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 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.3K+ 8.6% |
$244K - $278K
|
29K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.3KNew |
$244K - $278K
|
2.3K
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.26KNew |
$239K - $273K
|
2.26K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.24K+ 69.64% |
$238K - $271K
|
5.45K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.21K+ 1.93% |
$234K - $267K
|
116K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.17KNew |
$230K - $262K
|
2.17K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.15KNew |
$228K - $260K
|
2.15K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.15KNew |
$228K - $260K
|
2.15K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.14K+ 7.93% |
$227K - $258K
|
29.1K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.11K+ 6.23% |
$224K - $255K
|
36K
$3.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.1KNew |
$223K - $254K
|
2.1K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.08K+ 78.79% |
$221K - $251K
|
4.72K
$468K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.05K+ 3.48% |
$218K - $248K
|
61K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.04K+ 4.43% |
$216K - $246K
|
48K
$4.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.04KNew |
$216K - $246K
|
2.04K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
2K+ 5.6% |
$212K - $242K
|
37.7K
$3.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
1.99KNew |
$211K - $241K
|
1.99K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.99KNew |
$211K - $240K
|
1.99K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.93KNew |
$205K - $233K
|
1.93K
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.93K+ 24.67% |
$205K - $233K
|
9.74K
$965K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.91K+ 32.89% |
$203K - $231K
|
7.71K
$764K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.9KNew |
$202K - $230K
|
1.9K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.89KNew |
$201K - $229K
|
1.89K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.89KNew |
$201K - $229K
|
1.89K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.87KNew |
$199K - $226K
|
1.87K
$185K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.87KNew |
$198K - $226K
|
1.87K
$185K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.85KNew |
$196K - $224K
|
1.85K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.85K+ 12.29% |
$196K - $224K
|
16.9K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.84K+ 12.75% |
$196K - $223K
|
16.3K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.84K+ 15.58% |
$195K - $222K
|
13.6K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.84KNew |
$195K - $222K
|
1.84K
$182K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.83KNew |
$195K - $222K
|
1.83K
$182K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.83K+ 3.58% |
$194K - $221K
|
52.9K
$5.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.82K+ 1.13% |
$193K - $220K
|
162K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.82KNew |
$193K - $220K
|
1.82K
$180K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.82KNew |
$193K - $220K
|
1.82K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.8KNew |
$191K - $218K
|
1.8K
$179K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$191K - $218K
|
1.8K
$179K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.79KNew |
$190K - $217K
|
1.79K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 23.25% |
$188K - $214K
|
9.4K
$931K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
1.77K+ 20.99% |
$188K - $214K
|
10.2K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.76KNew |
$187K - $213K
|
1.76K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.73K+ 1.34% |
$184K - $209K
|
131K
$13M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 4.43% |
$182K - $208K
|
40.5K
$4.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.7K+ 62.68% |
$181K - $206K
|
4.42K
$438K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.7K+ 4.35% |
$181K - $206K
|
40.8K
$4.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.65K+ 0.66% |
$175K - $200K
|
251K
$24.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.63K+ 7.66% |
$173K - $197K
|
22.9K
$2.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.59K+ 38.98% |
$169K - $193K
|
5.68K
$563K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 5.05% |
$168K - $192K
|
33K
$3.27M
|