Purchases and Sales Made in Q4 2023 in Novo Nordisk A S (NVO)
This table provides information about the institutional ownership of Novo Nordisk A S (NVO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
396+ 91.67% |
$34.8K - $41.8K
|
828
$89.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
396+ 4.47% |
$34.8K - $41.8K
|
9.26K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
386+ 2.32% |
$33.9K - $40.7K
|
17K
$1.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
382+ 17.73% |
$33.5K - $40.3K
|
2.54K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
382+ 12.18% |
$33.5K - $40.3K
|
3.52K
$380K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
369New |
$32.4K - $38.9K
|
369
$39.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
368+ 10.44% |
$32.3K - $38.8K
|
3.89K
$421K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
367+ 3.1% |
$32.2K - $38.7K
|
12.2K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
360+ 8.68% |
$31.6K - $38K
|
4.51K
$487K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
354+ 52.21% |
$31.1K - $37.3K
|
1.03K
$111K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
350New |
$30.7K - $36.9K
|
350
$37.8K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
350New |
$30.7K - $36.9K
|
350
$37.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
342+ 9.77% |
$30K - $36.1K
|
3.84K
$415K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
340+ 8.52% |
$29.8K - $35.9K
|
4.33K
$468K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
339+ 1.27% |
$29.8K - $35.7K
|
27.1K
$2.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
338+ 14.3% |
$29.7K - $35.6K
|
2.7K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
337+ 280.83% |
$29.6K - $35.5K
|
457
$49.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
335+ 0.38% |
$29.4K - $35.3K
|
89.3K
$9.65M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
334+ 1.44% |
$29.3K - $35.2K
|
23.5K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
325New |
$28.5K - $34.3K
|
325
$35.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
322+ 0.7% |
$28.3K - $34K
|
46.4K
$5.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
315+ 2.8% |
$27.7K - $33.2K
|
11.6K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
314New |
$27.6K - $33.1K
|
314
$33.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
313+ 2.72% |
$27.5K - $33K
|
11.8K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
305+ 1.03% |
$26.8K - $32.2K
|
29.8K
$3.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
303+ 4.69% |
$26.6K - $32K
|
6.77K
$731K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
302New |
$26.5K - $31.8K
|
302
$32.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300+ 1.15% |
$26.3K - $31.6K
|
26.4K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
300+ 9.2% |
$26.3K - $31.6K
|
3.56K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
300New |
$26.3K - $31.6K
|
300
$32.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
300+ 13.08% |
$26.3K - $31.6K
|
2.59K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
296+ 1.01% |
$26K - $31.2K
|
29.6K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
296+ 6.69% |
$26K - $31.2K
|
4.72K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
290+ 3.57% |
$25.5K - $30.6K
|
8.42K
$909K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
288New |
$25.3K - $30.4K
|
288
$31.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
286+ 5.28% |
$25.1K - $30.2K
|
5.7K
$616K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
285+ 17.79% |
$25K - $30.1K
|
1.89K
$204K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
270New |
$23.7K - $28.5K
|
270
$29.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
267+ 1.22% |
$23.4K - $28.2K
|
22.1K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
267+ 4.44% |
$23.4K - $28.2K
|
6.28K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
266+ 11.84% |
$23.3K - $28K
|
2.51K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
259+ 5.76% |
$22.7K - $27.3K
|
4.76K
$514K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
255+ 12.28% |
$22.4K - $26.9K
|
2.33K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
254+ 6.71% |
$22.3K - $26.8K
|
4.04K
$436K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
250New |
$21.9K - $26.4K
|
250
$27K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
248+ 3.78% |
$21.8K - $26.2K
|
6.8K
$735K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
239+ 1.78% |
$21K - $25.2K
|
13.7K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
236New |
$20.7K - $24.9K
|
236
$25.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
236New |
$20.7K - $24.9K
|
236
$25.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
230+ 0.22% |
$20.2K - $24.3K
|
104K
$11.3M
|