Purchases and Sales Made in Q3 2024 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
40+ 0.43% |
$4.25K - $4.84K
|
9.41K
$932K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 26.67% |
$4.25K - $4.84K
|
190
$18.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
39+ 150.0% |
$4.14K - $4.71K
|
65
$6.44K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
39+ 1.14% |
$4.14K - $4.71K
|
3.46K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
39+ 0.07% |
$4.14K - $4.71K
|
56.8K
$5.62M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
39+ 0.16% |
$4.14K - $4.71K
|
25.2K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
38+ 0.65% |
$4.03K - $4.59K
|
5.91K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
36+ 58.06% |
$3.82K - $4.35K
|
98
$9.71K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
36New |
$3.82K - $4.35K
|
36
$3.57K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
35+ 0.4% |
$3.71K - $4.23K
|
8.68K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
33+ 36.67% |
$3.5K - $3.99K
|
123
$12.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
33+ 0.22% |
$3.5K - $3.99K
|
14.8K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
33+ 2.43% |
$3.5K - $3.99K
|
1.39K
$138K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
33New |
$3.5K - $3.99K
|
33
$3.27K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
33+ 0.41% |
$3.5K - $3.99K
|
8.11K
$804K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 10.2% |
$3.29K - $3.75K
|
335
$33.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
30+ 1.1% |
$3.18K - $3.63K
|
2.76K
$274K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
30+ 0.56% |
$3.18K - $3.63K
|
5.35K
$530K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
30+ 0.73% |
$3.18K - $3.63K
|
4.13K
$409K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30New |
$3.18K - $3.63K
|
30
$2.97K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
28+ 1.2% |
$2.97K - $3.38K
|
2.36K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
27+ 0.98% |
$2.87K - $3.26K
|
2.78K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27+ 0.48% |
$2.87K - $3.26K
|
5.65K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26New |
$2.76K - $3.14K
|
26
$2.58K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
26+ 0.59% |
$2.76K - $3.14K
|
4.44K
$440K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
25+ 208.33% |
$2.65K - $3.02K
|
37
$3.67K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
25+ 0.42% |
$2.65K - $3.02K
|
5.98K
$592K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
25+ 0.47% |
$2.65K - $3.02K
|
5.36K
$531K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
24+ 4.09% |
$2.55K - $2.9K
|
611
$60.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
24+ 15.29% |
$2.55K - $2.9K
|
181
$17.9K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
20New |
$2.12K - $2.42K
|
20
$1.98K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
20+ 0.93% |
$2.12K - $2.42K
|
2.16K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19+ 22.89% |
$2.02K - $2.3K
|
102
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
19+ 0.03% |
$2.02K - $2.3K
|
62.3K
$6.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
18+ 0.9% |
$1.91K - $2.18K
|
2.02K
$200K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 16.16% |
$1.7K - $1.93K
|
115
$11.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.35% |
$1.7K - $1.93K
|
4.57K
$453K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.49% |
$1.59K - $1.81K
|
3.09K
$306K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
14+ 0.43% |
$1.49K - $1.69K
|
3.29K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
14New |
$1.49K - $1.69K
|
14
$1.39K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
14+ 0.42% |
$1.49K - $1.69K
|
3.32K
$329K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13+ 0.43% |
$1.38K - $1.57K
|
3.01K
$298K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
13+ 0.5% |
$1.38K - $1.57K
|
2.64K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12+ 0.32% |
$1.27K - $1.45K
|
3.71K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 23.91% |
$1.17K - $1.33K
|
57
$5.65K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 0.28% |
$1.17K - $1.33K
|
3.93K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10New |
$1.06K - $1.21K
|
10
$991
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.12% |
$1.06K - $1.21K
|
8.39K
$831K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9+ 0.36% |
$955 - $1.09K
|
2.51K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9+ 0.13% |
$955 - $1.09K
|
7.06K
$699K
|