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 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
581New |
$55.4K - $63K
|
581
$61.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
576+ 29.66% |
$54.9K - $62.5K
|
2.52K
$268K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
568+ 2.76% |
$54.1K - $61.6K
|
21.1K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
564New |
$53.7K - $61.2K
|
564
$59.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
547+ 18.53% |
$52.1K - $59.3K
|
3.5K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
518+ 1.87% |
$49.3K - $56.2K
|
28.3K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
517+ 6.06% |
$49.3K - $56.1K
|
9.05K
$961K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
503+ 14.29% |
$47.9K - $54.6K
|
4.02K
$427K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
503+ 0.47% |
$47.9K - $54.6K
|
109K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
500+ 4.76% |
$47.6K - $54.2K
|
11K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
500+ 18.5% |
$47.6K - $54.2K
|
3.2K
$340K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
498+ 15.87% |
$47.4K - $54K
|
3.64K
$386K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
485New |
$46.2K - $52.6K
|
485
$51.5K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
464+ 7.93% |
$44.2K - $50.3K
|
6.31K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
462+ 3.07% |
$44K - $50.1K
|
15.5K
$1.65M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
458+ 2.07% |
$43.6K - $49.7K
|
22.6K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
452+ 3.41% |
$43.1K - $49K
|
13.7K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
450+ 15.55% |
$42.9K - $48.8K
|
3.34K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
449+ 14.25% |
$42.8K - $48.7K
|
3.6K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
445+ 2.46% |
$42.4K - $48.3K
|
18.5K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
435+ 5.36% |
$41.4K - $47.2K
|
8.55K
$908K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
428+ 10.81% |
$40.8K - $46.4K
|
4.39K
$466K
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
412+ 0.05% |
$39.3K - $44.7K
|
904K
$96.1M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
405+ 12.07% |
$38.6K - $43.9K
|
3.76K
$400K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
402+ 8.97% |
$38.3K - $43.6K
|
4.89K
$519K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
402+ 4.0% |
$38.3K - $43.6K
|
10.4K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
400+ 3.59% |
$38.1K - $43.4K
|
11.5K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
400New |
$38.1K - $43.4K
|
400
$42.5K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
400New |
$38.1K - $43.4K
|
400
$42.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
398+ 9.28% |
$37.9K - $43.2K
|
4.69K
$498K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
395+ 1.91% |
$37.6K - $42.8K
|
21.1K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
392+ 1.85% |
$37.3K - $42.5K
|
21.5K
$2.29M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
387+ 2.07% |
$36.9K - $42K
|
19.1K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
377+ 11.4% |
$35.9K - $40.9K
|
3.69K
$392K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
367+ 3.66% |
$35K - $39.8K
|
10.4K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
361+ 5.42% |
$34.4K - $39.2K
|
7.02K
$746K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
357+ 2.6% |
$34K - $38.7K
|
14.1K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
346+ 21.4% |
$33K - $37.5K
|
1.96K
$209K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
340+ 1.53% |
$32.4K - $36.9K
|
22.6K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
337+ 6.89% |
$32.1K - $36.6K
|
5.23K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
336New |
$32K - $36.4K
|
336
$35.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
318+ 13.14% |
$30.3K - $34.5K
|
2.74K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
307+ 4.8% |
$29.2K - $33.3K
|
6.7K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
303+ 10.84% |
$28.9K - $32.9K
|
3.1K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
300+ 8.91% |
$28.6K - $32.5K
|
3.67K
$390K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
300+ 3.31% |
$28.6K - $32.5K
|
9.36K
$995K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
296+ 1.73% |
$28.2K - $32.1K
|
17.4K
$1.85M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
295+ 1.1% |
$28.1K - $32K
|
27.1K
$2.88M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
292+ 147.47% |
$27.8K - $31.7K
|
490
$52.1K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
284+ 3.74% |
$27.1K - $30.8K
|
7.87K
$836K
|