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 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-67- 0.64% |
$6.48K - $7.85K
|
10.4K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-69- 1.54% |
$6.68K - $8.09K
|
4.41K
$469K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-73- 52.52% |
$7.06K - $8.55K
|
66
$7.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-75- 0.81% |
$7.26K - $8.79K
|
9.21K
$979K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-77- 1.99% |
$7.45K - $9.02K
|
3.78K
$402K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-80- 18.65% |
$7.74K - $9.37K
|
349
$37.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-84- 1.84% |
$8.13K - $9.84K
|
4.49K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-90- 0.79% |
$8.71K - $10.5K
|
11.3K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-92- 1.84% |
$8.9K - $10.8K
|
4.91K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-92- 0.55% |
$8.9K - $10.8K
|
16.5K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-94- 3.65% |
$9.1K - $11K
|
2.48K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-94- 2.67% |
$9.1K - $11K
|
3.43K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-97- 18.34% |
$9.39K - $11.4K
|
432
$45.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-99- 1.38% |
$9.58K - $11.6K
|
7.05K
$749K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-100- 3.57% |
$9.68K - $11.7K
|
2.7K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.35% |
$9.68K - $11.7K
|
4.16K
$442K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 4.3% |
$9.68K - $11.7K
|
2.23K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-100- 1.86% |
$9.68K - $11.7K
|
5.28K
$561K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.75% |
$9.68K - $11.7K
|
13.3K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-101- 0.95% |
$9.77K - $11.8K
|
10.6K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-104- 2.07% |
$10.1K - $12.2K
|
4.91K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-106- 0.29% |
$10.3K - $12.4K
|
36.3K
$3.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-113- 2.88% |
$10.9K - $13.2K
|
3.82K
$405K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-115- 23.66% |
$11.1K - $13.5K
|
371
$39.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 0.43% |
$12.1K - $14.6K
|
28.8K
$3.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 40.0% |
$12.4K - $15K
|
192
$20.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-128- 2.71% |
$12.4K - $15K
|
4.59K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-130- 5.54% |
$12.6K - $15.2K
|
2.22K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-132- 3.33% |
$12.8K - $15.5K
|
3.83K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-133- 5.65% |
$12.9K - $15.6K
|
2.22K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-137- 1.61% |
$13.3K - $16.1K
|
8.37K
$890K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-137- 3.72% |
$13.3K - $16.1K
|
3.55K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-140- 1.31% |
$13.5K - $16.4K
|
10.5K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 9.03% |
$14.4K - $17.5K
|
1.5K
$159K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-150- 1.02% |
$14.5K - $17.6K
|
14.6K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-152- 0.47% |
$14.7K - $17.8K
|
31.9K
$3.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-156- 2.25% |
$15.1K - $18.3K
|
6.78K
$720K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-158- 1.06% |
$15.3K - $18.5K
|
14.8K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-160- 3.31% |
$15.5K - $18.7K
|
4.68K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-164- 1.01% |
$15.9K - $19.2K
|
16.1K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-169- 2.59% |
$16.4K - $19.8K
|
6.35K
$674K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-173- 2.61% |
$16.7K - $20.3K
|
6.45K
$685K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-175- 4.53% |
$16.9K - $20.5K
|
3.69K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-177- 14.47% |
$17.1K - $20.7K
|
1.05K
$111K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-180- 2.88% |
$17.4K - $21.1K
|
6.08K
$646K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-181- 90.05% |
$17.5K - $21.2K
|
20
$2.13K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-185- 6.22% |
$17.9K - $21.7K
|
2.79K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-187- 1.09% |
$18.1K - $21.9K
|
17K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-190- 2.65% |
$18.4K - $22.3K
|
6.98K
$741K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-195- 1.36% |
$18.9K - $22.9K
|
14.1K
$1.5M
|