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 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 0.53% |
$677 - $820
|
1.31K
$139K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-7- 0.01% |
$677 - $820
|
48.4K
$5.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.25% |
$774 - $937
|
3.13K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 0.09% |
$968 - $1.17K
|
11.3K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 1.02% |
$1.16K - $1.41K
|
1.16K
$124K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-12- 18.46% |
$1.16K - $1.41K
|
53
$5.63K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-12- 0.27% |
$1.16K - $1.41K
|
4.36K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-14- 0.41% |
$1.35K - $1.64K
|
3.36K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.09% |
$1.45K - $1.76K
|
17.2K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-15- 0.34% |
$1.45K - $1.76K
|
4.4K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-17- 0.39% |
$1.65K - $1.99K
|
4.29K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19- 0.44% |
$1.84K - $2.23K
|
4.34K
$461K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-20- 0.24% |
$1.94K - $2.34K
|
8.48K
$901K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-20- 0.59% |
$1.94K - $2.34K
|
3.37K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-20- 0.37% |
$1.94K - $2.34K
|
5.36K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-22- 0.52% |
$2.13K - $2.58K
|
4.2K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-22- 0.63% |
$2.13K - $2.58K
|
3.48K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-24- 4.15% |
$2.32K - $2.81K
|
554
$58.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-25- 0.04% |
$2.42K - $2.93K
|
61.1K
$6.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 0.32% |
$2.42K - $2.93K
|
7.7K
$818K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 0.67% |
$2.42K - $2.93K
|
3.71K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25- 67.57% |
$2.42K - $2.93K
|
12
$1.28K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30- 0.97% |
$2.9K - $3.52K
|
3.06K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30- 1.05% |
$2.9K - $3.52K
|
2.82K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-30- 0.16% |
$2.9K - $3.52K
|
18.9K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30- 0.55% |
$2.9K - $3.52K
|
5.43K
$577K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-31- 0.16% |
$3K - $3.63K
|
19.5K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-31- 0.31% |
$3K - $3.63K
|
9.96K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-33- 0.88% |
$3.19K - $3.87K
|
3.7K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-35- 0.21% |
$3.39K - $4.1K
|
16.8K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 2.85% |
$3.39K - $4.1K
|
1.19K
$127K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 31.3% |
$3.48K - $4.22K
|
79
$8.39K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-37- 1.32% |
$3.58K - $4.34K
|
2.77K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-39- 14.77% |
$3.77K - $4.57K
|
225
$23.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.49% |
$3.97K - $4.8K
|
8.39K
$892K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-42- 1.51% |
$4.06K - $4.92K
|
2.74K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-43- 1.8% |
$4.16K - $5.04K
|
2.34K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-44- 1.42% |
$4.26K - $5.16K
|
3.05K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-44- 1.28% |
$4.26K - $5.16K
|
3.39K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-45- 0.43% |
$4.36K - $5.27K
|
10.4K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-46- 1.88% |
$4.45K - $5.39K
|
2.4K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-46- 0.28% |
$4.45K - $5.39K
|
16.3K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-48- 0.52% |
$4.65K - $5.62K
|
9.22K
$980K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.18% |
$4.84K - $5.86K
|
28K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 0.84% |
$4.84K - $5.86K
|
5.88K
$625K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-50- 1.2% |
$4.84K - $5.86K
|
4.1K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-60- 30.0% |
$5.81K - $7.03K
|
140
$14.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-60- 1.63% |
$5.81K - $7.03K
|
3.63K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-61- 21.11% |
$5.9K - $7.15K
|
228
$24.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64- 0.51% |
$6.19K - $7.5K
|
12.4K
$1.32M
|