Purchases and Sales Made in Q3 2024 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q3 2024. The information is specifically focused on institutions that hold shares of NOVARTIS AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.49K- 28.18% |
$158K - $180K
|
3.79K
$434K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.5K- 4.24% |
$159K - $181K
|
33.8K
$3.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.51K- 9.7% |
$160K - $182K
|
14K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.53K- 0.91% |
$162K - $185K
|
166K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.53K- 28.42% |
$163K - $185K
|
3.86K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.56K- 17.93% |
$165K - $188K
|
7.12K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.59K- 3.31% |
$169K - $192K
|
46.4K
$5.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.62K- 2.42% |
$171K - $195K
|
65K
$7.45M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.63K- 4.73% |
$173K - $197K
|
32.9K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.68K- 13.58% |
$178K - $203K
|
10.7K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.68K- 19.18% |
$179K - $204K
|
7.1K
$813K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.71K- 27.09% |
$181K - $206K
|
4.59K
$526K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.78K- 6.73% |
$189K - $215K
|
24.7K
$2.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-1.82K- 35.95% |
$193K - $219K
|
3.23K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 44.36% |
$196K - $223K
|
2.31K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.85K- 7.62% |
$196K - $224K
|
22.4K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.86K- 3.2% |
$197K - $224K
|
56.2K
$6.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.9K- 5.48% |
$201K - $229K
|
32.7K
$3.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.9K- 5.79% |
$202K - $230K
|
31K
$3.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.91K- 35.41% |
$203K - $231K
|
3.49K
$399K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.91K- 35.41% |
$203K - $231K
|
3.49K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.92K- 15.25% |
$204K - $232K
|
10.7K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.95K- 18.06% |
$206K - $235K
|
8.83K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.99K- 9.61% |
$212K - $241K
|
18.7K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.01K- 5.06% |
$213K - $242K
|
37.6K
$4.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.01K- 9.28% |
$213K - $243K
|
19.7K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.05K- 2.48% |
$218K - $248K
|
80.5K
$9.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.07K- 3.55% |
$220K - $250K
|
56.3K
$6.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.09K- 8.38% |
$222K - $253K
|
22.9K
$2.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.09K- 2.56% |
$222K - $253K
|
79.5K
$9.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.1K- 48.11% |
$223K - $254K
|
2.26K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.21K- 0.99% |
$235K - $267K
|
221K
$25.3M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.23K- 1.04% |
$236K - $269K
|
211K
$24.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.26K- 2.58% |
$240K - $273K
|
85.3K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 39.18% |
$241K - $274K
|
3.52K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.28K- 8.43% |
$242K - $275K
|
24.7K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.32K- 11.7% |
$247K - $281K
|
17.5K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-2.37K- 0.6% |
$252K - $287K
|
394K
$45.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.42K- 6.89% |
$257K - $293K
|
32.8K
$3.75M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.45K- 9.79% |
$260K - $296K
|
22.6K
$2.58M
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.5K- 4.9% |
$265K - $302K
|
48.5K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.51K- 15.37% |
$267K - $304K
|
13.8K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.56K- 58.92% |
$271K - $309K
|
1.78K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.76K- 2.5% |
$293K - $333K
|
108K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.97K- 29.16% |
$316K - $359K
|
7.22K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.99K- 5.34% |
$317K - $361K
|
52.9K
$6.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.06K- 28.88% |
$325K - $370K
|
7.54K
$863K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.15K- 3.97% |
$334K - $381K
|
76.2K
$8.72M
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-3.27K- 51.29% |
$347K - $395K
|
3.11K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.4K- 0.31% |
$360K - $411K
|
1.11M
$127M
|