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 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
114+ 0.3% |
$12.1K - $13.8K
|
38.1K
$3.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
108+ 1.09% |
$11.5K - $13.1K
|
9.99K
$990K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
105+ 0.93% |
$11.1K - $12.7K
|
11.4K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
102+ 1.31% |
$10.8K - $12.3K
|
7.91K
$784K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
102+ 5.08% |
$10.8K - $12.3K
|
2.11K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
100+ 1.76% |
$10.6K - $12.1K
|
5.79K
$573K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
100+ 2.31% |
$10.6K - $12.1K
|
4.42K
$438K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 1.06% |
$10.6K - $12.1K
|
9.49K
$941K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
100+ 4.41% |
$10.6K - $12.1K
|
2.37K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 2.81% |
$10.6K - $12.1K
|
3.66K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
98+ 1.74% |
$10.4K - $11.8K
|
5.73K
$568K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
95+ 4.76% |
$10.1K - $11.5K
|
2.09K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
94+ 0.52% |
$9.98K - $11.4K
|
18.3K
$1.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
90New |
$9.55K - $10.9K
|
90
$8.92K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
90+ 0.58% |
$9.55K - $10.9K
|
15.7K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
88+ 25.81% |
$9.34K - $10.6K
|
429
$42.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
86+ 2.25% |
$9.13K - $10.4K
|
3.9K
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
85+ 98.84% |
$9.02K - $10.3K
|
171
$16.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
82+ 0.38% |
$8.7K - $9.91K
|
21.6K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
82New |
$8.7K - $9.91K
|
82
$8.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
79New |
$8.38K - $9.55K
|
79
$7.83K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
77+ 2.33% |
$8.17K - $9.31K
|
3.39K
$336K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
75+ 1.24% |
$7.96K - $9.07K
|
6.14K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
75+ 1.67% |
$7.96K - $9.07K
|
4.56K
$451K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 3.02% |
$7.96K - $9.07K
|
2.56K
$253K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 493.33% |
$7.85K - $8.95K
|
89
$8.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
73+ 0.99% |
$7.75K - $8.82K
|
7.42K
$735K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
73New |
$7.75K - $8.82K
|
73
$7.23K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
70+ 1.85% |
$7.43K - $8.46K
|
3.86K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
69+ 3.19% |
$7.32K - $8.34K
|
2.23K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
69+ 0.52% |
$7.32K - $8.34K
|
13.3K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
68+ 1.05% |
$7.22K - $8.22K
|
6.51K
$645K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
68+ 113.33% |
$7.22K - $8.22K
|
128
$12.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
66+ 0.88% |
$7K - $7.98K
|
7.61K
$754K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
65+ 1.1% |
$6.9K - $7.86K
|
6K
$594K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65+ 3.41% |
$6.9K - $7.86K
|
1.97K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.27% |
$6.37K - $7.25K
|
2.71K
$268K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
56+ 1.08% |
$5.94K - $6.77K
|
5.24K
$519K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
56+ 13.56% |
$5.94K - $6.77K
|
469
$46.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
55New |
$5.84K - $6.65K
|
55
$5.45K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
53+ 1.66% |
$5.62K - $6.41K
|
3.26K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
52+ 0.51% |
$5.52K - $6.29K
|
10.3K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
51+ 1.69% |
$5.41K - $6.17K
|
3.08K
$305K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
51+ 0.26% |
$5.41K - $6.17K
|
19.7K
$1.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50New |
$5.31K - $6.04K
|
50
$4.95K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
50+ 0.14% |
$5.31K - $6.04K
|
36.4K
$3.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
46+ 1.0% |
$4.88K - $5.56K
|
4.63K
$458K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
43New |
$4.56K - $5.2K
|
43
$4.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
43+ 1.17% |
$4.56K - $5.2K
|
3.73K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41+ 1.17% |
$4.35K - $4.96K
|
3.54K
$350K
|