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 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
5.9K+ 2949.0% |
$626K - $713K
|
6.1K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.73K+ 42.65% |
$608K - $692K
|
19.2K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.7K+ 11.7% |
$605K - $689K
|
54.4K
$5.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.7K+ 2.49% |
$605K - $689K
|
235K
$23.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
5.38KNew |
$571K - $651K
|
5.38K
$530K
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
5.37K+ 3.34% |
$570K - $649K
|
166K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.37KNew |
$570K - $649K
|
5.37K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.27K+ 2.66% |
$559K - $637K
|
203K
$20M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.14K+ 22.21% |
$546K - $621K
|
28.3K
$2.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.05K+ 29.52% |
$536K - $611K
|
22.2K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$531K - $604K
|
5K
$492K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.39K+ 31.35% |
$466K - $531K
|
18.4K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.32K+ 19.09% |
$458K - $522K
|
26.9K
$2.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.31KNew |
$458K - $522K
|
4.31K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.23K+ 3.86% |
$449K - $511K
|
114K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.19KNew |
$445K - $507K
|
4.19K
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.15K+ 18.88% |
$441K - $502K
|
26.1K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.07KNew |
$432K - $492K
|
4.07K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.07KNew |
$432K - $492K
|
4.07K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.06K+ 6.07% |
$431K - $491K
|
70.9K
$6.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.06K+ 29.58% |
$430K - $490K
|
17.8K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.05KNew |
$430K - $490K
|
4.05K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.81K+ 58.67% |
$404K - $460K
|
10.3K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.78K+ 0.77% |
$401K - $457K
|
493K
$48.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.72K+ 1.17% |
$395K - $450K
|
323K
$31.8M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.71KNew |
$394K - $449K
|
3.71K
$366K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.6K+ 40.63% |
$382K - $435K
|
12.4K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.46K+ 18.15% |
$367K - $418K
|
22.5K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.42K+ 34.97% |
$363K - $414K
|
13.2K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.38KNew |
$358K - $408K
|
3.38K
$332K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.37K+ 18.81% |
$358K - $408K
|
21.3K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.34K+ 2.6% |
$354K - $403K
|
132K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.32K+ 7.69% |
$353K - $402K
|
46.5K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.28K+ 36.5% |
$348K - $397K
|
12.3K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.08K+ 2.87% |
$327K - $373K
|
111K
$10.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 155.9% |
$324K - $369K
|
5.01K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.05K+ 47.84% |
$324K - $369K
|
9.43K
$928K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.05K+ 1051.03% |
$323K - $368K
|
3.34K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.8K+ 17.35% |
$297K - $338K
|
18.9K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$292K - $333K
|
2.75K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 25.92% |
$288K - $328K
|
13.2K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.69KNew |
$285K - $325K
|
2.69K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.66K+ 25.36% |
$282K - $321K
|
13.1K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.62K+ 9.09% |
$278K - $317K
|
31.4K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.58K+ 6.82% |
$274K - $312K
|
40.4K
$3.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.57K+ 118.36% |
$272K - $310K
|
4.73K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.47K+ 2.83% |
$262K - $298K
|
89.8K
$8.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$255K - $290K
|
2.4K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.37KNew |
$251K - $286K
|
2.37K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.35KNew |
$249K - $284K
|
2.35K
$231K
|