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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
52+ 9.04% |
$4.56K - $5.48K
|
627
$40.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
51+ 1.68% |
$4.48K - $5.38K
|
3.08K
$198K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 62.5% |
$4.39K - $5.27K
|
130
$8.37K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
50+ 0.2% |
$4.39K - $5.27K
|
25.2K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
47+ 1.52% |
$4.13K - $4.96K
|
3.15K
$203K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.62% |
$4.04K - $4.85K
|
2.88K
$186K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
41New |
$3.6K - $4.32K
|
41
$2.64K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
41New |
$3.6K - $4.32K
|
41
$2.64K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
40+ 11.27% |
$3.51K - $4.22K
|
395
$25.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
38+ 0.03% |
$3.34K - $4.01K
|
115K
$7.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
37+ 0.43% |
$3.25K - $3.9K
|
8.63K
$556K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
37New |
$3.25K - $3.9K
|
37
$2.38K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
36+ 0.08% |
$3.16K - $3.8K
|
46.8K
$3.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
35+ 0.43% |
$3.07K - $3.69K
|
8.16K
$526K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 0.3% |
$2.98K - $3.59K
|
11.3K
$730K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
32+ 0.12% |
$2.81K - $3.37K
|
27.5K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
32+ 1.43% |
$2.81K - $3.37K
|
2.26K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
32+ 21.92% |
$2.81K - $3.37K
|
178
$11.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
30+ 83.33% |
$2.63K - $3.16K
|
66
$4.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
30+ 0.9% |
$2.63K - $3.16K
|
3.35K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
29New |
$2.55K - $3.06K
|
29
$1.87K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
28+ 1.19% |
$2.46K - $2.95K
|
2.38K
$153K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
28+ 0.09% |
$2.46K - $2.95K
|
31.8K
$2.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$2.46K - $2.95K
|
28
$1.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
27New |
$2.37K - $2.85K
|
27
$1.74K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27+ 0.8% |
$2.37K - $2.85K
|
3.39K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
27+ 6.29% |
$2.37K - $2.85K
|
456
$29.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26+ 0.72% |
$2.28K - $2.74K
|
3.62K
$233K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
25+ 0.34% |
$2.19K - $2.64K
|
7.41K
$477K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
25New |
$2.19K - $2.64K
|
25
$1.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
25+ 4.75% |
$2.19K - $2.64K
|
551
$35.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
24+ 0.74% |
$2.11K - $2.53K
|
3.29K
$212K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
23+ 0.65% |
$2.02K - $2.43K
|
3.54K
$228K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21+ 0.57% |
$1.84K - $2.21K
|
3.69K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
21+ 0.27% |
$1.84K - $2.21K
|
7.78K
$501K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
20New |
$1.76K - $2.11K
|
20
$1.29K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
19+ 0.65% |
$1.67K - $2K
|
2.95K
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
18+ 0.6% |
$1.58K - $1.9K
|
3.02K
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 3.33% |
$1.58K - $1.9K
|
558
$35.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17+ 0.08% |
$1.49K - $1.79K
|
22.5K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
17+ 16.83% |
$1.49K - $1.79K
|
118
$7.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16+ 1.51% |
$1.4K - $1.69K
|
1.07K
$69.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
15+ 0.64% |
$1.32K - $1.58K
|
2.36K
$152K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 36.84% |
$1.23K - $1.48K
|
52
$3.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14+ 0.51% |
$1.23K - $1.48K
|
2.75K
$177K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
14New |
$1.23K - $1.48K
|
14
$901
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12+ 12.0% |
$1.05K - $1.27K
|
112
$7.21K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
12+ 0.02% |
$1.05K - $1.27K
|
59.2K
$3.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
10+ 0.22% |
$878 - $1.05K
|
4.59K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 3.15% |
$790 - $949
|
295
$19K
|