Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,474 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,152
shares
|
$1 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
9,144
shares
|
$999,896
0.35% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,072
shares
|
$992,023
0.03% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
9,045
shares
|
$989,070
0.4% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
9,003
shares
|
$984,478
0.25% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
8,978
shares
|
$981,744
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8,931
shares
|
$976,604
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,889
shares
|
$972,012
0.03% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
8,873
shares
|
$970,262
0.44% of portfolio
|
Q1 2023
Reduced 1.88%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
8,823
shares
|
$964,795
0.05% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
8,810
shares
|
$963,373
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,806
shares
|
$962,936
0.01% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
8,680
shares
|
$949,158
0.27% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,679
shares
|
$949,048
0.13% of portfolio
|
Q2 2023
Reduced 1.45%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
8,671
shares
|
$948,173
0.05% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
8,655
shares
|
$946,424
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
8,617
shares
|
$942,268
0.02% of portfolio
|
Q4 2024
Reduced 27.99%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
8,611
shares
|
$941,612
0.5% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
8,570
shares
|
$937,129
0.27% of portfolio
|
Q2 2024
Added 13.18%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
8,564
shares
|
$936,473
0.03% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
8,529
shares
|
$932,646
0.37% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
8,490
shares
|
$928,381
0.03% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,487
shares
|
$928,053
0.05% of portfolio
|
Q4 2024
Added 37.98%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
8,478
shares
|
$927,069
0.08% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
8,433
shares
|
$922,148
0.0% of portfolio
|
Q4 2024
Reduced 95.59%
|