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 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-5.04K- 48.94% |
$487K - $590K
|
5.26K
$586K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.05K- 7.12% |
$489K - $592K
|
65.9K
$7.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.16K- 5.74% |
$499K - $604K
|
84.6K
$9.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.33K- 9.48% |
$516K - $624K
|
50.9K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.48K- 32.98% |
$530K - $642K
|
11.1K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.64K- 13.95% |
$545K - $660K
|
34.8K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-5.65K- 14.05% |
$547K - $663K
|
34.6K
$3.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.23K- 6.6% |
$603K - $730K
|
88.3K
$9.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-6.28K- 18.55% |
$607K - $735K
|
27.6K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
SELL
|
- |
-6.4K- 17.05% |
$620K - $750K
|
31.2K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.53K- 11.91% |
$632K - $765K
|
48.3K
$5.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.61K- 34.25% |
$639K - $774K
|
12.7K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.7K- 35.0% |
$649K - $786K
|
12.5K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.76K- 5.35% |
$654K - $792K
|
120K
$13.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-6.88K- 4.17% |
$666K - $806K
|
158K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-6.99K- 6.4% |
$676K - $819K
|
102K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-7.21K- 0.06% |
$698K - $845K
|
12.2M
$1.36B
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.36K- 50.96% |
$713K - $863K
|
7.09K
$790K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.55K- 3.22% |
$731K - $885K
|
227K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.76K- 20.62% |
$751K - $909K
|
29.9K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
SELL
|
- |
-7.98K- 31.78% |
$772K - $935K
|
17.1K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.44K- 3.82% |
$817K - $989K
|
212K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.56K- 18.81% |
$828K - $1M
|
36.9K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.62K- 96.6% |
$834K - $1.01M
|
303
$33.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.38K- 7.16% |
$908K - $1.1M
|
122K
$13.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.4K- 5.66% |
$910K - $1.1M
|
157K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.47K- 55.34% |
$917K - $1.11M
|
7.65K
$852K
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-9.81KClosed |
$949K - $1.15M
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-9.81K- 15.09% |
$950K - $1.15M
|
55.2K
$6.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-9.84K- 19.53% |
$952K - $1.15M
|
40.5K
$4.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-10.3K- 10.5% |
$993K - $1.2M
|
87.5K
$9.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7K- 99.91% |
$1.03M - $1.25M
|
10
$1.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.9K- 51.41% |
$1.06M - $1.28M
|
10.3K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-11.8K- 36.49% |
$1.14M - $1.38M
|
20.5K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-13.1K- 9.85% |
$1.27M - $1.53M
|
120K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-13.2K- 1.64% |
$1.28M - $1.55M
|
796K
$88.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-14K- 2.25% |
$1.36M - $1.64M
|
610K
$68M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 0.77% |
$1.45M - $1.75M
|
1.94M
$216M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.7K- 28.78% |
$1.52M - $1.84M
|
38.8K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-16.5K- 2.87% |
$1.59M - $1.93M
|
556K
$62M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17.9K- 7.68% |
$1.73M - $2.1M
|
215K
$24M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-19.6K- 52.55% |
$1.9M - $2.3M
|
17.7K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-20K- 53.09% |
$1.94M - $2.35M
|
17.7K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-20.1K- 65.99% |
$1.95M - $2.36M
|
10.4K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-21.3K- 11.31% |
$2.06M - $2.49M
|
167K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-21.4K- 0.49% |
$2.08M - $2.51M
|
4.36M
$486M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-22.5K- 34.87% |
$2.18M - $2.64M
|
42K
$4.69M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-22.6K- 4.63% |
$2.18M - $2.64M
|
465K
$51.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-26.3K- 95.25% |
$2.55M - $3.09M
|
1.31K
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-29.2K- 99.59% |
$2.82M - $3.42M
|
120
$13.4K
|