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 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
2.3KNew |
$212K - $246K
|
2.3K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.27KNew |
$210K - $244K
|
2.27K
$225K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.24K+ 6.14% |
$208K - $241K
|
38.8K
$3.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
2.23KNew |
$206K - $239K
|
2.23K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.23KNew |
$206K - $239K
|
2.23K
$220K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.22KNew |
$206K - $239K
|
2.22K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.21KNew |
$204K - $237K
|
2.21K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
2.19KNew |
$203K - $235K
|
2.19K
$217K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.17KNew |
$201K - $233K
|
2.17K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.15K+ 34.48% |
$199K - $231K
|
8.4K
$832K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.15K+ 5.25% |
$199K - $231K
|
43.2K
$4.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.13KNew |
$197K - $228K
|
2.13K
$211K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.12K+ 11.86% |
$196K - $227K
|
20K
$1.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.11K+ 96.93% |
$196K - $227K
|
4.29K
$425K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
2.11KNew |
$195K - $226K
|
2.11K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.09K+ 8.37% |
$193K - $224K
|
27K
$2.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.07K+ 5.8% |
$192K - $222K
|
37.7K
$3.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.04K+ 76.02% |
$189K - $219K
|
4.72K
$468K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.04KNew |
$189K - $219K
|
2.04K
$202K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.03KNew |
$188K - $218K
|
2.03K
$201K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.01KNew |
$186K - $215K
|
2.01K
$199K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2KNew |
$185K - $215K
|
2K
$198K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2K+ 1190.48% |
$185K - $215K
|
2.17K
$215K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2K+ 13.0% |
$185K - $215K
|
17.4K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2KNew |
$185K - $215K
|
2K
$198K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2KNew |
$185K - $215K
|
2K
$198K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2KNew |
$185K - $214K
|
2K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
1.98KNew |
$183K - $213K
|
1.98K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.98K+ 6.73% |
$183K - $212K
|
31.3K
$3.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.98KNew |
$183K - $212K
|
1.98K
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.97KNew |
$183K - $212K
|
1.97K
$195K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.97KNew |
$182K - $211K
|
1.97K
$195K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.97KNew |
$182K - $211K
|
1.97K
$195K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.97K+ 6.96% |
$182K - $211K
|
30.2K
$2.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.96K+ 1.75% |
$181K - $210K
|
114K
$11.3M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$181K - $210K
|
1.96K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.95K+ 12.01% |
$181K - $210K
|
18.2K
$1.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.95KNew |
$181K - $209K
|
1.95K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.95KNew |
$181K - $209K
|
1.95K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.95KNew |
$180K - $209K
|
1.95K
$193K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.94K+ 42.83% |
$180K - $208K
|
6.47K
$641K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.93KNew |
$179K - $208K
|
1.93K
$192K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$179K - $207K
|
1.93K
$191K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.93KNew |
$178K - $207K
|
1.93K
$191K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.92KNew |
$178K - $206K
|
1.92K
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1.92KNew |
$178K - $206K
|
1.92K
$191K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.92KNew |
$178K - $206K
|
1.92K
$190K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$188K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$188K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$176K - $204K
|
1.9K
$188K
|