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 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
500New |
$46.3K - $53.7K
|
500
$49.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
499+ 1.34% |
$46.2K - $53.6K
|
37.8K
$3.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
497+ 6.8% |
$46K - $53.4K
|
7.81K
$774K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
495+ 10.09% |
$45.8K - $53.1K
|
5.4K
$535K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
486New |
$45K - $52.2K
|
486
$48.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
482+ 17.64% |
$44.6K - $51.8K
|
3.22K
$319K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
480+ 0.9% |
$44.4K - $51.5K
|
54K
$5.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
475+ 1.73% |
$44K - $51K
|
27.9K
$2.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
470+ 21.66% |
$43.5K - $50.5K
|
2.64K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
456+ 5.03% |
$42.2K - $49K
|
9.52K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
450+ 1.88% |
$41.7K - $48.3K
|
24.4K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
432+ 4.0% |
$40K - $46.4K
|
11.2K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
425+ 3.73% |
$39.3K - $45.6K
|
11.8K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
425+ 7.05% |
$39.3K - $45.6K
|
6.45K
$639K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
419+ 1.8% |
$38.8K - $45K
|
23.7K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
416+ 1.18% |
$38.5K - $44.7K
|
35.5K
$3.52M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
409+ 13.93% |
$37.9K - $43.9K
|
3.35K
$332K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
403+ 2.5% |
$37.3K - $43.3K
|
16.5K
$1.64M
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
403+ 2.45% |
$37.3K - $43.3K
|
16.9K
$1.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400+ 5.64% |
$37K - $42.9K
|
7.5K
$743K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
394New |
$36.5K - $42.3K
|
394
$39K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
380New |
$35.2K - $40.8K
|
380
$37.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
351+ 0.77% |
$32.5K - $37.7K
|
46.2K
$4.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
351+ 10.96% |
$32.5K - $37.7K
|
3.55K
$352K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
351+ 15.19% |
$32.5K - $37.7K
|
2.66K
$264K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
350+ 0.43% |
$32.4K - $37.6K
|
82.4K
$8.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
350+ 100.29% |
$32.4K - $37.6K
|
699
$69.3K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
350+ 6.39% |
$32.4K - $37.6K
|
5.83K
$578K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
350New |
$32.4K - $37.6K
|
350
$34.7K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
349+ 9.31% |
$32.3K - $37.5K
|
4.1K
$406K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
349+ 1.27% |
$32.3K - $37.5K
|
27.8K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
345+ 5.68% |
$31.9K - $37K
|
6.42K
$636K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
330+ 6.62% |
$30.5K - $35.4K
|
5.31K
$526K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
328+ 6.19% |
$30.4K - $35.2K
|
5.63K
$557K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
318+ 1.15% |
$29.4K - $34.1K
|
27.9K
$2.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
317+ 10.48% |
$29.3K - $34K
|
3.34K
$331K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
314+ 4.04% |
$29.1K - $33.7K
|
8.08K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
308+ 10.23% |
$28.5K - $33.1K
|
3.32K
$329K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
305+ 10.15% |
$28.2K - $32.7K
|
3.31K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
304+ 2.67% |
$28.1K - $32.6K
|
11.7K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
300+ 5.07% |
$27.8K - $32.2K
|
6.22K
$616K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
300+ 9.83% |
$27.8K - $32.2K
|
3.35K
$332K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
296+ 9.55% |
$27.4K - $31.8K
|
3.4K
$337K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
290+ 8.11% |
$26.8K - $31.1K
|
3.87K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
283New |
$26.2K - $30.4K
|
283
$28K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
280New |
$25.9K - $30.1K
|
280
$27.7K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
277+ 11.12% |
$25.6K - $29.7K
|
2.77K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
274+ 2.15% |
$25.4K - $29.4K
|
13K
$1.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
273+ 3.78% |
$25.3K - $29.3K
|
7.5K
$743K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
271New |
$25.1K - $29.1K
|
271
$26.9K
|