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 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
229+ 4.7% |
$24.3K - $27.7K
|
5.1K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
226+ 2.02% |
$24K - $27.3K
|
11.4K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
225+ 6.19% |
$23.9K - $27.2K
|
3.86K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
223+ 5.86% |
$23.7K - $27K
|
4.03K
$397K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
221+ 6.16% |
$23.5K - $26.7K
|
3.81K
$375K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
218+ 7.91% |
$23.1K - $26.4K
|
2.97K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
218+ 7.84% |
$23.1K - $26.4K
|
3K
$295K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
204+ 4.05% |
$21.7K - $24.7K
|
5.24K
$516K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
204+ 0.73% |
$21.7K - $24.7K
|
28.1K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
201+ 319.05% |
$21.3K - $24.3K
|
264
$26K
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
200+ 6.39% |
$21.2K - $24.2K
|
3.33K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
200+ 0.81% |
$21.2K - $24.2K
|
25K
$2.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
200+ 8.03% |
$21.2K - $24.2K
|
2.69K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
200+ 3.25% |
$21.2K - $24.2K
|
6.36K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
199+ 5.99% |
$21.1K - $24.1K
|
3.52K
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
193+ 2.19% |
$20.5K - $23.3K
|
9K
$886K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
191+ 0.42% |
$20.3K - $23.1K
|
46K
$4.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
190+ 7.2% |
$20.2K - $23K
|
2.83K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
187+ 1.3% |
$19.8K - $22.6K
|
14.6K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
183+ 43.47% |
$19.4K - $22.1K
|
604
$59.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
171+ 4.99% |
$18.1K - $20.7K
|
3.6K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
170+ 6.74% |
$18K - $20.6K
|
2.69K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
170+ 1.62% |
$18K - $20.6K
|
10.7K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
169New |
$17.9K - $20.4K
|
169
$16.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
166+ 0.87% |
$17.6K - $20.1K
|
19.3K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
161+ 1.54% |
$17.1K - $19.5K
|
10.6K
$1.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
157+ 4.42% |
$16.7K - $19K
|
3.71K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
150+ 2.84% |
$15.9K - $18.1K
|
5.44K
$535K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150+ 17.71% |
$15.9K - $18.1K
|
997
$98.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
149+ 9.93% |
$15.8K - $18K
|
1.65K
$162K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
148+ 6.71% |
$15.7K - $17.9K
|
2.35K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
148+ 0.63% |
$15.7K - $17.9K
|
23.8K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
145+ 5.77% |
$15.4K - $17.5K
|
2.66K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145New |
$15.4K - $17.5K
|
145
$14.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
139New |
$14.8K - $16.8K
|
139
$13.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
136+ 2.89% |
$14.4K - $16.4K
|
4.84K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
132+ 4.23% |
$14K - $16K
|
3.25K
$320K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
129+ 0.46% |
$13.7K - $15.6K
|
28K
$2.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
128+ 3.77% |
$13.6K - $15.5K
|
3.53K
$347K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
128New |
$13.6K - $15.5K
|
128
$12.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
128+ 0.57% |
$13.6K - $15.5K
|
22.8K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
126+ 1.94% |
$13.4K - $15.2K
|
6.61K
$651K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
126+ 10.61% |
$13.4K - $15.2K
|
1.31K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
123+ 2.98% |
$13.1K - $14.9K
|
4.25K
$418K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
121+ 4.55% |
$12.8K - $14.6K
|
2.78K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
121+ 5.13% |
$12.8K - $14.6K
|
2.48K
$244K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
120+ 2.64% |
$12.7K - $14.5K
|
4.66K
$459K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
119+ 2.67% |
$12.6K - $14.4K
|
4.57K
$450K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
118+ 3.12% |
$12.5K - $14.3K
|
3.9K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
115+ 2.27% |
$12.2K - $13.9K
|
5.18K
$509K
|