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 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.35% |
$9.68K - $11.7K
|
4.16K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-100- 3.28% |
$9.68K - $11.7K
|
2.95K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-100- 3.09% |
$9.68K - $11.7K
|
3.13K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-101- 0.95% |
$9.77K - $11.8K
|
10.6K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-102- 1.05% |
$9.87K - $12K
|
9.65K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-103- 8.14% |
$9.97K - $12.1K
|
1.16K
$124K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-104- 2.07% |
$10.1K - $12.2K
|
4.91K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-106- 0.29% |
$10.3K - $12.4K
|
36.3K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-106- 4.68% |
$10.3K - $12.4K
|
2.16K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-113- 2.88% |
$10.9K - $13.2K
|
3.82K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-115- 23.66% |
$11.1K - $13.5K
|
371
$39.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-118- 7.55% |
$11.4K - $13.8K
|
1.44K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-122- 1.5% |
$11.8K - $14.3K
|
7.99K
$852K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 0.43% |
$12.1K - $14.6K
|
28.8K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-125- 3.98% |
$12.1K - $14.6K
|
3.01K
$321K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 40.0% |
$12.4K - $15K
|
192
$20.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-128- 2.71% |
$12.4K - $15K
|
4.59K
$490K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-130- 5.54% |
$12.6K - $15.2K
|
2.22K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-132- 3.33% |
$12.8K - $15.5K
|
3.83K
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-133- 5.65% |
$12.9K - $15.6K
|
2.22K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-135- 1.82% |
$13.1K - $15.8K
|
7.29K
$777K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-137- 1.61% |
$13.3K - $16.1K
|
8.37K
$893K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-137- 3.72% |
$13.3K - $16.1K
|
3.55K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-140- 1.31% |
$13.5K - $16.4K
|
10.5K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 9.03% |
$14.4K - $17.5K
|
1.5K
$160K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-150- 1.02% |
$14.5K - $17.6K
|
14.6K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-150- 6.52% |
$14.5K - $17.6K
|
2.15K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-152- 0.47% |
$14.7K - $17.8K
|
31.9K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-155- 4.33% |
$15K - $18.2K
|
3.43K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-156- 2.25% |
$15.1K - $18.3K
|
6.78K
$723K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-158- 1.06% |
$15.3K - $18.5K
|
14.8K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-158- 1.08% |
$15.3K - $18.5K
|
14.5K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-160- 3.31% |
$15.5K - $18.7K
|
4.68K
$499K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160- 22.57% |
$15.5K - $18.7K
|
549
$58.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-164- 1.01% |
$15.9K - $19.2K
|
16.1K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-167- 8.86% |
$16.2K - $19.6K
|
1.72K
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-169- 2.59% |
$16.4K - $19.8K
|
6.35K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-172- 0.49% |
$16.6K - $20.2K
|
34.9K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-173- 2.61% |
$16.7K - $20.3K
|
6.45K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-175- 4.53% |
$16.9K - $20.5K
|
3.69K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-177- 14.47% |
$17.1K - $20.7K
|
1.05K
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-180- 2.88% |
$17.4K - $21.1K
|
6.08K
$648K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-181- 90.05% |
$17.5K - $21.2K
|
20
$2.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-183- 2.3% |
$17.7K - $21.4K
|
7.76K
$828K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-185- 6.22% |
$17.9K - $21.7K
|
2.79K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-187- 1.09% |
$18.1K - $21.9K
|
17K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-190- 2.65% |
$18.4K - $22.3K
|
6.98K
$744K
|
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-192- 57.14% |
$18.6K - $22.5K
|
144
$15.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-195- 1.36% |
$18.9K - $22.9K
|
14.1K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-197- 2.35% |
$19.1K - $23.1K
|
8.19K
$873K
|