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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
169+ 1.05% |
$16.4K - $19.8K
|
16.2K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
163+ 0.38% |
$15.8K - $19.1K
|
42.5K
$4.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
162+ 6.44% |
$15.7K - $19K
|
2.68K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
160+ 5.6% |
$15.5K - $18.7K
|
3.02K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
160+ 175.82% |
$15.5K - $18.7K
|
251
$26.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
158+ 2.55% |
$15.3K - $18.5K
|
6.35K
$675K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
154+ 6.16% |
$14.9K - $18K
|
2.65K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
148+ 3.27% |
$14.3K - $17.3K
|
4.68K
$497K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
146New |
$14.1K - $17.1K
|
146
$15.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
131+ 6.53% |
$12.7K - $15.4K
|
2.14K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
130New |
$12.6K - $15.2K
|
130
$13.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
130+ 1.1% |
$12.6K - $15.2K
|
11.9K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
125+ 0.67% |
$12.1K - $14.6K
|
18.8K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
124+ 2.22% |
$12K - $14.5K
|
5.7K
$605K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
123+ 2.67% |
$11.9K - $14.4K
|
4.73K
$502K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
121+ 100.0% |
$11.7K - $14.2K
|
242
$25.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
118+ 4.25% |
$11.4K - $13.8K
|
2.89K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
116+ 3.14% |
$11.2K - $13.6K
|
3.81K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
115New |
$11.1K - $13.5K
|
115
$12.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
112+ 1.87% |
$10.8K - $13.1K
|
6.11K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
110+ 3.5% |
$10.6K - $12.9K
|
3.25K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
108+ 0.18% |
$10.5K - $12.7K
|
60.7K
$6.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
107New |
$10.4K - $12.5K
|
107
$11.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
106+ 2.61% |
$10.3K - $12.4K
|
4.16K
$442K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
101+ 0.61% |
$9.77K - $11.8K
|
16.7K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
100+ 50.0% |
$9.68K - $11.7K
|
300
$31.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
89+ 2.9% |
$8.61K - $10.4K
|
3.16K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
89+ 0.7% |
$8.61K - $10.4K
|
12.8K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
88+ 1.75% |
$8.52K - $10.3K
|
5.12K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
82+ 2.21% |
$7.94K - $9.61K
|
3.79K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
81+ 2.08% |
$7.84K - $9.49K
|
3.98K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
80+ 1.19% |
$7.74K - $9.37K
|
6.83K
$726K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
77+ 1.83% |
$7.45K - $9.02K
|
4.28K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
73New |
$7.06K - $8.55K
|
73
$7.76K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
72+ 1.86% |
$6.97K - $8.44K
|
3.94K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
71+ 1.36% |
$6.87K - $8.32K
|
5.29K
$562K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
70+ 1.58% |
$6.77K - $8.2K
|
4.49K
$477K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
70+ 2.65% |
$6.77K - $8.2K
|
2.71K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
69+ 1.08% |
$6.68K - $8.09K
|
6.48K
$689K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
67+ 1.6% |
$6.48K - $7.85K
|
4.26K
$452K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
67+ 0.11% |
$6.48K - $7.85K
|
62.4K
$6.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
66+ 10.7% |
$6.39K - $7.73K
|
683
$72.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
65+ 3.08% |
$6.29K - $7.62K
|
2.17K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
65+ 0.76% |
$6.29K - $7.62K
|
8.56K
$910K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
64+ 0.96% |
$6.19K - $7.5K
|
6.77K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
62+ 1.38% |
$6K - $7.27K
|
4.55K
$483K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
62+ 0.7% |
$6K - $7.27K
|
8.89K
$945K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
58+ 1.53% |
$5.61K - $6.8K
|
3.85K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
58+ 0.07% |
$5.61K - $6.8K
|
87.5K
$9.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 0.39% |
$5.42K - $6.56K
|
14.4K
$1.53M
|