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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12K- 0.48% |
$1.27M - $1.45M
|
2.47M
$289M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-12.2K- 66.95% |
$1.29M - $1.47M
|
6.02K
$703K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-12.4K- 7.02% |
$1.32M - $1.5M
|
165K
$19.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-12.5K- 86.15% |
$1.33M - $1.51M
|
2.01K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-13K- 54.51% |
$1.38M - $1.57M
|
10.9K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.2K- 6.08% |
$1.4M - $1.59M
|
204K
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.2K- 0.96% |
$1.4M - $1.6M
|
1.37M
$160M
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-14.7K- 0.12% |
$1.55M - $1.77M
|
12.2M
$1.43B
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.3K- 9.88% |
$1.84M - $2.09M
|
158K
$18.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.4K- 3.43% |
$1.96M - $2.23M
|
518K
$60.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-19.2K- 52.15% |
$2.03M - $2.32M
|
17.6K
$2.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-19.7K- 3.8% |
$2.09M - $2.38M
|
498K
$58.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.8K- 18.8% |
$2.1M - $2.39M
|
85.4K
$9.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-20.1K- 9.0% |
$2.13M - $2.42M
|
203K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.8K- 5.1% |
$2.42M - $2.76M
|
425K
$49.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-23.3K- 48.25% |
$2.47M - $2.82M
|
25K
$2.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.4K- 6.88% |
$2.59M - $2.95M
|
330K
$38.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-32.1K- 23.75% |
$3.41M - $3.88M
|
103K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-35.8K- 20.19% |
$3.8M - $4.33M
|
141K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40.2K- 16.53% |
$4.26M - $4.85M
|
203K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-45.3K- 43.44% |
$4.81M - $5.47M
|
59K
$6.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-51.5K- 21.02% |
$5.46M - $6.22M
|
193K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.7K- 8.26% |
$5.6M - $6.38M
|
586K
$68.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-54.6K- 9.58% |
$5.79M - $6.6M
|
515K
$60.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-55K- 43.46% |
$5.83M - $6.64M
|
71.5K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-58.7K- 3.34% |
$6.23M - $7.09M
|
1.7M
$198M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59.2K- 96.14% |
$6.28M - $7.16M
|
2.38K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-60.2K- 20.75% |
$6.39M - $7.28M
|
230K
$26.9M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-61.1K- 34.33% |
$6.48M - $7.39M
|
117K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.4K- 26.11% |
$6.83M - $7.78M
|
182K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-71.1K- 29.0% |
$7.54M - $8.59M
|
174K
$20.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-73.7K- 5.45% |
$7.82M - $8.9M
|
1.28M
$149M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-91K- 42.02% |
$9.66M - $11M
|
126K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integral Health Asset Management, LLC
|
SELL
|
- |
-100K- 33.33% |
$10.6M - $12.1M
|
200K
$23.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-105K- 5.01% |
$11.1M - $12.7M
|
1.98M
$232M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-114K- 53.06% |
$12.1M - $13.8M
|
101K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-115K- 14.71% |
$12.2M - $13.9M
|
665K
$77.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-128K- 81.86% |
$13.6M - $15.5M
|
28.4K
$3.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-171K- 1.41% |
$18.2M - $20.7M
|
12M
$1.4B
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-176K- 2.96% |
$18.7M - $21.2M
|
5.77M
$674M
|
|
|
Nov 13, 2024
Q3 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-195K- 96.35% |
$20.7M - $23.6M
|
7.38K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-199K- 7.96% |
$21.1M - $24.1M
|
2.3M
$269M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-228K- 87.12% |
$24.2M - $27.5M
|
33.7K
$3.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-272K- 21.4% |
$28.9M - $32.9M
|
1M
$117M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-327K- 15.86% |
$34.7M - $39.5M
|
1.73M
$202M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-385K- 8.79% |
$40.9M - $46.6M
|
4M
$467M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-432K- 5.82% |
$45.8M - $52.2M
|
6.98M
$816M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-432K- 5.82% |
$45.8M - $52.2M
|
6.98M
$816M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-618K- 21.54% |
$65.6M - $74.8M
|
2.25M
$263M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-962K- 18.03% |
$102M - $116M
|
4.38M
$511M
|