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 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.09K- 3.21% |
$105K - $128K
|
32.8K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 3.31% |
$108K - $131K
|
32.7K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.16K- 3.45% |
$112K - $135K
|
32.3K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.18K- 1.47% |
$114K - $138K
|
78.9K
$8.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.22K- 15.26% |
$118K - $143K
|
6.79K
$721K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.32K- 2.9% |
$128K - $155K
|
44.3K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.36K- 1.46% |
$132K - $160K
|
91.9K
$9.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.38K- 10.38% |
$133K - $161K
|
11.9K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.55K- 13.4% |
$150K - $182K
|
10K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.63K- 9.77% |
$157K - $190K
|
15K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.68K- 5.18% |
$162K - $196K
|
30.6K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.82K- 11.19% |
$176K - $213K
|
14.4K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.96K- 1.22% |
$190K - $230K
|
159K
$16.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-2.01K- 2.06% |
$194K - $235K
|
95.2K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.06K- 37.47% |
$199K - $241K
|
3.44K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.07K- 14.82% |
$200K - $242K
|
11.9K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-2.08K- 1.47% |
$201K - $243K
|
139K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 1.88% |
$201K - $244K
|
108K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.2K- 28.21% |
$213K - $258K
|
5.6K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.25K- 36.35% |
$218K - $264K
|
3.94K
$419K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.34K- 6.09% |
$227K - $275K
|
36.2K
$3.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.46K- 13.37% |
$238K - $288K
|
15.9K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.5K- 3.82% |
$242K - $293K
|
63.1K
$6.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.53K- 9.02% |
$245K - $296K
|
25.5K
$2.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.57K- 8.28% |
$248K - $301K
|
28.4K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.78K- 6.03% |
$269K - $325K
|
43.3K
$4.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.82K- 27.56% |
$273K - $331K
|
7.42K
$788K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.86K- 6.06% |
$277K - $335K
|
44.3K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.91K- 22.77% |
$282K - $341K
|
9.87K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.96K- 6.26% |
$286K - $347K
|
44.3K
$4.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-3.16K- 0.8% |
$306K - $370K
|
391K
$41.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 27.99% |
$324K - $393K
|
8.62K
$916K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.63K- 2.89% |
$352K - $426K
|
122K
$13M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-3.75K- 31.41% |
$363K - $439K
|
8.19K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.84K- 3.99% |
$372K - $450K
|
92.5K
$9.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.08K- 1.63% |
$395K - $478K
|
247K
$26.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.1K- 5.43% |
$396K - $480K
|
71.3K
$7.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.82K- 27.1% |
$466K - $564K
|
13K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.87K- 3.43% |
$471K - $570K
|
137K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-5.04K- 48.94% |
$487K - $590K
|
5.26K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.64K- 13.95% |
$545K - $660K
|
34.8K
$3.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-6.28K- 18.55% |
$607K - $735K
|
27.6K
$2.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
SELL
|
- |
-6.4K- 17.05% |
$620K - $750K
|
31.2K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.53K- 11.91% |
$632K - $765K
|
48.3K
$5.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.61K- 34.25% |
$639K - $774K
|
12.7K
$1.35M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-6.88K- 4.17% |
$666K - $806K
|
158K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.36K- 50.96% |
$713K - $863K
|
7.09K
$753K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.44K- 3.82% |
$817K - $989K
|
212K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.4K- 5.66% |
$910K - $1.1M
|
157K
$16.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.47K- 55.34% |
$917K - $1.11M
|
7.65K
$812K
|