Purchases and Sales Made in Q3 2024 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-405- 7.0% |
$43K - $49K
|
5.38K
$576K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-413- 8.9% |
$43.8K - $49.9K
|
4.23K
$452K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-427- 0.49% |
$45.3K - $51.6K
|
87.5K
$9.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-430- 1.59% |
$45.6K - $52K
|
26.6K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-441- 14.02% |
$46.8K - $53.3K
|
2.71K
$289K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-454- 3.06% |
$48.2K - $54.9K
|
14.4K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-455- 1.2% |
$48.3K - $55K
|
37.3K
$4M
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-456- 0.93% |
$48.4K - $55.1K
|
48.4K
$5.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-465- 3.46% |
$49.4K - $56.2K
|
13K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-494- 4.33% |
$52.4K - $59.7K
|
10.9K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-495- 1.68% |
$52.5K - $59.8K
|
28.9K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 0.59% |
$53.1K - $60.4K
|
84.5K
$9.04M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-501- 5.22% |
$53.2K - $60.6K
|
9.09K
$973K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-502- 13.33% |
$53.3K - $60.7K
|
3.27K
$349K
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-506- 0.57% |
$53.7K - $61.2K
|
87.9K
$9.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-508- 0.13% |
$53.9K - $61.4K
|
395K
$42.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-522- 22.98% |
$55.4K - $63.1K
|
1.75K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-523- 6.79% |
$55.5K - $63.2K
|
7.18K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-536- 2.2% |
$56.9K - $64.8K
|
23.8K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-537- 6.3% |
$57K - $64.9K
|
7.99K
$855K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-544- 14.06% |
$57.7K - $65.8K
|
3.32K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-560- 1.57% |
$59.4K - $67.7K
|
35K
$3.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-561- 3.5% |
$59.5K - $67.8K
|
15.5K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-562- 18.46% |
$59.6K - $67.9K
|
2.48K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-574- 8.9% |
$60.9K - $69.4K
|
5.88K
$629K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-576- 10.74% |
$61.1K - $69.6K
|
4.79K
$512K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-596- 5.18% |
$63.3K - $72.1K
|
10.9K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-616- 3.39% |
$65.4K - $74.5K
|
17.6K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-617- 1.33% |
$65.5K - $74.6K
|
45.6K
$4.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-642- 80.86% |
$68.1K - $77.6K
|
152
$16.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-642- 9.1% |
$68.1K - $77.6K
|
6.42K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-658- 6.42% |
$69.8K - $79.5K
|
9.59K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-664- 3.46% |
$70.5K - $80.3K
|
18.5K
$1.98M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-669- 5.13% |
$71K - $80.9K
|
12.4K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-670- 20.04% |
$71.1K - $81K
|
2.67K
$286K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-700- 2.02% |
$74.3K - $84.6K
|
33.9K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-702- 8.38% |
$74.5K - $84.9K
|
7.67K
$821K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-703- 7.03% |
$74.6K - $85K
|
9.3K
$994K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-715- 2.07% |
$75.9K - $86.4K
|
33.8K
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-728- 1.9% |
$77.3K - $88K
|
37.7K
$4.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-729- 15.45% |
$77.4K - $88.1K
|
3.99K
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-729- 8.62% |
$77.4K - $88.1K
|
7.73K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-730- 7.08% |
$77.5K - $88.2K
|
9.57K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-740- 16.75% |
$78.5K - $89.5K
|
3.68K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-740- 6.62% |
$78.5K - $89.5K
|
10.4K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-754- 27.24% |
$80K - $91.2K
|
2.01K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-757- 55.13% |
$80.3K - $91.5K
|
616
$65.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-771- 3.41% |
$81.8K - $93.2K
|
21.8K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-805- 1.21% |
$85.4K - $97.3K
|
65.6K
$7.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-827- 7.8% |
$87.8K - $100K
|
9.78K
$1.05M
|