Purchases and Sales Made in Q1 2024 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
52+ 1.4% |
$4.95K - $5.64K
|
3.78K
$417K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
51+ 1.49% |
$4.86K - $5.53K
|
3.47K
$383K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
51+ 2.15% |
$4.86K - $5.53K
|
2.42K
$268K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 0.71% |
$4.86K - $5.53K
|
7.23K
$799K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
50+ 1.92% |
$4.76K - $5.42K
|
2.65K
$293K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
49+ 1.77% |
$4.67K - $5.32K
|
2.82K
$311K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
48New |
$4.57K - $5.21K
|
48
$5.31K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
48+ 0.58% |
$4.57K - $5.21K
|
8.29K
$917K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
48+ 0.06% |
$4.57K - $5.21K
|
75K
$8.29M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
47+ 293.75% |
$4.48K - $5.1K
|
63
$6.96K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45New |
$4.29K - $4.88K
|
45
$4.97K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
44+ 1.65% |
$4.19K - $4.77K
|
2.72K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
44+ 2.03% |
$4.19K - $4.77K
|
2.21K
$245K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
43+ 1.9% |
$4.1K - $4.66K
|
2.31K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
43+ 0.48% |
$4.1K - $4.66K
|
9.05K
$1M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
41+ 21.13% |
$3.91K - $4.45K
|
235
$26K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
40+ 4.16% |
$3.81K - $4.34K
|
1K
$111K
|
|
|
May 14, 2024
Q1 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
40+ 0.92% |
$3.81K - $4.34K
|
4.41K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
38+ 21.59% |
$3.62K - $4.12K
|
214
$23.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 25.53% |
$3.43K - $3.9K
|
177
$19.6K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
36New |
$3.43K - $3.9K
|
36
$3.98K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
35+ 0.37% |
$3.33K - $3.8K
|
9.49K
$1.05M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
33+ 0.56% |
$3.14K - $3.58K
|
5.96K
$658K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
33+ 0.17% |
$3.14K - $3.58K
|
19.4K
$2.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32+ 1.08% |
$3.05K - $3.47K
|
3K
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
30+ 2.1% |
$2.86K - $3.25K
|
1.46K
$161K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
30New |
$2.86K - $3.25K
|
30
$3.32K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29New |
$2.76K - $3.15K
|
29
$3.21K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
29+ 9.09% |
$2.76K - $3.15K
|
348
$38.5K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
29+ 1.17% |
$2.76K - $3.15K
|
2.51K
$278K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28+ 0.62% |
$2.67K - $3.04K
|
4.52K
$499K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27+ 225.0% |
$2.57K - $2.93K
|
39
$4.31K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
26+ 1.03% |
$2.48K - $2.82K
|
2.56K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26New |
$2.48K - $2.82K
|
26
$2.87K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
24+ 0.12% |
$2.29K - $2.6K
|
20.6K
$2.27M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
24New |
$2.29K - $2.6K
|
24
$2.65K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
22+ 21.78% |
$2.1K - $2.39K
|
123
$13.6K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
22+ 0.96% |
$2.1K - $2.39K
|
2.31K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
22+ 0.58% |
$2.1K - $2.39K
|
3.83K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21+ 110.53% |
$2K - $2.28K
|
40
$4.42K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
20+ 0.49% |
$1.91K - $2.17K
|
4.1K
$453K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
20+ 0.85% |
$1.91K - $2.17K
|
2.37K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 0.64% |
$1.91K - $2.17K
|
3.15K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20+ 0.72% |
$1.91K - $2.17K
|
2.81K
$311K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
19+ 0.13% |
$1.81K - $2.06K
|
14.4K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
17+ 0.13% |
$1.62K - $1.84K
|
13.5K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17+ 0.22% |
$1.62K - $1.84K
|
7.7K
$851K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16+ 0.59% |
$1.52K - $1.74K
|
2.73K
$302K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
16+ 0.52% |
$1.52K - $1.74K
|
3.12K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
16+ 0.33% |
$1.52K - $1.74K
|
4.79K
$530K
|