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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
2,295
shares
|
$241,961
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
2,290
shares
|
$241,434
0.05% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
2,289
shares
|
$241,329
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,280
shares
|
$240,380
0.01% of portfolio
|
Q4 2024
Reduced 66.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,271
shares
|
$239,431
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
2,259
shares
|
$238,166
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,254
shares
|
$237,639
0.01% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
2,248
shares
|
$237,006
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,247
shares
|
$236,901
0.05% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
2,242
shares
|
$236,374
1.05% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,239
shares
|
$236,057
0.04% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
2,238
shares
|
$235,952
0.05% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,233
shares
|
$235,425
0.06% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
2,228
shares
|
$234,898
0.09% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
2,225
shares
|
$234,581
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,224
shares
|
$234,476
0.02% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
2,221
shares
|
$234,160
0.16% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,219
shares
|
$233,949
0.05% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
2,218
shares
|
$233,843
0.11% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,213
shares
|
$233,316
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
2,211
shares
|
$233,105
0.03% of portfolio
|
Q4 2023
Reduced 1.73%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
2,205
shares
|
$232,473
0.0% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
2,203
shares
|
$232,262
0.18% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
2,200
shares
|
$231,946
0.04% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,198
shares
|
$231,735
0.15% of portfolio
|
Q3 2024
Added 13.07%
|