Purchases and Sales Made in Q2 2024 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-275- 7.31% |
$25.5K - $29.5K
|
3.49K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-276- 3.05% |
$25.5K - $29.6K
|
8.77K
$925K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-277- 0.47% |
$25.6K - $29.7K
|
58.4K
$6.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-278- 2.66% |
$25.7K - $29.8K
|
10.2K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-292- 10.37% |
$27K - $31.4K
|
2.52K
$266K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-296- 1.04% |
$27.4K - $31.8K
|
28.1K
$2.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-310- 0.95% |
$28.7K - $33.3K
|
32.4K
$3.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-311- 0.41% |
$28.8K - $33.4K
|
75.5K
$7.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-312- 13.83% |
$28.9K - $33.5K
|
1.94K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-312- 6.51% |
$28.9K - $33.5K
|
4.48K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-316- 12.58% |
$29.3K - $33.9K
|
2.2K
$232K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-321- 4.57% |
$29.7K - $34.5K
|
6.7K
$706K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-327- 5.29% |
$30.3K - $35.1K
|
5.86K
$618K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-335- 1.12% |
$31K - $36K
|
29.5K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-348- 10.66% |
$32.2K - $37.4K
|
2.92K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-348- 7.93% |
$32.2K - $37.4K
|
4.04K
$426K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-348- 7.93% |
$32.2K - $37.4K
|
4.04K
$426K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-351- 2.05% |
$32.5K - $37.7K
|
16.8K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-357- 10.49% |
$33K - $38.3K
|
3.05K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-361- 3.42% |
$33.4K - $38.8K
|
10.2K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-365- 13.05% |
$33.8K - $39.2K
|
2.43K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-369- 3.48% |
$34.2K - $39.6K
|
10.2K
$1.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-376- 3.78% |
$34.8K - $40.4K
|
9.57K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-380- 10.0% |
$35.2K - $40.8K
|
3.42K
$360K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-384- 8.13% |
$35.5K - $41.2K
|
4.34K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-384- 0.74% |
$35.5K - $41.2K
|
51.4K
$5.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-390- 6.6% |
$36.1K - $41.9K
|
5.52K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-400- 9.52% |
$37K - $42.9K
|
3.8K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-400- 2.75% |
$37K - $42.9K
|
14.1K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-405- 0.14% |
$37.5K - $43.5K
|
296K
$31.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-406- 16.46% |
$37.6K - $43.6K
|
2.06K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-410- 75.23% |
$38K - $44K
|
135
$14.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-414- 14.73% |
$38.3K - $44.5K
|
2.4K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-415- 0.47% |
$38.4K - $44.6K
|
88K
$9.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-419- 1.41% |
$38.8K - $45K
|
29.4K
$3.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-420- 3.26% |
$38.9K - $45.1K
|
12.5K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-422- 10.2% |
$39.1K - $45.3K
|
3.72K
$392K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-425- 2.77% |
$39.3K - $45.6K
|
14.9K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-427- 4.41% |
$39.5K - $45.8K
|
9.25K
$975K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-433- 11.3% |
$40.1K - $46.5K
|
3.4K
$358K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-433- 7.22% |
$40.1K - $46.5K
|
5.56K
$587K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-439- 6.66% |
$40.6K - $47.1K
|
6.16K
$649K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-445- 9.79% |
$41.2K - $47.8K
|
4.1K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-451- 1.76% |
$41.7K - $48.4K
|
25.1K
$2.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-453- 17.99% |
$41.9K - $48.6K
|
2.07K
$218K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-461- 3.08% |
$42.7K - $49.5K
|
14.5K
$1.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-470- 9.62% |
$43.5K - $50.5K
|
4.42K
$465K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-474- 10.25% |
$43.9K - $50.9K
|
4.15K
$438K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-486- 6.41% |
$45K - $52.2K
|
7.09K
$747K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-487- 0.55% |
$45.1K - $52.3K
|
88.4K
$9.32M
|