Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,504 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
31
shares
|
$3,518
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
30
shares
|
$3,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
29
shares
|
$3,291
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
26
shares
|
$2,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$2,950
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
22
shares
|
$2,496
0.0% of portfolio
|
Q2 2024
Reduced 82.11%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
20
shares
|
$2,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
20
shares
|
$2,269
0.0% of portfolio
|
Q4 2024
Reduced 90.05%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
20
shares
|
$2,269
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
19
shares
|
$2,156
0.0% of portfolio
|
Q4 2023
Added 18.75%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
17
shares
|
$1,929
0.0% of portfolio
|
Q1 2023
Reduced 94.64%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
16
shares
|
$1,815
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
16
shares
|
$1,815
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
16
shares
|
$1,815
0.0% of portfolio
|
Q1 2025
Reduced 30.43%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
14
shares
|
$1,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
14
shares
|
$1,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
12
shares
|
$1,361
0.0% of portfolio
|
Q4 2024
Reduced 67.57%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
11
shares
|
$1,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
10
shares
|
$1,134
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
9
shares
|
$1,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
7
shares
|
$794
0.0% of portfolio
|
Q3 2024
Reduced 93.97%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
5
shares
|
$567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3
shares
|
$340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
3
shares
|
$340
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|