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 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
606+ 7.1% |
$58.6K - $71K
|
9.14K
$964K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
603+ 11.65% |
$58.4K - $70.7K
|
5.78K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
600+ 2.83% |
$58.1K - $70.3K
|
21.8K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
600+ 0.75% |
$58.1K - $70.3K
|
80.1K
$8.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
580+ 21.81% |
$56.1K - $68K
|
3.24K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
567+ 0.49% |
$54.9K - $66.4K
|
117K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
563New |
$54.5K - $66K
|
563
$59.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
543+ 14.5% |
$52.6K - $63.6K
|
4.29K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
534+ 8.6% |
$51.7K - $62.6K
|
6.74K
$711K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
521+ 8.54% |
$50.4K - $61.1K
|
6.62K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500+ 95.79% |
$48.4K - $58.6K
|
1.02K
$108K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
490+ 1.04% |
$47.4K - $57.4K
|
47.8K
$5.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
485New |
$46.9K - $56.8K
|
485
$51.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
453+ 0.92% |
$43.8K - $53.1K
|
49.5K
$5.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
447+ 5.35% |
$43.3K - $52.4K
|
8.81K
$929K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
427+ 2.02% |
$41.3K - $50K
|
21.5K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
417+ 1.92% |
$40.4K - $48.9K
|
22.1K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
409+ 10.95% |
$39.6K - $47.9K
|
4.14K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
381+ 12.7% |
$36.9K - $44.6K
|
3.38K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
375+ 10.76% |
$36.3K - $43.9K
|
3.86K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
354+ 25.73% |
$34.3K - $41.5K
|
1.73K
$182K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
343+ 10.03% |
$33.2K - $40.2K
|
3.76K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
331+ 1.38% |
$32K - $38.8K
|
24.2K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
326+ 16.19% |
$31.6K - $38.2K
|
2.34K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
292+ 1.77% |
$28.3K - $34.2K
|
16.8K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
289+ 15.76% |
$28K - $33.9K
|
2.12K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285+ 1.28% |
$27.6K - $33.4K
|
22.6K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
281New |
$27.2K - $32.9K
|
281
$29.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
262+ 7.32% |
$25.4K - $30.7K
|
3.84K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
262New |
$25.4K - $30.7K
|
262
$27.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
250+ 7.14% |
$24.2K - $29.3K
|
3.75K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
247+ 1.66% |
$23.9K - $28.9K
|
15.2K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
237+ 3.32% |
$22.9K - $27.8K
|
7.37K
$778K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
235+ 4.28% |
$22.7K - $27.5K
|
5.72K
$604K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
229New |
$22.2K - $26.8K
|
229
$24.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
223New |
$21.6K - $26.1K
|
223
$23.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
220+ 1.57% |
$21.3K - $25.8K
|
14.3K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
220+ 9.3% |
$21.3K - $25.8K
|
2.59K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
213+ 1.47% |
$20.6K - $25K
|
14.7K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
212+ 5.24% |
$20.5K - $24.8K
|
4.26K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
210+ 6.33% |
$20.3K - $24.6K
|
3.53K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
206+ 0.27% |
$19.9K - $24.1K
|
75.5K
$7.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
205+ 9.74% |
$19.8K - $24K
|
2.31K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
202New |
$19.5K - $23.7K
|
202
$21.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
200New |
$19.4K - $23.4K
|
200
$21.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
200+ 4.5% |
$19.4K - $23.4K
|
4.64K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
200+ 4.48% |
$19.4K - $23.4K
|
4.67K
$492K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
198+ 4.28% |
$19.2K - $23.2K
|
4.82K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
192+ 1.09% |
$18.6K - $22.5K
|
17.8K
$1.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
191+ 0.19% |
$18.5K - $22.4K
|
103K
$10.8M
|