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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
7,702
shares
|
$842,213
0.08% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
7,676
shares
|
$839,370
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,645
shares
|
$835,980
0.04% of portfolio
|
Q4 2024
Reduced 55.34%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
7,600
shares
|
$831,060
0.04% of portfolio
|
Q3 2022
Reduced 6.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
7,589
shares
|
$829,857
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
7,584
shares
|
$829,310
0.65% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
7,575
shares
|
$828,326
0.04% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
7,542
shares
|
$824,717
0.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
7,526
shares
|
$822,968
0.07% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
7,505
shares
|
$820,671
0.76% of portfolio
|
Q1 2024
Reduced 56.73%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
7,474
shares
|
$817,281
0.02% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,465
shares
|
$816,297
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,464
shares
|
$816,188
0.18% of portfolio
|
Q2 2023
Added 1.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
7,461
shares
|
$815,860
0.06% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
7,459
shares
|
$815,641
0.03% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,450
shares
|
$814,657
0.02% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
7,419
shares
|
$811,267
0.01% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
7,407
shares
|
$809,955
0.47% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
7,374
shares
|
$806,346
0.28% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
7,312
shares
|
$799,567
0.09% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
7,306
shares
|
$798,911
0.08% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
7,286
shares
|
$796,724
0.31% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
7,245
shares
|
$792,240
0.07% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,240
shares
|
$791,694
0.06% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,227
shares
|
$790,272
0.08% of portfolio
|
Q3 2022
Reduced 19.57%
|