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
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-250- 0.87% |
$26.5K - $30.2K
|
28.6K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-250- 1.17% |
$26.5K - $30.2K
|
21.2K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-250- 6.58% |
$26.5K - $30.2K
|
3.55K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-255- 2.53% |
$27.1K - $30.8K
|
9.82K
$966K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-265- 27.46% |
$28.1K - $32K
|
700
$68.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-267- 1.35% |
$28.3K - $32.3K
|
19.6K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-275- 22.02% |
$29.2K - $33.2K
|
974
$95.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-288- 5.22% |
$30.6K - $34.8K
|
5.23K
$514K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-293- 7.35% |
$31.1K - $35.4K
|
3.69K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-295- 16.99% |
$31.3K - $35.7K
|
1.44K
$142K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-300- 3.14% |
$31.8K - $36.3K
|
9.27K
$912K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-300- 1.33% |
$31.8K - $36.3K
|
22.3K
$2.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-300- 7.81% |
$31.8K - $36.3K
|
3.54K
$348K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-302- 1.25% |
$32.1K - $36.5K
|
23.9K
$2.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-305- 3.46% |
$32.4K - $36.9K
|
8.5K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-312- 3.88% |
$33.1K - $37.7K
|
7.73K
$761K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-313- 0.64% |
$33.2K - $37.8K
|
48.4K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-314- 75.48% |
$33.3K - $38K
|
102
$10K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-318- 4.31% |
$33.7K - $38.4K
|
7.07K
$695K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-318- 1.94% |
$33.7K - $38.4K
|
16.1K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-322- 4.64% |
$34.2K - $38.9K
|
6.62K
$651K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-324- 24.79% |
$34.4K - $39.2K
|
983
$96.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-325- 3.18% |
$34.5K - $39.3K
|
9.9K
$974K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-325- 0.84% |
$34.5K - $39.3K
|
38.5K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-326- 14.85% |
$34.6K - $39.4K
|
1.87K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-330- 2.3% |
$35K - $39.9K
|
14K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-330- 0.97% |
$35K - $39.9K
|
33.8K
$3.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-331- 1.93% |
$35.1K - $40K
|
16.9K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-343- 0.42% |
$36.4K - $41.5K
|
80.8K
$7.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-347- 3.24% |
$36.8K - $41.9K
|
10.4K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-350- 8.71% |
$37.1K - $42.3K
|
3.67K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-350- 6.0% |
$37.1K - $42.3K
|
5.48K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-357- 2.43% |
$37.9K - $43.2K
|
14.3K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-359- 3.64% |
$38.1K - $43.4K
|
9.5K
$935K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-360- 0.2% |
$38.2K - $43.5K
|
177K
$17.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-360- 17.43% |
$38.2K - $43.5K
|
1.71K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-360- 9.41% |
$38.2K - $43.5K
|
3.47K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-375- 0.92% |
$39.8K - $45.3K
|
40.3K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-375- 0.14% |
$39.8K - $45.3K
|
260K
$25.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-376- 6.77% |
$39.9K - $45.5K
|
5.18K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-384- 3.76% |
$40.8K - $46.4K
|
9.84K
$968K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-389- 16.46% |
$41.3K - $47K
|
1.98K
$194K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-395- 3.38% |
$41.9K - $47.8K
|
11.3K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-400- 11.96% |
$42.5K - $48.4K
|
2.95K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-401- 3.71% |
$42.6K - $48.5K
|
10.4K
$1.02M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-404- 2.63% |
$42.9K - $48.8K
|
14.9K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-405- 7.0% |
$43K - $49K
|
5.38K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-405- 7.74% |
$43K - $49K
|
4.83K
$475K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-413- 8.9% |
$43.8K - $49.9K
|
4.23K
$416K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-427- 0.49% |
$45.3K - $51.6K
|
87.5K
$8.6M
|