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 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.02K- 27.32% |
$98.2K - $119K
|
2.7K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.08K- 7.28% |
$104K - $126K
|
13.7K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.09K- 3.21% |
$105K - $128K
|
32.8K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 3.31% |
$108K - $131K
|
32.7K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.16K- 3.45% |
$112K - $135K
|
32.3K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.16K- 6.61% |
$112K - $136K
|
16.4K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.18K- 1.47% |
$114K - $138K
|
78.9K
$8.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.18K- 8.46% |
$114K - $139K
|
12.8K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.19K- 10.46% |
$115K - $139K
|
10.2K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.2K- 3.2% |
$117K - $141K
|
36.5K
$3.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.22K- 15.26% |
$118K - $143K
|
6.79K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.32K- 2.9% |
$128K - $155K
|
44.3K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.36K- 10.28% |
$131K - $159K
|
11.9K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.36K- 1.46% |
$132K - $160K
|
91.9K
$9.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.38K- 10.38% |
$133K - $161K
|
11.9K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.51K- 30.19% |
$146K - $177K
|
3.49K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 20.54% |
$147K - $178K
|
5.87K
$627K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.55K- 13.4% |
$150K - $182K
|
10K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.59K- 0.61% |
$154K - $186K
|
258K
$27.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.63K- 9.77% |
$157K - $190K
|
15K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.63K- 11.96% |
$158K - $191K
|
12K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.68K- 5.18% |
$162K - $196K
|
30.6K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.71K- 11.95% |
$165K - $200K
|
12.6K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.82K- 11.19% |
$176K - $213K
|
14.4K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.91K- 9.26% |
$185K - $224K
|
18.7K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.96K- 1.22% |
$190K - $230K
|
159K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2K- 42.25% |
$194K - $234K
|
2.73K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-2.01K- 2.06% |
$194K - $235K
|
95.2K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.01K- 38.36% |
$195K - $236K
|
3.23K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.06K- 37.47% |
$199K - $241K
|
3.44K
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.07K- 14.82% |
$200K - $242K
|
11.9K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-2.08K- 1.47% |
$201K - $243K
|
139K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 1.88% |
$201K - $244K
|
108K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.2K- 28.21% |
$213K - $258K
|
5.6K
$599K
|
|
|
Feb 12, 2025
Q4 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.21K- 2.58% |
$213K - $258K
|
83.1K
$8.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.25K- 36.35% |
$218K - $264K
|
3.94K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.28K- 3.74% |
$221K - $267K
|
58.7K
$6.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.33K- 12.71% |
$225K - $273K
|
16K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.34K- 6.09% |
$227K - $275K
|
36.2K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.41K- 1.63% |
$233K - $283K
|
146K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.46K- 13.37% |
$238K - $288K
|
15.9K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.48K- 33.86% |
$240K - $291K
|
4.85K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.5K- 3.82% |
$242K - $293K
|
63.1K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.53K- 9.02% |
$245K - $296K
|
25.5K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-2.53K- 18.91% |
$245K - $296K
|
10.8K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.53K- 1.92% |
$245K - $297K
|
129K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.57K- 8.28% |
$248K - $301K
|
28.4K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.63K- 8.03% |
$254K - $308K
|
30.1K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 3.44% |
$268K - $324K
|
77.7K
$8.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.78K- 6.03% |
$269K - $325K
|
43.3K
$4.63M
|