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 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7.8KNew |
$722K - $837K
|
7.8K
$810K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.5KNew |
$694K - $805K
|
7.5K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
7.5KNew |
$694K - $805K
|
7.5K
$779K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.42K+ 39.56% |
$687K - $797K
|
26.2K
$2.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
7.15K+ 27.49% |
$662K - $767K
|
33.2K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.99K+ 257.74% |
$647K - $751K
|
9.7K
$1.01M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
6.9KNew |
$639K - $741K
|
6.9K
$716K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.86K+ 24.84% |
$635K - $737K
|
34.5K
$3.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.86K+ 12.53% |
$635K - $736K
|
61.6K
$6.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.84K+ 49.25% |
$634K - $735K
|
20.7K
$2.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.77K+ 1.28% |
$626K - $727K
|
537K
$55.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
6.75KNew |
$625K - $725K
|
6.75K
$701K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
6.59KNew |
$610K - $708K
|
6.59K
$684K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.44K+ 58.95% |
$596K - $691K
|
17.4K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.27K+ 33.86% |
$580K - $673K
|
24.8K
$2.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
6.22K+ 24.0% |
$576K - $668K
|
32.2K
$3.34M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.14KNew |
$568K - $659K
|
6.14K
$637K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.93KNew |
$549K - $637K
|
5.93K
$616K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$536K - $621K
|
5.79K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.64K+ 6.91% |
$522K - $606K
|
87.3K
$9.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.63K+ 34.41% |
$521K - $604K
|
22K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.55K+ 21.88% |
$513K - $595K
|
30.9K
$3.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.47KNew |
$507K - $588K
|
5.47K
$568K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.36K+ 2.79% |
$496K - $575K
|
198K
$20.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.29K+ 3.58% |
$489K - $567K
|
153K
$15.9M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.28KNew |
$489K - $567K
|
5.28K
$548K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
5.14K+ 38.92% |
$476K - $552K
|
18.3K
$1.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.1K+ 15.02% |
$472K - $548K
|
39.1K
$4.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4.95K+ 42.33% |
$458K - $531K
|
16.6K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4.82K+ 1.53% |
$446K - $518K
|
319K
$33.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.57K+ 186.22% |
$423K - $490K
|
7.02K
$729K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.47K+ 66.99% |
$414K - $480K
|
11.1K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.45KNew |
$412K - $478K
|
4.45K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.44K+ 41.65% |
$411K - $477K
|
15.1K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.22K+ 120.12% |
$391K - $453K
|
7.74K
$803K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.19K+ 42.7% |
$388K - $450K
|
14K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.19K+ 96.54% |
$388K - $450K
|
8.52K
$885K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.12KNew |
$381K - $442K
|
4.12K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.1K+ 38.68% |
$380K - $440K
|
14.7K
$1.53M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.04KNew |
$374K - $434K
|
4.04K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4K+ 1.08% |
$371K - $430K
|
375K
$38.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4KNew |
$370K - $429K
|
4K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.99K+ 7.29% |
$369K - $428K
|
58.7K
$6.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.98K+ 26.45% |
$369K - $428K
|
19K
$1.98M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.94KNew |
$365K - $423K
|
3.94K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.9KNew |
$361K - $419K
|
3.9K
$405K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
3.87K+ 11.76% |
$358K - $415K
|
36.8K
$3.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3.84K+ 19.17% |
$355K - $412K
|
23.9K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.84K+ 19.17% |
$355K - $412K
|
23.9K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.82K+ 9.8% |
$353K - $410K
|
42.7K
$4.44M
|