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 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-500- 39.22% |
$46.3K - $53.7K
|
775
$76.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-505- 4.67% |
$46.7K - $54.2K
|
10.3K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-510- 1.43% |
$47.2K - $54.8K
|
35.2K
$3.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-527- 1.07% |
$48.8K - $56.6K
|
48.8K
$4.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-527- 10.32% |
$48.8K - $56.6K
|
4.58K
$454K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-529- 14.91% |
$49K - $56.8K
|
3.02K
$299K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-549- 8.55% |
$50.8K - $58.9K
|
5.87K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-550- 3.63% |
$50.9K - $59.1K
|
14.6K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-583- 6.51% |
$54K - $62.6K
|
8.38K
$830K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-589- 1.2% |
$54.5K - $63.2K
|
48.7K
$4.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-592- 18.82% |
$54.8K - $63.6K
|
2.55K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-597- 20.2% |
$55.3K - $64.1K
|
2.36K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-606- 10.2% |
$56.1K - $65.1K
|
5.34K
$529K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-611- 18.66% |
$56.6K - $65.6K
|
2.66K
$264K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-612- 16.1% |
$56.7K - $65.7K
|
3.19K
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-618- 9.44% |
$57.2K - $66.4K
|
5.93K
$588K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-618- 5.43% |
$57.2K - $66.4K
|
10.8K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-621- 6.24% |
$57.5K - $66.7K
|
9.32K
$924K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-630- 2.33% |
$58.3K - $67.6K
|
26.4K
$2.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-638- 12.5% |
$59.1K - $68.5K
|
4.47K
$442K
|
|
|
Aug 08, 2024
Q2 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-651- 0.43% |
$60.3K - $69.9K
|
152K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-659- 14.88% |
$61K - $70.8K
|
3.77K
$374K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-669- 4.42% |
$61.9K - $71.8K
|
14.5K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-670- 7.41% |
$62K - $71.9K
|
8.38K
$830K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-679- 1.07% |
$62.9K - $72.9K
|
62.6K
$6.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-681- 21.86% |
$63K - $73.1K
|
2.43K
$241K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-684- 4.27% |
$63.3K - $73.4K
|
15.4K
$1.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-712- 2.78% |
$65.9K - $76.4K
|
24.9K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-735- 1.45% |
$68K - $78.9K
|
50K
$4.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-750- 9.28% |
$69.4K - $80.5K
|
7.33K
$727K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-754- 6.51% |
$69.8K - $81K
|
10.8K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-756- 9.13% |
$70K - $81.2K
|
7.53K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-762- 8.65% |
$70.5K - $81.8K
|
8.05K
$797K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-787- 3.81% |
$72.9K - $84.5K
|
19.9K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-797- 86.91% |
$73.8K - $85.6K
|
120
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-798- 6.91% |
$73.9K - $85.7K
|
10.8K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-810- 5.57% |
$75K - $87K
|
13.7K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-815- 20.25% |
$75.4K - $87.5K
|
3.21K
$318K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-815- 0.79% |
$75.4K - $87.5K
|
102K
$10.1M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-823- 3.65% |
$76.2K - $88.4K
|
21.7K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-823- 1.0% |
$76.2K - $88.4K
|
81.2K
$8.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-831- 23.19% |
$76.9K - $89.2K
|
2.75K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-832- 16.79% |
$77K - $89.3K
|
4.12K
$409K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-851- 10.84% |
$78.8K - $91.4K
|
7K
$694K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-857- 12.09% |
$79.3K - $92K
|
6.23K
$617K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-879- 52.54% |
$81.4K - $94.4K
|
794
$78.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-883- 1.85% |
$81.7K - $94.8K
|
46.9K
$4.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-896- 1.7% |
$82.9K - $96.2K
|
51.9K
$5.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-913- 7.11% |
$84.5K - $98K
|
11.9K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-920- 2.59% |
$85.2K - $98.8K
|
34.6K
$3.43M
|