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 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
19.9K+ 160.28% |
$2.11M - $2.4M
|
32.3K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.8KNew |
$2.11M - $2.4M
|
19.8K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19K+ 13.73% |
$2.02M - $2.3M
|
157K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
18.2KNew |
$1.93M - $2.2M
|
18.2K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
17.3KNew |
$1.84M - $2.09M
|
17.3K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
17K+ 3.45% |
$1.8M - $2.05M
|
509K
$50.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5K+ 4.07% |
$1.43M - $1.63M
|
345K
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
13.4KNew |
$1.42M - $1.62M
|
13.4K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.6K+ 580.06% |
$1.34M - $1.52M
|
14.8K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.4K+ 54.7% |
$1.31M - $1.5M
|
35K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.2K+ 488.0% |
$1.29M - $1.47M
|
14.6K
$1.44M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
12.1K+ 107.83% |
$1.28M - $1.46M
|
23.2K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12KNew |
$1.27M - $1.45M
|
12K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
11.9K+ 38.41% |
$1.26M - $1.43M
|
42.8K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.8K+ 68.16% |
$1.26M - $1.43M
|
29.2K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.8K+ 10.59% |
$1.25M - $1.43M
|
123K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
11.6K+ 48.64% |
$1.23M - $1.4M
|
35.5K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
11.3K+ 37.68% |
$1.2M - $1.37M
|
41.3K
$4.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.2KNew |
$1.19M - $1.36M
|
11.2K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8K+ 9.09% |
$1.14M - $1.3M
|
129K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
10.7K+ 11.15% |
$1.13M - $1.29M
|
106K
$10.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$1.1M - $1.26M
|
10.4K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
10.3K+ 4.82% |
$1.09M - $1.24M
|
224K
$22.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.93K+ 2.65% |
$1.05M - $1.2M
|
385K
$37.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.76KNew |
$1.04M - $1.18M
|
9.76K
$960K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
9.59K+ 127.4% |
$1.02M - $1.16M
|
17.1K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
9KNew |
$955K - $1.09M
|
9K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.45K+ 12.13% |
$897K - $1.02M
|
78.1K
$7.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.32K+ 26.55% |
$883K - $1.01M
|
39.7K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.28K+ 3.93% |
$879K - $1M
|
219K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.19KNew |
$869K - $990K
|
8.19K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.01KNew |
$850K - $968K
|
8.01K
$788K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.82K+ 28.15% |
$830K - $946K
|
35.6K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7.25K+ 15.24% |
$769K - $876K
|
54.8K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
7.23KNew |
$767K - $874K
|
7.23K
$712K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.19K+ 38.9% |
$763K - $869K
|
25.7K
$2.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.15KNew |
$759K - $864K
|
7.15K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
7.08K+ 51.89% |
$752K - $856K
|
20.7K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
7.07KNew |
$751K - $855K
|
7.07K
$696K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.99K+ 25.04% |
$742K - $845K
|
34.9K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.9K+ 71.15% |
$733K - $835K
|
16.6K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
6.87K+ 58.16% |
$730K - $831K
|
18.7K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.84K+ 159.31% |
$726K - $827K
|
11.1K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.77KNew |
$719K - $819K
|
6.77K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.44K+ 118.14% |
$683K - $779K
|
11.9K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
6.4K+ 20.56% |
$680K - $774K
|
37.6K
$3.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.37K+ 9.97% |
$676K - $769K
|
70.2K
$6.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.17KNew |
$655K - $746K
|
6.17K
$607K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
6.06K+ 41.62% |
$643K - $733K
|
20.6K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.91K+ 108.15% |
$627K - $714K
|
11.4K
$1.12M
|