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 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-1.82K- 35.95% |
$193K - $219K
|
3.23K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 44.36% |
$196K - $223K
|
2.31K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.85K- 7.62% |
$196K - $224K
|
22.4K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.86K- 3.2% |
$197K - $224K
|
56.2K
$5.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.9K- 5.48% |
$201K - $229K
|
32.7K
$3.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.9K- 5.79% |
$202K - $230K
|
31K
$3.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.91K- 35.41% |
$203K - $231K
|
3.49K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.92K- 15.25% |
$204K - $232K
|
10.7K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.95K- 18.06% |
$206K - $235K
|
8.83K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.99K- 9.61% |
$212K - $241K
|
18.7K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.01K- 5.06% |
$213K - $242K
|
37.6K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.01K- 9.28% |
$213K - $243K
|
19.7K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.05K- 2.48% |
$218K - $248K
|
80.5K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.07K- 3.55% |
$220K - $250K
|
56.3K
$5.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.09K- 8.38% |
$222K - $253K
|
22.9K
$2.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.09K- 2.56% |
$222K - $253K
|
79.5K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.1K- 48.11% |
$223K - $254K
|
2.26K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.21K- 0.99% |
$235K - $267K
|
221K
$21.7M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.23K- 1.04% |
$236K - $269K
|
211K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.26K- 2.58% |
$240K - $273K
|
85.3K
$8.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 39.18% |
$241K - $274K
|
3.52K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.28K- 8.43% |
$242K - $275K
|
24.7K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.32K- 11.7% |
$247K - $281K
|
17.5K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-2.37K- 0.6% |
$252K - $287K
|
394K
$38.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.42K- 6.89% |
$257K - $293K
|
32.8K
$3.22M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.45K- 9.79% |
$260K - $296K
|
22.6K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.51K- 15.37% |
$267K - $304K
|
13.8K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.56K- 58.92% |
$271K - $309K
|
1.78K
$175K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.76K- 2.5% |
$293K - $333K
|
108K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.97K- 29.16% |
$316K - $359K
|
7.22K
$710K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.99K- 5.34% |
$317K - $361K
|
52.9K
$5.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.06K- 28.88% |
$325K - $370K
|
7.54K
$741K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.15K- 3.97% |
$334K - $381K
|
76.2K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.4K- 0.31% |
$360K - $411K
|
1.11M
$109M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.4K- 28.59% |
$361K - $411K
|
8.5K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.45K- 3.52% |
$366K - $417K
|
94.5K
$9.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.45K- 3.26% |
$366K - $417K
|
102K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.53K- 2.71% |
$374K - $426K
|
126K
$12.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-3.62K- 4.64% |
$384K - $438K
|
74.4K
$7.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.62K- 3.55% |
$385K - $438K
|
98.6K
$9.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3.67K- 12.82% |
$389K - $443K
|
24.9K
$2.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.78K- 13.72% |
$401K - $456K
|
23.7K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 83.85% |
$403K - $459K
|
732
$72K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.91K- 1.57% |
$415K - $473K
|
245K
$24.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.51K- 3.7% |
$478K - $545K
|
117K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.74K- 3.6% |
$503K - $574K
|
127K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.89K- 3.19% |
$518K - $591K
|
148K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.91K- 4.44% |
$521K - $594K
|
106K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.94K- 1.0% |
$524K - $597K
|
487K
$47.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 1.69% |
$529K - $603K
|
291K
$28.6M
|