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
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-436- 10.84% |
$42.2K - $51.1K
|
3.59K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-440- 13.54% |
$42.6K - $51.6K
|
2.81K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-440- 44.35% |
$42.6K - $51.6K
|
552
$61.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-444- 2.35% |
$43K - $52K
|
18.4K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-448- 2.9% |
$43.4K - $52.5K
|
15K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-454- 5.74% |
$43.9K - $53.2K
|
7.46K
$835K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-466- 1.02% |
$45.1K - $54.6K
|
45.3K
$5.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-487- 0.59% |
$47.1K - $57.1K
|
81.6K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-506- 9.56% |
$49K - $59.3K
|
4.79K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-515- 2.05% |
$49.8K - $60.3K
|
24.6K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-536- 14.61% |
$51.9K - $62.8K
|
3.13K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-537- 6.94% |
$52K - $62.9K
|
7.2K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-540- 17.62% |
$52.3K - $63.3K
|
2.52K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-556- 78.98% |
$53.8K - $65.2K
|
148
$16.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-557- 4.69% |
$53.9K - $65.3K
|
11.3K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-558- 7.22% |
$54K - $65.4K
|
7.17K
$802K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-567- 0.7% |
$54.9K - $66.4K
|
80.3K
$8.98M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-577- 2.77% |
$55.8K - $67.6K
|
20.2K
$2.26M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-578- 6.42% |
$55.9K - $67.7K
|
8.43K
$943K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-596- 14.12% |
$57.7K - $69.8K
|
3.63K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-600- 14.55% |
$58.1K - $70.3K
|
3.52K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-600- 14.46% |
$58.1K - $70.3K
|
3.55K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-601- 10.18% |
$58.2K - $70.4K
|
5.3K
$593K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-605- 8.07% |
$58.6K - $70.9K
|
6.89K
$771K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-616- 5.45% |
$59.6K - $72.2K
|
10.7K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-618- 4.02% |
$59.8K - $72.4K
|
14.7K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-622- 7.32% |
$60.2K - $72.9K
|
7.88K
$882K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-628- 3.2% |
$60.8K - $73.6K
|
19K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-652- 2.07% |
$63.1K - $76.4K
|
30.8K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-667- 1.24% |
$64.6K - $78.2K
|
53.2K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-680- 0.58% |
$65.8K - $79.7K
|
116K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-684- 14.75% |
$66.2K - $80.2K
|
3.95K
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-684- 5.28% |
$66.2K - $80.2K
|
12.3K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-685- 6.96% |
$66.3K - $80.3K
|
9.15K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-694- 2.43% |
$67.2K - $81.3K
|
27.9K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-696- 0.91% |
$67.4K - $81.6K
|
75.5K
$8.44M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-700- 5.5% |
$67.7K - $82K
|
12K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-710- 5.06% |
$68.7K - $83.2K
|
13.3K
$1.49M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-724- 9.27% |
$70.1K - $84.8K
|
7.08K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-733- 5.3% |
$70.9K - $85.9K
|
13.1K
$1.47M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-735- 13.71% |
$71.1K - $86.1K
|
4.63K
$518K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-750- 3.0% |
$72.6K - $87.9K
|
24.2K
$2.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-753- 75.53% |
$72.9K - $88.2K
|
244
$27.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-770- 7.42% |
$74.5K - $90.2K
|
9.6K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-772- 0.75% |
$74.7K - $90.5K
|
102K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-775- 10.96% |
$75K - $90.8K
|
6.3K
$705K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-783- 21.76% |
$75.8K - $91.8K
|
2.82K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-790- 1.35% |
$76.5K - $92.6K
|
57.8K
$6.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-813- 25.28% |
$78.7K - $95.3K
|
2.4K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-856- 11.34% |
$82.8K - $100K
|
6.69K
$749K
|