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 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
124+ 2.22% |
$12K - $14.5K
|
5.7K
$637K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
124+ 2.51% |
$12K - $14.5K
|
5.06K
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
123+ 2.67% |
$11.9K - $14.4K
|
4.73K
$529K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
121+ 100.0% |
$11.7K - $14.2K
|
242
$27.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
120+ 5.48% |
$11.6K - $14.1K
|
2.31K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
119New |
$11.5K - $13.9K
|
119
$13.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
118+ 4.25% |
$11.4K - $13.8K
|
2.89K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
116+ 3.14% |
$11.2K - $13.6K
|
3.81K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
115New |
$11.1K - $13.5K
|
115
$12.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
115New |
$11.1K - $13.5K
|
115
$12.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
112+ 1.87% |
$10.8K - $13.1K
|
6.11K
$683K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
110+ 3.5% |
$10.6K - $12.9K
|
3.25K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
108+ 0.18% |
$10.5K - $12.7K
|
60.7K
$6.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
107New |
$10.4K - $12.5K
|
107
$12K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
106+ 2.61% |
$10.3K - $12.4K
|
4.16K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
105+ 1.78% |
$10.2K - $12.3K
|
6.01K
$673K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
101+ 0.61% |
$9.77K - $11.8K
|
16.7K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
100+ 50.0% |
$9.68K - $11.7K
|
300
$33.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
98New |
$9.48K - $11.5K
|
98
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
97+ 0.86% |
$9.39K - $11.4K
|
11.4K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
95+ 10.26% |
$9.19K - $11.1K
|
1.02K
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
91+ 6.69% |
$8.81K - $10.7K
|
1.45K
$162K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
89+ 0.7% |
$8.61K - $10.4K
|
12.8K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
89+ 2.9% |
$8.61K - $10.4K
|
3.16K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
88+ 1.75% |
$8.52K - $10.3K
|
5.12K
$573K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
87+ 2.47% |
$8.42K - $10.2K
|
3.61K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
85New |
$8.23K - $9.96K
|
85
$9.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
84New |
$8.13K - $9.84K
|
84
$9.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
82+ 2.21% |
$7.94K - $9.61K
|
3.79K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
81+ 2.08% |
$7.84K - $9.49K
|
3.98K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
80+ 1.19% |
$7.74K - $9.37K
|
6.83K
$764K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
77+ 1.83% |
$7.45K - $9.02K
|
4.28K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
73New |
$7.06K - $8.55K
|
73
$8.17K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
72+ 1.86% |
$6.97K - $8.44K
|
3.94K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
71+ 1.36% |
$6.87K - $8.32K
|
5.29K
$591K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
70+ 1.58% |
$6.77K - $8.2K
|
4.49K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
70+ 2.65% |
$6.77K - $8.2K
|
2.71K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
69+ 1.08% |
$6.68K - $8.09K
|
6.48K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
67+ 1.6% |
$6.48K - $7.85K
|
4.26K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
67+ 0.11% |
$6.48K - $7.85K
|
62.4K
$6.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
67+ 1.47% |
$6.48K - $7.85K
|
4.62K
$517K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
66+ 10.7% |
$6.39K - $7.73K
|
683
$76.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
65+ 0.76% |
$6.29K - $7.62K
|
8.56K
$958K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
65+ 3.08% |
$6.29K - $7.62K
|
2.17K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
64+ 0.96% |
$6.19K - $7.5K
|
6.77K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
62+ 0.7% |
$6K - $7.27K
|
8.89K
$995K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
62+ 1.38% |
$6K - $7.27K
|
4.55K
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
58+ 0.07% |
$5.61K - $6.8K
|
87.5K
$9.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
58+ 1.53% |
$5.61K - $6.8K
|
3.85K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 0.39% |
$5.42K - $6.56K
|
14.4K
$1.62M
|