Purchases and Sales Made in Q4 2024 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-389- 1.37% |
$37.6K - $45.6K
|
27.9K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-397- 0.82% |
$38.4K - $46.5K
|
48K
$5.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 2.42% |
$38.7K - $46.9K
|
16.1K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-400- 20.27% |
$38.7K - $46.9K
|
1.57K
$167K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-405- 3.31% |
$39.2K - $47.5K
|
11.8K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-405- 9.95% |
$39.2K - $47.5K
|
3.66K
$389K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-413- 7.6% |
$40K - $48.4K
|
5.02K
$534K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-413- 3.86% |
$40K - $48.4K
|
10.3K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-429- 0.58% |
$41.5K - $50.3K
|
73.5K
$7.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-429- 11.67% |
$41.5K - $50.3K
|
3.25K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-429- 13.16% |
$41.5K - $50.3K
|
2.83K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-440- 13.54% |
$42.6K - $51.6K
|
2.81K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-440- 44.35% |
$42.6K - $51.6K
|
552
$58.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-448- 2.9% |
$43.4K - $52.5K
|
15K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-454- 5.74% |
$43.9K - $53.2K
|
7.46K
$793K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-466- 1.02% |
$45.1K - $54.6K
|
45.3K
$4.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-487- 0.59% |
$47.1K - $57.1K
|
81.6K
$8.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-536- 14.61% |
$51.9K - $62.8K
|
3.13K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-537- 6.94% |
$52K - $62.9K
|
7.2K
$765K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-557- 4.69% |
$53.9K - $65.3K
|
11.3K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-558- 7.22% |
$54K - $65.4K
|
7.17K
$762K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-577- 2.77% |
$55.8K - $67.6K
|
20.2K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-596- 14.12% |
$57.7K - $69.8K
|
3.63K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-600- 14.46% |
$58.1K - $70.3K
|
3.55K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-600- 14.55% |
$58.1K - $70.3K
|
3.52K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-601- 10.18% |
$58.2K - $70.4K
|
5.3K
$563K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-605- 8.07% |
$58.6K - $70.9K
|
6.89K
$732K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-616- 5.45% |
$59.6K - $72.2K
|
10.7K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-652- 2.07% |
$63.1K - $76.4K
|
30.8K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-667- 1.24% |
$64.6K - $78.2K
|
53.2K
$5.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-680- 0.58% |
$65.8K - $79.7K
|
116K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-684- 14.75% |
$66.2K - $80.2K
|
3.95K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-685- 6.96% |
$66.3K - $80.3K
|
9.15K
$972K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-694- 2.43% |
$67.2K - $81.3K
|
27.9K
$2.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-696- 0.91% |
$67.4K - $81.6K
|
75.5K
$8.02M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-735- 13.71% |
$71.1K - $86.1K
|
4.63K
$492K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-753- 75.53% |
$72.9K - $88.2K
|
244
$25.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-770- 7.42% |
$74.5K - $90.2K
|
9.6K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-783- 21.76% |
$75.8K - $91.8K
|
2.82K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-790- 1.35% |
$76.5K - $92.6K
|
57.8K
$6.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-907- 0.39% |
$87.8K - $106K
|
229K
$24.3M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-930- 14.74% |
$90K - $109K
|
5.38K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-950- 7.74% |
$91.9K - $111K
|
11.3K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-964- 7.79% |
$93.3K - $113K
|
11.4K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-973- 13.71% |
$94.2K - $114K
|
6.12K
$651K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-997- 0.78% |
$96.5K - $117K
|
126K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 4.57% |
$97.9K - $119K
|
21.2K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.01K- 5.99% |
$97.9K - $119K
|
15.9K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.01K- 19.35% |
$97.9K - $119K
|
4.22K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.08K- 7.28% |
$104K - $126K
|
13.7K
$1.46M
|