Purchases and Sales Made in Q4 2023 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-50- 0.66% |
$4.61K - $5.08K
|
7.51K
$780K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 0.26% |
$4.61K - $5.08K
|
19.4K
$2.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 3.9% |
$4.61K - $5.08K
|
1.23K
$128K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-52- 0.45% |
$4.8K - $5.28K
|
11.6K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-52- 0.22% |
$4.8K - $5.28K
|
23.8K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-53- 1.36% |
$4.89K - $5.38K
|
3.83K
$398K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-60- 2.47% |
$5.54K - $6.09K
|
2.37K
$246K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-61- 1.21% |
$5.63K - $6.19K
|
4.98K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-61- 2.58% |
$5.63K - $6.19K
|
2.3K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-63- 1.27% |
$5.81K - $6.4K
|
4.89K
$508K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-69- 0.3% |
$6.37K - $7.01K
|
23.1K
$2.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-70- 0.09% |
$6.46K - $7.11K
|
80.1K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-71- 73.2% |
$6.55K - $7.21K
|
26
$2.7K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-75- 1.96% |
$6.92K - $7.62K
|
3.75K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-83- 1.62% |
$7.66K - $8.43K
|
5.03K
$522K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-83- 0.74% |
$7.66K - $8.43K
|
11.2K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-85- 2.37% |
$7.84K - $8.63K
|
3.5K
$363K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-85- 16.8% |
$7.84K - $8.63K
|
421
$43.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-88- 0.77% |
$8.12K - $8.94K
|
11.3K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-88- 1.57% |
$8.12K - $8.94K
|
5.51K
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-88- 0.49% |
$8.12K - $8.94K
|
18K
$1.87M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-90- 1.13% |
$8.3K - $9.14K
|
7.85K
$815K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-94- 1.0% |
$8.67K - $9.54K
|
9.26K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-100- 3.57% |
$9.23K - $10.2K
|
2.7K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 4.04% |
$9.23K - $10.2K
|
2.38K
$247K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-100- 25.71% |
$9.23K - $10.2K
|
289
$30K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.33% |
$9.23K - $10.2K
|
29.8K
$3.1M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-100- 0.88% |
$9.23K - $10.2K
|
11.3K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-100- 1.71% |
$9.23K - $10.2K
|
5.76K
$598K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-100- 4.05% |
$9.23K - $10.2K
|
2.37K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-101- 74.26% |
$9.32K - $10.3K
|
35
$3.63K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-103- 3.4% |
$9.5K - $10.5K
|
2.93K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-103- 1.28% |
$9.5K - $10.5K
|
7.97K
$828K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-104- 3.67% |
$9.6K - $10.6K
|
2.73K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-105- 3.7% |
$9.69K - $10.7K
|
2.73K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-106- 1.74% |
$9.78K - $10.8K
|
6K
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-109- 4.31% |
$10.1K - $11.1K
|
2.42K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-110- 1.83% |
$10.1K - $11.2K
|
5.9K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-110- 3.26% |
$10.1K - $11.2K
|
3.26K
$338K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-114- 3.71% |
$10.5K - $11.6K
|
2.96K
$307K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-117- 3.9% |
$10.8K - $11.9K
|
2.88K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-120- 5.2% |
$11.1K - $12.2K
|
2.19K
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-121- 3.7% |
$11.2K - $12.3K
|
3.15K
$327K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-123- 1.13% |
$11.3K - $12.5K
|
10.8K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-129- 5.17% |
$11.9K - $13.1K
|
2.37K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-131- 1.55% |
$12.1K - $13.3K
|
8.31K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-132- 0.35% |
$12.2K - $13.4K
|
37.1K
$3.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-134- 2.34% |
$12.4K - $13.6K
|
5.6K
$581K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-135- 5.91% |
$12.5K - $13.7K
|
2.15K
$223K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-136- 0.33% |
$12.5K - $13.8K
|
40.8K
$4.23M
|