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 |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
2,157
shares
|
$229,202
0.24% of portfolio
|
Q1 2024
Reduced 8.49%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
2,150
shares
|
$228,459
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
2,148
shares
|
$228,246
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,137
shares
|
$227,077
0.0% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
2,123
shares
|
$225,589
0.01% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,119
shares
|
$225,164
0.07% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,116
shares
|
$224,846
0.01% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
2,091
shares
|
$222,189
0.02% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
2,084
shares
|
$221,445
0.09% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,071
shares
|
$220,064
0.04% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,060
shares
|
$218,895
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,059
shares
|
$218,789
0.11% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,035
shares
|
$216,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,010
shares
|
$213,582
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,000
shares
|
$212,520
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,975
shares
|
$209,863
0.01% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,972
shares
|
$209,544
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,951
shares
|
$207,313
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
1,950
shares
|
$207,207
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,947
shares
|
$206,888
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,929
shares
|
$204,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,906
shares
|
$202,531
0.09% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,902
shares
|
$202,106
0.02% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,894
shares
|
$201,256
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
1,894
shares
|
$201,256
0.05% of portfolio
|
Q3 2024
New holding
|