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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-122- 1.5% |
$11.8K - $14.3K
|
7.99K
$861K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 0.43% |
$12.1K - $14.6K
|
28.8K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-125- 3.98% |
$12.1K - $14.6K
|
3.01K
$325K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 40.0% |
$12.4K - $15K
|
192
$20.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-128- 2.71% |
$12.4K - $15K
|
4.59K
$495K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-130- 5.54% |
$12.6K - $15.2K
|
2.22K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-132- 3.33% |
$12.8K - $15.5K
|
3.83K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-133- 5.65% |
$12.9K - $15.6K
|
2.22K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-135- 1.82% |
$13.1K - $15.8K
|
7.29K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-137- 1.61% |
$13.3K - $16.1K
|
8.37K
$902K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-137- 3.72% |
$13.3K - $16.1K
|
3.55K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-140- 1.31% |
$13.5K - $16.4K
|
10.5K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 9.03% |
$14.4K - $17.5K
|
1.5K
$162K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-150- 1.02% |
$14.5K - $17.6K
|
14.6K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-152- 0.47% |
$14.7K - $17.8K
|
31.9K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-155- 4.33% |
$15K - $18.2K
|
3.43K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-156- 2.25% |
$15.1K - $18.3K
|
6.78K
$730K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-158- 1.08% |
$15.3K - $18.5K
|
14.5K
$1.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-158- 1.06% |
$15.3K - $18.5K
|
14.8K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-160- 3.31% |
$15.5K - $18.7K
|
4.68K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160- 22.57% |
$15.5K - $18.7K
|
549
$59.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-164- 1.01% |
$15.9K - $19.2K
|
16.1K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-167- 8.86% |
$16.2K - $19.6K
|
1.72K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-169- 2.59% |
$16.4K - $19.8K
|
6.35K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-172- 0.49% |
$16.6K - $20.2K
|
34.9K
$3.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-173- 2.61% |
$16.7K - $20.3K
|
6.45K
$695K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-175- 4.53% |
$16.9K - $20.5K
|
3.69K
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-177- 14.47% |
$17.1K - $20.7K
|
1.05K
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-180- 2.88% |
$17.4K - $21.1K
|
6.08K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-181- 90.05% |
$17.5K - $21.2K
|
20
$2.15K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-185- 6.22% |
$17.9K - $21.7K
|
2.79K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-187- 1.09% |
$18.1K - $21.9K
|
17K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-190- 2.65% |
$18.4K - $22.3K
|
6.98K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-192- 57.14% |
$18.6K - $22.5K
|
144
$15.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-195- 1.36% |
$18.9K - $22.9K
|
14.1K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-197- 2.35% |
$19.1K - $23.1K
|
8.19K
$882K
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-198- 1.49% |
$19.2K - $23.2K
|
13.1K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-200- 1.69% |
$19.4K - $23.4K
|
11.7K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 5.21% |
$19.4K - $23.4K
|
3.64K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-200- 2.66% |
$19.4K - $23.4K
|
7.31K
$787K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-201- 3.51% |
$19.5K - $23.6K
|
5.53K
$596K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-202- 5.29% |
$19.5K - $23.7K
|
3.62K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-205- 8.34% |
$19.8K - $24K
|
2.25K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-205- 4.01% |
$19.8K - $24K
|
4.91K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-208- 1.17% |
$20.1K - $24.4K
|
17.5K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-210- 5.3% |
$20.3K - $24.6K
|
3.75K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-219- 1.0% |
$21.2K - $25.7K
|
21.6K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-220- 1.05% |
$21.3K - $25.8K
|
20.7K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-221- 6.27% |
$21.4K - $25.9K
|
3.3K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-221- 1.17% |
$21.4K - $25.9K
|
18.7K
$2.02M
|