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 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.63K- 9.77% |
$157K - $190K
|
15K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.63K- 11.96% |
$158K - $191K
|
12K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.68K- 5.18% |
$162K - $196K
|
30.6K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.71K- 11.95% |
$165K - $200K
|
12.6K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.82K- 11.19% |
$176K - $213K
|
14.4K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.91K- 9.26% |
$185K - $224K
|
18.7K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.96K- 1.22% |
$190K - $230K
|
159K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2K- 42.25% |
$194K - $234K
|
2.73K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-2.01K- 2.06% |
$194K - $235K
|
95.2K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.01K- 38.36% |
$195K - $236K
|
3.23K
$377K
|
|
|
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
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.07K- 14.82% |
$200K - $242K
|
11.9K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-2.08K- 1.47% |
$201K - $243K
|
139K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 1.88% |
$201K - $244K
|
108K
$12.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.2K- 28.21% |
$213K - $258K
|
5.6K
$654K
|
|
|
Feb 12, 2025
Q4 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.21K- 2.58% |
$213K - $258K
|
83.1K
$9.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.25K- 36.35% |
$218K - $264K
|
3.94K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.28K- 3.74% |
$221K - $267K
|
58.7K
$6.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.33K- 12.71% |
$225K - $273K
|
16K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.34K- 6.09% |
$227K - $275K
|
36.2K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.41K- 1.63% |
$233K - $283K
|
146K
$17M
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-2.41K- 2.77% |
$233K - $283K
|
84.8K
$9.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.46K- 13.37% |
$238K - $288K
|
15.9K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.48K- 33.86% |
$240K - $291K
|
4.85K
$567K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.5K- 4.9% |
$242K - $293K
|
48.5K
$5.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.5K- 3.82% |
$242K - $293K
|
63.1K
$7.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.53K- 9.02% |
$245K - $296K
|
25.5K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-2.53K- 18.91% |
$245K - $296K
|
10.8K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.53K- 1.92% |
$245K - $297K
|
129K
$15.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.57K- 8.28% |
$248K - $301K
|
28.4K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.63K- 8.03% |
$254K - $308K
|
30.1K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 3.44% |
$268K - $324K
|
77.7K
$9.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.78K- 6.03% |
$269K - $325K
|
43.3K
$5.05M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.78K- 12.34% |
$269K - $326K
|
19.8K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.82K- 27.56% |
$273K - $331K
|
7.42K
$867K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.86K- 6.06% |
$277K - $335K
|
44.3K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.9K- 5.58% |
$281K - $340K
|
49.2K
$5.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.91K- 22.77% |
$282K - $341K
|
9.87K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.96K- 6.26% |
$286K - $347K
|
44.3K
$5.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-3.16K- 0.8% |
$306K - $370K
|
391K
$45.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.18K- 31.3% |
$307K - $372K
|
6.97K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.28K- 5.77% |
$317K - $384K
|
53.5K
$6.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.34K- 15.79% |
$323K - $391K
|
17.8K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.34K- 1.65% |
$323K - $391K
|
199K
$23.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 27.99% |
$324K - $393K
|
8.62K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.52K- 8.53% |
$341K - $413K
|
37.8K
$4.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.61K- 59.97% |
$349K - $423K
|
2.41K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.63K- 2.89% |
$352K - $426K
|
122K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-3.75K- 31.41% |
$363K - $439K
|
8.19K
$956K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.84K- 3.99% |
$372K - $450K
|
92.5K
$10.8M
|