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 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.66KNew |
$838K - $1.01M
|
8.66K
$968K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
8.43KNew |
$816K - $988K
|
8.43K
$943K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.26KNew |
$799K - $968K
|
8.26K
$924K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.19K+ 5.21% |
$792K - $959K
|
165K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.14KNew |
$787K - $953K
|
8.14K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
7.92KNew |
$767K - $928K
|
7.92K
$886K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.81KNew |
$755K - $915K
|
7.81K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
7.8KNew |
$755K - $914K
|
7.8K
$872K
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
7.68KNew |
$743K - $899K
|
7.68K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
7.55K+ 3.36% |
$731K - $885K
|
232K
$26M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.22KNew |
$698K - $845K
|
7.22K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.2KNew |
$697K - $844K
|
7.2K
$806K
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
7.19KNew |
$696K - $843K
|
7.19K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
7.09KNew |
$686K - $831K
|
7.09K
$793K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.85KNew |
$663K - $803K
|
6.85K
$766K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.56K+ 176.66% |
$635K - $769K
|
10.3K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.47K+ 36.8% |
$626K - $758K
|
24.1K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.44K+ 218.68% |
$623K - $754K
|
9.38K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.37K+ 63.52% |
$616K - $746K
|
16.4K
$1.83M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6.12KNew |
$592K - $717K
|
6.12K
$685K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.98K+ 105.93% |
$579K - $701K
|
11.6K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.91K+ 2.44% |
$572K - $693K
|
249K
$27.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.45KNew |
$527K - $639K
|
5.45K
$610K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.16K+ 20.11% |
$500K - $605K
|
30.8K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
5.07K+ 10.66% |
$491K - $594K
|
52.7K
$5.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.01KNew |
$484K - $586K
|
5.01K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.82K+ 0.82% |
$466K - $565K
|
591K
$66.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.66K+ 85.5% |
$451K - $546K
|
10.1K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.62K+ 1.89% |
$448K - $542K
|
250K
$27.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.61K+ 199.22% |
$446K - $540K
|
6.92K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.48KNew |
$434K - $525K
|
4.48K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
4.36KNew |
$422K - $511K
|
4.36K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.27K+ 151.53% |
$413K - $500K
|
7.08K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.13KNew |
$400K - $484K
|
4.13K
$462K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.09K+ 12.41% |
$396K - $479K
|
37.1K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.92K+ 4.84% |
$379K - $459K
|
84.9K
$9.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.91K+ 11.93% |
$378K - $458K
|
36.7K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
3.85KNew |
$373K - $451K
|
3.85K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.8K+ 519.13% |
$368K - $445K
|
4.53K
$507K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.78K+ 1.79% |
$366K - $443K
|
215K
$24M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.77KNew |
$365K - $442K
|
3.77K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.75KNew |
$363K - $439K
|
3.75K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
3.73KNew |
$361K - $437K
|
3.73K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
3.72K+ 13.76% |
$360K - $435K
|
30.7K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.64KNew |
$352K - $427K
|
3.64K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
3.58KNew |
$347K - $420K
|
3.58K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.58K+ 14.85% |
$347K - $420K
|
27.7K
$3.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.48KNew |
$337K - $408K
|
3.48K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.46KNew |
$335K - $406K
|
3.46K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.43KNew |
$332K - $402K
|
3.43K
$384K
|