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 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
453+ 0.92% |
$43.8K - $53.1K
|
49.5K
$5.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
447+ 5.35% |
$43.3K - $52.4K
|
8.81K
$936K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
429+ 0.44% |
$41.5K - $50.3K
|
99K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
427+ 2.02% |
$41.3K - $50K
|
21.5K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
417+ 1.92% |
$40.4K - $48.9K
|
22.1K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
409+ 10.95% |
$39.6K - $47.9K
|
4.14K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
381+ 12.7% |
$36.9K - $44.6K
|
3.38K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
375+ 10.76% |
$36.3K - $43.9K
|
3.86K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
355+ 7.36% |
$34.4K - $41.6K
|
5.18K
$550K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
354+ 25.73% |
$34.3K - $41.5K
|
1.73K
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
343+ 10.03% |
$33.2K - $40.2K
|
3.76K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
341+ 6.27% |
$33K - $40K
|
5.78K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
331+ 1.38% |
$32K - $38.8K
|
24.2K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
326+ 16.19% |
$31.6K - $38.2K
|
2.34K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
315+ 0.73% |
$30.5K - $36.9K
|
43.4K
$4.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
315+ 5.13% |
$30.5K - $36.9K
|
6.46K
$686K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
292+ 1.77% |
$28.3K - $34.2K
|
16.8K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
289+ 15.76% |
$28K - $33.9K
|
2.12K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285+ 1.28% |
$27.6K - $33.4K
|
22.6K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
283+ 4.98% |
$27.4K - $33.2K
|
5.96K
$634K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
281New |
$27.2K - $32.9K
|
281
$29.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
277+ 8.35% |
$26.8K - $32.5K
|
3.6K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
270+ 2.77% |
$26.1K - $31.6K
|
10K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
262New |
$25.4K - $30.7K
|
262
$27.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
262+ 7.32% |
$25.4K - $30.7K
|
3.84K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
250+ 7.14% |
$24.2K - $29.3K
|
3.75K
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
247+ 1.66% |
$23.9K - $28.9K
|
15.2K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
237+ 3.32% |
$22.9K - $27.8K
|
7.37K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
235+ 4.28% |
$22.7K - $27.5K
|
5.72K
$608K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
229New |
$22.2K - $26.8K
|
229
$24.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
223New |
$21.6K - $26.1K
|
223
$23.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
220+ 1.57% |
$21.3K - $25.8K
|
14.3K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
220+ 9.3% |
$21.3K - $25.8K
|
2.59K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
215+ 1.89% |
$20.8K - $25.2K
|
11.6K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
213+ 1.47% |
$20.6K - $25K
|
14.7K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
212+ 5.24% |
$20.5K - $24.8K
|
4.26K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
211+ 7.11% |
$20.4K - $24.7K
|
3.18K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
210+ 6.33% |
$20.3K - $24.6K
|
3.53K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
206+ 0.27% |
$19.9K - $24.1K
|
75.5K
$8.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
205+ 9.74% |
$19.8K - $24K
|
2.31K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
202New |
$19.5K - $23.7K
|
202
$21.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
200+ 4.5% |
$19.4K - $23.4K
|
4.64K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
200New |
$19.4K - $23.4K
|
200
$21.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
200+ 4.37% |
$19.4K - $23.4K
|
4.77K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
200+ 4.48% |
$19.4K - $23.4K
|
4.67K
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
198+ 4.28% |
$19.2K - $23.2K
|
4.82K
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
192+ 1.09% |
$18.6K - $22.5K
|
17.8K
$1.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
191+ 0.19% |
$18.5K - $22.4K
|
103K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
186+ 4.57% |
$18K - $21.8K
|
4.26K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
177+ 1.51% |
$17.1K - $20.7K
|
11.9K
$1.26M
|