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 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
249+ 8.1% |
$24.1K - $29.2K
|
3.32K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
247+ 1.66% |
$23.9K - $28.9K
|
15.2K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
239+ 6.79% |
$23.1K - $28K
|
3.76K
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
237+ 3.32% |
$22.9K - $27.8K
|
7.37K
$844K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
235+ 4.28% |
$22.7K - $27.5K
|
5.72K
$656K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
229New |
$22.2K - $26.8K
|
229
$26.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
229New |
$22.2K - $26.8K
|
229
$26.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
223New |
$21.6K - $26.1K
|
223
$25.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
220+ 9.3% |
$21.3K - $25.8K
|
2.59K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
220+ 1.57% |
$21.3K - $25.8K
|
14.3K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
219+ 11.51% |
$21.2K - $25.7K
|
2.12K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
218+ 0.47% |
$21.1K - $25.5K
|
46.7K
$5.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
215+ 1.89% |
$20.8K - $25.2K
|
11.6K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
213+ 1.47% |
$20.6K - $25K
|
14.7K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
212+ 5.24% |
$20.5K - $24.8K
|
4.26K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
211+ 7.11% |
$20.4K - $24.7K
|
3.18K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
210+ 6.33% |
$20.3K - $24.6K
|
3.53K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
206+ 0.27% |
$19.9K - $24.1K
|
75.5K
$8.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
205+ 9.74% |
$19.8K - $24K
|
2.31K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
202New |
$19.5K - $23.7K
|
202
$23.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
200+ 4.5% |
$19.4K - $23.4K
|
4.64K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
200New |
$19.4K - $23.4K
|
200
$22.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
200+ 4.48% |
$19.4K - $23.4K
|
4.67K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
200+ 4.37% |
$19.4K - $23.4K
|
4.77K
$547K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
200New |
$19.4K - $23.4K
|
200
$22.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
198+ 4.28% |
$19.2K - $23.2K
|
4.82K
$552K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
192+ 1.09% |
$18.6K - $22.5K
|
17.8K
$2.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
191+ 0.19% |
$18.5K - $22.4K
|
103K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
186+ 4.57% |
$18K - $21.8K
|
4.26K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
184+ 2.55% |
$17.8K - $21.6K
|
7.41K
$848K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
180New |
$17.4K - $21.1K
|
180
$20.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
177+ 1.51% |
$17.1K - $20.7K
|
11.9K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
172New |
$16.6K - $20.2K
|
172
$19.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
171New |
$16.5K - $20K
|
171
$19.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
169+ 1.05% |
$16.4K - $19.8K
|
16.2K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
165New |
$16K - $19.3K
|
165
$18.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
163+ 0.38% |
$15.8K - $19.1K
|
42.5K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
162+ 6.44% |
$15.7K - $19K
|
2.68K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
160+ 175.82% |
$15.5K - $18.7K
|
251
$28.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
160+ 5.6% |
$15.5K - $18.7K
|
3.02K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
160+ 1.7% |
$15.5K - $18.7K
|
9.57K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
158+ 2.55% |
$15.3K - $18.5K
|
6.35K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
157+ 30.97% |
$15.2K - $18.4K
|
664
$76K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
157+ 2.35% |
$15.2K - $18.4K
|
6.85K
$784K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
154+ 6.16% |
$14.9K - $18K
|
2.65K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
149+ 5.61% |
$14.4K - $17.5K
|
2.81K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
148+ 3.27% |
$14.3K - $17.3K
|
4.68K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
146New |
$14.1K - $17.1K
|
146
$16.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
134+ 1.08% |
$13K - $15.7K
|
12.6K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
133+ 3.33% |
$12.9K - $15.6K
|
4.12K
$472K
|