Purchases and Sales Made in Q2 2024 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
105+ 4.92% |
$9.72K - $11.3K
|
2.24K
$224K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
101+ 20.61% |
$9.35K - $10.8K
|
591
$59.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
101+ 1.45% |
$9.35K - $10.8K
|
7.06K
$705K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
101+ 2.76% |
$9.35K - $10.8K
|
3.77K
$377K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
101+ 1.58% |
$9.35K - $10.8K
|
6.49K
$649K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
100+ 4.26% |
$9.26K - $10.7K
|
2.45K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
100+ 2.9% |
$9.26K - $10.7K
|
3.55K
$355K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
100+ 4.76% |
$9.26K - $10.7K
|
2.2K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 2.89% |
$9.26K - $10.7K
|
3.56K
$356K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
99+ 3.41% |
$9.16K - $10.6K
|
3K
$300K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 0.93% |
$8.98K - $10.4K
|
10.5K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
94+ 3.43% |
$8.7K - $10.1K
|
2.83K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
93+ 0.88% |
$8.61K - $9.99K
|
10.6K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
87+ 669.23% |
$8.05K - $9.34K
|
100
$10K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
86+ 2.31% |
$7.96K - $9.23K
|
3.82K
$381K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
86+ 2.76% |
$7.96K - $9.23K
|
3.2K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
83New |
$7.68K - $8.91K
|
83
$8.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
78+ 0.69% |
$7.22K - $8.37K
|
11.4K
$1.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
76+ 0.74% |
$7.04K - $8.16K
|
10.3K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
76+ 0.72% |
$7.04K - $8.16K
|
10.6K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
72+ 3.25% |
$6.67K - $7.73K
|
2.29K
$229K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
72+ 5.24% |
$6.67K - $7.73K
|
1.45K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
71+ 3.1% |
$6.57K - $7.62K
|
2.36K
$236K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
69+ 1.88% |
$6.39K - $7.41K
|
3.74K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
68+ 2.22% |
$6.29K - $7.3K
|
3.14K
$314K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
66+ 1.96% |
$6.11K - $7.09K
|
3.43K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
65+ 1.52% |
$6.02K - $6.98K
|
4.34K
$434K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
BUY
|
- |
63+ 0.47% |
$5.83K - $6.76K
|
13.6K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
60+ 2.48% |
$5.55K - $6.44K
|
2.48K
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
58+ 2.63% |
$5.37K - $6.23K
|
2.27K
$227K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
56+ 1.04% |
$5.18K - $6.01K
|
5.46K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
54+ 120.0% |
$5K - $5.8K
|
99
$9.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52+ 1.14% |
$4.81K - $5.58K
|
4.62K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
52+ 0.29% |
$4.81K - $5.58K
|
18.2K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
50+ 0.32% |
$4.63K - $5.37K
|
15.6K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$4.63K - $5.37K
|
50
$5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
47+ 3.34% |
$4.35K - $5.05K
|
1.46K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47+ 1.38% |
$4.35K - $5.05K
|
3.46K
$345K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
46+ 1.44% |
$4.26K - $4.94K
|
3.25K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
46New |
$4.26K - $4.94K
|
46
$4.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
44+ 2.1% |
$4.07K - $4.72K
|
2.14K
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44+ 3.48% |
$4.07K - $4.72K
|
1.31K
$131K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43+ 0.77% |
$3.98K - $4.62K
|
5.62K
$562K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
43+ 1.27% |
$3.98K - $4.62K
|
3.43K
$343K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
42+ 1.75% |
$3.89K - $4.51K
|
2.44K
$244K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
41+ 0.53% |
$3.8K - $4.4K
|
7.85K
$784K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 31.3% |
$3.8K - $4.4K
|
172
$17.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 1.08% |
$3.7K - $4.29K
|
3.74K
$374K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
40+ 0.63% |
$3.7K - $4.29K
|
6.35K
$635K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
35+ 1.68% |
$3.24K - $3.76K
|
2.12K
$211K
|