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
|
Pointe Capital Management LLC
|
BUY
|
- |
56+ 1.58% |
$5.42K - $6.56K
|
3.6K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
55+ 2.73% |
$5.32K - $6.44K
|
2.07K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
54+ 5.49% |
$5.23K - $6.33K
|
1.04K
$110K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
53New |
$5.13K - $6.21K
|
53
$5.63K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
52+ 2.47% |
$5.03K - $6.09K
|
2.16K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51+ 0.68% |
$4.94K - $5.98K
|
7.59K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
49+ 2.03% |
$4.74K - $5.74K
|
2.46K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
45New |
$4.36K - $5.27K
|
45
$4.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$4.68K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$4.68K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$4.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
43+ 1.62% |
$4.16K - $5.04K
|
2.7K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
42+ 1.94% |
$4.06K - $4.92K
|
2.21K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
40+ 1.7% |
$3.87K - $4.69K
|
2.4K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 0.67% |
$3.87K - $4.69K
|
6.02K
$640K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
37+ 1.23% |
$3.58K - $4.34K
|
3.05K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
36New |
$3.48K - $4.22K
|
36
$3.83K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
33+ 1.44% |
$3.19K - $3.87K
|
2.33K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
33+ 1.44% |
$3.19K - $3.87K
|
2.32K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
31+ 10.95% |
$3K - $3.63K
|
314
$33.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28+ 0.07% |
$2.71K - $3.28K
|
41.4K
$4.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 0.61% |
$2.42K - $2.93K
|
4.16K
$442K
|
|
|
Feb 07, 2025
Q4 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
25+ 0.09% |
$2.42K - $2.93K
|
28K
$2.97M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.23K - $2.7K
|
23
$2.44K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 0.6% |
$2.13K - $2.58K
|
3.72K
$395K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
21+ 0.41% |
$2.03K - $2.46K
|
5.19K
$551K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 5.66% |
$2.03K - $2.46K
|
392
$41.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
20+ 0.1% |
$1.94K - $2.34K
|
19.1K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20New |
$1.94K - $2.34K
|
20
$2.13K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 11.63% |
$1.94K - $2.34K
|
192
$20.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 6.12% |
$1.94K - $2.34K
|
347
$36.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
19+ 0.37% |
$1.84K - $2.23K
|
5.12K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
17+ 0.24% |
$1.65K - $1.99K
|
7.04K
$748K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
13+ 0.51% |
$1.26K - $1.52K
|
2.59K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11New |
$1.06K - $1.29K
|
11
$1.17K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
11+ 0.1% |
$1.06K - $1.29K
|
11.4K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9New |
$871 - $1.05K
|
9
$956
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
7+ 0.26% |
$677 - $820
|
2.72K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
5+ 0.18% |
$484 - $586
|
2.79K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5+ 0.07% |
$484 - $586
|
7.07K
$752K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
5+ 0.15% |
$484 - $586
|
3.26K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 5.88% |
$290 - $352
|
54
$5.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
2+ 0.0% |
$194 - $234
|
46K
$4.89M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1+ 0.16% |
$96.8 - $117
|
608
$64.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1- 0.04% |
$96.8 - $117
|
2.65K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$96.8 - $117
|
2.57K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1- 0.04% |
$96.8 - $117
|
2.63K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 9.3% |
$387 - $469
|
39
$4.14K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 0.14% |
$484 - $586
|
3.5K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-6- 0.21% |
$581 - $703
|
2.85K
$303K
|