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 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.82K+ 9.8% |
$353K - $410K
|
42.7K
$4.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.8K+ 519.13% |
$352K - $408K
|
4.53K
$453K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.78KNew |
$350K - $406K
|
3.78K
$378K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.65KNew |
$338K - $392K
|
3.65K
$365K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.65K+ 1.42% |
$338K - $392K
|
260K
$26M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.58K+ 57.15% |
$332K - $385K
|
9.85K
$985K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.58K+ 28.51% |
$331K - $384K
|
16.1K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.55K+ 4.49% |
$328K - $381K
|
82.6K
$8.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.52K+ 21.31% |
$325K - $378K
|
20K
$2M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.49K+ 37.09% |
$323K - $375K
|
12.9K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
3.47K+ 14.73% |
$321K - $372K
|
27K
$2.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3.4K+ 49.94% |
$314K - $365K
|
10.2K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.39K+ 71.35% |
$314K - $364K
|
8.15K
$814K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.33KNew |
$308K - $357K
|
3.33K
$333K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.32K+ 3.93% |
$307K - $356K
|
87.9K
$8.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.29K+ 6.63% |
$305K - $353K
|
53K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3.21KNew |
$297K - $345K
|
3.21K
$321K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.12K+ 2.93% |
$289K - $335K
|
110K
$11M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.07KNew |
$284K - $330K
|
3.07K
$307K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.07KNew |
$284K - $330K
|
3.07K
$307K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.05K+ 40.33% |
$282K - $327K
|
10.6K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.04K+ 21.1% |
$282K - $327K
|
17.5K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3KNew |
$278K - $322K
|
3K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.96K+ 31.19% |
$274K - $318K
|
12.5K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.88KNew |
$267K - $310K
|
2.88K
$288K
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.84KNew |
$263K - $305K
|
2.84K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.84KNew |
$263K - $305K
|
2.84K
$284K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.81K+ 18.6% |
$260K - $302K
|
17.9K
$1.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.79K+ 42.59% |
$258K - $300K
|
9.35K
$935K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.77KNew |
$256K - $297K
|
2.77K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.76KNew |
$255K - $296K
|
2.76K
$276K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.7KNew |
$250K - $290K
|
2.7K
$270K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.69K+ 4.19% |
$249K - $289K
|
66.9K
$6.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.65K+ 53.29% |
$245K - $285K
|
7.63K
$762K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.61K+ 5.39% |
$241K - $280K
|
51K
$5.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.57KNew |
$238K - $276K
|
2.57K
$257K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.55K+ 22.8% |
$236K - $273K
|
13.7K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.54K+ 10.48% |
$235K - $273K
|
26.8K
$2.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.54K+ 20.21% |
$235K - $272K
|
15.1K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.53K+ 2.0% |
$235K - $272K
|
129K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.49KNew |
$231K - $267K
|
2.49K
$249K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.49KNew |
$230K - $267K
|
2.49K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
2.48KNew |
$229K - $266K
|
2.48K
$247K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.47K+ 5.22% |
$229K - $266K
|
49.8K
$4.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.45K+ 3.1% |
$226K - $263K
|
81.2K
$8.12M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.44K+ 20.98% |
$226K - $262K
|
14.1K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.4KNew |
$222K - $257K
|
2.4K
$240K
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.35KNew |
$218K - $252K
|
2.35K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.33KNew |
$216K - $250K
|
2.33K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.31KNew |
$214K - $248K
|
2.31K
$231K
|