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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.76K- 19.6% |
$168K - $191K
|
7.23K
$750K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.78K- 0.3% |
$169K - $193K
|
586K
$60.8M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.86K- 8.12% |
$177K - $202K
|
21K
$2.18M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-1.88K- 10.48% |
$179K - $204K
|
16K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.9K- 3.73% |
$181K - $206K
|
49K
$5.09M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.92K- 30.98% |
$183K - $208K
|
4.28K
$444K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.92K- 20.28% |
$183K - $208K
|
7.55K
$784K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2K- 92.25% |
$191K - $217K
|
168
$17.4K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.03K- 2.98% |
$193K - $220K
|
66K
$6.85M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.07K- 3.35% |
$197K - $225K
|
59.7K
$6.19M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.08K- 4.03% |
$198K - $225K
|
49.4K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.08K- 31.3% |
$198K - $226K
|
4.57K
$474K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.1K- 27.94% |
$200K - $227K
|
5.41K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.28K- 2.99% |
$217K - $247K
|
73.9K
$7.67M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.4K- 16.02% |
$228K - $260K
|
12.6K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.41K- 4.53% |
$230K - $262K
|
50.8K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.42K- 19.98% |
$230K - $262K
|
9.68K
$1M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.47K- 0.93% |
$235K - $268K
|
264K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.57K- 7.94% |
$245K - $279K
|
29.8K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.65K- 6.06% |
$252K - $287K
|
41.1K
$4.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.65K- 5.76% |
$252K - $287K
|
43.3K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.7KClosed |
$258K - $293K
|
0
$0
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.73K- 4.27% |
$260K - $296K
|
61.3K
$6.36M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.73K- 4.27% |
$260K - $296K
|
61.3K
$6.36M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.8K- 5.48% |
$267K - $304K
|
48.3K
$5.01M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.81K- 42.72% |
$268K - $305K
|
3.77K
$392K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.87K- 1.11% |
$274K - $312K
|
257K
$26.6M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.94K- 2.04% |
$280K - $319K
|
141K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.95K- 18.29% |
$281K - $320K
|
13.2K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.95K- 2.05% |
$281K - $320K
|
141K
$14.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-3K- 42.7% |
$286K - $325K
|
4.03K
$418K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3K- 31.29% |
$286K - $326K
|
6.6K
$685K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.05K- 19.96% |
$291K - $331K
|
12.2K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-3.14K- 5.7% |
$299K - $341K
|
52K
$5.39M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.27K- 3.83% |
$311K - $354K
|
82K
$8.51M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.54K- 3.79% |
$337K - $384K
|
89.8K
$9.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.61K- 14.88% |
$344K - $391K
|
20.6K
$2.14M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.62K- 6.96% |
$345K - $392K
|
48.4K
$5.02M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.79K- 18.8% |
$361K - $411K
|
16.4K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-3.8K- 1.2% |
$362K - $412K
|
313K
$32.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.81K- 20.91% |
$363K - $413K
|
14.4K
$1.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.83K- 4.43% |
$365K - $416K
|
82.6K
$8.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.86K- 4.18% |
$368K - $419K
|
88.4K
$9.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Privium Fund Management B.V.
|
SELL
|
- |
-3.98K- 39.88% |
$379K - $432K
|
6K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.04KClosed |
$385K - $438K
|
0
$0
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.07KClosed |
$388K - $441K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-4.2K- 0.65% |
$400K - $455K
|
639K
$66.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4.27K- 13.86% |
$407K - $464K
|
26.6K
$2.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.47K- 0.48% |
$426K - $485K
|
927K
$96.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.5K- 14.02% |
$429K - $488K
|
27.6K
$2.87M
|