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 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
394+ 6.09% |
$41.8K - $47.6K
|
6.86K
$680K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
393+ 11.76% |
$41.7K - $47.5K
|
3.73K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
386+ 2.22% |
$41K - $46.7K
|
17.7K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
381+ 0.67% |
$40.4K - $46.1K
|
57.5K
$5.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
374New |
$39.7K - $45.2K
|
374
$37.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
370+ 6.36% |
$39.3K - $44.7K
|
6.19K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
366+ 0.86% |
$38.8K - $44.2K
|
43.1K
$4.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
363+ 2.49% |
$38.5K - $43.9K
|
14.9K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
361+ 9.16% |
$38.3K - $43.6K
|
4.3K
$426K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
358+ 12.76% |
$38K - $43.3K
|
3.16K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
355+ 7.95% |
$37.7K - $42.9K
|
4.82K
$478K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
354+ 13.55% |
$37.6K - $42.8K
|
2.97K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
351+ 11.44% |
$37.3K - $42.4K
|
3.42K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
350+ 6.39% |
$37.1K - $42.3K
|
5.83K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
347+ 2.94% |
$36.8K - $41.9K
|
12.1K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
344New |
$36.5K - $41.6K
|
344
$34.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
340+ 2.08% |
$36.1K - $41.1K
|
16.7K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
339+ 9.82% |
$36K - $41K
|
3.79K
$376K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
332+ 5.96% |
$35.2K - $40.1K
|
5.9K
$585K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
332+ 37.26% |
$35.2K - $40.1K
|
1.22K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
330+ 35.26% |
$35K - $39.9K
|
1.27K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
330+ 3.07% |
$35K - $39.9K
|
11.1K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
324+ 125.58% |
$34.4K - $39.2K
|
582
$57.7K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
323+ 2.3% |
$34.3K - $39K
|
14.4K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
320+ 29.36% |
$34K - $38.7K
|
1.41K
$140K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
319+ 4.07% |
$33.9K - $38.6K
|
8.17K
$809K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
316+ 5.38% |
$33.5K - $38.2K
|
6.19K
$613K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
305+ 1.66% |
$32.4K - $36.9K
|
18.7K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
305+ 4.36% |
$32.4K - $36.9K
|
7.31K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
304+ 14.43% |
$32.3K - $36.8K
|
2.41K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
292+ 5.18% |
$31K - $35.3K
|
5.93K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
290+ 12.96% |
$30.8K - $35.1K
|
2.53K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
283+ 84.73% |
$30K - $34.2K
|
617
$61.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
281+ 7.51% |
$29.8K - $34K
|
4.02K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
277+ 12.64% |
$29.4K - $33.5K
|
2.47K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
276+ 12.42% |
$29.3K - $33.4K
|
2.5K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
275+ 4.29% |
$29.2K - $33.2K
|
6.69K
$663K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
267+ 4.29% |
$28.3K - $32.3K
|
6.5K
$644K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
267+ 503.77% |
$28.3K - $32.3K
|
320
$31.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
257+ 12.84% |
$27.3K - $31.1K
|
2.26K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
257+ 4.25% |
$27.3K - $31.1K
|
6.31K
$625K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
254+ 13.07% |
$27K - $30.7K
|
2.2K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
254+ 9.95% |
$27K - $30.7K
|
2.81K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
250+ 0.63% |
$26.5K - $30.2K
|
40.2K
$3.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
249+ 2.17% |
$26.4K - $30.1K
|
11.7K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
248+ 1.55% |
$26.3K - $30K
|
16.2K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
245New |
$26K - $29.6K
|
245
$24.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
245New |
$26K - $29.6K
|
245
$24.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
240+ 7.61% |
$25.5K - $29K
|
3.39K
$336K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
235+ 0.5% |
$24.9K - $28.4K
|
47.3K
$4.69M
|