Purchases and Sales Made in Q1 2024 in Novo Nordisk A S (NVO)
This table provides information about the institutional ownership of Novo Nordisk A S (NVO) during Q1 2024. The information is specifically focused on institutions that hold shares of NOVO NORDISK A S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 11.48% |
$3.17K - $4.21K
|
301
$19.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
30+ 0.72% |
$3.06K - $4.08K
|
4.2K
$270K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
30New |
$3.06K - $4.08K
|
30
$1.93K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
30New |
$3.06K - $4.08K
|
30
$1.93K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 1.24% |
$3.06K - $4.08K
|
2.45K
$157K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
29+ 0.47% |
$2.96K - $3.94K
|
6.17K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
28+ 0.76% |
$2.86K - $3.81K
|
3.71K
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
27+ 0.56% |
$2.76K - $3.67K
|
4.84K
$311K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
27New |
$2.76K - $3.67K
|
27
$1.74K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26+ 50.0% |
$2.65K - $3.53K
|
78
$5.02K
|
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
BUY
|
- |
26New |
$2.65K - $3.53K
|
26
$1.67K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 1.25% |
$2.65K - $3.53K
|
2.1K
$135K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
25+ 0.89% |
$2.55K - $3.4K
|
2.85K
$183K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
24+ 1.14% |
$2.45K - $3.26K
|
2.12K
$137K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24New |
$2.45K - $3.26K
|
24
$1.54K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
24+ 12.31% |
$2.45K - $3.26K
|
219
$14.1K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$2.45K - $3.26K
|
24
$1.54K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
24+ 0.53% |
$2.45K - $3.26K
|
4.51K
$291K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 7.8% |
$2.35K - $3.13K
|
318
$20.5K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
23+ 18.4% |
$2.35K - $3.13K
|
148
$9.53K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
22+ 2.22% |
$2.25K - $2.99K
|
1.01K
$65.3K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
22+ 0.52% |
$2.25K - $2.99K
|
4.23K
$272K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.1% |
$2.14K - $2.85K
|
21.8K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 14.49% |
$2.04K - $2.72K
|
158
$10.2K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
20+ 0.43% |
$2.04K - $2.72K
|
4.69K
$302K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
20New |
$2.04K - $2.72K
|
20
$1.29K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19+ 0.52% |
$1.94K - $2.58K
|
3.71K
$238K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18+ 0.47% |
$1.84K - $2.45K
|
3.84K
$247K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
16+ 0.28% |
$1.63K - $2.17K
|
5.72K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
16+ 0.26% |
$1.63K - $2.17K
|
6.09K
$392K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 0.49% |
$1.53K - $2.04K
|
3.09K
$199K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 0.13% |
$1.53K - $2.04K
|
11.4K
$731K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15+ 0.05% |
$1.53K - $2.04K
|
32.6K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15+ 0.7% |
$1.53K - $2.04K
|
2.15K
$138K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
15+ 0.35% |
$1.53K - $2.04K
|
4.33K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
13+ 0.56% |
$1.33K - $1.77K
|
2.36K
$152K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
13+ 0.57% |
$1.33K - $1.77K
|
2.28K
$147K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
12New |
$1.23K - $1.63K
|
12
$772
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
11New |
$1.12K - $1.5K
|
11
$708
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
11+ 0.27% |
$1.12K - $1.5K
|
4.16K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
11New |
$1.12K - $1.5K
|
11
$708
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$1.02K - $1.36K
|
10
$644
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
10+ 2.19% |
$1.02K - $1.36K
|
467
$30.1K
|
|
|
May 13, 2024
Q1 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$1.02K - $1.36K
|
10
$644
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.2% |
$919 - $1.22K
|
4.56K
$293K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9+ 0.09% |
$919 - $1.22K
|
9.53K
$613K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
8New |
$817 - $1.09K
|
8
$515
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8+ 0.16% |
$817 - $1.09K
|
4.92K
$317K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.23% |
$715 - $951
|
3.01K
$194K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
7+ 0.25% |
$715 - $951
|
2.81K
$181K
|