Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,474 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
5,349
shares
|
$584,913
0.24% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
5,303
shares
|
$579,883
0.26% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
5,285
shares
|
$577,914
0.01% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
5,282
shares
|
$577,586
0.53% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
5,280
shares
|
$577,368
0.16% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
5,256
shares
|
$574,743
0.26% of portfolio
|
Q4 2024
Reduced 48.94%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,238
shares
|
$572,775
0.28% of portfolio
|
Q4 2022
Reduced 4.12%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,220
shares
|
$570,807
0.14% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
5,213
shares
|
$570,041
0.03% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
5,186
shares
|
$567,089
0.13% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,176
shares
|
$565,995
0.05% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
5,146
shares
|
$562,715
0.08% of portfolio
|
Q2 2024
Reduced 25.5%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
5,122
shares
|
$560,090
0.26% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
5,119
shares
|
$559,762
0.01% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,119
shares
|
$559,762
0.01% of portfolio
|
Q4 2024
Added 126.2%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,118
shares
|
$559,653
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,083
shares
|
$555,826
0.02% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
5,060
shares
|
$553,311
0.24% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
5,024
shares
|
$549,374
0.04% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
5,005
shares
|
$547,296
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
5,000
shares
|
$546,750
0.22% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
4,959
shares
|
$542,266
0.36% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,936
shares
|
$539,751
0.03% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
4,916
shares
|
$537,564
0.26% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,909
shares
|
$536,799
0.03% of portfolio
|
Q4 2024
Reduced 2.07%
|