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 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-250- 4.82% |
$23.1K - $25.4K
|
4.94K
$523K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-251- 30.76% |
$23.2K - $25.5K
|
565
$59.8K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-259- 3.56% |
$23.9K - $26.3K
|
7.02K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-260- 8.83% |
$24K - $26.4K
|
2.68K
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-265- 2.35% |
$24.5K - $26.9K
|
11K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-268- 0.56% |
$24.7K - $27.2K
|
47.7K
$5.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-271- 0.26% |
$25K - $27.5K
|
104K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-275- 11.73% |
$25.4K - $27.9K
|
2.07K
$219K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-277- 3.82% |
$25.6K - $28.1K
|
6.97K
$738K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-281- 12.28% |
$25.9K - $28.5K
|
2.01K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-287- 2.4% |
$26.5K - $29.1K
|
11.7K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-287- 5.73% |
$26.5K - $29.1K
|
4.72K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-289- 4.41% |
$26.7K - $29.3K
|
6.26K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-292- 5.83% |
$26.9K - $29.6K
|
4.72K
$499K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-295- 1.09% |
$27.2K - $30K
|
26.8K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-299- 74.75% |
$27.6K - $30.4K
|
101
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-300- 37.5% |
$27.7K - $30.5K
|
500
$52.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-300- 1.05% |
$27.7K - $30.5K
|
28.3K
$3M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-300- 6.41% |
$27.7K - $30.5K
|
4.38K
$463K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-303- 10.08% |
$28K - $30.8K
|
2.7K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-305- 9.74% |
$28.1K - $31K
|
2.83K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-308- 1.16% |
$28.4K - $31.3K
|
26.3K
$2.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-313- 11.47% |
$28.9K - $31.8K
|
2.42K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-319- 9.42% |
$29.4K - $32.4K
|
3.07K
$325K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-323- 8.93% |
$29.8K - $32.8K
|
3.29K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-325- 1.5% |
$30K - $33K
|
21.3K
$2.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-349- 2.47% |
$32.2K - $35.4K
|
13.8K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-351- 1.01% |
$32.4K - $35.6K
|
34.4K
$3.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-357- 3.95% |
$32.9K - $36.2K
|
8.69K
$919K
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-370- 1.5% |
$34.1K - $37.6K
|
24.3K
$2.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-371- 2.8% |
$34.2K - $37.7K
|
12.9K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-374- 2.16% |
$34.5K - $38K
|
17K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-390- 2.23% |
$36K - $39.6K
|
17.1K
$1.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-393- 11.14% |
$36.3K - $39.9K
|
3.13K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-393- 13.66% |
$36.3K - $39.9K
|
2.48K
$263K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-400- 33.33% |
$36.9K - $40.6K
|
800
$84.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-402- 6.78% |
$37.1K - $40.8K
|
5.52K
$584K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-403- 3.3% |
$37.2K - $40.9K
|
11.8K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-410- 0.48% |
$37.8K - $41.6K
|
85.3K
$9.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-410- 12.41% |
$37.8K - $41.6K
|
2.89K
$306K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-413- 2.49% |
$38.1K - $41.9K
|
16.2K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-425- 10.24% |
$39.2K - $43.2K
|
3.72K
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-426- 4.76% |
$39.3K - $43.3K
|
8.53K
$902K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-436- 0.81% |
$40.2K - $44.3K
|
53.3K
$5.64M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-437- 10.77% |
$40.3K - $44.4K
|
3.62K
$383K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-439- 8.79% |
$40.5K - $44.6K
|
4.56K
$482K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-442- 1.06% |
$40.8K - $44.9K
|
41.3K
$4.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-444- 3.14% |
$41K - $45.1K
|
13.7K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-444- 14.6% |
$41K - $45.1K
|
2.6K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-448- 4.23% |
$41.3K - $45.5K
|
10.1K
$1.07M
|