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 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
823+ 4.1% |
$87.3K - $99.5K
|
20.9K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
822+ 21.26% |
$87.2K - $99.4K
|
4.69K
$462K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
821+ 6.58% |
$87.1K - $99.3K
|
13.3K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
819+ 1.77% |
$86.9K - $99K
|
47K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
794+ 6.38% |
$84.3K - $96K
|
13.2K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
786+ 8.0% |
$83.4K - $95K
|
10.6K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
774+ 5.0% |
$82.1K - $93.6K
|
16.2K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
751+ 9.81% |
$79.7K - $90.8K
|
8.41K
$828K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
746+ 2.03% |
$79.2K - $90.2K
|
37.4K
$3.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
742+ 5.08% |
$78.7K - $89.7K
|
15.4K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
728+ 17.21% |
$77.3K - $88K
|
4.96K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
726+ 21.81% |
$77.1K - $87.8K
|
4.06K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
721+ 0.89% |
$76.5K - $87.2K
|
81.9K
$8.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
719+ 32.49% |
$76.3K - $86.9K
|
2.93K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
716+ 22.07% |
$76K - $86.6K
|
3.96K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
709+ 1.38% |
$75.2K - $85.7K
|
52.1K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
678+ 7.25% |
$72K - $82K
|
10K
$987K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
663+ 1.41% |
$70.4K - $80.2K
|
47.6K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
647+ 33.65% |
$68.7K - $78.2K
|
2.57K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
640New |
$67.9K - $77.4K
|
640
$63K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
637+ 8.98% |
$67.6K - $77K
|
7.73K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
633+ 4.86% |
$67.2K - $76.5K
|
13.6K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
608+ 1.58% |
$64.5K - $73.5K
|
39.1K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
600+ 21.7% |
$63.7K - $72.5K
|
3.37K
$331K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
600+ 10.13% |
$63.7K - $72.5K
|
6.53K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
600+ 1.22% |
$63.7K - $72.5K
|
50K
$4.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
592+ 11.52% |
$62.8K - $71.6K
|
5.73K
$564K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
574+ 47.83% |
$60.9K - $69.4K
|
1.77K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
563+ 12.46% |
$59.8K - $68.1K
|
5.08K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
554+ 22.31% |
$58.8K - $67K
|
3.04K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
551+ 5.96% |
$58.5K - $66.6K
|
9.8K
$965K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
550+ 4.83% |
$58.4K - $66.5K
|
11.9K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
541+ 6.77% |
$57.4K - $65.4K
|
8.54K
$841K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
532+ 5.24% |
$56.5K - $64.3K
|
10.7K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
531+ 1.07% |
$56.4K - $64.2K
|
50.4K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
527+ 0.35% |
$55.9K - $63.7K
|
152K
$15M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
521+ 24.49% |
$55.3K - $63K
|
2.65K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
520+ 85.25% |
$55.2K - $62.9K
|
1.13K
$111K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
519+ 280.54% |
$55.1K - $62.7K
|
704
$69.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
516+ 9.06% |
$54.8K - $62.4K
|
6.21K
$611K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
501+ 7.55% |
$53.2K - $60.6K
|
7.14K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
500+ 7.59% |
$53.1K - $60.4K
|
7.09K
$698K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
454+ 18.23% |
$48.2K - $54.9K
|
2.94K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
449+ 0.32% |
$47.7K - $54.3K
|
142K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
444+ 0.95% |
$47.1K - $53.7K
|
47.3K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
443+ 6.82% |
$47K - $53.6K
|
6.94K
$683K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
426+ 2.06% |
$45.2K - $51.5K
|
21.1K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
420+ 0.22% |
$44.6K - $50.8K
|
191K
$18.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
409+ 13.93% |
$43.4K - $49.4K
|
3.35K
$329K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
401+ 3.9% |
$42.6K - $48.5K
|
10.7K
$1.05M
|