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 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-167- 8.86% |
$16.2K - $19.6K
|
1.72K
$192K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-169- 2.59% |
$16.4K - $19.8K
|
6.35K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-172- 0.49% |
$16.6K - $20.2K
|
34.9K
$3.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-173- 2.61% |
$16.7K - $20.3K
|
6.45K
$721K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-175- 4.53% |
$16.9K - $20.5K
|
3.69K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-177- 14.47% |
$17.1K - $20.7K
|
1.05K
$117K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-180- 2.88% |
$17.4K - $21.1K
|
6.08K
$680K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-181- 90.05% |
$17.5K - $21.2K
|
20
$2.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-183- 2.3% |
$17.7K - $21.4K
|
7.76K
$869K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-185- 6.22% |
$17.9K - $21.7K
|
2.79K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-187- 1.09% |
$18.1K - $21.9K
|
17K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-190- 2.65% |
$18.4K - $22.3K
|
6.98K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-192- 57.14% |
$18.6K - $22.5K
|
144
$16.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-195- 1.36% |
$18.9K - $22.9K
|
14.1K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-197- 2.35% |
$19.1K - $23.1K
|
8.19K
$916K
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-198- 1.49% |
$19.2K - $23.2K
|
13.1K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-200- 1.69% |
$19.4K - $23.4K
|
11.7K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-200- 2.66% |
$19.4K - $23.4K
|
7.31K
$817K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 5.21% |
$19.4K - $23.4K
|
3.64K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-200- 1.8% |
$19.4K - $23.4K
|
10.9K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-201- 3.51% |
$19.5K - $23.6K
|
5.53K
$619K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-202- 5.29% |
$19.5K - $23.7K
|
3.62K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-205- 8.34% |
$19.8K - $24K
|
2.25K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-205- 4.01% |
$19.8K - $24K
|
4.91K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-208- 1.17% |
$20.1K - $24.4K
|
17.5K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-210- 5.3% |
$20.3K - $24.6K
|
3.75K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-212- 3.34% |
$20.5K - $24.8K
|
6.14K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-219- 1.0% |
$21.2K - $25.7K
|
21.6K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-220- 1.05% |
$21.3K - $25.8K
|
20.7K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-221- 6.27% |
$21.4K - $25.9K
|
3.3K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-221- 1.17% |
$21.4K - $25.9K
|
18.7K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-222- 6.04% |
$21.5K - $26K
|
3.46K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
SELL
|
- |
-223- 1.65% |
$21.6K - $26.1K
|
13.3K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-224- 2.92% |
$21.7K - $26.2K
|
7.45K
$834K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-228- 3.91% |
$22.1K - $26.7K
|
5.6K
$626K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-235- 16.67% |
$22.7K - $27.5K
|
1.18K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-236- 0.44% |
$22.8K - $27.7K
|
54K
$6.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-240- 8.91% |
$23.2K - $28.1K
|
2.45K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-240- 8.55% |
$23.2K - $28.1K
|
2.57K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-244- 4.17% |
$23.6K - $28.6K
|
5.61K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-245- 0.61% |
$23.7K - $28.7K
|
40.1K
$4.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-247- 1.28% |
$23.9K - $28.9K
|
19.1K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-248- 1.26% |
$24K - $29.1K
|
19.4K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-250- 1.88% |
$24.2K - $29.3K
|
13.1K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-250- 1.42% |
$24.2K - $29.3K
|
17.3K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 1.35% |
$24.2K - $29.3K
|
18.3K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-250- 8.55% |
$24.2K - $29.3K
|
2.68K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-250- 2.15% |
$24.2K - $29.3K
|
11.4K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-255- 7.3% |
$24.7K - $29.9K
|
3.24K
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-264- 3.71% |
$25.5K - $30.9K
|
6.85K
$767K
|