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 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-19- 0.14% |
$1.84K - $2.23K
|
13.7K
$1.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-20- 0.24% |
$1.94K - $2.34K
|
8.48K
$990K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-20- 0.37% |
$1.94K - $2.34K
|
5.36K
$627K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-20- 0.59% |
$1.94K - $2.34K
|
3.37K
$393K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-20- 0.9% |
$1.94K - $2.34K
|
2.2K
$257K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-21Closed |
$2.03K - $2.46K
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-22- 0.52% |
$2.13K - $2.58K
|
4.2K
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-22- 0.63% |
$2.13K - $2.58K
|
3.48K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-24- 4.15% |
$2.32K - $2.81K
|
554
$64.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 0.67% |
$2.42K - $2.93K
|
3.71K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-25- 0.04% |
$2.42K - $2.93K
|
61.1K
$7.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 0.32% |
$2.42K - $2.93K
|
7.7K
$900K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25- 67.57% |
$2.42K - $2.93K
|
12
$1.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-25- 0.26% |
$2.42K - $2.93K
|
9.48K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-26- 1.18% |
$2.52K - $3.05K
|
2.18K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 0.39% |
$2.81K - $3.4K
|
7.47K
$872K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-29- 1.26% |
$2.81K - $3.4K
|
2.26K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30- 1.05% |
$2.9K - $3.52K
|
2.82K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30- 0.55% |
$2.9K - $3.52K
|
5.43K
$634K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30- 0.97% |
$2.9K - $3.52K
|
3.06K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-30- 0.16% |
$2.9K - $3.52K
|
18.9K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-30Closed |
$2.9K - $3.52K
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-31- 0.16% |
$3K - $3.63K
|
19.5K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-31- 0.31% |
$3K - $3.63K
|
9.96K
$1.16M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-31- 0.31% |
$3K - $3.63K
|
9.96K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-33- 2.37% |
$3.19K - $3.87K
|
1.36K
$159K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-33- 0.88% |
$3.19K - $3.87K
|
3.7K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-33- 26.83% |
$3.19K - $3.87K
|
90
$10.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-35- 0.21% |
$3.39K - $4.1K
|
16.8K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 2.85% |
$3.39K - $4.1K
|
1.19K
$139K
|
|
|
Feb 11, 2025
Q4 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-35- 0.08% |
$3.39K - $4.1K
|
42.2K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 31.3% |
$3.48K - $4.22K
|
79
$9.23K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-37- 1.32% |
$3.58K - $4.34K
|
2.77K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-39- 14.77% |
$3.77K - $4.57K
|
225
$26.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.49% |
$3.97K - $4.8K
|
8.39K
$981K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-42- 1.51% |
$4.06K - $4.92K
|
2.74K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-43- 1.8% |
$4.16K - $5.04K
|
2.34K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-44- 1.28% |
$4.26K - $5.16K
|
3.39K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-44- 1.42% |
$4.26K - $5.16K
|
3.05K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-45- 0.43% |
$4.36K - $5.27K
|
10.4K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-46- 1.88% |
$4.45K - $5.39K
|
2.4K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-46- 0.28% |
$4.45K - $5.39K
|
16.3K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-48- 0.52% |
$4.65K - $5.62K
|
9.22K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-48- 0.48% |
$4.65K - $5.62K
|
9.93K
$1.16M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-50- 1.2% |
$4.84K - $5.86K
|
4.1K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.18% |
$4.84K - $5.86K
|
28K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 0.84% |
$4.84K - $5.86K
|
5.88K
$687K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-50- 1.77% |
$4.84K - $5.86K
|
2.77K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-52- 0.32% |
$5.03K - $6.09K
|
16.1K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-53- 8.77% |
$5.13K - $6.21K
|
551
$64.4K
|