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 |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
98
shares
|
$10,716
0.01% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
98
shares
|
$10,716
0.0% of portfolio
|
Q3 2024
Added 58.06%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
98
shares
|
$10,716
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
90
shares
|
$9,841
0.0% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
85
shares
|
$9,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
84
shares
|
$9,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
80
shares
|
$8,748
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
79
shares
|
$8,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
79
shares
|
$8,638
0.0% of portfolio
|
Q4 2024
Reduced 31.3%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
75
shares
|
$8,201
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
73
shares
|
$7,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
73
shares
|
$7,982
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
67
shares
|
$7,326
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
66
shares
|
$7,217
0.0% of portfolio
|
Q4 2024
Reduced 52.52%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
65
shares
|
$7,107
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
59
shares
|
$6,451
0.0% of portfolio
|
Q2 2024
Reduced 47.32%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
56
shares
|
$6,123
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
55
shares
|
$6,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
54
shares
|
$5,904
0.0% of portfolio
|
Q1 2024
Added 122.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
54
shares
|
$5,904
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
53
shares
|
$5,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
53
shares
|
$5,795
0.0% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
52
shares
|
$5,686
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
52
shares
|
$5,686
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$5,467
0.0% of portfolio
|
Q1 2024
Added 42.86%
|