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
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.21K- 2.58% |
$213K - $258K
|
83.1K
$9.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.25K- 36.35% |
$218K - $264K
|
3.94K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.28K- 3.74% |
$221K - $267K
|
58.7K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.33K- 12.71% |
$225K - $273K
|
16K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.34K- 6.09% |
$227K - $275K
|
36.2K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.41K- 1.63% |
$233K - $283K
|
146K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.46K- 13.37% |
$238K - $288K
|
15.9K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.48K- 33.86% |
$240K - $291K
|
4.85K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.5K- 3.82% |
$242K - $293K
|
63.1K
$7.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.53K- 9.02% |
$245K - $296K
|
25.5K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-2.53K- 18.91% |
$245K - $296K
|
10.8K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.53K- 1.92% |
$245K - $297K
|
129K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.57K- 8.28% |
$248K - $301K
|
28.4K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.63K- 8.03% |
$254K - $308K
|
30.1K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 3.44% |
$268K - $324K
|
77.7K
$8.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.78K- 6.03% |
$269K - $325K
|
43.3K
$4.84M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.78K- 12.34% |
$269K - $326K
|
19.8K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.82K- 27.56% |
$273K - $331K
|
7.42K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.86K- 6.06% |
$277K - $335K
|
44.3K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.9K- 5.58% |
$281K - $340K
|
49.2K
$5.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.91K- 22.77% |
$282K - $341K
|
9.87K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.96K- 6.26% |
$286K - $347K
|
44.3K
$4.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-3.16K- 0.8% |
$306K - $370K
|
391K
$43.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.18K- 31.3% |
$307K - $372K
|
6.97K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.28K- 5.77% |
$317K - $384K
|
53.5K
$5.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.34K- 15.79% |
$323K - $391K
|
17.8K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.34K- 1.65% |
$323K - $391K
|
199K
$22.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 27.99% |
$324K - $393K
|
8.62K
$964K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.52K- 8.53% |
$341K - $413K
|
37.8K
$4.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.61K- 59.97% |
$349K - $423K
|
2.41K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.63K- 2.89% |
$352K - $426K
|
122K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-3.75K- 31.41% |
$363K - $439K
|
8.19K
$916K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.84K- 3.99% |
$372K - $450K
|
92.5K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
SELL
|
- |
-3.96K- 32.91% |
$383K - $464K
|
8.07K
$903K
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-3.99K- 1.87% |
$386K - $467K
|
210K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.08K- 1.63% |
$395K - $478K
|
247K
$27.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.1K- 5.43% |
$396K - $480K
|
71.3K
$7.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.12K- 8.58% |
$398K - $482K
|
43.8K
$4.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-4.24K- 57.88% |
$410K - $497K
|
3.09K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-4.34K- 38.74% |
$420K - $508K
|
6.85K
$767K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.49K- 66.33% |
$435K - $526K
|
2.28K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.82K- 27.1% |
$466K - $564K
|
13K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.87K- 3.43% |
$471K - $570K
|
137K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5K- 1.58% |
$484K - $586K
|
310K
$34.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.01K- 15.86% |
$485K - $587K
|
26.6K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-5.04K- 48.94% |
$487K - $590K
|
5.26K
$588K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.05K- 7.12% |
$489K - $592K
|
65.9K
$7.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.16K- 5.74% |
$499K - $604K
|
84.6K
$9.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.33K- 9.48% |
$516K - $624K
|
50.9K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.48K- 32.98% |
$530K - $642K
|
11.1K
$1.25M
|