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 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
3.58KNew |
$347K - $420K
|
3.58K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.43K+ 1.06% |
$332K - $402K
|
327K
$34.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.35K+ 4.49% |
$324K - $392K
|
77.8K
$8.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.33KNew |
$322K - $390K
|
3.33K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.32K+ 29.8% |
$321K - $389K
|
14.4K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3.12K+ 8.8% |
$302K - $366K
|
38.6K
$4.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
3.12KNew |
$302K - $365K
|
3.12K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.1KNew |
$300K - $363K
|
3.1K
$329K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.01K+ 30.5% |
$291K - $353K
|
12.9K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
2.94KNew |
$284K - $344K
|
2.94K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.84KNew |
$275K - $333K
|
2.84K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.8KNew |
$271K - $328K
|
2.8K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.74K+ 10.16% |
$265K - $321K
|
29.7K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2.7K+ 12.04% |
$261K - $316K
|
25.1K
$2.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.69KNew |
$260K - $315K
|
2.69K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.67K+ 76.46% |
$258K - $312K
|
6.15K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.61K+ 9.99% |
$253K - $306K
|
28.8K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.61K+ 7.33% |
$253K - $306K
|
38.2K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.54K+ 29.39% |
$246K - $297K
|
11.2K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.54KNew |
$245K - $297K
|
2.54K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.5K+ 80.13% |
$242K - $292K
|
5.61K
$596K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
2.39KNew |
$232K - $281K
|
2.39K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.39KNew |
$231K - $280K
|
2.39K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.34K+ 37.98% |
$226K - $274K
|
8.49K
$902K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.27KNew |
$220K - $266K
|
2.27K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.25K+ 0.71% |
$218K - $263K
|
320K
$34M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.25KNew |
$218K - $263K
|
2.25K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.23K+ 4.36% |
$216K - $261K
|
53.4K
$5.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.17K+ 7220.0% |
$210K - $254K
|
2.2K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.01KNew |
$195K - $236K
|
2.01K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.92K+ 17.95% |
$186K - $225K
|
12.6K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.81KNew |
$175K - $212K
|
1.81K
$193K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.78K+ 3.64% |
$172K - $208K
|
50.6K
$5.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.73K+ 7.56% |
$167K - $203K
|
24.6K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.66K+ 31.6% |
$160K - $194K
|
6.9K
$733K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.65K+ 1.17% |
$159K - $193K
|
142K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.61K+ 25.51% |
$156K - $189K
|
7.93K
$843K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.61K+ 12.09% |
$156K - $188K
|
14.9K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.55K+ 5.51% |
$150K - $182K
|
29.7K
$3.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.5KNew |
$145K - $175K
|
1.5K
$159K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.48K+ 5.83% |
$143K - $173K
|
26.9K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.47K+ 3.75% |
$142K - $172K
|
40.5K
$4.31M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.4K+ 34.12% |
$135K - $164K
|
5.5K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 5.0% |
$135K - $163K
|
29.3K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.39K+ 12.93% |
$134K - $163K
|
12.1K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.31K+ 0.81% |
$127K - $154K
|
164K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.31KNew |
$126K - $153K
|
1.31K
$139K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.3K+ 1.22% |
$126K - $152K
|
108K
$11.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.28K+ 19.72% |
$124K - $150K
|
7.78K
$826K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.24K+ 52.33% |
$120K - $146K
|
3.62K
$385K
|