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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-310- 5.17% |
$29.5K - $33.6K
|
5.69K
$590K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-324- 1.23% |
$30.9K - $35.1K
|
26K
$2.7M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-324- 2.86% |
$30.9K - $35.1K
|
11K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-328- 6.95% |
$31.2K - $35.6K
|
4.39K
$456K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-328- 0.41% |
$31.2K - $35.6K
|
80.4K
$8.35M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-330- 19.37% |
$31.4K - $35.8K
|
1.37K
$143K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-350- 1.06% |
$33.3K - $38K
|
32.7K
$3.4M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-350- 10.88% |
$33.3K - $38K
|
2.87K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-350- 3.41% |
$33.3K - $38K
|
9.93K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-352- 8.39% |
$33.5K - $38.2K
|
3.84K
$399K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-353- 12.49% |
$33.6K - $38.3K
|
2.47K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-354- 9.69% |
$33.7K - $38.4K
|
3.3K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-366- 3.12% |
$34.9K - $39.7K
|
11.3K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-375- 14.29% |
$35.7K - $40.7K
|
2.25K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-378- 1.36% |
$36K - $41K
|
27.4K
$2.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-380- 14.14% |
$36.2K - $41.2K
|
2.31K
$240K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-381- 14.88% |
$36.3K - $41.3K
|
2.18K
$226K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-390- 4.83% |
$37.2K - $42.3K
|
7.68K
$798K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-392- 1.58% |
$37.3K - $42.5K
|
24.4K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-397- 0.86% |
$37.8K - $43.1K
|
45.9K
$4.76M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-398- 4.99% |
$37.9K - $43.2K
|
7.58K
$786K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-400- 2.87% |
$38.1K - $43.4K
|
13.5K
$1.41M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-400- 10.79% |
$38.1K - $43.4K
|
3.31K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-417- 1.21% |
$39.7K - $45.2K
|
34K
$3.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-417- 2.43% |
$39.7K - $45.2K
|
16.7K
$1.74M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-422- 1.6% |
$40.2K - $45.8K
|
25.9K
$2.69M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-425- 96.59% |
$40.5K - $46.1K
|
15
$1.56K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-432- 1.79% |
$41.2K - $46.9K
|
23.6K
$2.45M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-443- 2.87% |
$42.2K - $48.1K
|
15K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-445- 16.04% |
$42.4K - $48.3K
|
2.33K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-450- 2.32% |
$42.9K - $48.8K
|
19K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-452- 17.85% |
$43.1K - $49K
|
2.08K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-458- 45.8% |
$43.6K - $49.7K
|
542
$56.3K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-467- 13.04% |
$44.5K - $50.7K
|
3.12K
$323K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-478- 3.19% |
$45.5K - $51.8K
|
14.5K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-479- 36.9% |
$45.6K - $52K
|
819
$85K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-482- 14.99% |
$45.9K - $52.3K
|
2.73K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-485- 7.54% |
$46.2K - $52.6K
|
5.94K
$617K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-490- 8.92% |
$46.7K - $53.2K
|
5K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-491- 17.38% |
$46.8K - $53.3K
|
2.33K
$242K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-496- 4.55% |
$47.3K - $53.8K
|
10.4K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-500- 5.47% |
$47.6K - $54.2K
|
8.65K
$897K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-510- 6.26% |
$48.6K - $55.3K
|
7.64K
$793K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-510- 5.54% |
$48.6K - $55.3K
|
8.7K
$903K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-515- 1.97% |
$49.1K - $55.9K
|
25.7K
$2.66M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-524- 4.84% |
$49.9K - $56.8K
|
10.3K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-527- 0.99% |
$50.2K - $57.2K
|
52.8K
$5.48M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-530- 4.39% |
$50.5K - $57.5K
|
11.5K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-535- 7.72% |
$51K - $58K
|
6.39K
$663K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-535- 4.62% |
$51K - $58K
|
11K
$1.15M
|