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 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.37K+ 40.93% |
$126K - $139K
|
4.71K
$489K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.35K+ 57.45% |
$125K - $137K
|
3.7K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.3K+ 11.47% |
$120K - $132K
|
12.7K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.29K+ 31.16% |
$119K - $131K
|
5.45K
$565K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.28K+ 34.25% |
$118K - $130K
|
5.01K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.27K+ 4.27% |
$117K - $129K
|
30.9K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.26K+ 253.74% |
$116K - $128K
|
1.75K
$182K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.25K+ 5.0% |
$115K - $127K
|
26.2K
$2.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.23K+ 7.74% |
$114K - $125K
|
17.2K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.22K+ 0.87% |
$113K - $124K
|
141K
$14.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.2K+ 10.75% |
$111K - $122K
|
12.4K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.19K+ 94.21% |
$110K - $121K
|
2.45K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.17K+ 43.65% |
$108K - $119K
|
3.85K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.15K+ 29.4% |
$106K - $117K
|
5.07K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.14K+ 8.21% |
$105K - $116K
|
15.1K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.14K+ 38.61% |
$105K - $115K
|
4.08K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.09K+ 2.15% |
$101K - $111K
|
51.9K
$5.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.09K+ 6.63% |
$100K - $111K
|
17.5K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
1.07K+ 4.84% |
$98.5K - $108K
|
23.1K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 21.63% |
$96.9K - $107K
|
5.9K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
1.02KNew |
$93.7K - $103K
|
1.02K
$105K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 4.46% |
$92.4K - $102K
|
23.4K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1KNew |
$92.3K - $102K
|
1K
$104K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
998+ 18.33% |
$92.1K - $101K
|
6.44K
$669K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
996+ 2.89% |
$91.9K - $101K
|
35.5K
$3.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
962New |
$88.8K - $97.7K
|
962
$99.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
951+ 4.34% |
$87.7K - $96.6K
|
22.9K
$2.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
933+ 36.52% |
$86.1K - $94.7K
|
3.49K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
930+ 395.74% |
$85.8K - $94.4K
|
1.17K
$121K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
917New |
$84.6K - $93.1K
|
917
$95.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
908+ 19.98% |
$83.8K - $92.2K
|
5.45K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
903+ 10.87% |
$83.3K - $91.7K
|
9.21K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
891+ 16.19% |
$82.2K - $90.5K
|
6.4K
$664K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
860+ 3.29% |
$79.4K - $87.3K
|
27K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
854+ 7.06% |
$78.8K - $86.7K
|
13K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
845+ 4.2% |
$78K - $85.8K
|
21K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
843+ 9.96% |
$77.8K - $85.6K
|
9.31K
$966K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
832New |
$76.8K - $84.5K
|
832
$86.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
817+ 5.27% |
$75.4K - $83K
|
16.3K
$1.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
816New |
$75.3K - $82.9K
|
816
$84.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
811+ 10.6% |
$74.8K - $82.3K
|
8.46K
$878K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
806+ 11.33% |
$74.4K - $81.8K
|
7.92K
$822K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
804+ 10.65% |
$74.2K - $81.6K
|
8.36K
$867K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
801+ 31.35% |
$73.9K - $81.3K
|
3.36K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
790+ 1.05% |
$72.9K - $80.2K
|
76.2K
$7.91M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
763+ 3.28% |
$70.4K - $77.5K
|
24K
$2.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
759+ 2.29% |
$70K - $77.1K
|
33.9K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
747+ 0.53% |
$68.9K - $75.9K
|
141K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
733+ 24.06% |
$67.6K - $74.4K
|
3.78K
$392K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
727+ 1371.7% |
$67.1K - $73.8K
|
780
$81K
|