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 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
974+ 6.72% |
$90.2K - $105K
|
15.5K
$1.53M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
971+ 6.66% |
$89.9K - $104K
|
15.5K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
956+ 20.8% |
$88.5K - $103K
|
5.55K
$550K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
948+ 7.84% |
$87.8K - $102K
|
13K
$1.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
945+ 7.62% |
$87.5K - $101K
|
13.4K
$1.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
941+ 16.97% |
$87.1K - $101K
|
6.49K
$643K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
911+ 2.67% |
$84.3K - $97.8K
|
35K
$3.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
896+ 7.44% |
$82.9K - $96.2K
|
12.9K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
890+ 9.77% |
$82.4K - $95.6K
|
10K
$991K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
867+ 16.67% |
$80.3K - $93.1K
|
6.07K
$601K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
857+ 17.08% |
$79.3K - $92K
|
5.87K
$582K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
840+ 6.13% |
$77.8K - $90.2K
|
14.6K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
840+ 420.0% |
$77.8K - $90.2K
|
1.04K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
832+ 15.5% |
$77K - $89.3K
|
6.2K
$614K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
827+ 0.17% |
$76.6K - $88.8K
|
492K
$48.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
823+ 24.15% |
$76.2K - $88.4K
|
4.23K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
821+ 5.29% |
$76K - $88.2K
|
16.3K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
778+ 0.49% |
$72K - $83.5K
|
161K
$15.9M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
769+ 23.24% |
$71.2K - $82.6K
|
4.08K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
769+ 13.45% |
$71.2K - $82.6K
|
6.49K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
764+ 11.0% |
$70.7K - $82K
|
7.71K
$764K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
744+ 7.91% |
$68.9K - $79.9K
|
10.2K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
738+ 4.64% |
$68.3K - $79.2K
|
16.6K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
733+ 10.09% |
$67.9K - $78.7K
|
8K
$792K
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
725+ 19.0% |
$67.1K - $77.8K
|
4.54K
$450K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
715+ 8.38% |
$66.2K - $76.8K
|
9.25K
$916K
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
713+ 29.21% |
$66K - $76.6K
|
3.15K
$312K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
686+ 4.38% |
$63.5K - $73.7K
|
16.4K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
673+ 7.35% |
$62.3K - $72.3K
|
9.83K
$974K
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
671+ 5.5% |
$62.1K - $72K
|
12.9K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
663+ 1.01% |
$61.4K - $71.2K
|
66.6K
$6.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
662+ 18.5% |
$61.3K - $71.1K
|
4.24K
$420K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
661+ 19.29% |
$61.2K - $71K
|
4.09K
$405K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
656+ 11.59% |
$60.7K - $70.4K
|
6.32K
$626K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
653+ 4.74% |
$60.4K - $70.1K
|
14.4K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
652+ 2.47% |
$60.4K - $70K
|
27.1K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
650+ 27.38% |
$60.2K - $69.8K
|
3.02K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
634+ 31.5% |
$58.7K - $68.1K
|
2.65K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
600New |
$55.5K - $64.4K
|
600
$59.4K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
599+ 20.67% |
$55.4K - $64.3K
|
3.5K
$346K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
599+ 0.24% |
$55.4K - $64.3K
|
249K
$24.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
597+ 8.94% |
$55.3K - $64.1K
|
7.27K
$721K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
587New |
$54.3K - $63K
|
587
$58.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
581+ 3.46% |
$53.8K - $62.4K
|
17.4K
$1.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
580+ 19.29% |
$53.7K - $62.3K
|
3.59K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
568+ 4.56% |
$52.6K - $61K
|
13K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
536+ 8.79% |
$49.6K - $57.6K
|
6.64K
$657K
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
508+ 0.36% |
$47K - $54.5K
|
142K
$14M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
500+ 14.71% |
$46.3K - $53.7K
|
3.9K
$386K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500+ 2272.73% |
$46.3K - $53.7K
|
522
$51.7K
|