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 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-173- 2.4% |
$16K - $18.6K
|
7.05K
$698K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-175- 6.67% |
$16.2K - $18.8K
|
2.45K
$243K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-178- 2.32% |
$16.5K - $19.1K
|
7.51K
$744K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-181- 4.34% |
$16.8K - $19.4K
|
3.99K
$395K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-183- 0.63% |
$16.9K - $19.6K
|
28.8K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-184- 44.44% |
$17K - $19.8K
|
230
$22.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-186- 3.68% |
$17.2K - $20K
|
4.87K
$483K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-187- 8.59% |
$17.3K - $20.1K
|
1.99K
$197K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-189- 1.72% |
$17.5K - $20.3K
|
10.8K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-189- 6.75% |
$17.5K - $20.3K
|
2.61K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-189- 7.72% |
$17.5K - $20.3K
|
2.26K
$224K
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-192- 0.67% |
$17.8K - $20.6K
|
28.6K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-193- 39.96% |
$17.9K - $20.7K
|
290
$28.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-195- 5.58% |
$18.1K - $20.9K
|
3.3K
$327K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-195- 5.28% |
$18.1K - $20.9K
|
3.5K
$346K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-200- 8.42% |
$18.5K - $21.5K
|
2.18K
$215K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-200- 4.27% |
$18.5K - $21.5K
|
4.49K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-200- 1.67% |
$18.5K - $21.5K
|
11.8K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-200- 2.7% |
$18.5K - $21.5K
|
7.2K
$713K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-204- 2.36% |
$18.9K - $21.9K
|
8.46K
$838K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-204- 2.03% |
$18.9K - $21.9K
|
9.82K
$973K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-205- 2.11% |
$19K - $22K
|
9.52K
$943K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-208- 2.57% |
$19.3K - $22.3K
|
7.88K
$781K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-210- 1.14% |
$19.4K - $22.5K
|
18.2K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-215- 3.78% |
$19.9K - $23.1K
|
5.47K
$542K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-217- 7.24% |
$20.1K - $23.3K
|
2.78K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-218- 5.34% |
$20.2K - $23.4K
|
3.87K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-222- 4.04% |
$20.6K - $23.8K
|
5.27K
$522K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-224- 6.46% |
$20.7K - $24.1K
|
3.24K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-224- 33.53% |
$20.7K - $24.1K
|
444
$44K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-225- 1.3% |
$20.8K - $24.2K
|
17.1K
$1.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-226- 1.21% |
$20.9K - $24.3K
|
18.4K
$1.82M
|
|
|
Jul 09, 2024
Q2 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-229- 0.94% |
$21.2K - $24.6K
|
24.2K
$2.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-241- 3.35% |
$22.3K - $25.9K
|
6.94K
$688K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-246- 3.49% |
$22.8K - $26.4K
|
6.8K
$673K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-247- 2.3% |
$22.9K - $26.5K
|
10.5K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-249- 3.26% |
$23K - $26.7K
|
7.39K
$732K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-249- 27.67% |
$23K - $26.7K
|
651
$64.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-250- 1.66% |
$23.1K - $26.8K
|
14.8K
$1.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-250- 2.17% |
$23.1K - $26.8K
|
11.3K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-252- 1.69% |
$23.3K - $27.1K
|
14.7K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-261- 4.13% |
$24.2K - $28K
|
6.05K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-261- 3.43% |
$24.2K - $28K
|
7.35K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-268- 1.82% |
$24.8K - $28.8K
|
14.4K
$1.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-269- 32.84% |
$24.9K - $28.9K
|
550
$54.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-270- 0.66% |
$25K - $29K
|
40.7K
$4.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-271- 8.51% |
$25.1K - $29.1K
|
2.92K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-274- 5.15% |
$25.4K - $29.4K
|
5.05K
$500K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-275- 7.31% |
$25.5K - $29.5K
|
3.49K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-276- 3.05% |
$25.5K - $29.6K
|
8.77K
$869K
|