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
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.4K- 28.59% |
$361K - $411K
|
8.5K
$993K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.45K- 3.52% |
$366K - $417K
|
94.5K
$11M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.45K- 3.26% |
$366K - $417K
|
102K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.53K- 2.71% |
$374K - $426K
|
126K
$14.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-3.62K- 4.64% |
$384K - $438K
|
74.4K
$8.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.62K- 3.55% |
$385K - $438K
|
98.6K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3.67K- 12.82% |
$389K - $443K
|
24.9K
$2.91M
|
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-3.7K- 21.92% |
$393K - $447K
|
13.2K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.78K- 13.72% |
$401K - $456K
|
23.7K
$2.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 83.85% |
$403K - $459K
|
732
$85.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.91K- 1.57% |
$415K - $473K
|
245K
$28.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.51K- 3.7% |
$478K - $545K
|
117K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.74K- 3.6% |
$503K - $574K
|
127K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.89K- 3.19% |
$518K - $591K
|
148K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.91K- 4.44% |
$521K - $594K
|
106K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.94K- 1.0% |
$524K - $597K
|
487K
$56.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 1.69% |
$529K - $603K
|
291K
$34M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.12K- 52.46% |
$543K - $619K
|
4.64K
$542K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.19K- 21.39% |
$551K - $628K
|
19.1K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5.26K- 4.6% |
$558K - $636K
|
109K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-5.36K- 35.45% |
$568K - $647K
|
9.75K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.41K- 6.7% |
$574K - $654K
|
75.4K
$8.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.61K- 6.35% |
$596K - $678K
|
82.8K
$9.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.74K- 1.81% |
$609K - $694K
|
312K
$36.5M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.74K- 1.81% |
$609K - $694K
|
312K
$36.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.75K- 28.7% |
$610K - $695K
|
14.3K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-5.82K- 44.28% |
$618K - $704K
|
7.33K
$856K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.84K- 0.78% |
$620K - $706K
|
745K
$87M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.85K- 61.53% |
$621K - $707K
|
3.66K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.95K- 6.76% |
$631K - $719K
|
82K
$9.58M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.96K- 76.9% |
$633K - $721K
|
1.79K
$209K
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.96K- 76.9% |
$633K - $721K
|
1.79K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-6.12K- 19.59% |
$649K - $739K
|
25.1K
$2.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.5K- 22.03% |
$689K - $785K
|
23K
$2.69M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.53K- 3.89% |
$692K - $789K
|
161K
$18.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.62K- 18.63% |
$703K - $800K
|
28.9K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.72K- 53.14% |
$713K - $813K
|
5.93K
$692K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
SELL
|
- |
-6.78K- 36.04% |
$720K - $820K
|
12K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-6.96K- 41.43% |
$738K - $841K
|
9.84K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-7.05K- 0.28% |
$748K - $853K
|
2.54M
$297M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-7.12K- 38.11% |
$756K - $861K
|
11.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-7.15K- 65.8% |
$758K - $864K
|
3.72K
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.59K- 12.92% |
$805K - $917K
|
51.1K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-7.79K- 57.78% |
$827K - $941K
|
5.69K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-8.21K- 5.82% |
$871K - $993K
|
133K
$15.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-8.4K- 2.57% |
$891K - $1.01M
|
318K
$37.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8.6K- 16.88% |
$913K - $1.04M
|
42.4K
$4.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-8.7K- 29.09% |
$924K - $1.05M
|
21.2K
$2.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-8.79K- 44.0% |
$933K - $1.06M
|
11.2K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-10.5K- 4.67% |
$1.11M - $1.27M
|
214K
$25M
|