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 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
21.3KNew |
$1.97M - $2.29M
|
21.3K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19.8KNew |
$1.83M - $2.12M
|
19.8K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
19.2KNew |
$1.78M - $2.06M
|
19.2K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
19.1KNew |
$1.77M - $2.06M
|
19.1K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.1K+ 4.22% |
$1.68M - $1.95M
|
448K
$44.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.7K+ 14.64% |
$1.63M - $1.9M
|
138K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
17.5K+ 96.85% |
$1.62M - $1.87M
|
35.5K
$3.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$1.54M - $1.78M
|
16.6K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.5K+ 4.88% |
$1.53M - $1.77M
|
354K
$35.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
16.3K+ 119.59% |
$1.51M - $1.75M
|
30K
$3M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
16.2K+ 96.52% |
$1.5M - $1.73M
|
32.9K
$3.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
16.2K+ 5.97% |
$1.5M - $1.73M
|
287K
$28.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
16.1K+ 79.37% |
$1.49M - $1.73M
|
36.4K
$3.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.1K+ 17.62% |
$1.49M - $1.73M
|
107K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
16K+ 0.92% |
$1.48M - $1.72M
|
1.75M
$175M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16KNew |
$1.48M - $1.72M
|
16K
$1.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
15K+ 507.32% |
$1.39M - $1.61M
|
17.9K
$1.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.9K+ 4.69% |
$1.38M - $1.6M
|
331K
$33.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
14.9KNew |
$1.38M - $1.59M
|
14.9K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.6K+ 29.62% |
$1.35M - $1.57M
|
63.8K
$6.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
14.5KNew |
$1.34M - $1.56M
|
14.5K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.7KNew |
$1.27M - $1.47M
|
13.7K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
13.3K+ 92.83% |
$1.24M - $1.43M
|
27.7K
$2.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
12.8KNew |
$1.18M - $1.37M
|
12.8K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
12.7K+ 297.06% |
$1.18M - $1.37M
|
17K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
11.5KNew |
$1.06M - $1.23M
|
11.5K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
11.4KNew |
$1.05M - $1.22M
|
11.4K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.4K+ 19.44% |
$1.05M - $1.22M
|
69.8K
$6.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
11.2KNew |
$1.04M - $1.2M
|
11.2K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.7K+ 5.94% |
$994K - $1.15M
|
192K
$19.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
10.3K+ 4.81% |
$953K - $1.11M
|
224K
$22.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
10.3K+ 15.81% |
$953K - $1.1M
|
75.4K
$7.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.2K+ 57.67% |
$946K - $1.1M
|
27.9K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
9.51K+ 229.8% |
$880K - $1.02M
|
13.6K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.49K+ 86.36% |
$879K - $1.02M
|
20.5K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.41K+ 15.61% |
$871K - $1.01M
|
69.7K
$6.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.39KNew |
$870K - $1.01M
|
9.39K
$939K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.09K+ 5.39% |
$842K - $976K
|
178K
$17.8M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.05K+ 2.55% |
$838K - $972K
|
364K
$36.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Henry James International Management Inc.
|
BUY
|
- |
9K+ 25.2% |
$833K - $967K
|
44.7K
$4.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.85KNew |
$819K - $950K
|
8.85K
$885K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8.81KNew |
$816K - $946K
|
8.81K
$881K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
8.81KNew |
$816K - $946K
|
8.81K
$881K
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
8.77K+ 4.17% |
$811K - $941K
|
219K
$21.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.75KNew |
$810K - $940K
|
8.75K
$875K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
8.51KNew |
$787K - $913K
|
8.51K
$850K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.35K+ 0.45% |
$773K - $897K
|
1.87M
$187M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.21K+ 6.18% |
$760K - $882K
|
141K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
7.99KNew |
$739K - $858K
|
7.99K
$798K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.82K+ 16.27% |
$724K - $840K
|
55.9K
$5.59M
|