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 |
|---|---|---|---|---|---|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
700
shares
|
$74,382
0.01% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$74,382
0.03% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
683
shares
|
$72,575
0.03% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
670
shares
|
$71,194
0.01% of portfolio
|
Q4 2024
Reduced 33.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
651
shares
|
$69,175
0.01% of portfolio
|
Q2 2024
Reduced 27.67%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
640
shares
|
$68,006
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
625
shares
|
$66,412
0.01% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
624
shares
|
$66,306
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
616
shares
|
$65,456
0.0% of portfolio
|
Q3 2024
Reduced 55.13%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
608
shares
|
$64,606
0.03% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
605
shares
|
$64,287
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
604
shares
|
$64,181
0.01% of portfolio
|
Q3 2024
Added 43.47%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
594
shares
|
$63,118
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
582
shares
|
$61,843
0.02% of portfolio
|
Q3 2024
Added 125.58%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
563
shares
|
$59,824
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
554
shares
|
$58,868
0.02% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
552
shares
|
$58,655
0.01% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
549
shares
|
$58,336
0.04% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
545
shares
|
$57,911
0.02% of portfolio
|
Q2 2024
Reduced 16.41%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
544
shares
|
$57,805
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
535
shares
|
$56,849
0.0% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
530
shares
|
$56,317
0.03% of portfolio
|
Q4 2023
Added 23.26%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
525
shares
|
$55,786
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
507
shares
|
$53,873
0.03% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
500
shares
|
$53,130
0.0% of portfolio
|
Q2 2024
Reduced 0.4%
|