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
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.22K+ 5.81% |
$118K - $143K
|
22.2K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.08K+ 176.27% |
$104K - $126K
|
1.69K
$179K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.07K+ 17.38% |
$104K - $126K
|
7.24K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 3.64% |
$102K - $124K
|
30.2K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.04K+ 3.9% |
$101K - $122K
|
27.7K
$2.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.03K+ 12.77% |
$99.4K - $120K
|
9.07K
$964K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.01K+ 10.33% |
$97.7K - $118K
|
10.8K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1K+ 199.2% |
$96.8K - $117K
|
1.5K
$160K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
993New |
$96.1K - $116K
|
993
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
986+ 7.51% |
$95.4K - $116K
|
14.1K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
949+ 0.5% |
$91.8K - $111K
|
192K
$20.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
926+ 8.48% |
$89.6K - $109K
|
11.8K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
899+ 28.42% |
$87K - $105K
|
4.06K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
897+ 11.63% |
$86.8K - $105K
|
8.61K
$915K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
896+ 37.84% |
$86.7K - $105K
|
3.26K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
853+ 4.93% |
$82.6K - $100K
|
18.2K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
849+ 12.37% |
$82.2K - $99.5K
|
7.71K
$820K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
832+ 19.29% |
$80.5K - $97.5K
|
5.15K
$547K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
826+ 23.36% |
$79.9K - $96.8K
|
4.36K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
824+ 4.48% |
$79.7K - $96.6K
|
19.2K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
750+ 29.46% |
$72.6K - $87.9K
|
3.3K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
745New |
$72.1K - $87.3K
|
745
$79.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
710New |
$68.7K - $83.2K
|
710
$75.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
707+ 6.93% |
$68.4K - $82.8K
|
10.9K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
706+ 35.69% |
$68.3K - $82.7K
|
2.68K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
705+ 21.94% |
$68.2K - $82.6K
|
3.92K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
697+ 35.11% |
$67.5K - $81.7K
|
2.68K
$285K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
696+ 782.02% |
$67.4K - $81.6K
|
785
$83.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
683+ 14.11% |
$66.1K - $80K
|
5.52K
$587K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
679+ 12.36% |
$65.7K - $79.6K
|
6.17K
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
671+ 1.98% |
$64.9K - $78.6K
|
34.5K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
658+ 22.35% |
$63.7K - $77.1K
|
3.6K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
656+ 6.69% |
$63.5K - $76.9K
|
10.5K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
636+ 7.56% |
$61.6K - $74.5K
|
9.05K
$961K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
633+ 9.57% |
$61.3K - $74.2K
|
7.25K
$770K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
624New |
$60.4K - $73.1K
|
624
$66.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
606+ 7.1% |
$58.6K - $71K
|
9.14K
$972K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
603+ 11.65% |
$58.4K - $70.7K
|
5.78K
$614K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
600+ 0.75% |
$58.1K - $70.3K
|
80.1K
$8.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
600+ 2.83% |
$58.1K - $70.3K
|
21.8K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
580+ 21.81% |
$56.1K - $68K
|
3.24K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
567+ 0.49% |
$54.9K - $66.4K
|
117K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
563New |
$54.5K - $66K
|
563
$59.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
543+ 14.5% |
$52.6K - $63.6K
|
4.29K
$456K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
534+ 8.6% |
$51.7K - $62.6K
|
6.74K
$717K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
523+ 1.93% |
$50.6K - $61.3K
|
27.6K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
521+ 8.54% |
$50.4K - $61.1K
|
6.62K
$703K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500+ 95.79% |
$48.4K - $58.6K
|
1.02K
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
490+ 1.04% |
$47.4K - $57.4K
|
47.8K
$5.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
485New |
$46.9K - $56.8K
|
485
$51.5K
|