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 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
56+ 1.58% |
$5.42K - $6.56K
|
3.6K
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
55+ 2.73% |
$5.32K - $6.44K
|
2.07K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
54+ 5.49% |
$5.23K - $6.33K
|
1.04K
$116K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
53New |
$5.13K - $6.21K
|
53
$5.93K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
52+ 2.47% |
$5.03K - $6.09K
|
2.16K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51+ 0.68% |
$4.94K - $5.98K
|
7.59K
$849K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
49+ 2.03% |
$4.74K - $5.74K
|
2.46K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
45New |
$4.36K - $5.27K
|
45
$5.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$4.92K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$4.92K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
44New |
$4.26K - $5.16K
|
44
$4.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
43+ 1.62% |
$4.16K - $5.04K
|
2.7K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
42+ 1.94% |
$4.06K - $4.92K
|
2.21K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 1.83% |
$4.06K - $4.92K
|
2.34K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 0.67% |
$3.87K - $4.69K
|
6.02K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
40+ 1.7% |
$3.87K - $4.69K
|
2.4K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
40+ 1.77% |
$3.87K - $4.69K
|
2.3K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
38+ 2.53% |
$3.68K - $4.45K
|
1.54K
$172K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
37+ 1.23% |
$3.58K - $4.34K
|
3.05K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37+ 1.11% |
$3.58K - $4.34K
|
3.38K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
36New |
$3.48K - $4.22K
|
36
$4.03K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
36+ 1.7% |
$3.48K - $4.22K
|
2.15K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
33+ 1.44% |
$3.19K - $3.87K
|
2.32K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
33+ 1.44% |
$3.19K - $3.87K
|
2.33K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
33+ 0.71% |
$3.19K - $3.87K
|
4.69K
$525K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
33+ 0.71% |
$3.19K - $3.87K
|
4.69K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
32+ 1.57% |
$3.1K - $3.75K
|
2.07K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
31+ 10.95% |
$3K - $3.63K
|
314
$35.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28+ 0.07% |
$2.71K - $3.28K
|
41.4K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27+ 26.47% |
$2.61K - $3.16K
|
129
$14.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
26+ 0.24% |
$2.52K - $3.05K
|
10.9K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 0.61% |
$2.42K - $2.93K
|
4.16K
$465K
|
|
|
Feb 07, 2025
Q4 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
25+ 0.09% |
$2.42K - $2.93K
|
28K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
25+ 0.8% |
$2.42K - $2.93K
|
3.14K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23New |
$2.23K - $2.7K
|
23
$2.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 0.6% |
$2.13K - $2.58K
|
3.72K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 5.66% |
$2.03K - $2.46K
|
392
$43.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
21+ 0.41% |
$2.03K - $2.46K
|
5.19K
$580K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
21+ 0.44% |
$2.03K - $2.46K
|
4.82K
$539K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 6.12% |
$1.94K - $2.34K
|
347
$38.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
20+ 0.1% |
$1.94K - $2.34K
|
19.1K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20New |
$1.94K - $2.34K
|
20
$2.24K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 11.63% |
$1.94K - $2.34K
|
192
$21.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
19+ 0.37% |
$1.84K - $2.23K
|
5.12K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18+ 13.43% |
$1.74K - $2.11K
|
152
$17K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
18+ 3.28% |
$1.74K - $2.11K
|
567
$63.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
17+ 0.24% |
$1.65K - $1.99K
|
7.04K
$787K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
13+ 0.51% |
$1.26K - $1.52K
|
2.59K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11New |
$1.06K - $1.29K
|
11
$1.23K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
11+ 0.1% |
$1.06K - $1.29K
|
11.4K
$1.27M
|