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
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.03% |
$3.08K - $3.51K
|
2.78K
$273K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-30- 0.73% |
$3.18K - $3.63K
|
4.07K
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-30- 13.04% |
$3.18K - $3.63K
|
200
$19.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-33- 0.56% |
$3.5K - $3.99K
|
5.83K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-35- 0.44% |
$3.71K - $4.23K
|
7.84K
$771K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-35- 0.53% |
$3.71K - $4.23K
|
6.54K
$643K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-35- 0.83% |
$3.71K - $4.23K
|
4.21K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-35- 1.15% |
$3.71K - $4.23K
|
3.01K
$296K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-35- 1.56% |
$3.71K - $4.23K
|
2.21K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-36- 0.21% |
$3.82K - $4.35K
|
17.2K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-38- 0.17% |
$4.03K - $4.59K
|
22.6K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-39- 0.46% |
$4.14K - $4.71K
|
8.35K
$821K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-40- 0.14% |
$4.25K - $4.84K
|
27.6K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-40- 0.45% |
$4.25K - $4.84K
|
8.81K
$867K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-40- 1.67% |
$4.25K - $4.84K
|
2.36K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-40- 0.63% |
$4.25K - $4.84K
|
6.26K
$616K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-41- 1.08% |
$4.35K - $4.96K
|
3.74K
$368K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-43- 1.91% |
$4.56K - $5.2K
|
2.2K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-45- 0.9% |
$4.78K - $5.44K
|
4.94K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-46- 0.86% |
$4.88K - $5.56K
|
5.29K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-47- 1.74% |
$4.99K - $5.68K
|
2.66K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 8.73% |
$5.09K - $5.8K
|
502
$49.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-49- 1.68% |
$5.2K - $5.92K
|
2.87K
$282K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-50- 0.72% |
$5.31K - $6.04K
|
6.85K
$674K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-50- 0.06% |
$5.31K - $6.04K
|
82.4K
$8.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-50- 1.19% |
$5.31K - $6.04K
|
4.15K
$408K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 0.68% |
$5.31K - $6.04K
|
7.31K
$719K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-50- 2.16% |
$5.31K - $6.04K
|
2.26K
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 0.49% |
$5.31K - $6.04K
|
10.2K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-51- 1.4% |
$5.41K - $6.17K
|
3.58K
$352K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-53- 0.33% |
$5.62K - $6.41K
|
16K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-53- 0.62% |
$5.62K - $6.41K
|
8.51K
$837K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-54- 2.01% |
$5.73K - $6.53K
|
2.63K
$259K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-55- 0.36% |
$5.84K - $6.65K
|
15K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-55- 0.17% |
$5.84K - $6.65K
|
32.1K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59- 0.03% |
$6.26K - $7.13K
|
189K
$18.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-59- 2.8% |
$6.26K - $7.13K
|
2.05K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-59- 0.28% |
$6.26K - $7.13K
|
21K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-60- 2.06% |
$6.37K - $7.25K
|
2.86K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-61- 1.94% |
$6.47K - $7.37K
|
3.08K
$303K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-65- 1.83% |
$6.9K - $7.86K
|
3.5K
$344K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-65- 1.91% |
$6.9K - $7.86K
|
3.34K
$328K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 0.8% |
$7.11K - $8.1K
|
8.36K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-69- 56.1% |
$7.32K - $8.34K
|
54
$5.31K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-69- 1.49% |
$7.32K - $8.34K
|
4.55K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-70- 0.33% |
$7.43K - $8.46K
|
21.4K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-70- 0.65% |
$7.43K - $8.46K
|
10.7K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-70- 0.66% |
$7.43K - $8.46K
|
10.5K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-70- 0.56% |
$7.43K - $8.46K
|
12.5K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
SELL
|
- |
-74- 0.55% |
$7.85K - $8.95K
|
13.5K
$1.33M
|