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 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-60- 30.0% |
$5.81K - $7.03K
|
140
$16.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-60- 1.63% |
$5.81K - $7.03K
|
3.63K
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-61- 21.11% |
$5.9K - $7.15K
|
228
$26.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64- 0.51% |
$6.19K - $7.5K
|
12.4K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-66- 0.87% |
$6.39K - $7.73K
|
7.54K
$881K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-67- 0.64% |
$6.48K - $7.85K
|
10.4K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-69- 1.54% |
$6.68K - $8.09K
|
4.41K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-71- 26.2% |
$6.87K - $8.32K
|
200
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-71- 3.01% |
$6.87K - $8.32K
|
2.29K
$268K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-73- 52.52% |
$7.06K - $8.55K
|
66
$7.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-74- 2.31% |
$7.16K - $8.67K
|
3.13K
$366K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-75- 0.81% |
$7.26K - $8.79K
|
9.21K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-75- 0.09% |
$7.26K - $8.79K
|
82.3K
$9.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-77- 1.99% |
$7.45K - $9.02K
|
3.78K
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-80- 18.65% |
$7.74K - $9.37K
|
349
$40.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-82- 3.09% |
$7.94K - $9.61K
|
2.58K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-84- 1.84% |
$8.13K - $9.84K
|
4.49K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-90- 0.79% |
$8.71K - $10.5K
|
11.3K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-92- 0.55% |
$8.9K - $10.8K
|
16.5K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-92- 1.84% |
$8.9K - $10.8K
|
4.91K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-93- 4.29% |
$9K - $10.9K
|
2.07K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-94- 2.67% |
$9.1K - $11K
|
3.43K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-94- 3.65% |
$9.1K - $11K
|
2.48K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-94- 1.69% |
$9.1K - $11K
|
5.46K
$637K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-97- 18.34% |
$9.39K - $11.4K
|
432
$50.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-99- 1.38% |
$9.58K - $11.6K
|
7.05K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-100- 3.57% |
$9.68K - $11.7K
|
2.7K
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-100- 1.86% |
$9.68K - $11.7K
|
5.28K
$617K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 4.3% |
$9.68K - $11.7K
|
2.23K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.75% |
$9.68K - $11.7K
|
13.3K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.35% |
$9.68K - $11.7K
|
4.16K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-100- 3.28% |
$9.68K - $11.7K
|
2.95K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-100- 3.09% |
$9.68K - $11.7K
|
3.13K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-101- 0.95% |
$9.77K - $11.8K
|
10.6K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-102- 1.05% |
$9.87K - $12K
|
9.65K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-103- 8.14% |
$9.97K - $12.1K
|
1.16K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-104- 2.07% |
$10.1K - $12.2K
|
4.91K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-106- 0.29% |
$10.3K - $12.4K
|
36.3K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-106- 4.68% |
$10.3K - $12.4K
|
2.16K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-113- 2.88% |
$10.9K - $13.2K
|
3.82K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-115- 23.66% |
$11.1K - $13.5K
|
371
$43.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-118- 7.55% |
$11.4K - $13.8K
|
1.44K
$169K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-122- 1.5% |
$11.8K - $14.3K
|
7.99K
$933K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 0.43% |
$12.1K - $14.6K
|
28.8K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-125- 3.98% |
$12.1K - $14.6K
|
3.01K
$352K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 40.0% |
$12.4K - $15K
|
192
$22.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-128- 2.71% |
$12.4K - $15K
|
4.59K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-130- 5.54% |
$12.6K - $15.2K
|
2.22K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-132- 3.33% |
$12.8K - $15.5K
|
3.83K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-133- 5.65% |
$12.9K - $15.6K
|
2.22K
$259K
|