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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.61K- 2.7% |
$149K - $173K
|
58.1K
$6.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.65K- 2.68% |
$153K - $177K
|
59.8K
$6.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.66K- 6.28% |
$154K - $179K
|
24.8K
$2.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.77K- 32.77% |
$164K - $190K
|
3.64K
$383K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.8K- 2.17% |
$166K - $193K
|
80.8K
$8.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.81K- 13.79% |
$168K - $195K
|
11.3K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.84K- 2.06% |
$170K - $198K
|
87.6K
$9.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.91K- 33.68% |
$177K - $205K
|
3.76K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.93K- 42.18% |
$178K - $207K
|
2.64K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.94K- 15.3% |
$179K - $208K
|
10.7K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.94K- 1.08% |
$179K - $208K
|
177K
$18.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.05K- 17.76% |
$190K - $220K
|
9.5K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.07K- 5.58% |
$192K - $222K
|
35.1K
$3.7M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.08K- 7.66% |
$192K - $223K
|
25K
$2.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.09K- 63.23% |
$194K - $225K
|
1.22K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.1K- 3.47% |
$194K - $225K
|
58.4K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.19K- 2.61% |
$203K - $235K
|
81.6K
$8.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.27K- 88.33% |
$210K - $244K
|
300
$31.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-2.3K- 2.53% |
$213K - $247K
|
88.4K
$9.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.3K- 15.0% |
$213K - $247K
|
13K
$1.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.46K- 31.8% |
$228K - $265K
|
5.29K
$557K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.6K- 40.58% |
$241K - $279K
|
3.81K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 5.43% |
$244K - $283K
|
45.8K
$4.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.64K- 45.35% |
$244K - $283K
|
3.18K
$335K
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.66K- 1.48% |
$246K - $286K
|
177K
$18.7M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.69K- 32.81% |
$249K - $289K
|
5.51K
$581K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.71K- 3.93% |
$251K - $291K
|
66.4K
$7M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.78K- 0.7% |
$257K - $299K
|
396K
$41.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.88K- 5.51% |
$266K - $309K
|
49.4K
$5.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.94K- 0.51% |
$272K - $315K
|
570K
$60.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
SELL
|
- |
-3.02K- 13.84% |
$280K - $324K
|
18.8K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.36K- 88.97% |
$311K - $360K
|
416
$43.9K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.71K- 2.17% |
$344K - $399K
|
168K
$17.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.81K- 10.04% |
$353K - $409K
|
34.2K
$3.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.85K- 1.52% |
$356K - $413K
|
249K
$26.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
SELL
|
- |
-3.88K- 50.7% |
$359K - $416K
|
3.77K
$398K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.91K- 2.92% |
$362K - $420K
|
130K
$13.7M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-3.93KClosed |
$364K - $422K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.08K- 11.5% |
$377K - $438K
|
31.4K
$3.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.09K- 58.36% |
$379K - $440K
|
2.92K
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.12K- 10.44% |
$381K - $442K
|
35.3K
$3.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.21K- 26.14% |
$390K - $452K
|
11.9K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-4.33K- 63.44% |
$401K - $465K
|
2.5K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.33K- 61.95% |
$401K - $465K
|
2.66K
$281K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-4.4K- 20.93% |
$407K - $472K
|
16.6K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.59K- 7.48% |
$424K - $492K
|
56.7K
$5.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.59K- 64.17% |
$425K - $493K
|
2.57K
$270K
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-4.81K- 3.84% |
$445K - $517K
|
120K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.99K- 2.28% |
$462K - $536K
|
214K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5K- 3.1% |
$463K - $537K
|
156K
$16.5M
|