NVS

Novartis Ag-sponsored Adr

Latest period2024 - Q4Total superinvestors203

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 203 superinvestors own shares of Novartis Ag-sponsored Adr (NVS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Novartis Ag-sponsored Adr (NVS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Novartis Ag-sponsored Adr (NVS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Novartis Ag-sponsored Adr (NVS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Brad Van Aken@Agate Pass Investment Management, Llc
Recent Activity
New Position
0.32%
$702,092
7,215 shares@ 97.32 avg price
Eric Dahm@Range Financial Group Llc
Recent Activity
New Position
0.14%
$303,315
3,117 shares@ 97.31 avg price
Brandon Smith@Flywheel Private Wealth Llc
Recent Activity
New Position
0.26%
$272,176
2,797 shares@ 97.31 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
New Position
0.03%
$220,991
2,271 shares@ 97.31 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
New Position
0.02%
$54,786
563 shares@ 97.32 avg price
Patrick Gall@Retirement Wealth Solutions Llc
Recent Activity
New Position
0.02%
$22,690
229 shares@ 99.09 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.03%
$21,661
223 shares@ 97.14 avg price
Kerry Harmon@Wolff Wiese Magana Llc
Recent Activity
New Position
0.01%
$7,104
73 shares@ 97.32 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$4,379
45 shares@ 97.32 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
New Position
0.01%
$1,070
11 shares@ 97.28 avg price