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 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
145+ 1.49% |
$13.8K - $15.7K
|
9.86K
$1.02M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
144+ 0.74% |
$13.7K - $15.6K
|
19.6K
$2.03M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
142+ 0.72% |
$13.5K - $15.4K
|
20K
$2.07M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
135+ 3.72% |
$12.9K - $14.6K
|
3.76K
$391K
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
123+ 0.51% |
$11.7K - $13.3K
|
24.4K
$2.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
118+ 3.05% |
$11.2K - $12.8K
|
3.99K
$415K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
114+ 73.55% |
$10.9K - $12.4K
|
269
$27.9K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111+ 0.97% |
$10.6K - $12K
|
11.5K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
109+ 2.5% |
$10.4K - $11.8K
|
4.47K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
107+ 0.89% |
$10.2K - $11.6K
|
12.2K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
102+ 1.1% |
$9.72K - $11.1K
|
9.41K
$977K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
100+ 4.68% |
$9.53K - $10.8K
|
2.24K
$232K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
100+ 4.88% |
$9.53K - $10.8K
|
2.15K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100+ 9.29% |
$9.53K - $10.8K
|
1.18K
$122K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
100+ 2.17% |
$9.53K - $10.8K
|
4.7K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
100+ 21.79% |
$9.53K - $10.8K
|
559
$58K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
99+ 2.0% |
$9.43K - $10.7K
|
5.06K
$525K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98+ 5.12% |
$9.34K - $10.6K
|
2.01K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
98+ 3.03% |
$9.34K - $10.6K
|
3.33K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
97+ 1.29% |
$9.24K - $10.5K
|
7.61K
$790K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
95+ 4.49% |
$9.05K - $10.3K
|
2.21K
$229K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
92+ 2.96% |
$8.76K - $9.98K
|
3.2K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
87+ 3.68% |
$8.29K - $9.44K
|
2.45K
$255K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
86+ 0.3% |
$8.19K - $9.33K
|
28.4K
$2.95M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
84+ 3.35% |
$8K - $9.11K
|
2.59K
$269K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
83+ 461.11% |
$7.91K - $9K
|
101
$10.5K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
81+ 1.18% |
$7.72K - $8.79K
|
6.96K
$722K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
78+ 2.31% |
$7.43K - $8.46K
|
3.46K
$359K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
74+ 3.06% |
$7.05K - $8.03K
|
2.49K
$259K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
72+ 2.11% |
$6.86K - $7.81K
|
3.49K
$363K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70+ 3.28% |
$6.67K - $7.59K
|
2.2K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
70+ 2.42% |
$6.67K - $7.59K
|
2.96K
$308K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
67New |
$6.38K - $7.27K
|
67
$6.96K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
66+ 0.41% |
$6.29K - $7.16K
|
16.1K
$1.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
65+ 1.95% |
$6.19K - $7.05K
|
3.41K
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
64+ 0.65% |
$6.1K - $6.94K
|
9.92K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
62+ 0.8% |
$5.91K - $6.73K
|
7.77K
$806K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
60+ 1.57% |
$5.72K - $6.51K
|
3.88K
$403K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 28.99% |
$5.72K - $6.51K
|
267
$27.7K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
56+ 2.21% |
$5.34K - $6.07K
|
2.59K
$269K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
56+ 1.54% |
$5.34K - $6.07K
|
3.7K
$384K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
56+ 1.06% |
$5.34K - $6.07K
|
5.35K
$555K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
55+ 1.52% |
$5.24K - $5.97K
|
3.67K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
54+ 5.39% |
$5.14K - $5.86K
|
1.06K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53+ 2.27% |
$5.05K - $5.75K
|
2.39K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
52+ 1.66% |
$4.95K - $5.64K
|
3.19K
$331K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
52+ 1.4% |
$4.95K - $5.64K
|
3.78K
$392K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 0.71% |
$4.86K - $5.53K
|
7.23K
$750K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
51+ 1.49% |
$4.86K - $5.53K
|
3.47K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
51+ 2.15% |
$4.86K - $5.53K
|
2.42K
$251K
|