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
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.51K- 5.53% |
$430K - $490K
|
77K
$8M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.68K- 56.86% |
$445K - $507K
|
3.55K
$368K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.89K- 86.98% |
$466K - $531K
|
732
$76K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.43K- 2.37% |
$517K - $589K
|
224K
$23.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-5.53K- 48.01% |
$527K - $600K
|
5.98K
$621K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-5.56K- 4.05% |
$529K - $603K
|
132K
$13.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.56K- 92.01% |
$530K - $603K
|
483
$50.1K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
SELL
|
- |
-6.13K- 21.91% |
$584K - $664K
|
21.8K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-6.18K- 9.14% |
$589K - $670K
|
61.5K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-6.2K- 22.24% |
$591K - $673K
|
21.7K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.28K- 85.72% |
$598K - $681K
|
1.05K
$109K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.8K- 2.62% |
$647K - $737K
|
253K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.89K- 20.28% |
$656K - $747K
|
27.1K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-7.08K- 22.95% |
$675K - $768K
|
23.8K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.35K- 12.22% |
$700K - $797K
|
52.8K
$5.48M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.55K- 29.17% |
$719K - $819K
|
18.3K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.56K- 29.91% |
$720K - $820K
|
17.7K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.59K- 8.76% |
$723K - $823K
|
79K
$8.2M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-7.85K- 38.74% |
$748K - $851K
|
12.4K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-7.93K- 53.73% |
$756K - $861K
|
6.83K
$709K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.25K- 30.14% |
$786K - $895K
|
19.1K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.4K- 76.04% |
$800K - $911K
|
2.65K
$275K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8.75K- 98.03% |
$834K - $950K
|
176
$18.3K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.01K- 3.68% |
$858K - $977K
|
236K
$24.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.26K- 2.67% |
$882K - $1M
|
338K
$35.1M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
SELL
|
- |
-9.36K- 48.88% |
$892K - $1.02M
|
9.79K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-9.84K- 56.73% |
$937K - $1.07M
|
7.51K
$779K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.85K- 8.21% |
$939K - $1.07M
|
110K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
SELL
|
- |
-9.93K- 42.92% |
$946K - $1.08M
|
13.2K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10K- 16.67% |
$953K - $1.08M
|
50K
$5.19M
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-10K- 64.73% |
$957K - $1.09M
|
5.47K
$568K
|
|
|
May 07, 2024
Q1 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-10.1K- 9.21% |
$960K - $1.09M
|
99.4K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10.4K- 38.05% |
$995K - $1.13M
|
17K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.7K- 71.32% |
$1.11M - $1.27M
|
4.69K
$487K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12K- 7.92% |
$1.14M - $1.3M
|
139K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-12K- 21.53% |
$1.14M - $1.3M
|
43.7K
$4.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-12.6K- 34.22% |
$1.2M - $1.36M
|
24.2K
$2.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-12.6K- 7.28% |
$1.2M - $1.37M
|
161K
$16.7M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-12.7K- 6.9% |
$1.21M - $1.38M
|
171K
$17.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.1K- 65.09% |
$1.25M - $1.42M
|
7.02K
$728K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-13.8K- 43.3% |
$1.31M - $1.49M
|
18K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.8K- 35.28% |
$1.31M - $1.5M
|
25.3K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.3K- 65.74% |
$1.36M - $1.55M
|
7.46K
$774K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.3K- 10.16% |
$1.37M - $1.56M
|
127K
$13.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-14.4K- 5.81% |
$1.37M - $1.56M
|
233K
$24.2M
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-14.4K- 9.23% |
$1.37M - $1.56M
|
142K
$14.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-14.7K- 1.39% |
$1.4M - $1.6M
|
1.04M
$108M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.7K- 73.48% |
$1.49M - $1.7M
|
5.66K
$588K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-16.8K- 52.26% |
$1.6M - $1.82M
|
15.3K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-16.8K- 6.09% |
$1.6M - $1.82M
|
259K
$26.9M
|