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 |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
3,714
shares
|
$396,840
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,712
shares
|
$396,627
0.12% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$395,345
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,699
shares
|
$395,238
0.05% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
3,699
shares
|
$395,238
0.09% of portfolio
|
Q4 2021
Reduced 1.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
3,687
shares
|
$393,955
0.05% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2024 Q3 2024 |
3,678
shares
|
$392,994
0.0% of portfolio
|
Q3 2024
Added 48.61%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,674
shares
|
$392,566
0.01% of portfolio
|
Q4 2023
Reduced 19.16%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,664
shares
|
$391,498
0.01% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
3,662
shares
|
$391,284
0.02% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,661
shares
|
$391,177
0.03% of portfolio
|
Q1 2023
Added 47.8%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,656
shares
|
$390,643
0.02% of portfolio
|
Q3 2024
Reduced 61.53%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,654
shares
|
$390,429
0.13% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,654
shares
|
$390,429
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
3,641
shares
|
$389,040
0.18% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
3,627
shares
|
$387,544
0.23% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
3,626
shares
|
$387,438
0.08% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
3,621
shares
|
$386,903
0.08% of portfolio
|
Q4 2024
Added 52.33%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
3,615
shares
|
$386,262
0.0% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
3,602
shares
|
$384,873
0.02% of portfolio
|
Q4 2024
Added 22.35%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
3,599
shares
|
$384,553
0.31% of portfolio
|
Q1 2024
Added 14.25%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,598
shares
|
$384,446
0.2% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
3,596
shares
|
$384,232
0.11% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
3,582
shares
|
$382,736
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,580
shares
|
$382,523
0.24% of portfolio
|
Q3 2024
Reduced 0.47%
|