Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,468 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 $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
2,797
shares
|
$294,887
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,789
shares
|
$294,044
0.01% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
2,788
shares
|
$293,938
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
2,781
shares
|
$293,200
0.01% of portfolio
|
Q1 2024
Added 11.24%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,775
shares
|
$292,568
0.05% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,770
shares
|
$292,041
0.01% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,770
shares
|
$292,041
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,762
shares
|
$291,197
0.08% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
2,750
shares
|
$289,932
0.03% of portfolio
|
Q1 2024
Reduced 7.56%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,736
shares
|
$288,456
0.01% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
2,734
shares
|
$288,245
0.03% of portfolio
|
Q4 2024
Reduced 42.25%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,733
shares
|
$288,140
0.02% of portfolio
|
Q4 2023
Reduced 3.7%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,729
shares
|
$287,718
0.04% of portfolio
|
Q3 2023
Reduced 3.53%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
2,724
shares
|
$287,191
0.07% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
2,724
shares
|
$287,191
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
2,714
shares
|
$286,137
0.02% of portfolio
|
Q2 2023
Reduced 9.89%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,713
shares
|
$286,031
0.11% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,708
shares
|
$285,504
0.31% of portfolio
|
Q3 2023
Added 7.33%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,708
shares
|
$285,504
0.02% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
2,705
shares
|
$285,188
0.13% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
2,702
shares
|
$284,871
0.11% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,700
shares
|
$284,661
0.06% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
2,700
shares
|
$284,661
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Notis Mc Conarty Edward
|
Feb 12, 2025 Q4 2024 |
2,700
shares
|
$284,661
0.13% of portfolio
|
Q4 2024
Reduced 27.32%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
2,695
shares
|
$284,133
0.15% of portfolio
|
Q2 2023
New holding
|