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 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.7K- 73.48% |
$1.49M - $1.7M
|
5.66K
$601K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-16.8K- 52.26% |
$1.6M - $1.82M
|
15.3K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-16.8K- 6.09% |
$1.6M - $1.82M
|
259K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-17.1K- 69.41% |
$1.63M - $1.86M
|
7.56K
$803K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.8K- 9.27% |
$2.36M - $2.69M
|
243K
$25.8M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-25.8K- 17.63% |
$2.46M - $2.8M
|
121K
$12.8M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-27.9K- 64.89% |
$2.66M - $3.03M
|
15.1K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-28.7K- 73.91% |
$2.74M - $3.11M
|
10.1K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-29.7K- 46.04% |
$2.83M - $3.22M
|
34.8K
$3.7M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-34.5K- 71.64% |
$3.29M - $3.74M
|
13.7K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-36.4K- 6.97% |
$3.46M - $3.94M
|
485K
$51.5M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-37K- 17.42% |
$3.52M - $4.01M
|
175K
$18.6M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-37.4K- 68.78% |
$3.57M - $4.06M
|
17K
$1.81M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-37.4K- 68.78% |
$3.57M - $4.06M
|
17K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-37.9K- 6.2% |
$3.61M - $4.11M
|
573K
$60.9M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-39.1K- 2.2% |
$3.72M - $4.24M
|
1.74M
$185M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.7K- 6.37% |
$3.88M - $4.41M
|
598K
$63.5M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-42.4K- 44.2% |
$4.04M - $4.6M
|
53.5K
$5.68M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-49.4K- 7.28% |
$4.71M - $5.36M
|
629K
$66.9M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-52.3K- 12.05% |
$4.98M - $5.67M
|
382K
$40.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-58.9K- 4.13% |
$5.61M - $6.39M
|
1.36M
$145M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-60.1K- 0.99% |
$5.73M - $6.52M
|
6.02M
$639M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-66.3K- 85.8% |
$6.31M - $7.19M
|
11K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-70.9K- 17.98% |
$6.76M - $7.69M
|
324K
$34.4M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-72.1K- 44.56% |
$6.87M - $7.82M
|
89.7K
$9.53M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-74.3K- 8.95% |
$7.08M - $8.06M
|
756K
$80.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-79.1K- 3.89% |
$7.53M - $8.58M
|
1.95M
$208M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-86.5K- 28.83% |
$8.24M - $9.38M
|
214K
$22.7M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-91.9K- 1.53% |
$8.76M - $9.97M
|
5.92M
$629M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 52.87% |
$9.76M - $11.1M
|
91.3K
$9.71M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-110K- 25.87% |
$10.5M - $11.9M
|
315K
$33.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-115K- 6.91% |
$10.9M - $12.4M
|
1.55M
$164M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-127K- 31.9% |
$12.1M - $13.8M
|
271K
$28.8M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-130K- 20.77% |
$12.4M - $14.1M
|
496K
$52.7M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-142K- 80.62% |
$13.5M - $15.4M
|
34.1K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-146K- 24.64% |
$13.9M - $15.8M
|
446K
$47.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-158K- 2.13% |
$15.1M - $17.2M
|
7.26M
$771M
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-197K- 70.38% |
$18.8M - $21.4M
|
82.9K
$8.81M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-215K- 3.64% |
$20.5M - $23.3M
|
5.7M
$606M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-259K- 5.04% |
$24.7M - $28.1M
|
4.89M
$519M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-272K- 56.39% |
$25.9M - $29.5M
|
210K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-301K- 69.64% |
$28.7M - $32.7M
|
131K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-376K- 50.32% |
$35.8M - $40.8M
|
371K
$39.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-477K- 13.48% |
$45.4M - $51.7M
|
3.06M
$325M
|
|
|
May 13, 2024
Q1 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-488K- 3.78% |
$46.5M - $52.9M
|
12.4M
$1.32B
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-581K- 38.07% |
$55.4M - $63.1M
|
946K
$101M
|
|
|
May 15, 2024
Q1 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-735K- 97.31% |
$70M - $79.7M
|
20.3K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-812K- 6.16% |
$77.3M - $88M
|
12.4M
$1.31B
|