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
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.17KNew |
$207K - $235K
|
2.17K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.14KNew |
$204K - $232K
|
2.14K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.11K+ 6.32% |
$201K - $229K
|
35.5K
$3.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.08KNew |
$199K - $226K
|
2.08K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.05K+ 18.57% |
$195K - $223K
|
13.1K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.03K+ 76.53% |
$193K - $220K
|
4.67K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2KNew |
$190K - $217K
|
2K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.85K+ 2.26% |
$176K - $201K
|
83.8K
$8.7M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.83K+ 13.87% |
$175K - $199K
|
15.1K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.81K+ 7.68% |
$173K - $197K
|
25.4K
$2.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.79K+ 13.15% |
$170K - $194K
|
15.4K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.78K+ 4.78% |
$169K - $193K
|
38.9K
$4.04M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.75K+ 13.7% |
$166K - $189K
|
14.5K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.73K+ 1.1% |
$165K - $188K
|
160K
$16.6M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.67K+ 18.23% |
$159K - $181K
|
10.8K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.67K+ 26.93% |
$159K - $181K
|
7.85K
$815K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.66K+ 20.27% |
$158K - $180K
|
9.83K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.64K+ 2.94% |
$156K - $178K
|
57.4K
$5.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.63K+ 1.97% |
$155K - $177K
|
84.6K
$8.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.63K+ 0.83% |
$155K - $177K
|
197K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.6K+ 10.97% |
$152K - $173K
|
16.1K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 12.13% |
$150K - $171K
|
14.5K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.56K+ 11.33% |
$149K - $169K
|
15.3K
$1.59M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.55K+ 16.8% |
$148K - $169K
|
10.8K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.49K+ 2.52% |
$142K - $162K
|
60.6K
$6.29M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 56.87% |
$140K - $159K
|
4.04K
$419K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.46K+ 25.13% |
$139K - $158K
|
7.26K
$754K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.43K+ 49.35% |
$137K - $155K
|
4.34K
$450K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
1.4K+ 10.64% |
$133K - $152K
|
14.6K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.4K+ 0.57% |
$133K - $152K
|
249K
$25.8M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.35K+ 77.16% |
$129K - $147K
|
3.1K
$322K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
1.33K+ 8.77% |
$127K - $144K
|
16.5K
$1.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.33K+ 11.46% |
$126K - $144K
|
12.9K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.32K+ 30.09% |
$125K - $143K
|
5.69K
$591K
|
|
|
May 08, 2024
Q1 2024
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
1.32K+ 11.64% |
$125K - $143K
|
12.6K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.31K+ 11.74% |
$125K - $142K
|
12.5K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.31K+ 11.75% |
$125K - $142K
|
12.4K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.3KNew |
$124K - $141K
|
1.3K
$135K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.3K+ 53.0% |
$124K - $141K
|
3.75K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.28KNew |
$121K - $138K
|
1.28K
$132K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$119K - $136K
|
1.25K
$130K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.24K+ 14.52% |
$119K - $135K
|
9.81K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.2K+ 16.76% |
$114K - $130K
|
8.36K
$868K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.18K+ 53.47% |
$112K - $128K
|
3.38K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.18K+ 7.81% |
$112K - $128K
|
16.3K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.17K+ 8.67% |
$112K - $127K
|
14.7K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.16K+ 5.71% |
$110K - $125K
|
21.4K
$2.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.12K+ 5.95% |
$107K - $122K
|
20K
$2.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.09K+ 23.08% |
$104K - $118K
|
5.8K
$602K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.06K+ 2.99% |
$101K - $115K
|
36.5K
$3.79M
|