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 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-917- 11.32% |
$87.4K - $99.5K
|
7.18K
$746K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-922- 16.91% |
$87.8K - $100K
|
4.53K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-925- 3.49% |
$88.1K - $100K
|
25.6K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-949- 18.0% |
$90.4K - $103K
|
4.32K
$449K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-950- 1.36% |
$90.5K - $103K
|
69.1K
$7.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-1K- 23.58% |
$95.3K - $108K
|
3.24K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 1.15% |
$95.3K - $108K
|
86K
$8.93M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1K- 3.64% |
$95.4K - $109K
|
26.5K
$2.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.01K- 7.51% |
$95.9K - $109K
|
12.4K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.01K- 5.93% |
$96.6K - $110K
|
16.1K
$1.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.02K- 16.01% |
$96.7K - $110K
|
5.33K
$553K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.03K- 8.6% |
$97.7K - $111K
|
10.9K
$1.13M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 41.09% |
$98.6K - $112K
|
1.48K
$154K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.08K- 6.96% |
$103K - $117K
|
14.4K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.08K- 5.29% |
$103K - $117K
|
19.3K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.1K- 1.37% |
$104K - $119K
|
78.7K
$8.17M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.1K- 7.45% |
$105K - $119K
|
13.7K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.12K- 6.88% |
$107K - $122K
|
15.2K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.12K- 11.3% |
$107K - $122K
|
8.81K
$914K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 30.93% |
$112K - $127K
|
2.62K
$271K
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.17K- 1.29% |
$112K - $127K
|
89.4K
$9.29M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.2K- 5.02% |
$115K - $131K
|
22.8K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.22K- 15.4% |
$116K - $132K
|
6.68K
$693K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.22K- 2.41% |
$116K - $132K
|
49.3K
$5.12M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.24K- 15.65% |
$118K - $134K
|
6.67K
$693K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.24K- 1.92% |
$118K - $134K
|
63.2K
$6.56M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.25K- 23.02% |
$119K - $135K
|
4.17K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.26K- 8.32% |
$120K - $136K
|
13.9K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.27K- 15.19% |
$121K - $138K
|
7.09K
$736K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.33K- 0.98% |
$127K - $144K
|
134K
$13.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.35K- 6.97% |
$129K - $146K
|
18K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.37K- 17.23% |
$130K - $148K
|
6.56K
$681K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.4K- 10.94% |
$133K - $152K
|
11.4K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.4K- 2.11% |
$134K - $152K
|
65.1K
$6.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.43K- 2.84% |
$137K - $155K
|
49.1K
$5.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.47K- 24.86% |
$140K - $159K
|
4.43K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.48K- 3.6% |
$141K - $160K
|
39.5K
$4.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.49K- 29.57% |
$142K - $161K
|
3.54K
$368K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.54K- 21.88% |
$146K - $167K
|
5.48K
$569K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.59K- 6.87% |
$151K - $172K
|
21.5K
$2.24M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.62K- 9.26% |
$155K - $176K
|
15.9K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.66K- 12.75% |
$158K - $180K
|
11.4K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.67K- 41.35% |
$159K - $182K
|
2.37K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.69K- 18.25% |
$161K - $183K
|
7.57K
$786K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.7K- 38.73% |
$161K - $184K
|
2.68K
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.7K- 19.44% |
$162K - $184K
|
7.04K
$731K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.7K- 1.71% |
$162K - $185K
|
97.5K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.71K- 0.95% |
$163K - $186K
|
179K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.72K- 20.69% |
$164K - $186K
|
6.59K
$684K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.73K- 0.44% |
$165K - $188K
|
390K
$40.5M
|