Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,472 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 $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,526
shares
|
$376,964
0.01% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,523
shares
|
$376,643
0.03% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
3,499
shares
|
$374,078
0.03% of portfolio
|
Q4 2024
Reduced 20.84%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3,498
shares
|
$373,971
0.13% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
3,497
shares
|
$373,864
0.05% of portfolio
|
Q2 2024
Added 20.67%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
3,492
shares
|
$373,329
0.04% of portfolio
|
Q4 2024
Reduced 30.19%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
3,482
shares
|
$372,260
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,479
shares
|
$371,939
0.22% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
3,465
shares
|
$370,443
0.0% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,464
shares
|
$370,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Feb 11, 2025 Q4 2024 |
3,456
shares
|
$369,480
0.0% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
3,450
shares
|
$368,839
0.05% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,436
shares
|
$367,342
0.03% of portfolio
|
Q4 2024
Reduced 37.47%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,434
shares
|
$367,128
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
3,427
shares
|
$366,380
0.04% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,425
shares
|
$366,166
0.17% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
3,400
shares
|
$363,494
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,392
shares
|
$362,638
0.02% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
3,392
shares
|
$362,638
0.24% of portfolio
|
Q3 2023
Reduced 4.23%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
3,380
shares
|
$361,355
0.08% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
3,375
shares
|
$360,821
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
3,368
shares
|
$360,072
0.17% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
3,365
shares
|
$359,752
0.09% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
3,363
shares
|
$359,538
0.35% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,357
shares
|
$358,896
0.02% of portfolio
|
Q4 2024
Reduced 10.26%
|