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
|
Sepio Capital, LP
|
SELL
|
- |
-133- 0.96% |
$14.1K - $16.1K
|
13.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-136- 1.67% |
$14.4K - $16.4K
|
8.02K
$789K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-140- 0.02% |
$14.9K - $16.9K
|
809K
$79.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140- 4.05% |
$14.9K - $16.9K
|
3.32K
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-141- 4.67% |
$15K - $17K
|
2.88K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-142- 6.29% |
$15.1K - $17.2K
|
2.12K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-145- 1.22% |
$15.4K - $17.5K
|
11.8K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-145- 0.57% |
$15.4K - $17.5K
|
25.4K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-147- 0.88% |
$15.6K - $17.8K
|
16.5K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-147- 83.05% |
$15.6K - $17.8K
|
30
$2.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-150- 1.27% |
$15.9K - $18.1K
|
11.7K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-154- 1.37% |
$16.3K - $18.6K
|
11.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-154- 1.36% |
$16.3K - $18.6K
|
11.1K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-157- 2.98% |
$16.7K - $19K
|
5.11K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-158- 1.38% |
$16.8K - $19.1K
|
11.3K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-160- 37.12% |
$17K - $19.3K
|
271
$26.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-162- 4.91% |
$17.2K - $19.6K
|
3.14K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-162- 4.4% |
$17.2K - $19.6K
|
3.52K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-170- 0.95% |
$18K - $20.6K
|
17.7K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-177- 8.59% |
$18.8K - $21.4K
|
1.88K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-178- 9.03% |
$18.9K - $21.5K
|
1.79K
$176K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-180- 6.54% |
$19.1K - $21.8K
|
2.57K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-183- 20.52% |
$19.4K - $22.1K
|
709
$69.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-185- 1.55% |
$19.6K - $22.4K
|
11.7K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-185- 1.23% |
$19.6K - $22.4K
|
14.8K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-188- 2.43% |
$20K - $22.7K
|
7.55K
$742K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-190- 9.33% |
$20.2K - $23K
|
1.85K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-193- 4.37% |
$20.5K - $23.3K
|
4.22K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-197- 7.45% |
$20.9K - $23.8K
|
2.45K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-199- 2.82% |
$21.1K - $24.1K
|
6.86K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-200- 5.13% |
$21.2K - $24.2K
|
3.7K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-200- 0.71% |
$21.2K - $24.2K
|
27.9K
$2.75M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-200- 9.18% |
$21.2K - $24.2K
|
1.98K
$195K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-200- 8.04% |
$21.2K - $24.2K
|
2.29K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-202- 10.2% |
$21.4K - $24.4K
|
1.78K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-209- 0.42% |
$22.2K - $25.3K
|
49K
$4.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-209- 9.92% |
$22.2K - $25.3K
|
1.9K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-211- 1.62% |
$22.4K - $25.5K
|
12.8K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-212- 7.25% |
$22.5K - $25.6K
|
2.71K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-220- 1.26% |
$23.3K - $26.6K
|
17.3K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-221- 3.5% |
$23.5K - $26.7K
|
6.1K
$599K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-221- 2.37% |
$23.5K - $26.7K
|
9.1K
$895K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-222- 8.81% |
$23.6K - $26.8K
|
2.3K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-225- 1.66% |
$23.9K - $27.2K
|
13.3K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-232- 2.44% |
$24.6K - $28K
|
9.29K
$913K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-233- 0.31% |
$24.7K - $28.2K
|
75.2K
$7.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-234- 4.84% |
$24.8K - $28.3K
|
4.6K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-235- 0.67% |
$24.9K - $28.4K
|
34.8K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-239- 0.32% |
$25.4K - $28.9K
|
73.7K
$7.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-240- 2.74% |
$25.5K - $29K
|
8.53K
$839K
|