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 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.89KNew |
$175K - $203K
|
1.89K
$196K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.88K+ 41.92% |
$174K - $202K
|
6.38K
$662K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.86K+ 32.1% |
$172K - $200K
|
7.66K
$795K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.86K+ 56.5% |
$172K - $199K
|
5.14K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.85K+ 7.58% |
$171K - $199K
|
26.3K
$2.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 7.21% |
$169K - $196K
|
27.1K
$2.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 20.3% |
$164K - $190K
|
10.5K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.77K+ 5.71% |
$164K - $190K
|
32.7K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.76K+ 24.38% |
$163K - $189K
|
8.99K
$933K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.74K+ 9.21% |
$161K - $187K
|
20.7K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.74K+ 1.6% |
$161K - $187K
|
110K
$11.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.72K+ 3.76% |
$159K - $184K
|
47.4K
$4.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.71K+ 15.01% |
$158K - $183K
|
13.1K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.7K+ 19.9% |
$157K - $183K
|
10.3K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.68K+ 58.27% |
$156K - $180K
|
4.57K
$474K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.68K+ 9.13% |
$155K - $180K
|
20.1K
$2.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 1.27% |
$147K - $171K
|
126K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.57K+ 4.63% |
$146K - $169K
|
35.6K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.55KNew |
$144K - $167K
|
1.55K
$161K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.54K+ 6.04% |
$142K - $165K
|
27K
$2.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.51K+ 7.16% |
$140K - $162K
|
22.6K
$2.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Arlington Partners LLC
|
BUY
|
- |
1.5K+ 5.07% |
$139K - $161K
|
31.2K
$3.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.34K+ 1.75% |
$124K - $144K
|
78.1K
$8.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.31KNew |
$121K - $141K
|
1.31K
$136K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.29K+ 6.48% |
$120K - $139K
|
21.2K
$2.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.28K+ 40.84% |
$118K - $137K
|
4.41K
$457K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.23K+ 0.66% |
$114K - $132K
|
189K
$19.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.21K+ 12.09% |
$112K - $130K
|
11.3K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.21K+ 2.7% |
$112K - $130K
|
45.9K
$4.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.17K+ 334.77% |
$108K - $125K
|
1.51K
$157K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.16K+ 0.91% |
$108K - $125K
|
129K
$13.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.16K+ 2.84% |
$107K - $125K
|
42.1K
$4.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.16K+ 32.78% |
$107K - $125K
|
4.7K
$488K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
1.16K+ 2.53% |
$107K - $124K
|
46.9K
$4.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.13K+ 29.12% |
$104K - $121K
|
5K
$519K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.08K+ 12.97% |
$100K - $116K
|
9.44K
$980K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 2.42% |
$100K - $116K
|
45.7K
$4.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.08K+ 3.4% |
$99.9K - $116K
|
32.8K
$3.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.06K+ 2.82% |
$97.8K - $113K
|
38.4K
$3.99M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.05K+ 22.03% |
$97K - $113K
|
5.81K
$603K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05K+ 4.86% |
$97K - $113K
|
22.6K
$2.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.05K+ 6.97% |
$96.7K - $112K
|
16K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.02K+ 25.47% |
$94.7K - $110K
|
5.04K
$523K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.02K+ 114.86% |
$94.4K - $110K
|
1.91K
$198K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.02K+ 1.08% |
$94K - $109K
|
95.1K
$9.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01KNew |
$93.9K - $109K
|
1.01K
$105K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
998+ 13.18% |
$92.4K - $107K
|
8.57K
$890K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
995+ 21.47% |
$92.1K - $107K
|
5.63K
$584K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
976+ 65.77% |
$90.3K - $105K
|
2.46K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
974+ 6.72% |
$90.2K - $105K
|
15.5K
$1.61M
|