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 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.06K+ 2.99% |
$101K - $115K
|
36.5K
$3.88M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.05K+ 1.3% |
$100K - $114K
|
82.1K
$8.72M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.04KNew |
$99.1K - $113K
|
1.04K
$111K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.01K+ 5.84% |
$96.5K - $110K
|
18.4K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 8.65% |
$96.5K - $110K
|
12.7K
$1.35M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.01K+ 44.51% |
$95.7K - $109K
|
3.26K
$347K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1K+ 28.78% |
$95.7K - $109K
|
4.49K
$477K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
972+ 13.29% |
$92.6K - $105K
|
8.28K
$880K
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
966+ 14.14% |
$92K - $105K
|
7.8K
$829K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
947+ 0.85% |
$90.2K - $103K
|
112K
$11.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
939+ 2.42% |
$89.5K - $102K
|
39.7K
$4.22M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
936New |
$89.2K - $102K
|
936
$99.5K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
897+ 22.0% |
$85.5K - $97.3K
|
4.98K
$529K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
889+ 7.56% |
$84.7K - $96.4K
|
12.6K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
887+ 27.74% |
$84.5K - $96.2K
|
4.09K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
884+ 23.57% |
$84.2K - $95.9K
|
4.64K
$493K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
880+ 10.75% |
$83.8K - $95.5K
|
9.07K
$963K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
868+ 32.8% |
$82.7K - $94.2K
|
3.51K
$373K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
856+ 3.65% |
$81.6K - $92.9K
|
24.3K
$2.58M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
847New |
$80.7K - $91.9K
|
847
$90K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
822+ 15.09% |
$78.3K - $89.2K
|
6.27K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
820+ 0.43% |
$78.1K - $88.9K
|
192K
$20.4M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
810+ 7.54% |
$77.2K - $87.9K
|
11.6K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
809+ 29.6% |
$77.1K - $87.8K
|
3.54K
$376K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
808+ 5.64% |
$77K - $87.6K
|
15.1K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
800+ 5.82% |
$76.2K - $86.8K
|
14.5K
$1.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
709+ 24.71% |
$67.5K - $76.9K
|
3.58K
$380K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
708+ 6.63% |
$67.5K - $76.8K
|
11.4K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
701+ 7.51% |
$66.8K - $76K
|
10K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
682+ 2.96% |
$65K - $74K
|
23.7K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
678+ 2.64% |
$64.6K - $73.5K
|
26.4K
$2.8M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
672+ 13.32% |
$64K - $72.9K
|
5.72K
$607K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
666+ 3.93% |
$63.4K - $72.2K
|
17.6K
$1.87M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
663+ 28.7% |
$63.2K - $71.9K
|
2.97K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
660+ 2.79% |
$62.9K - $71.6K
|
24.3K
$2.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
652+ 16.75% |
$62.1K - $70.7K
|
4.54K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
648+ 1.02% |
$61.7K - $70.3K
|
64.2K
$6.82M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
640+ 8.14% |
$61K - $69.4K
|
8.5K
$904K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
628+ 15.05% |
$59.8K - $68.1K
|
4.8K
$510K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
625+ 3.19% |
$59.5K - $67.8K
|
20.2K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
621+ 15.75% |
$59.2K - $67.4K
|
4.56K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
616+ 20.32% |
$58.7K - $66.8K
|
3.65K
$388K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
601+ 27.19% |
$57.3K - $65.2K
|
2.81K
$299K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
600+ 6.33% |
$57.2K - $65.1K
|
10.1K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
600New |
$57.2K - $65.1K
|
600
$63.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
600+ 4.16% |
$57.2K - $65.1K
|
15K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
594+ 12.89% |
$56.6K - $64.4K
|
5.2K
$553K
|
|
|
Apr 11, 2024
Q1 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
588+ 4.26% |
$56K - $63.8K
|
14.4K
$1.53M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
585New |
$55.7K - $63.5K
|
585
$62.2K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
582+ 3.9% |
$55.4K - $63.1K
|
15.5K
$1.65M
|