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 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
209+ 10.05% |
$19.3K - $21.2K
|
2.29K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
201+ 7.1% |
$18.5K - $20.4K
|
3.03K
$320K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
200+ 3.33% |
$18.5K - $20.3K
|
6.2K
$653K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200+ 20000.0% |
$18.5K - $20.3K
|
201
$21.2K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
194+ 33.11% |
$17.9K - $19.7K
|
780
$82.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
191+ 2.26% |
$17.6K - $19.4K
|
8.66K
$913K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
187+ 0.97% |
$17.3K - $19K
|
19.5K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
182+ 5.81% |
$16.8K - $18.5K
|
3.32K
$350K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
181+ 6.12% |
$16.7K - $18.4K
|
3.14K
$331K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
180New |
$16.6K - $18.3K
|
180
$19K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
180+ 4.62% |
$16.6K - $18.3K
|
4.08K
$430K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
177+ 0.65% |
$16.3K - $18K
|
27.5K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
172+ 7.66% |
$15.9K - $17.5K
|
2.42K
$255K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
164+ 2.34% |
$15.1K - $16.7K
|
7.18K
$756K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
158+ 0.86% |
$14.6K - $16K
|
18.6K
$1.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
157+ 0.99% |
$14.5K - $15.9K
|
16K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
155New |
$14.3K - $15.7K
|
155
$16.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
155+ 6.16% |
$14.3K - $15.7K
|
2.67K
$282K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
154+ 0.37% |
$14.2K - $15.6K
|
41.8K
$4.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
154+ 0.37% |
$14.2K - $15.6K
|
41.8K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
152New |
$14K - $15.4K
|
152
$16K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
151+ 6.37% |
$13.9K - $15.3K
|
2.52K
$266K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
150+ 1.3% |
$13.8K - $15.2K
|
11.7K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
150+ 46.88% |
$13.8K - $15.2K
|
470
$49.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
150+ 5.31% |
$13.8K - $15.2K
|
2.98K
$314K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
150New |
$13.8K - $15.2K
|
150
$15.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
147New |
$13.6K - $14.9K
|
147
$15.5K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
144+ 1.94% |
$13.3K - $14.6K
|
7.59K
$800K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
143+ 3.39% |
$13.2K - $14.5K
|
4.36K
$459K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
142+ 1.29% |
$13.1K - $14.4K
|
11.1K
$1.17M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
136+ 33.5% |
$12.5K - $13.8K
|
542
$57.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
132+ 6.35% |
$12.2K - $13.4K
|
2.21K
$233K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
132+ 6.35% |
$12.2K - $13.4K
|
2.21K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
132+ 0.3% |
$12.2K - $13.4K
|
44.5K
$4.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
127+ 1.78% |
$11.7K - $12.9K
|
7.26K
$766K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
123New |
$11.3K - $12.5K
|
123
$13K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
118+ 1.45% |
$10.9K - $12K
|
8.25K
$869K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
112+ 1.44% |
$10.3K - $11.4K
|
7.86K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
112+ 2.19% |
$10.3K - $11.4K
|
5.23K
$552K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
111+ 370.0% |
$10.2K - $11.3K
|
141
$14.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
110+ 4.6% |
$10.1K - $11.2K
|
2.5K
$264K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
106New |
$9.78K - $10.8K
|
106
$11.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
105+ 0.01% |
$9.69K - $10.7K
|
904K
$95.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
105+ 1.54% |
$9.69K - $10.7K
|
6.93K
$730K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
103+ 1.29% |
$9.5K - $10.5K
|
8.07K
$851K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
102+ 3.11% |
$9.41K - $10.4K
|
3.38K
$356K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 23.26% |
$9.23K - $10.2K
|
530
$55.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
100+ 0.3% |
$9.23K - $10.2K
|
33.1K
$3.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100New |
$9.23K - $10.2K
|
100
$10.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 0.12% |
$9.23K - $10.2K
|
81K
$8.54M
|