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 30, 2024
Q2 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-957- 0.96% |
$88.6K - $103K
|
98.4K
$9.84M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-961- 1.96% |
$89K - $103K
|
48K
$4.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-981- 24.57% |
$90.8K - $105K
|
3.01K
$301K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-985- 1.31% |
$91.2K - $106K
|
74K
$7.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-993- 6.89% |
$91.9K - $107K
|
13.4K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 1.16% |
$92.6K - $107K
|
85K
$8.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.02K- 0.85% |
$94.2K - $109K
|
118K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.05K- 10.93% |
$96.8K - $112K
|
8.53K
$852K
|
|
|
Jul 30, 2024
Q2 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-1.05K- 4.23% |
$97.6K - $113K
|
23.9K
$2.38M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.06K- 11.0% |
$98K - $114K
|
8.56K
$856K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.07K- 1.33% |
$99.2K - $115K
|
79.3K
$7.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.07K- 16.77% |
$99.4K - $115K
|
5.33K
$533K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.08K- 32.5% |
$99.5K - $115K
|
2.23K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.09K- 6.75% |
$101K - $117K
|
15.1K
$1.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.09K- 6.8% |
$101K - $117K
|
15K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.11K- 3.56% |
$102K - $119K
|
29.9K
$2.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.11K- 4.2% |
$103K - $119K
|
25.2K
$2.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.11K- 18.71% |
$103K - $120K
|
4.84K
$483K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.14K- 32.48% |
$105K - $122K
|
2.36K
$236K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.14K- 23.07% |
$106K - $122K
|
3.8K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.14K- 1.9% |
$106K - $123K
|
59K
$5.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.15K- 2.88% |
$107K - $124K
|
38.8K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.17K- 3.08% |
$108K - $125K
|
36.7K
$3.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.17K- 6.1% |
$109K - $126K
|
18.1K
$1.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.18K- 10.09% |
$109K - $126K
|
10.5K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 32.57% |
$110K - $128K
|
2.46K
$246K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-1.21K- 21.85% |
$112K - $130K
|
4.32K
$431K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.21K- 6.97% |
$112K - $130K
|
16.2K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.22K- 0.25% |
$113K - $131K
|
492K
$49.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.22K- 6.67% |
$113K - $131K
|
17.1K
$1.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.29K- 3.24% |
$119K - $138K
|
38.4K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.29K- 36.81% |
$119K - $138K
|
2.21K
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.31K- 9.57% |
$121K - $140K
|
12.3K
$1.23M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.31K- 10.51% |
$121K - $141K
|
11.2K
$1.12M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.31K- 10.0% |
$121K - $141K
|
11.8K
$1.18M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.31K- 25.5% |
$121K - $141K
|
3.83K
$383K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.32K- 34.56% |
$122K - $142K
|
2.5K
$250K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.37K- 44.04% |
$126K - $147K
|
1.74K
$174K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 6.39% |
$127K - $147K
|
20K
$2M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.38K- 8.52% |
$127K - $148K
|
14.8K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.45K- 11.41% |
$134K - $156K
|
11.3K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.47K- 0.45% |
$136K - $158K
|
326K
$32.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.47K- 12.09% |
$136K - $158K
|
10.7K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.51K- 2.98% |
$140K - $162K
|
49.3K
$4.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.52K- 3.09% |
$140K - $163K
|
47.6K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.52K- 3.74% |
$141K - $163K
|
39.1K
$3.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.58K- 16.95% |
$146K - $170K
|
7.75K
$775K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.58K- 12.17% |
$146K - $170K
|
11.4K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.61K- 2.7% |
$149K - $173K
|
58.1K
$5.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.65K- 2.68% |
$153K - $177K
|
59.8K
$5.98M
|