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 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.56K- 18.81% |
$828K - $1M
|
36.9K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.62K- 96.6% |
$834K - $1.01M
|
303
$32.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.38K- 7.16% |
$908K - $1.1M
|
122K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.4K- 5.66% |
$910K - $1.1M
|
157K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.47K- 55.34% |
$917K - $1.11M
|
7.65K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-9.81KClosed |
$949K - $1.15M
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-9.81K- 15.09% |
$950K - $1.15M
|
55.2K
$5.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-9.84K- 19.53% |
$952K - $1.15M
|
40.5K
$4.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-10.3K- 10.5% |
$993K - $1.2M
|
87.5K
$9.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7K- 99.91% |
$1.03M - $1.25M
|
10
$1.07K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.9K- 51.41% |
$1.06M - $1.28M
|
10.3K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-11.8K- 36.49% |
$1.14M - $1.38M
|
20.5K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-13.1K- 9.85% |
$1.27M - $1.53M
|
120K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-13.2K- 1.64% |
$1.28M - $1.55M
|
796K
$85.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 0.77% |
$1.45M - $1.75M
|
1.94M
$207M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.7K- 28.78% |
$1.52M - $1.84M
|
38.8K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-16.5K- 2.87% |
$1.59M - $1.93M
|
556K
$59.5M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17.9K- 7.68% |
$1.73M - $2.1M
|
215K
$23M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-19.6K- 52.55% |
$1.9M - $2.3M
|
17.7K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-20K- 53.09% |
$1.94M - $2.35M
|
17.7K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-20.1K- 65.99% |
$1.95M - $2.36M
|
10.4K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-21.3K- 11.31% |
$2.06M - $2.49M
|
167K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-21.4K- 0.49% |
$2.08M - $2.51M
|
4.36M
$466M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-22.5K- 34.87% |
$2.18M - $2.64M
|
42K
$4.49M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-22.6K- 4.63% |
$2.18M - $2.64M
|
465K
$49.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-26.3K- 95.25% |
$2.55M - $3.09M
|
1.31K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-29.2K- 99.59% |
$2.82M - $3.42M
|
120
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-37.8K- 21.72% |
$3.66M - $4.43M
|
136K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38.3K- 6.6% |
$3.7M - $4.48M
|
542K
$57.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-41.1K- 8.34% |
$3.98M - $4.82M
|
452K
$48.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41.4K- 52.92% |
$4M - $4.85M
|
36.8K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-46.8K- 38.79% |
$4.53M - $5.49M
|
73.9K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-53K- 31.96% |
$5.13M - $6.21M
|
113K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-55K- 3.24% |
$5.32M - $6.44M
|
1.64M
$175M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-55.5K- 19.08% |
$5.37M - $6.5M
|
235K
$25.2M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-55.8K- 10.96% |
$5.4M - $6.54M
|
453K
$48.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-66.4K- 7.07% |
$6.42M - $7.78M
|
872K
$93.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-73.9K- 17.39% |
$7.15M - $8.66M
|
351K
$37.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-74.5K- 5.83% |
$7.21M - $8.73M
|
1.2M
$129M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-77.8K- 26.46% |
$7.53M - $9.12M
|
216K
$23.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-79.3K- 65.1% |
$7.67M - $9.29M
|
42.5K
$4.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-79.4K- 46.17% |
$7.68M - $9.3M
|
92.6K
$9.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.3K- 4.35% |
$8.35M - $10.1M
|
1.9M
$203M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-87.1K- 13.1% |
$8.43M - $10.2M
|
578K
$61.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-95.3K- 4.23% |
$9.23M - $11.2M
|
2.16M
$231M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-116K- 1.66% |
$11.2M - $13.6M
|
6.87M
$734M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-151K- 80.01% |
$14.6M - $17.7M
|
37.7K
$4.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-174K- 94.71% |
$16.8M - $20.3M
|
9.7K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-183K- 95.59% |
$17.7M - $21.4M
|
8.43K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-183K- 7.21% |
$17.7M - $21.5M
|
2.36M
$252M
|