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
|
First Premier Bank
|
SELL
|
- |
-235- 16.67% |
$22.7K - $27.5K
|
1.18K
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-236- 0.44% |
$22.8K - $27.7K
|
54K
$6.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-240- 8.91% |
$23.2K - $28.1K
|
2.45K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-240- 8.55% |
$23.2K - $28.1K
|
2.57K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-244- 4.17% |
$23.6K - $28.6K
|
5.61K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-245- 0.61% |
$23.7K - $28.7K
|
40.1K
$4.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-247- 1.28% |
$23.9K - $28.9K
|
19.1K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-248- 1.26% |
$24K - $29.1K
|
19.4K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-250- 1.88% |
$24.2K - $29.3K
|
13.1K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-250- 1.42% |
$24.2K - $29.3K
|
17.3K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 1.35% |
$24.2K - $29.3K
|
18.3K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-250- 8.55% |
$24.2K - $29.3K
|
2.68K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-250- 2.15% |
$24.2K - $29.3K
|
11.4K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-255- 7.3% |
$24.7K - $29.9K
|
3.24K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-264- 3.71% |
$25.5K - $30.9K
|
6.85K
$801K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-265- 6.96% |
$25.6K - $31.1K
|
3.54K
$414K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-267- 3.67% |
$25.8K - $31.3K
|
7K
$818K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-273- 11.58% |
$26.4K - $32K
|
2.08K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-275- 4.33% |
$26.6K - $32.2K
|
6.08K
$710K
|
|
|
Feb 03, 2025
Q4 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-279- 2.24% |
$27K - $32.7K
|
12.2K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-280- 2.68% |
$27.1K - $32.8K
|
10.2K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-280- 2.73% |
$27.1K - $32.8K
|
9.98K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-280- 3.08% |
$27.1K - $32.8K
|
8.82K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-300- 8.68% |
$29K - $35.2K
|
3.16K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-300- 2.01% |
$29K - $35.2K
|
14.6K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-307- 18.01% |
$29.7K - $36K
|
1.4K
$163K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-319- 3.91% |
$30.9K - $37.4K
|
7.85K
$917K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-321- 5.8% |
$31.1K - $37.6K
|
5.21K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-322- 3.65% |
$31.2K - $37.7K
|
8.49K
$992K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-322- 0.08% |
$31.2K - $37.7K
|
395K
$46.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-330- 33.0% |
$31.9K - $38.7K
|
670
$78.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-333- 5.67% |
$32.2K - $39K
|
5.55K
$648K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-335- 1.46% |
$32.4K - $39.3K
|
22.7K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-337- 1.22% |
$32.6K - $39.5K
|
27.2K
$3.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-342- 0.18% |
$33.1K - $40.1K
|
193K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-353- 73.39% |
$34.2K - $41.4K
|
128
$15K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-353- 50.5% |
$34.2K - $41.4K
|
346
$40.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-369- 4.7% |
$35.7K - $43.2K
|
7.47K
$873K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-370- 2.28% |
$35.8K - $43.4K
|
15.9K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-375- 1.75% |
$36.3K - $43.9K
|
21K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-380- 11.43% |
$36.8K - $44.5K
|
2.94K
$344K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-384- 10.26% |
$37.2K - $45K
|
3.36K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-384- 5.6% |
$37.2K - $45K
|
6.48K
$757K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-384- 3.9% |
$37.2K - $45K
|
9.46K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-389- 1.37% |
$37.6K - $45.6K
|
27.9K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-390- 3.94% |
$37.7K - $45.7K
|
9.51K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-396- 0.98% |
$38.3K - $46.4K
|
40.1K
$4.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-397- 0.82% |
$38.4K - $46.5K
|
48K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-399- 0.8% |
$38.6K - $46.8K
|
49.6K
$5.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 2.42% |
$38.7K - $46.9K
|
16.1K
$1.88M
|