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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-74- 2.3% |
$7.85K - $8.95K
|
3.14K
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-74- 2.18% |
$7.85K - $8.95K
|
3.33K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-74- 2.65% |
$7.85K - $8.95K
|
2.72K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-75- 1.51% |
$7.96K - $9.07K
|
4.88K
$480K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-75- 0.99% |
$7.96K - $9.07K
|
7.53K
$740K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-75- 0.93% |
$7.96K - $9.07K
|
8.01K
$788K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-77- 0.78% |
$8.17K - $9.31K
|
9.75K
$959K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-78- 2.46% |
$8.28K - $9.43K
|
3.1K
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-80- 1.73% |
$8.49K - $9.67K
|
4.53K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-80- 17.82% |
$8.49K - $9.67K
|
369
$36.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-80- 1.98% |
$8.49K - $9.67K
|
3.96K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-80- 0.28% |
$8.49K - $9.67K
|
28.1K
$2.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-81- 1.87% |
$8.6K - $9.79K
|
4.26K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-83- 13.13% |
$8.81K - $10K
|
549
$54K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-84- 4.27% |
$8.91K - $10.2K
|
1.88K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-85- 3.66% |
$9.02K - $10.3K
|
2.24K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-85- 94.44% |
$9.02K - $10.3K
|
5
$492
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-89- 2.91% |
$9.45K - $10.8K
|
2.97K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-90- 6.21% |
$9.55K - $10.9K
|
1.36K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-90- 4.09% |
$9.55K - $10.9K
|
2.11K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-91- 42.92% |
$9.66K - $11K
|
121
$11.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-92- 0.17% |
$9.76K - $11.1K
|
53.9K
$5.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-93- 1.67% |
$9.87K - $11.2K
|
5.49K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-95- 0.18% |
$10.1K - $11.5K
|
51.8K
$5.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-96- 4.72% |
$10.2K - $11.6K
|
1.94K
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-99- 1.86% |
$10.5K - $12K
|
5.21K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.74% |
$10.6K - $12.1K
|
13.4K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-100- 12.5% |
$10.6K - $12.1K
|
700
$68.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 4.6% |
$10.6K - $12.1K
|
2.08K
$204K
|
|
|
Nov 05, 2024
Q3 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 4.12% |
$10.6K - $12.1K
|
2.33K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 2.4% |
$10.6K - $12.1K
|
4.06K
$400K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-100- 2.82% |
$10.6K - $12.1K
|
3.45K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-105- 1.44% |
$11.1K - $12.7K
|
7.17K
$705K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-108- 1.46% |
$11.5K - $13.1K
|
7.27K
$715K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-109- 93.97% |
$11.6K - $13.2K
|
7
$688
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-109- 5.15% |
$11.6K - $13.2K
|
2.01K
$197K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-109- 10.53% |
$11.6K - $13.2K
|
926
$91.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-109- 4.68% |
$11.6K - $13.2K
|
2.22K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-110- 18.61% |
$11.7K - $13.3K
|
481
$47.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-110- 0.24% |
$11.7K - $13.3K
|
45.8K
$4.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-115- 0.59% |
$12.2K - $13.9K
|
19.3K
$1.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-115- 15.54% |
$12.2K - $13.9K
|
625
$61.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-118- 0.92% |
$12.5K - $14.3K
|
12.8K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-124- 5.17% |
$13.2K - $15K
|
2.27K
$224K
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-124- 2.18% |
$13.2K - $15K
|
5.57K
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-125- 1.04% |
$13.3K - $15.1K
|
11.9K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-126- 0.76% |
$13.4K - $15.2K
|
16.4K
$1.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-127- 0.71% |
$13.5K - $15.4K
|
17.9K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-131- 10.77% |
$13.9K - $15.8K
|
1.09K
$107K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-132- 0.79% |
$14K - $16K
|
16.5K
$1.62M
|