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 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-330- 33.0% |
$31.9K - $38.7K
|
670
$71.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-333- 5.67% |
$32.2K - $39K
|
5.55K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-335- 1.46% |
$32.4K - $39.3K
|
22.7K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-337- 1.22% |
$32.6K - $39.5K
|
27.2K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-342- 0.18% |
$33.1K - $40.1K
|
193K
$20.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-353- 73.39% |
$34.2K - $41.4K
|
128
$13.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-353- 50.5% |
$34.2K - $41.4K
|
346
$36.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-369- 4.7% |
$35.7K - $43.2K
|
7.47K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-370- 2.28% |
$35.8K - $43.4K
|
15.9K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-375- 1.75% |
$36.3K - $43.9K
|
21K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-380- 11.43% |
$36.8K - $44.5K
|
2.94K
$314K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-384- 10.26% |
$37.2K - $45K
|
3.36K
$358K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-384- 5.6% |
$37.2K - $45K
|
6.48K
$691K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-384- 3.9% |
$37.2K - $45K
|
9.46K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-389- 1.37% |
$37.6K - $45.6K
|
27.9K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-390- 3.94% |
$37.7K - $45.7K
|
9.51K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-396- 0.98% |
$38.3K - $46.4K
|
40.1K
$4.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-397- 0.82% |
$38.4K - $46.5K
|
48K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-399- 0.8% |
$38.6K - $46.8K
|
49.6K
$5.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 2.42% |
$38.7K - $46.9K
|
16.1K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-400- 20.27% |
$38.7K - $46.9K
|
1.57K
$168K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-405- 3.31% |
$39.2K - $47.5K
|
11.8K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-405- 9.95% |
$39.2K - $47.5K
|
3.66K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-405- 1.87% |
$39.2K - $47.5K
|
21.2K
$2.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-413- 7.6% |
$40K - $48.4K
|
5.02K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-413- 3.86% |
$40K - $48.4K
|
10.3K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-414- 7.15% |
$40.1K - $48.5K
|
5.37K
$573K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-423- 4.65% |
$40.9K - $49.6K
|
8.67K
$924K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-429- 13.16% |
$41.5K - $50.3K
|
2.83K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-429- 0.58% |
$41.5K - $50.3K
|
73.5K
$7.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-429- 11.67% |
$41.5K - $50.3K
|
3.25K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-429- 4.13% |
$41.5K - $50.3K
|
9.97K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-433- 11.84% |
$41.9K - $50.7K
|
3.22K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-436- 10.84% |
$42.2K - $51.1K
|
3.59K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-440- 13.54% |
$42.6K - $51.6K
|
2.81K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-440- 44.35% |
$42.6K - $51.6K
|
552
$58.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-444- 2.35% |
$43K - $52K
|
18.4K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-448- 2.9% |
$43.4K - $52.5K
|
15K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-454- 5.74% |
$43.9K - $53.2K
|
7.46K
$795K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-466- 1.02% |
$45.1K - $54.6K
|
45.3K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-487- 0.59% |
$47.1K - $57.1K
|
81.6K
$8.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-506- 9.56% |
$49K - $59.3K
|
4.79K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-515- 2.05% |
$49.8K - $60.3K
|
24.6K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-536- 14.61% |
$51.9K - $62.8K
|
3.13K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-537- 6.94% |
$52K - $62.9K
|
7.2K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-540- 17.62% |
$52.3K - $63.3K
|
2.52K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-556- 78.98% |
$53.8K - $65.2K
|
148
$15.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-557- 4.69% |
$53.9K - $65.3K
|
11.3K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-558- 7.22% |
$54K - $65.4K
|
7.17K
$764K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-567- 0.7% |
$54.9K - $66.4K
|
80.3K
$8.56M
|