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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
684
shares
|
$72,114
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
683
shares
|
$72,008
0.03% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
670
shares
|
$70,638
0.01% of portfolio
|
Q4 2024
Reduced 33.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
664
shares
|
$70,005
0.03% of portfolio
|
Q4 2024
Added 30.97%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
650
shares
|
$68,529
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
648
shares
|
$68,318
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
625
shares
|
$65,893
0.01% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
625
shares
|
$65,893
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
624
shares
|
$65,788
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
608
shares
|
$64,101
0.03% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
605
shares
|
$63,785
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
594
shares
|
$62,625
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
582
shares
|
$61,360
0.02% of portfolio
|
Q3 2024
Added 125.58%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
567
shares
|
$59,778
0.04% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
563
shares
|
$59,357
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
554
shares
|
$58,408
0.02% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
552
shares
|
$58,197
0.01% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
551
shares
|
$58,091
0.01% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
549
shares
|
$57,881
0.0% of portfolio
|
Q4 2024
Reduced 22.57%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
545
shares
|
$57,459
0.02% of portfolio
|
Q2 2024
Reduced 16.41%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
544
shares
|
$57,353
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
539
shares
|
$56,826
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
535
shares
|
$56,405
0.0% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
533
shares
|
$56,194
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
530
shares
|
$55,877
0.02% of portfolio
|
Q4 2023
Added 23.26%
|