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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.61K- 6.35% |
$596K - $678K
|
82.8K
$8.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.74K- 1.81% |
$609K - $694K
|
312K
$32.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.75K- 28.7% |
$610K - $695K
|
14.3K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-5.82K- 44.28% |
$618K - $704K
|
7.33K
$760K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.84K- 0.78% |
$620K - $706K
|
745K
$77.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.85K- 61.53% |
$621K - $707K
|
3.66K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.95K- 6.76% |
$631K - $719K
|
82K
$8.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-6.12K- 19.59% |
$649K - $739K
|
25.1K
$2.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.5K- 22.03% |
$689K - $785K
|
23K
$2.39M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.53K- 3.89% |
$692K - $789K
|
161K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.62K- 18.63% |
$703K - $800K
|
28.9K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.72K- 53.14% |
$713K - $813K
|
5.93K
$615K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
SELL
|
- |
-6.78K- 36.04% |
$720K - $820K
|
12K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-6.96K- 41.43% |
$738K - $841K
|
9.84K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-7.05K- 0.28% |
$748K - $853K
|
2.54M
$264M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-7.12K- 38.11% |
$756K - $861K
|
11.6K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-7.15K- 65.8% |
$758K - $864K
|
3.72K
$386K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.59K- 12.92% |
$805K - $917K
|
51.1K
$5.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-7.79K- 57.78% |
$827K - $941K
|
5.69K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-8.21K- 5.82% |
$871K - $993K
|
133K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-8.4K- 2.57% |
$891K - $1.01M
|
318K
$33M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8.6K- 16.88% |
$913K - $1.04M
|
42.4K
$4.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-8.7K- 29.09% |
$924K - $1.05M
|
21.2K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-8.79K- 44.0% |
$933K - $1.06M
|
11.2K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-10.5K- 4.67% |
$1.11M - $1.27M
|
214K
$22.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12K- 0.48% |
$1.27M - $1.45M
|
2.47M
$256M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-12.2K- 66.95% |
$1.29M - $1.47M
|
6.02K
$625K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-12.4K- 7.02% |
$1.32M - $1.5M
|
165K
$17.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-12.5K- 86.15% |
$1.33M - $1.51M
|
2.01K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-13K- 54.51% |
$1.38M - $1.57M
|
10.9K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.2K- 6.08% |
$1.4M - $1.59M
|
204K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.2K- 0.96% |
$1.4M - $1.6M
|
1.37M
$142M
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-14.7K- 0.12% |
$1.55M - $1.77M
|
12.2M
$1.27B
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.3K- 9.88% |
$1.84M - $2.09M
|
158K
$16.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.4K- 3.43% |
$1.96M - $2.23M
|
518K
$53.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-19.2K- 52.15% |
$2.03M - $2.32M
|
17.6K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-19.7K- 3.8% |
$2.09M - $2.38M
|
498K
$51.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.8K- 18.8% |
$2.1M - $2.39M
|
85.4K
$8.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-20.1K- 9.0% |
$2.13M - $2.42M
|
203K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.8K- 5.1% |
$2.42M - $2.76M
|
425K
$44.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-23.3K- 48.25% |
$2.47M - $2.82M
|
25K
$2.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.4K- 6.88% |
$2.59M - $2.95M
|
330K
$34.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-32.1K- 23.75% |
$3.41M - $3.88M
|
103K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-35.8K- 20.19% |
$3.8M - $4.33M
|
141K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40.2K- 16.53% |
$4.26M - $4.85M
|
203K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-45.3K- 43.44% |
$4.81M - $5.47M
|
59K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-51.5K- 21.02% |
$5.46M - $6.22M
|
193K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.7K- 8.26% |
$5.6M - $6.38M
|
586K
$60.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-54.6K- 9.58% |
$5.79M - $6.6M
|
515K
$53.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-55K- 43.46% |
$5.83M - $6.64M
|
71.5K
$7.42M
|