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 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-29- 1.14% |
$2.68K - $3.11K
|
2.51K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-29- 36.71% |
$2.68K - $3.11K
|
50
$5K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-30- 2.06% |
$2.78K - $3.22K
|
1.43K
$143K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-30- 0.03% |
$2.78K - $3.22K
|
89.8K
$8.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-32- 0.37% |
$2.96K - $3.44K
|
8.67K
$867K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-32- 0.23% |
$2.96K - $3.44K
|
13.8K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-36- 1.34% |
$3.33K - $3.87K
|
2.66K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-38- 0.33% |
$3.52K - $4.08K
|
11.5K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-40- 0.4% |
$3.7K - $4.29K
|
9.88K
$988K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-40- 43.01% |
$3.7K - $4.29K
|
53
$5.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-40- 0.21% |
$3.7K - $4.29K
|
18.9K
$1.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-42- 0.2% |
$3.89K - $4.51K
|
21K
$2.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-42- 25.77% |
$3.89K - $4.51K
|
121
$12.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-42- 1.13% |
$3.89K - $4.51K
|
3.69K
$369K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-44- 1.41% |
$4.07K - $4.72K
|
3.08K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-45- 0.53% |
$4.17K - $4.83K
|
8.39K
$839K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-47- 0.42% |
$4.35K - $5.05K
|
11.2K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-47- 74.6% |
$4.35K - $5.05K
|
16
$1.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-49- 1.1% |
$4.54K - $5.26K
|
4.42K
$441K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 0.28% |
$4.63K - $5.37K
|
17.6K
$1.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-50- 14.12% |
$4.63K - $5.37K
|
304
$30.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-50- 1.89% |
$4.63K - $5.37K
|
2.6K
$260K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-53- 1.47% |
$4.91K - $5.69K
|
3.56K
$356K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-53- 47.32% |
$4.91K - $5.69K
|
59
$5.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-54- 0.23% |
$5K - $5.8K
|
23K
$2.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-55- 1.23% |
$5.09K - $5.91K
|
4.42K
$442K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-56- 0.98% |
$5.18K - $6.01K
|
5.64K
$564K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-57- 0.72% |
$5.28K - $6.12K
|
7.81K
$781K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-63- 2.12% |
$5.83K - $6.76K
|
2.91K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-64- 2.78% |
$5.92K - $6.87K
|
2.24K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-64- 2.38% |
$5.92K - $6.87K
|
2.62K
$262K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-65- 2.9% |
$6.02K - $6.98K
|
2.18K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-65- 0.24% |
$6.02K - $6.98K
|
27.6K
$2.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-65- 0.52% |
$6.02K - $6.98K
|
12.5K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-69- 2.03% |
$6.39K - $7.41K
|
3.34K
$333K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-70- 1.09% |
$6.48K - $7.52K
|
6.36K
$636K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-71- 6.68% |
$6.57K - $7.62K
|
992
$99.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-72- 0.66% |
$6.67K - $7.73K
|
10.8K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-73- 0.86% |
$6.76K - $7.84K
|
8.43K
$843K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-76- 3.14% |
$7.04K - $8.16K
|
2.35K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-84- 2.67% |
$7.78K - $9.02K
|
3.06K
$306K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-87- 4.37% |
$8.05K - $9.34K
|
1.91K
$191K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-88- 2.39% |
$8.15K - $9.45K
|
3.6K
$360K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-90- 3.31% |
$8.33K - $9.66K
|
2.63K
$262K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-90- 3.71% |
$8.33K - $9.66K
|
2.34K
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-90- 0.71% |
$8.33K - $9.66K
|
12.5K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-91- 2.57% |
$8.42K - $9.77K
|
3.45K
$345K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-97- 2.5% |
$8.98K - $10.4K
|
3.79K
$378K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-98- 2.9% |
$9.07K - $10.5K
|
3.29K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-98- 0.48% |
$9.07K - $10.5K
|
20.5K
$2.05M
|