Purchases and Sales Made in Q1 2024 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
51+ 2.15% |
$4.86K - $5.53K
|
2.42K
$257K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 0.71% |
$4.86K - $5.53K
|
7.23K
$768K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
51+ 1.49% |
$4.86K - $5.53K
|
3.47K
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
50+ 1.92% |
$4.76K - $5.42K
|
2.65K
$281K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
49+ 1.77% |
$4.67K - $5.32K
|
2.82K
$299K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
48+ 0.58% |
$4.57K - $5.21K
|
8.29K
$881K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
48New |
$4.57K - $5.21K
|
48
$5.1K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
48+ 0.06% |
$4.57K - $5.21K
|
75K
$7.97M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
47+ 293.75% |
$4.48K - $5.1K
|
63
$6.69K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45New |
$4.29K - $4.88K
|
45
$4.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
44+ 2.03% |
$4.19K - $4.77K
|
2.21K
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
44+ 1.65% |
$4.19K - $4.77K
|
2.72K
$289K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
43+ 0.48% |
$4.1K - $4.66K
|
9.05K
$961K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
43+ 1.9% |
$4.1K - $4.66K
|
2.31K
$245K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
41+ 21.13% |
$3.91K - $4.45K
|
235
$25K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
40+ 4.16% |
$3.81K - $4.34K
|
1K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
40+ 0.92% |
$3.81K - $4.34K
|
4.41K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
38+ 21.59% |
$3.62K - $4.12K
|
214
$22.7K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
36New |
$3.43K - $3.9K
|
36
$3.83K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 25.53% |
$3.43K - $3.9K
|
177
$18.8K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
35+ 0.37% |
$3.33K - $3.8K
|
9.49K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
33+ 0.17% |
$3.14K - $3.58K
|
19.4K
$2.06M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
33+ 0.56% |
$3.14K - $3.58K
|
5.96K
$633K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32+ 1.08% |
$3.05K - $3.47K
|
3K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
30New |
$2.86K - $3.25K
|
30
$3.19K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
30+ 2.1% |
$2.86K - $3.25K
|
1.46K
$155K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
29+ 9.09% |
$2.76K - $3.15K
|
348
$37K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
29+ 1.17% |
$2.76K - $3.15K
|
2.51K
$267K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29New |
$2.76K - $3.15K
|
29
$3.08K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28+ 0.62% |
$2.67K - $3.04K
|
4.52K
$480K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27+ 225.0% |
$2.57K - $2.93K
|
39
$4.14K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26New |
$2.48K - $2.82K
|
26
$2.76K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
26+ 1.03% |
$2.48K - $2.82K
|
2.56K
$272K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
24New |
$2.29K - $2.6K
|
24
$2.55K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
24+ 0.12% |
$2.29K - $2.6K
|
20.6K
$2.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
22+ 21.78% |
$2.1K - $2.39K
|
123
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
22+ 0.58% |
$2.1K - $2.39K
|
3.83K
$407K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
22+ 0.96% |
$2.1K - $2.39K
|
2.31K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21+ 110.53% |
$2K - $2.28K
|
40
$4.25K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20+ 0.72% |
$1.91K - $2.17K
|
2.81K
$299K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
20+ 0.49% |
$1.91K - $2.17K
|
4.1K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 0.64% |
$1.91K - $2.17K
|
3.15K
$334K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
20+ 0.85% |
$1.91K - $2.17K
|
2.37K
$252K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
19+ 0.13% |
$1.81K - $2.06K
|
14.4K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
17+ 0.13% |
$1.62K - $1.84K
|
13.5K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17+ 0.22% |
$1.62K - $1.84K
|
7.7K
$818K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
16+ 0.52% |
$1.52K - $1.74K
|
3.12K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
16+ 0.33% |
$1.52K - $1.74K
|
4.79K
$509K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16+ 0.59% |
$1.52K - $1.74K
|
2.73K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
15+ 1.68% |
$1.43K - $1.63K
|
910
$96.7K
|