Purchases and Sales Made in Q4 2024 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.43MNew |
$235M - $284M
|
2.43M
$256M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
297K+ 128.08% |
$28.7M - $34.8M
|
529K
$55.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
203KNew |
$19.7M - $23.8M
|
203K
$21.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
91.9K+ 2354.33% |
$8.89M - $10.8M
|
95.8K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
55.6K+ 129.77% |
$5.38M - $6.51M
|
98.4K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
52K+ 4.69% |
$5.04M - $6.1M
|
1.16M
$122M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
27.1K+ 3.64% |
$2.62M - $3.17M
|
772K
$81.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
26.7KNew |
$2.59M - $3.13M
|
26.7K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.6KNew |
$2.58M - $3.12M
|
26.6K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 26.92% |
$1.83M - $2.21M
|
89.1K
$9.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
16.9K+ 5.44% |
$1.64M - $1.98M
|
328K
$34.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
15.7KNew |
$1.52M - $1.84M
|
15.7K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
15.6K+ 40.96% |
$1.51M - $1.83M
|
53.7K
$5.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 21.27% |
$1.47M - $1.78M
|
86.7K
$9.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
15K+ 3.9% |
$1.45M - $1.76M
|
400K
$42.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13.7KNew |
$1.33M - $1.61M
|
13.7K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
12.2KNew |
$1.18M - $1.43M
|
12.2K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11.2KNew |
$1.09M - $1.31M
|
11.2K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3K+ 31.28% |
$995K - $1.2M
|
43.1K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
9.94KNew |
$962K - $1.16M
|
9.94K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.98KNew |
$869K - $1.05M
|
8.98K
$947K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.26KNew |
$799K - $968K
|
8.26K
$871K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.22KNew |
$698K - $845K
|
7.22K
$761K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.44K+ 218.68% |
$623K - $754K
|
9.38K
$990K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.37K+ 63.52% |
$616K - $746K
|
16.4K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.98K+ 105.93% |
$579K - $701K
|
11.6K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.45KNew |
$527K - $639K
|
5.45K
$575K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.16K+ 20.11% |
$500K - $605K
|
30.8K
$3.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.01KNew |
$484K - $586K
|
5.01K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.62K+ 1.89% |
$448K - $542K
|
250K
$26.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.77KNew |
$365K - $442K
|
3.77K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.58K+ 14.85% |
$347K - $420K
|
27.7K
$2.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
3.58KNew |
$347K - $420K
|
3.58K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.33KNew |
$322K - $390K
|
3.33K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.32K+ 29.8% |
$321K - $389K
|
14.4K
$1.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
3.12KNew |
$302K - $365K
|
3.12K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.1KNew |
$300K - $363K
|
3.1K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.84KNew |
$275K - $333K
|
2.84K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.8KNew |
$271K - $328K
|
2.8K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.74K+ 10.16% |
$265K - $321K
|
29.7K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.69KNew |
$260K - $315K
|
2.69K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.67K+ 76.46% |
$258K - $312K
|
6.15K
$649K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.61K+ 9.99% |
$253K - $306K
|
28.8K
$3.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.61K+ 7.33% |
$253K - $306K
|
38.2K
$4.03M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.54K+ 29.39% |
$246K - $297K
|
11.2K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.54KNew |
$245K - $297K
|
2.54K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.5K+ 80.13% |
$242K - $292K
|
5.61K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.39KNew |
$231K - $280K
|
2.39K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.34K+ 37.98% |
$226K - $274K
|
8.49K
$895K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.27KNew |
$220K - $266K
|
2.27K
$240K
|