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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-83- 1.44% |
$7.91K - $9K
|
5.68K
$604K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-83- 3.75% |
$7.91K - $9K
|
2.13K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-84- 0.5% |
$8K - $9.11K
|
16.8K
$1.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-86- 0.99% |
$8.19K - $9.33K
|
8.6K
$914K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-86- 0.14% |
$8.19K - $9.33K
|
62.3K
$6.62M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-87- 2.69% |
$8.29K - $9.44K
|
3.15K
$334K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-93- 62.0% |
$8.86K - $10.1K
|
57
$6.06K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-96- 0.18% |
$9.15K - $10.4K
|
52.2K
$5.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-96- 0.18% |
$9.15K - $10.4K
|
53.5K
$5.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-98- 39.2% |
$9.34K - $10.6K
|
152
$16.2K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-100- 1.33% |
$9.53K - $10.8K
|
7.4K
$786K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 10.0% |
$9.53K - $10.8K
|
900
$95.6K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 1.99% |
$9.53K - $10.8K
|
4.92K
$522K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-100- 0.88% |
$9.53K - $10.8K
|
11.2K
$1.19M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-100- 1.21% |
$9.53K - $10.8K
|
8.15K
$866K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100- 72.46% |
$9.53K - $10.8K
|
38
$4.04K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 0.28% |
$9.53K - $10.8K
|
35.5K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-100- 4.18% |
$9.53K - $10.8K
|
2.29K
$243K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-103- 1.17% |
$9.81K - $11.2K
|
8.72K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-103- 0.95% |
$9.81K - $11.2K
|
10.7K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-104- 4.3% |
$9.91K - $11.3K
|
2.31K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-104- 0.82% |
$9.91K - $11.3K
|
12.6K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-105- 2.69% |
$10K - $11.4K
|
3.8K
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-110- 5.36% |
$10.5K - $11.9K
|
1.94K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-110- 0.23% |
$10.5K - $11.9K
|
48.5K
$5.16M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-111- 1.09% |
$10.6K - $12K
|
10K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-112- 3.67% |
$10.7K - $12.1K
|
2.94K
$312K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-113- 81.29% |
$10.8K - $12.3K
|
26
$2.76K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-113- 4.38% |
$10.8K - $12.3K
|
2.47K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-115- 38.33% |
$11K - $12.5K
|
185
$19.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-116- 0.32% |
$11.1K - $12.6K
|
35.7K
$3.79M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-120- 3.31% |
$11.4K - $13K
|
3.5K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-124- 5.34% |
$11.8K - $13.5K
|
2.2K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-125- 1.35% |
$11.9K - $13.6K
|
9.16K
$973K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-128- 2.03% |
$12.2K - $13.9K
|
6.19K
$657K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-128- 16.41% |
$12.2K - $13.9K
|
652
$69.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-138- 4.39% |
$13.1K - $15K
|
3.01K
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-140- 0.5% |
$13.3K - $15.2K
|
27.7K
$2.94M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-141- 3.7% |
$13.4K - $15.3K
|
3.67K
$390K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-143- 0.83% |
$13.6K - $15.5K
|
17K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-145- 4.54% |
$13.8K - $15.7K
|
3.05K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 37.5% |
$14.3K - $16.3K
|
250
$26.6K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-150- 1.15% |
$14.3K - $16.3K
|
12.9K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-150- 0.31% |
$14.3K - $16.3K
|
48.1K
$5.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-150- 1.49% |
$14.3K - $16.3K
|
9.95K
$1.06M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-150- 23.08% |
$14.3K - $16.3K
|
500
$53.1K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-153- 3.77% |
$14.6K - $16.6K
|
3.9K
$415K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-155- 4.47% |
$14.8K - $16.8K
|
3.31K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-155- 4.89% |
$14.8K - $16.8K
|
3.01K
$320K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-156- 1.54% |
$14.9K - $16.9K
|
9.95K
$1.06M
|