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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 3.71% |
$9.26K - $10.7K
|
2.6K
$287K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-100- 0.68% |
$9.26K - $10.7K
|
14.6K
$1.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-100- 3.4% |
$9.26K - $10.7K
|
2.85K
$315K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-100- 1.56% |
$9.26K - $10.7K
|
6.3K
$696K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 1.3% |
$9.26K - $10.7K
|
7.6K
$840K
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-101- 0.8% |
$9.35K - $10.8K
|
12.6K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-101- 82.11% |
$9.35K - $10.8K
|
22
$2.43K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-103- 0.99% |
$9.53K - $11.1K
|
10.3K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-106- 4.23% |
$9.81K - $11.4K
|
2.4K
$265K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-107- 16.41% |
$9.9K - $11.5K
|
545
$60.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-109- 4.92% |
$10.1K - $11.7K
|
2.11K
$233K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-110- 1.65% |
$10.2K - $11.8K
|
6.57K
$727K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-112- 2.03% |
$10.4K - $12K
|
5.4K
$597K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-114- 1.52% |
$10.6K - $12.2K
|
7.38K
$816K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-114- 0.57% |
$10.6K - $12.2K
|
19.8K
$2.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-119- 2.59% |
$11K - $12.8K
|
4.48K
$495K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-120- 0.29% |
$11.1K - $12.9K
|
41K
$4.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-123- 0.76% |
$11.4K - $13.2K
|
16.1K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-126- 4.32% |
$11.7K - $13.5K
|
2.79K
$309K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-130- 1.13% |
$12K - $14K
|
11.4K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-132- 2.32% |
$12.2K - $14.2K
|
5.55K
$614K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-133- 1.85% |
$12.3K - $14.3K
|
7.06K
$781K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-134- 10.14% |
$12.4K - $14.4K
|
1.19K
$131K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-136- 0.75% |
$12.6K - $14.6K
|
17.9K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-137- 2.64% |
$12.7K - $14.7K
|
5.06K
$559K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140- 0.79% |
$13K - $15K
|
17.5K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-140- 1.96% |
$13K - $15K
|
7.01K
$775K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-140- 1.19% |
$13K - $15K
|
11.6K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-140- 0.65% |
$13K - $15K
|
21.4K
$2.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-141- 2.14% |
$13.1K - $15.1K
|
6.45K
$713K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-142- 2.58% |
$13.1K - $15.2K
|
5.36K
$593K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-143- 0.25% |
$13.2K - $15.4K
|
57.2K
$6.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-149- 68.98% |
$13.8K - $16K
|
67
$7.41K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-150- 4.38% |
$13.9K - $16.1K
|
3.28K
$362K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-150- 2.91% |
$13.9K - $16.1K
|
5K
$553K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-150- 0.86% |
$13.9K - $16.1K
|
17.2K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-150- 37.5% |
$13.9K - $16.1K
|
250
$27.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 20.6% |
$13.9K - $16.1K
|
578
$63.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-157- 0.72% |
$14.5K - $16.9K
|
21.6K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-159- 1.26% |
$14.7K - $17.1K
|
12.4K
$1.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-160- 1.31% |
$14.8K - $17.2K
|
12K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-160- 1.66% |
$14.8K - $17.2K
|
9.46K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-164- 2.74% |
$15.2K - $17.6K
|
5.82K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-165- 6.92% |
$15.3K - $17.7K
|
2.22K
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-167- 0.73% |
$15.5K - $17.9K
|
22.6K
$2.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-168- 1.39% |
$15.6K - $18K
|
11.9K
$1.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-169- 2.87% |
$15.6K - $18.1K
|
5.72K
$633K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-173- 2.4% |
$16K - $18.6K
|
7.05K
$779K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-175- 6.67% |
$16.2K - $18.8K
|
2.45K
$271K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-178- 2.32% |
$16.5K - $19.1K
|
7.51K
$830K
|