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
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-850- 7.85% |
$90.2K - $103K
|
9.98K
$981K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-861- 23.16% |
$91.4K - $104K
|
2.86K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-870- 12.39% |
$92.3K - $105K
|
6.15K
$605K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-871- 27.3% |
$92.4K - $105K
|
2.32K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-882- 22.07% |
$93.6K - $107K
|
3.12K
$306K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-902- 6.76% |
$95.7K - $109K
|
12.4K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-913- 0.48% |
$96.9K - $110K
|
188K
$18.5M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-933- 4.29% |
$99K - $113K
|
20.8K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-941- 0.16% |
$99.9K - $114K
|
580K
$57M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-950- 5.41% |
$101K - $115K
|
16.6K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-962- 8.44% |
$102K - $116K
|
10.4K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-968- 35.14% |
$103K - $117K
|
1.79K
$176K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-991- 8.9% |
$105K - $120K
|
10.1K
$998K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1K- 7.28% |
$106K - $121K
|
12.7K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-1.04K- 6.98% |
$110K - $125K
|
13.8K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.04K- 8.38% |
$110K - $126K
|
11.4K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.12K- 0.79% |
$119K - $136K
|
140K
$13.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.12K- 4.45% |
$119K - $136K
|
24.1K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.15K- 21.05% |
$122K - $139K
|
4.32K
$425K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 5.89% |
$125K - $143K
|
18.9K
$1.85M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.18K- 5.77% |
$125K - $143K
|
19.3K
$1.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.19K- 1.2% |
$126K - $143K
|
97.2K
$9.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.19K- 2.9% |
$126K - $144K
|
39.8K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.19K- 14.34% |
$126K - $144K
|
7.12K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.2K- 19.35% |
$127K - $145K
|
5K
$492K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.2K- 13.01% |
$128K - $145K
|
8.05K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-1.21K- 0.19% |
$129K - $147K
|
624K
$61.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.22K- 2.04% |
$129K - $147K
|
58.6K
$5.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.25K- 12.26% |
$132K - $151K
|
8.92K
$878K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.27K- 38.05% |
$135K - $153K
|
2.07K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.3K- 26.0% |
$138K - $157K
|
3.7K
$364K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.38K- 16.44% |
$147K - $167K
|
7.02K
$690K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.41K- 25.6% |
$150K - $170K
|
4.1K
$403K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.43K- 2.28% |
$151K - $173K
|
61.1K
$6.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.43K- 18.5% |
$152K - $173K
|
6.32K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.44K- 1.92% |
$153K - $175K
|
73.9K
$7.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-1.48K- 33.6% |
$157K - $179K
|
2.93K
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.49K- 28.18% |
$158K - $180K
|
3.79K
$373K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.5K- 4.24% |
$159K - $181K
|
33.8K
$3.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.51K- 9.7% |
$160K - $182K
|
14K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.53K- 0.91% |
$162K - $185K
|
166K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.53K- 28.42% |
$163K - $185K
|
3.86K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.56K- 17.93% |
$165K - $188K
|
7.12K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.59K- 3.31% |
$169K - $192K
|
46.4K
$4.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.62K- 2.42% |
$171K - $195K
|
65K
$6.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.63K- 4.73% |
$173K - $197K
|
32.9K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.68K- 13.58% |
$178K - $203K
|
10.7K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.68K- 19.18% |
$179K - $204K
|
7.1K
$698K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.71K- 27.09% |
$181K - $206K
|
4.59K
$452K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.78K- 6.73% |
$189K - $215K
|
24.7K
$2.43M
|