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
|
Boston Partners
Boston, MA |
BUY
|
- |
1.57K+ 4.43% |
$167K - $190K
|
37K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.56K+ 156100.0% |
$166K - $189K
|
1.56K
$154K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.55K+ 11.99% |
$164K - $187K
|
14.4K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 3.31% |
$160K - $183K
|
47.2K
$4.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.45K+ 8.94% |
$153K - $175K
|
17.6K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.4K+ 4.63% |
$148K - $169K
|
31.6K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.38K+ 45.83% |
$146K - $166K
|
4.38K
$431K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.37K+ 2.9% |
$146K - $166K
|
48.8K
$4.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.36K+ 33.33% |
$144K - $164K
|
5.44K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.32K+ 52.8% |
$140K - $159K
|
3.82K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.31K+ 0.14% |
$139K - $158K
|
905K
$89.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.3K+ 13.74% |
$138K - $157K
|
10.7K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.3KNew |
$137K - $157K
|
1.3K
$127K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.29K+ 1.07% |
$137K - $156K
|
122K
$12M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.26K+ 1.32% |
$133K - $152K
|
96.3K
$9.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 12.66% |
$132K - $151K
|
11.1K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1.25K+ 2.78% |
$132K - $151K
|
46K
$4.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.24K+ 2.33% |
$131K - $149K
|
54.2K
$5.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
1.2K+ 48.61% |
$128K - $145K
|
3.68K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
1.2K+ 45.06% |
$127K - $145K
|
3.86K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.18K+ 2218.87% |
$125K - $142K
|
1.23K
$121K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16K+ 294.92% |
$123K - $140K
|
1.56K
$153K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.15K+ 3.52% |
$122K - $139K
|
33.9K
$3.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.15KNew |
$122K - $138K
|
1.15K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.11K+ 24.4% |
$118K - $135K
|
5.68K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.11KNew |
$118K - $135K
|
1.11K
$110K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.11K+ 16.22% |
$118K - $134K
|
7.95K
$782K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.1K+ 3.39% |
$117K - $133K
|
33.5K
$3.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.08K+ 3.44% |
$115K - $130K
|
32.4K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.06K+ 2.52% |
$112K - $128K
|
43.1K
$4.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 3.94% |
$112K - $128K
|
27.9K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.05K+ 8.12% |
$111K - $127K
|
13.9K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.03K+ 10.09% |
$110K - $125K
|
11.3K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.03K+ 5.93% |
$109K - $125K
|
18.4K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
996+ 44.86% |
$106K - $120K
|
3.22K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
975+ 7.53% |
$103K - $118K
|
13.9K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
969+ 6.86% |
$103K - $117K
|
15.1K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
963+ 6.68% |
$102K - $116K
|
15.4K
$1.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
948+ 47.49% |
$101K - $115K
|
2.94K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
926+ 5.17% |
$98.3K - $112K
|
18.9K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
919+ 9.65% |
$97.5K - $111K
|
10.4K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
918+ 0.24% |
$97.4K - $111K
|
376K
$37M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
914+ 3.49% |
$97K - $110K
|
27.1K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
914+ 6.99% |
$97K - $110K
|
14K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
908+ 17.03% |
$96.4K - $110K
|
6.24K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
899+ 2.74% |
$95.4K - $109K
|
33.7K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
876+ 8.18% |
$93K - $106K
|
11.6K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
874+ 45.21% |
$92.8K - $106K
|
2.81K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
848+ 10.62% |
$90K - $103K
|
8.84K
$870K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
832+ 7.54% |
$88.3K - $101K
|
11.9K
$1.17M
|