Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,443 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
4,660
shares
|
$497,921
0.04% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
4,642
shares
|
$495,997
0.1% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
4,627
shares
|
$494,394
0.07% of portfolio
|
Q1 2024
Added 6.1%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
4,626
shares
|
$494,288
0.24% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
4,592
shares
|
$490,655
0.08% of portfolio
|
Q3 2024
Reduced 27.09%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,592
shares
|
$490,655
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Beddow Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
4,590
shares
|
$490,441
0.18% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,555
shares
|
$486,701
0.05% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
4,549
shares
|
$486,060
0.08% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,547
shares
|
$485,846
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,493
shares
|
$480,077
0.04% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
4,487
shares
|
$479,435
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,484
shares
|
$479,115
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
4,445
shares
|
$474,948
0.06% of portfolio
|
Q2 2023
Added 3.56%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
4,420
shares
|
$472,277
0.05% of portfolio
|
Q3 2024
Added 62.68%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
4,411
shares
|
$471,315
0.09% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
4,397
shares
|
$469,819
0.06% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
4,363
shares
|
$466,186
0.09% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,362
shares
|
$466,079
0.01% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
4,335
shares
|
$463,194
0.27% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,320
shares
|
$461,592
0.03% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
4,287
shares
|
$458,065
0.09% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
4,287
shares
|
$458,065
0.24% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
4,282
shares
|
$457,531
0.1% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,257
shares
|
$454,860
0.03% of portfolio
|
Q4 2024
Added 1.6%
|