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 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
274+ 6.34% |
$26.1K - $29.7K
|
4.6K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
269+ 1.66% |
$25.6K - $29.2K
|
16.5K
$1.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
266+ 2.23% |
$25.3K - $28.9K
|
12.2K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
266+ 6.1% |
$25.3K - $28.9K
|
4.63K
$480K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
265+ 37.86% |
$25.2K - $28.7K
|
965
$100K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
259+ 9.62% |
$24.7K - $28.1K
|
2.95K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
258+ 5.26% |
$24.6K - $28K
|
5.17K
$536K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
255New |
$24.3K - $27.7K
|
255
$26.5K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
251+ 5.39% |
$23.9K - $27.2K
|
4.9K
$509K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
250+ 1.93% |
$23.8K - $27.1K
|
13.2K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
239+ 1.5% |
$22.8K - $25.9K
|
16.2K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
234+ 6.53% |
$22.3K - $25.4K
|
3.82K
$396K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
233+ 5.34% |
$22.2K - $25.3K
|
4.6K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
231+ 0.75% |
$22K - $25.1K
|
31K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
229+ 5.84% |
$21.8K - $24.8K
|
4.15K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
228+ 0.07% |
$21.7K - $24.7K
|
328K
$34M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
226+ 4.95% |
$21.5K - $24.5K
|
4.79K
$497K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
216New |
$20.6K - $23.4K
|
216
$22.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
213+ 5.43% |
$20.3K - $23.1K
|
4.14K
$430K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
212+ 149.3% |
$20.2K - $23K
|
354
$36.7K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
210+ 3.03% |
$20K - $22.8K
|
7.15K
$742K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
207+ 6.52% |
$19.7K - $22.5K
|
3.38K
$351K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
207+ 7.15% |
$19.7K - $22.5K
|
3.1K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
207+ 7.19% |
$19.7K - $22.5K
|
3.08K
$320K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
202+ 3.82% |
$19.2K - $21.9K
|
5.49K
$570K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
200New |
$19.1K - $21.7K
|
200
$20.8K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
198+ 1.33% |
$18.9K - $21.5K
|
15.1K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
192+ 1.69% |
$18.3K - $20.8K
|
11.6K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
185+ 0.54% |
$17.6K - $20.1K
|
34.1K
$3.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
183+ 13.2% |
$17.4K - $19.9K
|
1.57K
$163K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
182+ 5.28% |
$17.3K - $19.7K
|
3.63K
$377K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
180+ 0.44% |
$17.1K - $19.5K
|
41K
$4.25M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
175+ 7.14% |
$16.7K - $19K
|
2.63K
$273K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
175+ 1.68% |
$16.7K - $19K
|
10.6K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
170+ 2.15% |
$16.2K - $18.4K
|
8.08K
$839K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
166+ 6.07% |
$15.8K - $18K
|
2.9K
$301K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
163+ 0.34% |
$15.5K - $17.7K
|
47.8K
$4.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
162+ 3.81% |
$15.4K - $17.6K
|
4.41K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
162+ 1.28% |
$15.4K - $17.6K
|
12.8K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
162+ 2.12% |
$15.4K - $17.6K
|
7.81K
$810K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
161+ 0.8% |
$15.3K - $17.5K
|
20.3K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
157+ 5.02% |
$15K - $17K
|
3.28K
$341K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
153+ 2.53% |
$14.6K - $16.6K
|
6.2K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
151+ 1.89% |
$14.4K - $16.4K
|
8.16K
$847K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$14.3K - $16.3K
|
150
$15.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
150+ 0.4% |
$14.3K - $16.3K
|
38K
$3.94M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
148+ 148.0% |
$14.1K - $16.1K
|
248
$25.7K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
147+ 2.74% |
$14K - $15.9K
|
5.51K
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
146+ 57.48% |
$13.9K - $15.8K
|
400
$41.5K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
146+ 2.9% |
$13.9K - $15.8K
|
5.18K
$538K
|