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 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-696- 0.91% |
$67.4K - $81.6K
|
75.5K
$8.82M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-700- 5.5% |
$67.7K - $82K
|
12K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-710- 5.06% |
$68.7K - $83.2K
|
13.3K
$1.56M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-724- 9.27% |
$70.1K - $84.8K
|
7.08K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-733- 5.3% |
$70.9K - $85.9K
|
13.1K
$1.53M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-735- 13.71% |
$71.1K - $86.1K
|
4.63K
$540K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-750- 3.0% |
$72.6K - $87.9K
|
24.2K
$2.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-753- 75.53% |
$72.9K - $88.2K
|
244
$28.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-770- 7.42% |
$74.5K - $90.2K
|
9.6K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-772- 0.75% |
$74.7K - $90.5K
|
102K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-775- 10.96% |
$75K - $90.8K
|
6.3K
$736K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-783- 21.76% |
$75.8K - $91.8K
|
2.82K
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-790- 1.35% |
$76.5K - $92.6K
|
57.8K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-813- 25.28% |
$78.7K - $95.3K
|
2.4K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-856- 11.34% |
$82.8K - $100K
|
6.69K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-867- 3.73% |
$83.9K - $102K
|
22.4K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-899- 8.43% |
$87K - $105K
|
9.77K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-907- 0.39% |
$87.8K - $106K
|
229K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-921- 20.84% |
$89.1K - $108K
|
3.5K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-930- 14.74% |
$90K - $109K
|
5.38K
$629K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-930- 6.28% |
$90K - $109K
|
13.9K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-940- 8.11% |
$91K - $110K
|
10.6K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-950- 7.74% |
$91.9K - $111K
|
11.3K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-961- 7.28% |
$93K - $113K
|
12.2K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-964- 7.79% |
$93.3K - $113K
|
11.4K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-973- 13.71% |
$94.2K - $114K
|
6.12K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-975- 2.8% |
$94.4K - $114K
|
33.8K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-997- 0.78% |
$96.5K - $117K
|
126K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 4.57% |
$97.9K - $119K
|
21.2K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.01K- 5.99% |
$97.9K - $119K
|
15.9K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.01K- 19.35% |
$97.9K - $119K
|
4.22K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.02K- 27.32% |
$98.2K - $119K
|
2.7K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.08K- 7.28% |
$104K - $126K
|
13.7K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.09K- 3.21% |
$105K - $128K
|
32.8K
$3.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 3.31% |
$108K - $131K
|
32.7K
$3.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.16K- 3.45% |
$112K - $135K
|
32.3K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.16K- 6.61% |
$112K - $136K
|
16.4K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.18K- 1.47% |
$114K - $138K
|
78.9K
$9.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.18K- 8.46% |
$114K - $139K
|
12.8K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.19K- 10.46% |
$115K - $139K
|
10.2K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.2K- 3.2% |
$117K - $141K
|
36.5K
$4.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.22K- 15.26% |
$118K - $143K
|
6.79K
$793K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.32K- 2.9% |
$128K - $155K
|
44.3K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.36K- 10.28% |
$131K - $159K
|
11.9K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.36K- 1.46% |
$132K - $160K
|
91.9K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.38K- 10.38% |
$133K - $161K
|
11.9K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.51K- 30.19% |
$146K - $177K
|
3.49K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 20.54% |
$147K - $178K
|
5.87K
$685K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.55K- 13.4% |
$150K - $182K
|
10K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.59K- 0.61% |
$154K - $186K
|
258K
$30.2M
|