019
Greenwood Gearhart Inc 79,296 $7,241k Jun 30, 2019 Aug 7, 2019
Grassi Investment Management LLC 71,971 $6,572k Jun 30, 2019 Jul 10, 2019
Mengis Capital Management Inc 69,013 $6,301k Jun 30, 2019 Jul 18, 2019
The Investment House LLC 66,066 $6,032k Jun 30, 2019 Aug 5, 2019
Perkins Investment Management LLC 76,734 $5,699k Mar 31, 2017 May 15, 2017
Tradition Capital Management LLC 58,326 $5,607k Mar 31, 2019 May 7, 2019
Bourgeon Capital Management LLC 56,006 $5,114k Jun 30, 2019 Jul 18, 2019
Garland Capital Management Inc 54,940 $5,017k Jun 30, 2019 Jul 24, 2019
Hamel Associates Inc 53,881 $4,920k Jun 30, 2019 Aug 5, 2019
Jolley Asset Management LLC 50,853 $4,643k Jun 30, 2019 Jul 22, 2019
Cambridge Investment Research Advisors Inc 47,678 $4,354k Jun 30, 2019 Aug 15, 2019
Carret Asset Management LLC 47,618 $4,348k Jun 30, 2019 Aug 12, 2019
Brookmont Capital Management LLC 46,382 $4,235k Jun 30, 2019 Jul 18, 2019
Guardian Capital Advisors LP 43,518 $4,025k Jun 30, 2019 Aug 14, 2019
Howland Capital Management LLC 43,077 $3,933k Jun 30, 2019 Jul 17, 2019
Zevin Asset Management LLC 41,236 $3,765k Jun 30, 2019 Aug 6, 2019
Benson Investment Management Company Inc 41,110 $3,754k Jun 30, 2019 Jul 11, 2019
Matthew GOFF Investment Advisor LLC 40,894 $3,734k Jun 30, 2019 Aug 5, 2019
Telos Capital Management Inc 39,722 $3,627k Jun 30, 2019 Jul 19, 2019
Friess Associates LLC 39,235 $3,583k Jun 30, 2019 Aug 14, 2019
American Money Management LLC 37,104 $3,388k Jun 30, 2019 Aug 12, 2019
Cubic Asset Management LLC 37,013 $3,380k Jun 30, 2019 Jul 29, 2019
Woodmont Investment Counsel LLC 31,656 $2,891k Jun 30, 2019 Aug 14, 2019
Prelude Capital Management LLC 29,656 $2,708k Jun 30, 2019 Aug 14, 2019
Ipswich Investment Management Company Inc 29,363 $2,681k Jun 30, 2019 Jul 11, 2019
Quadrant Capital Management LLC 29,131 $2,660k Jun 30, 2019 Aug 8, 2019
Kayne Anderson Rudnick Investment Management LLC 28,888 $2,638k Jun 30, 2019 Aug 14, 2019
Canal Capital Management LLC 28,672 $2,618k Jun 30, 2019 Jul 31, 2019
Abbot Financial Management Inc 27,376 $2,500k Jun 30, 2019 Aug 8, 2019
Court Place Advisors LLC 23,827 $2,176k Jun 30, 2019 Jul 30, 2019
Golub Group LLC 23,408 $2,137k Jun 30, 2019 Aug 13, 2019
Strategic Global Advisors LLC 22,182 $2,025k Jun 30, 2019 Aug 13, 2019
DUFF & Phelps Investment Management Co 22,021 $2,009k Jun 30, 2019 Aug 2, 2019
LOWE Brockenbrough & Company Inc 21,098 $1,926k Jun 30, 2019 Aug 12, 2019
CWA Asset Management Group LLC 20,594 $1,880k Jun 30, 2019 Aug 13, 2019
Hansberger Growth Investors LP 20,106 $1,836k Jun 30, 2019 Aug 13, 2019
Greatmark Investment Partners Inc 19,877 $1,815k Jun 30, 2019 Aug 5, 2019
Pagnatokarp Partners LLC 18,887 $1,725k Jun 30, 2019 Aug 8, 2019
GFS Advisors LLC 18,375 $1,678k Jun 30, 2019 Aug 1, 2019
Independent Investors Inc 17,900 $1,634k Jun 30, 2019 Jul 18, 2019
West Oak Capital LLC 17,255 $1,576k Jun 30, 2019 Jul 12, 2019
Chelsea Counsel Company 19,800 $1,496k Jun 30, 2018 Oct 3, 2018
1919 Investment Counsel LLC 15,807 $1,488k Sep 30, 2014 Nov 14, 2014
Arnhold LLC 15,848 $1,447k Jun 30, 2019 Aug 8, 2019
Benedict Financial Advisors Inc 15,751 $1,438k Jun 30, 2019 Aug 1, 2019
Mirador Capital Partners LP 15,330 $1,400k Jun 30, 2019 Aug 6, 2019
Cambridge Advisors Inc 14,925 $1,363k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 14,925 $1,363k Jun 30, 2019 Jul 26, 2019
Marco Investment Management LLC 14,535 $1,327k Jun 30, 2019 Aug 6, 2019
Ativo Capital Management LLC 14,463 $1,321k Jun 30, 2019 Aug 14, 2019
DB Root & Company LLC 14,439 $1,318k Jun 30, 2019 Jul 19, 2019
Wheatland Advisors Inc 13,675 $1,249k Jun 30, 2019 Aug 7, 2019
Hutner Capital Management Inc 13,228 $1,208k Jun 30, 2019 Aug 7, 2019
Albert D Mason Inc 13,109 $1,197k Jun 30, 2019 Jul 30, 2019
Oarsman Capital Inc 12,840 $1,172k Jun 30, 2019 Aug 13, 2019
Hall Capital Management Company Inc 12,791 $1,168k Jun 30, 2019 Aug 14, 2019
Becker Capital Management Inc 12,793 $1,168k Jun 30, 2019 Aug 8, 2019
Gratus Capital LLC 11,974 $1,093k Jun 30, 2019 Aug 7, 2019
Managed Asset Portfolios LLC 11,950 $1,091k Jun 30, 2019 Aug 8, 2019
Abbrea Capital LLC 11,715 $1,070k Jun 30, 2019 Jul 31, 2019
The Rikoon Group LLC 11,632 $1,062k Jun 30, 2019 Aug 6, 2019
KMS Financial Services Inc 10,304 $970k Sep 30, 2014 Nov 17, 2014
Moloney Securities Asset Management LLC 10,486 $958k Jun 30, 2019 Jul 29, 2019
Klingenstein Fields & Co LLC 9,908 $905k Jun 30, 2019 Aug 12, 2019
Taurus Asset Management LLC 9,750 $890k Jun 30, 2019 Aug 14, 2019
Hartwell J M Ltd Partnership 9,697 $885k Jun 30, 2019 Jul 31, 2019
Bowen Hanes & Co Inc 9,496 $867k Jun 30, 2019 Aug 13, 2019
Salem Capital Management Inc 9,344 $853k Jun 30, 2019 Jul 9, 2019
Cfo4Life Group LLC 9,055 $827k Jun 30, 2019 Jul 29, 2019
Schulhoff & Co Inc 8,976 $819k Jun 30, 2019 Aug 7, 2019
Pacer Advisors Inc 8,949 $817k Jun 30, 2019 Aug 12, 2019
Andesa Financial Management Inc 8,890 $812k Jun 30, 2019 Jul 30, 2019
Dillon & Associates Inc 8,762 $797k Jun 30, 2019 Jul 22, 2019
Boston Advisors LLC 8,701 $794k Jun 30, 2019 Jul 30, 2019
Northstar Wealth Partners LLC 8,685 $793k Jun 30, 2019 Aug 15, 2019
Argyle Capital Management Inc 8,625 $788k Jun 30, 2019 Jul 25, 2019
Clear Perspective Advisors LLC 8,482 $774k Jun 30, 2019 Aug 12, 2019
Woodstock Corporation 7,642 $698k Jun 30, 2019 Jul 3, 2019
Violich Capital Management 7,440 $679k Jun 30, 2019 Jul 22, 2019
MRAZ Amerine & Associates Inc 7,306 $667k Jun 30, 2019 Aug 2, 2019
Nicholas Hoffman & Company LLC 7,219 $659k Jun 30, 2019 Aug 12, 2019
Plancorp LLC 7,162 $654k Jun 30, 2019 Aug 13, 2019
E & G Advisors LP 6,918 $632k Jun 30, 2019 Jul 12, 2019
BFSG LLC 6,895 $630k Jun 30, 2019 Jul 30, 2019
TT International 6,872 $627k Jun 30, 2019 Aug 12, 2019
Murphy Capital Management Inc 6,455 $589k Jun 30, 2019 Jul 22, 2019
Biltmore Family Office LLC 6,417 $586k Jun 30, 2019 Jul 31, 2019
Lejeune Puetz Investment Counsel 6,291 $574k Jun 30, 2019 Jul 29, 2019
Henry James International Management Inc 6,278 $573k Jun 30, 2019 Jul 17, 2019
Mastrapasqua Asset Management Inc 6,275 $573k Jun 30, 2019 Aug 12, 2019
HUGH Johnson Advisors LLC 6,225 $568k Jun 30, 2019 Aug 6, 2019
F3Logic LLC 6,001 $549k Jun 30, 2019 Aug 2, 2019
Cohen Klingenstein LLC 6,000 $548k Jun 30, 2019 Jul 15, 2019
Cookson Peirce & Co Inc 5,970 $545k Jun 30, 2019 Jul 31, 2019
Stearns Financial Services Group Inc 5,405 $494k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 5,353 $489k Jun 30, 2019 Jul 15, 2019
Port Capital LLC 5,333 $487k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 5,112 $467k Jun 30, 2019 Aug 9, 2019
Appleton Partners Inc 5,115 $467k Jun 30, 2019 Jul 25, 2019
ARS Investment Partners LLC 4,900 $447k Jun 30, 2019 Aug 12, 2019
Poehling Capital Management Inc 4,810 $439k Jun 30, 2019 Aug 9, 2019
Armor Advisors LLC 4,800 $438k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 4,800 $438k Jun 30, 2019 Aug 13, 2019
Private Wealth Partners LLC 4,569 $417k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 4,569 $417k Jun 30, 2019 Aug 6, 2019
Summit Financial LLC 4,426 $404k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 4,426 $404k Jun 30, 2019 Jul 3, 2019
Badgley Phelps and Bell Inc 4,347 $397k Jun 30, 2019 Jul 30, 2019
GSB Wealth Management LLC 4,210 $384k Jun 30, 2019 Aug 9, 2019
Oak Ridge Investments LLC 4,155 $379k Jun 30, 2019 Aug 14, 2019
Aureus Asset Management LLC 4,135 $378k Jun 30, 2019 Aug 14, 2019
STA Wealth Management LLC 4,090 $373k Jun 30, 2019 Aug 14, 2019
Blue FIN Capital Inc 3,891 $355k Jun 30, 2019 Jul 22, 2019
Round Hill Asset Management Inc 3,850 $352k Jun 30, 2019 Aug 13, 2019
West Coast Financial LLC 3,788 $346k Jun 30, 2019 Jul 16, 2019
HIGH Pointe Capital Management LLC 3,750 $342k Jun 30, 2019 Aug 12, 2019
Murphy Middleton Hinkle & Parker Inc 3,718 $339k Jun 30, 2019 Jul 15, 2019
Mitchell Mcleod PUGH & Williams Inc 3,704 $338k Jun 30, 2019 Jul 9, 2019
Kelman Lazarov Inc 3,580 $327k Jun 30, 2019 Jul 22, 2019
Shoker Investment Counsel Inc 3,577 $326k Jun 30, 2019 Aug 9, 2019
First Light Asset Management LLC 3,535 $323k Jun 30, 2019 Aug 14, 2019
Family Legacy Inc 3,520 $321k Jun 30, 2019 Jul 25, 2019
Private Harbour Investment Management & Counsel LLC 3,450 $315k Jun 30, 2019 Aug 6, 2019
Berkeley Capital Partners LLC 3,428 $313k Jun 30, 2019 Aug 8, 2019
Cornell Pochily Investment Advisors Inc 3,368 $308k Jun 30, 2019 Jul 22, 2019
Miles Capital Inc 3,325 $304k Jun 30, 2019 Aug 13, 2019
Northstar Company LLC 3,179 $290k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 3,179 $290k Jun 30, 2019 Jul 12, 2019
Dorchester Wealth Management Company 3,115 $284k Jun 30, 2019 Jul 19, 2019
Bruderman Asset Management LLC 3,058 $279k Jun 30, 2019 Aug 12, 2019
FORT PITT Capital Group LLC 2,925 $267k Jun 30, 2019 Aug 9, 2019
Deroy & Devereaux Private Investment Counsel Inc 2,925 $267k Jun 30, 2019 Jul 22, 2019
Summit Financial Wealth Advisors LLC 2,905 $265k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 2,905 $265k Jun 30, 2019 Jul 16, 2019
Ancora Family Wealth Advisors LLC 3,322 $262k Sep 30, 2016 Nov 4, 2016
Foundations Investment Advisors LLC 2,681 $248k Jun 30, 2019 Jul 8, 2019
Eagle Ridge Investment Management LLC 2,696 $246k Jun 30, 2019 Aug 1, 2019
Osborne Partners Capital Management LLC 2,675 $244k Jun 30, 2019 Jul 18, 2019
South Street Advisors LLC 2,600 $237k Jun 30, 2019 Jul 22, 2019
KCS Wealth Advisory LLC 2,535 $231k Jun 30, 2019 Jul 29, 2019
Wealth Alliance Advisory Group LLC 2,549 $228k Jun 30, 2019 Jul 17, 2019
River ROAD Asset Management LLC 2,437 $223k Jun 30, 2019 Aug 12, 2019
OFI Advisors LLC 2,360 $217k Sep 30, 2015 Nov 16, 2015
New England Asset Management Inc 2,250 $205k Jun 30, 2019 Aug 14, 2019
Security Asset Management Inc 2,039 $186k Jun 30, 2019 Aug 6, 2019
Wells Trecaso Financial Group LLC 1,232 $112k Jun 30, 2019 Jul 22, 2019
Payden & Rygel 876 $80k Jun 30, 2019 Aug 6, 2019
Spectrum Group Management LLC 695 $63k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 695 $63k Jun 30, 2019 Aug 2, 2019
Plante Moran Financial Advisors LLC 475 $43k Jun 30, 2019 Aug 13, 2019
The Fiduciary Group LLC 411 $38k Jun 30, 2019 Aug 14, 2019
Global Trust Asset Management LLC 375 $34k Jun 30, 2019 Jul 23, 2019
Whitnell & Co 200 $18k Jun 30, 2019 Jul 16, 2019
Lombard Odier Transatlantic Limited 150 $12k Sep 30, 2016 Nov 14, 2016
Cowen Prime Services LLC 100 $9k Jun 30, 2019 Jul 31, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Copyright © 2019 by InvestingReview.org / All Rights Reserved.