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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,690
shares
|
$283,606
0.04% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,688
shares
|
$283,395
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
2,686
shares
|
$283,184
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
2,684
shares
|
$282,974
0.0% of portfolio
|
Q4 2024
Added 35.69%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,682
shares
|
$282,763
0.09% of portfolio
|
Q4 2024
Added 35.11%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,676
shares
|
$282,130
0.02% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
2,675
shares
|
$282,025
0.0% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,673
shares
|
$281,814
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,673
shares
|
$281,814
0.0% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
2,673
shares
|
$281,814
0.1% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
2,656
shares
|
$280,022
0.2% of portfolio
|
Q2 2023
Reduced 8.16%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,653
shares
|
$279,705
0.1% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
2,651
shares
|
$279,494
0.06% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,650
shares
|
$279,389
0.02% of portfolio
|
Q3 2022
Reduced 4.95%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,646
shares
|
$278,967
0.01% of portfolio
|
Q1 2024
Reduced 76.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,645
shares
|
$278,862
0.03% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,628
shares
|
$277,070
0.08% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
2,620
shares
|
$276,226
0.03% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,601
shares
|
$274,223
0.05% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
2,600
shares
|
$274,118
0.0% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
2,598
shares
|
$273,907
0.04% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,586
shares
|
$272,641
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,586
shares
|
$272,641
0.06% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,575
shares
|
$271,482
0.03% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,570
shares
|
$270,955
0.04% of portfolio
|
Q2 2024
New holding
|