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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-136- 1.9% |
$12.5K - $13.8K
|
7.02K
$728K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-139- 1.32% |
$12.8K - $14.1K
|
10.4K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-140- 0.99% |
$12.9K - $14.2K
|
13.9K
$1.45M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-142- 1.84% |
$13.1K - $14.4K
|
7.56K
$785K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-144- 0.83% |
$13.3K - $14.6K
|
17.2K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-150- 2.35% |
$13.8K - $15.2K
|
6.23K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 5.08% |
$13.8K - $15.2K
|
2.81K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-159- 1.91% |
$14.7K - $16.1K
|
8.19K
$850K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-160- 5.61% |
$14.8K - $16.2K
|
2.69K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-161- 2.9% |
$14.9K - $16.3K
|
5.4K
$560K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-163- 3.18% |
$15K - $16.6K
|
4.96K
$515K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-166- 2.43% |
$15.3K - $16.9K
|
6.67K
$693K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-175- 1.51% |
$16.1K - $17.8K
|
11.4K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-175- 5.46% |
$16.1K - $17.8K
|
3.03K
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-175- 2.66% |
$16.1K - $17.8K
|
6.41K
$665K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-177- 4.92% |
$16.3K - $18K
|
3.42K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-178- 2.77% |
$16.4K - $18.1K
|
6.26K
$650K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-179- 5.07% |
$16.5K - $18.2K
|
3.35K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-180- 8.11% |
$16.6K - $18.3K
|
2.04K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-182- 4.41% |
$16.8K - $18.5K
|
3.94K
$409K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-182- 2.92% |
$16.8K - $18.5K
|
6.05K
$628K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-190- 4.01% |
$17.5K - $19.3K
|
4.55K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-192- 1.67% |
$17.7K - $19.5K
|
11.3K
$1.18M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-195- 71.69% |
$18K - $19.8K
|
77
$7.99K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-200- 6.01% |
$18.5K - $20.3K
|
3.13K
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 1.54% |
$18.5K - $20.3K
|
12.8K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 4.17% |
$18.5K - $20.3K
|
4.6K
$478K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-200- 1.46% |
$18.5K - $20.3K
|
13.5K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-201- 6.94% |
$18.5K - $20.4K
|
2.7K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-212- 2.62% |
$19.6K - $21.5K
|
7.89K
$819K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-213- 0.06% |
$19.7K - $21.6K
|
347K
$36M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-215- 1.17% |
$19.8K - $21.8K
|
18.2K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-218- 2.62% |
$20.1K - $22.1K
|
8.11K
$842K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-220- 0.31% |
$20.3K - $22.3K
|
69.8K
$7.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-220- 0.36% |
$20.3K - $22.3K
|
61K
$6.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-221- 2.44% |
$20.4K - $22.4K
|
8.82K
$916K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-223- 4.35% |
$20.6K - $22.6K
|
4.91K
$510K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-223- 0.92% |
$20.6K - $22.6K
|
24.1K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-224- 8.76% |
$20.7K - $22.7K
|
2.33K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-231- 5.59% |
$21.3K - $23.5K
|
3.9K
$405K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-231- 0.24% |
$21.3K - $23.5K
|
95.9K
$9.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-232- 6.68% |
$21.4K - $23.6K
|
3.24K
$336K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-233- 7.93% |
$21.5K - $23.7K
|
2.7K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-233- 6.93% |
$21.5K - $23.7K
|
3.13K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-235- 2.58% |
$21.7K - $23.9K
|
8.87K
$921K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-239- 2.35% |
$22.1K - $24.3K
|
9.93K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-239- 6.48% |
$22.1K - $24.3K
|
3.45K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-242- 1.97% |
$22.3K - $24.6K
|
12.1K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-246- 8.57% |
$22.7K - $25K
|
2.62K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-250- 2.25% |
$23.1K - $25.4K
|
10.8K
$1.13M
|