Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,439 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,419
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2022
Reduced 2.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,385
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
12,378
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,239
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
12,237
shares
|
$1.31 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
12,192
shares
|
$1.3 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
12,131
shares
|
$1.3 Million
0.17% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
12,033
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2024
Reduced 36.04%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
12,000
shares
|
$1.28 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
11,905
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
11,898
shares
|
$1.27 Million
0.38% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,891
shares
|
$1.27 Million
0.27% of portfolio
|
Q3 2024
Added 118.14%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
11,873
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
11,873
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
11,845
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
11,840
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,669
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
11,650
shares
|
$1.24 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
11,631
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2024
Added 105.93%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
11,616
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,585
shares
|
$1.24 Million
0.19% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
11,570
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
11,408
shares
|
$1.22 Million
0.28% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
11,382
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
11,374
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.38%
|