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 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 23.91% |
$1.17K - $1.33K
|
57
$6.66K
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.12% |
$1.06K - $1.21K
|
8.39K
$980K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10New |
$1.06K - $1.21K
|
10
$1.17K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9+ 0.36% |
$955 - $1.09K
|
2.51K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9+ 0.13% |
$955 - $1.09K
|
7.06K
$824K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
7New |
$743 - $846
|
7
$818
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$531 - $604
|
8.43K
$985K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 21.05% |
$425 - $484
|
23
$2.69K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3+ 0.07% |
$318 - $363
|
4.48K
$523K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3+ 0.13% |
$318 - $363
|
2.25K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.01% |
$106 - $121
|
17.1K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1+ 0.03% |
$106 - $121
|
3.14K
$367K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1- 2.27% |
$106 - $121
|
43
$5.02K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 0.17% |
$106 - $121
|
594
$69.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$106 - $121
|
2.12K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1- 0.01% |
$106 - $121
|
9.46K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$212 - $242
|
2.17K
$253K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-3- 0.23% |
$318 - $363
|
1.31K
$153K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-4- 0.02% |
$425 - $484
|
20.2K
$2.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 2.07% |
$531 - $604
|
237
$27.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.07% |
$531 - $604
|
7.49K
$876K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 13.64% |
$637 - $725
|
38
$4.44K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-7- 0.29% |
$743 - $846
|
2.38K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7- 0.13% |
$743 - $846
|
5.46K
$638K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 0.08% |
$955 - $1.09K
|
11.3K
$1.32M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-9- 0.41% |
$955 - $1.09K
|
2.19K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-10- 0.07% |
$1.06K - $1.21K
|
14.9K
$1.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11- 0.76% |
$1.17K - $1.33K
|
1.44K
$168K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-12- 1.19% |
$1.27K - $1.45K
|
1K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-12- 0.42% |
$1.27K - $1.45K
|
2.82K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13- 0.23% |
$1.38K - $1.57K
|
5.55K
$648K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 41.67% |
$1.59K - $1.81K
|
21
$2.45K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-15- 2.41% |
$1.59K - $1.81K
|
607
$70.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-16- 23.88% |
$1.7K - $1.93K
|
51
$5.96K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-17- 0.6% |
$1.8K - $2.06K
|
2.82K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.47% |
$1.8K - $2.06K
|
3.58K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-17- 0.55% |
$1.8K - $2.06K
|
3.07K
$358K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-18- 0.11% |
$1.91K - $2.18K
|
16.6K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18- 0.07% |
$1.91K - $2.18K
|
27.1K
$3.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-18- 0.48% |
$1.91K - $2.18K
|
3.74K
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-20- 0.75% |
$2.12K - $2.42K
|
2.65K
$310K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-20- 0.11% |
$2.12K - $2.42K
|
18.9K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 0.36% |
$2.12K - $2.42K
|
5.53K
$647K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-21- 0.65% |
$2.23K - $2.54K
|
3.19K
$373K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-21- 1.09% |
$2.23K - $2.54K
|
1.9K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-23- 17.42% |
$2.44K - $2.78K
|
109
$12.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-24- 0.76% |
$2.55K - $2.9K
|
3.12K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-24- 0.28% |
$2.55K - $2.9K
|
8.5K
$993K
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-25- 1.1% |
$2.65K - $3.02K
|
2.24K
$262K
|