NVS

Novartis Ag-sponsored Adr

Latest period2024 - Q4Total superinvestors203

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Brian D. Mitchell@Mitchell & Pahl Private Wealth, Llc Recent Activity Increased 5.82%	1.01%	$2.159M 22,184 shares@ 97.32 avg price	Increased 5.82%
Sean T. Cleary@Ballentine Partners, Llc Recent Activity Increased 4.48%	0.04%	$1.872M 19,234 shares@ 97.32 avg price	Increased 4.48%
Lisa Snider@West Oak Capital, Llc Recent Activity Increased 0.68%	0.65%	$18,273 18,778 shares@ 0.98 avg price	Increased 0.68%
Holly Jinks@Iam Advisory, Llc Recent Activity Increased 1.66%	0.38%	$1.475M 15,160 shares@ 97.32 avg price	Increased 1.66%
Bill Andrakakos@Aaron Wealth Advisors Llc Recent Activity Increased 7.51%	0.16%	$1.374M 14,117 shares@ 97.31 avg price	Increased 7.51%
Matt Lovett@Brookstone Capital Management Recent Activity Increased 1.11%	0.02%	$1.158M 11,905 shares@ 97.31 avg price	Increased 1.11%
Steve McQuade@Trust Co Of Oklahoma Recent Activity Increased 1.52%	0.38%	$1.158M 11,898 shares@ 97.31 avg price	Increased 1.52%
Doug Baxley@Merit Financial Group, Llc Recent Activity Increased 10.33%	0.02%	$1.05M 10,791 shares@ 97.31 avg price	Increased 10.33%
JENNIFER SZARO@Xml Financial, Llc Recent Activity Increased 6.7%	0.1%	$1.017M 10,455 shares@ 97.32 avg price	Increased 6.7%
Jim R Kennedy@Smart Money Group Llc Recent Activity Increased 7.1%	0.31%	$889,764 9,144 shares@ 97.31 avg price	Increased 7.1%