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 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-219- 1.0% |
$21.2K - $25.7K
|
21.6K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-220- 1.05% |
$21.3K - $25.8K
|
20.7K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-221- 1.17% |
$21.4K - $25.9K
|
18.7K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-221- 6.27% |
$21.4K - $25.9K
|
3.3K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
SELL
|
- |
-223- 1.65% |
$21.6K - $26.1K
|
13.3K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-224- 2.92% |
$21.7K - $26.2K
|
7.45K
$792K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-235- 16.67% |
$22.7K - $27.5K
|
1.18K
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-236- 0.44% |
$22.8K - $27.7K
|
54K
$5.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-240- 8.55% |
$23.2K - $28.1K
|
2.57K
$273K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-240- 8.91% |
$23.2K - $28.1K
|
2.45K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-244- 4.17% |
$23.6K - $28.6K
|
5.61K
$596K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-247- 1.28% |
$23.9K - $28.9K
|
19.1K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-248- 1.26% |
$24K - $29.1K
|
19.4K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-250- 1.42% |
$24.2K - $29.3K
|
17.3K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 1.35% |
$24.2K - $29.3K
|
18.3K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-250- 1.88% |
$24.2K - $29.3K
|
13.1K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-255- 7.3% |
$24.7K - $29.9K
|
3.24K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-265- 6.96% |
$25.6K - $31.1K
|
3.54K
$376K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-267- 3.67% |
$25.8K - $31.3K
|
7K
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-273- 11.58% |
$26.4K - $32K
|
2.08K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-275- 4.33% |
$26.6K - $32.2K
|
6.08K
$646K
|
|
|
Feb 03, 2025
Q4 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-279- 2.24% |
$27K - $32.7K
|
12.2K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-280- 3.08% |
$27.1K - $32.8K
|
8.82K
$938K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-280- 2.68% |
$27.1K - $32.8K
|
10.2K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-280- 2.73% |
$27.1K - $32.8K
|
9.98K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-300- 2.01% |
$29K - $35.2K
|
14.6K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-300- 8.68% |
$29K - $35.2K
|
3.16K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-307- 18.01% |
$29.7K - $36K
|
1.4K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-319- 3.91% |
$30.9K - $37.4K
|
7.85K
$834K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-322- 0.08% |
$31.2K - $37.7K
|
395K
$41.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-322- 3.65% |
$31.2K - $37.7K
|
8.49K
$902K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-330- 33.0% |
$31.9K - $38.7K
|
670
$71.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-335- 1.46% |
$32.4K - $39.3K
|
22.7K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-337- 1.22% |
$32.6K - $39.5K
|
27.2K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-342- 0.18% |
$33.1K - $40.1K
|
193K
$20.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-353- 73.39% |
$34.2K - $41.4K
|
128
$13.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-353- 50.5% |
$34.2K - $41.4K
|
346
$36.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-370- 2.28% |
$35.8K - $43.4K
|
15.9K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-375- 1.75% |
$36.3K - $43.9K
|
21K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-380- 11.43% |
$36.8K - $44.5K
|
2.94K
$313K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-384- 10.26% |
$37.2K - $45K
|
3.36K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-384- 3.9% |
$37.2K - $45K
|
9.46K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-384- 5.6% |
$37.2K - $45K
|
6.48K
$688K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-389- 1.37% |
$37.6K - $45.6K
|
27.9K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-396- 0.98% |
$38.3K - $46.4K
|
40.1K
$4.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-397- 0.82% |
$38.4K - $46.5K
|
48K
$5.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-400- 20.27% |
$38.7K - $46.9K
|
1.57K
$167K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 2.42% |
$38.7K - $46.9K
|
16.1K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-405- 9.95% |
$39.2K - $47.5K
|
3.66K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-405- 3.31% |
$39.2K - $47.5K
|
11.8K
$1.26M
|