Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,434 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
60
shares
|
$6,633
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
59
shares
|
$6,523
0.0% of portfolio
|
Q2 2024
Reduced 47.32%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
56
shares
|
$6,191
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
54
shares
|
$5,970
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
53
shares
|
$5,859
0.0% of portfolio
|
Q2 2024
Reduced 43.01%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
52
shares
|
$5,749
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
52
shares
|
$5,749
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
51
shares
|
$5,638
0.0% of portfolio
|
Q1 2022
Added 329.41%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$5,528
0.0% of portfolio
|
Q1 2024
Added 42.86%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$5,528
0.0% of portfolio
|
Q2 2024
Reduced 36.71%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
50
shares
|
$5,528
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
49
shares
|
$5,417
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
48
shares
|
$5,306
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
46
shares
|
$5,085
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
45
shares
|
$4,975
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
45
shares
|
$4,975
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
44
shares
|
$4,864
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
43
shares
|
$4,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
43
shares
|
$4,754
0.0% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
41
shares
|
$4,532
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
40
shares
|
$4,422
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
38
shares
|
$4,201
0.0% of portfolio
|
Q1 2024
Reduced 72.46%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
38
shares
|
$4,201
0.0% of portfolio
|
Q2 2022
Added 46.15%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
36
shares
|
$3,980
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
33
shares
|
$3,648
0.0% of portfolio
|
Q3 2024
New holding
|