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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 6.12% |
$1.94K - $2.34K
|
347
$40.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
20+ 0.1% |
$1.94K - $2.34K
|
19.1K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20New |
$1.94K - $2.34K
|
20
$2.34K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 11.63% |
$1.94K - $2.34K
|
192
$22.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
19+ 0.37% |
$1.84K - $2.23K
|
5.12K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18+ 13.43% |
$1.74K - $2.11K
|
152
$17.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
18+ 3.28% |
$1.74K - $2.11K
|
567
$66.2K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
18New |
$1.74K - $2.11K
|
18
$2.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
17+ 0.24% |
$1.65K - $1.99K
|
7.04K
$822K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
13+ 0.51% |
$1.26K - $1.52K
|
2.59K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11New |
$1.06K - $1.29K
|
11
$1.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
11+ 0.1% |
$1.06K - $1.29K
|
11.4K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 200.0% |
$968 - $1.17K
|
15
$1.75K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9New |
$871 - $1.05K
|
9
$1.05K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
9New |
$871 - $1.05K
|
9
$1.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8+ 0.22% |
$774 - $937
|
3.72K
$434K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
7+ 0.26% |
$677 - $820
|
2.72K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.02% |
$677 - $820
|
28.9K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7+ 0.31% |
$677 - $820
|
2.24K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5+ 0.07% |
$484 - $586
|
7.07K
$826K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
5+ 0.15% |
$484 - $586
|
3.26K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
5+ 0.18% |
$484 - $586
|
2.79K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 5.88% |
$290 - $352
|
54
$6.31K
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
2+ 0.0% |
$194 - $234
|
46K
$5.37M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1+ 0.16% |
$96.8 - $117
|
608
$71K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$96.8 - $117
|
2.57K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1- 0.04% |
$96.8 - $117
|
2.63K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1- 0.04% |
$96.8 - $117
|
2.65K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 2.63% |
$96.8 - $117
|
37
$4.32K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.46% |
$290 - $352
|
648
$75.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 9.3% |
$387 - $469
|
39
$4.56K
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-4- 0.13% |
$387 - $469
|
3.1K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 0.14% |
$484 - $586
|
3.5K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-6- 0.21% |
$581 - $703
|
2.85K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 0.53% |
$677 - $820
|
1.31K
$153K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-7- 0.01% |
$677 - $820
|
48.4K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.25% |
$774 - $937
|
3.13K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 0.09% |
$968 - $1.17K
|
11.3K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-12- 18.46% |
$1.16K - $1.41K
|
53
$6.19K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-12- 0.27% |
$1.16K - $1.41K
|
4.36K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 1.02% |
$1.16K - $1.41K
|
1.16K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-12- 0.4% |
$1.16K - $1.41K
|
3.03K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-14- 0.41% |
$1.35K - $1.64K
|
3.36K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.09% |
$1.45K - $1.76K
|
17.2K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-15- 0.34% |
$1.45K - $1.76K
|
4.4K
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-17- 0.39% |
$1.65K - $1.99K
|
4.29K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-18- 31.58% |
$1.74K - $2.11K
|
39
$4.56K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19- 0.44% |
$1.84K - $2.23K
|
4.34K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 4.05% |
$1.84K - $2.23K
|
450
$52.6K
|