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
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
262+ 1.22% |
$24.3K - $28.1K
|
21.7K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
256+ 4.81% |
$23.7K - $27.5K
|
5.58K
$617K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
255+ 0.56% |
$23.6K - $27.4K
|
45.9K
$5.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
252+ 10.1% |
$23.3K - $27.1K
|
2.75K
$304K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
240+ 2.86% |
$22.2K - $25.8K
|
8.64K
$955K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
238+ 6.88% |
$22K - $25.6K
|
3.7K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
232+ 3.67% |
$21.5K - $24.9K
|
6.56K
$725K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
227+ 4.25% |
$21K - $24.4K
|
5.57K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
217+ 5.04% |
$20.1K - $23.3K
|
4.52K
$500K
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
214+ 3.91% |
$19.8K - $23K
|
5.69K
$629K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
212+ 101.44% |
$19.6K - $22.8K
|
421
$46.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
206+ 2.4% |
$19.1K - $22.1K
|
8.8K
$973K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
200+ 7.69% |
$18.5K - $21.5K
|
2.8K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
194+ 0.82% |
$18K - $20.8K
|
23.9K
$2.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
192+ 7.34% |
$17.8K - $20.6K
|
2.81K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
191+ 4.09% |
$17.7K - $20.5K
|
4.86K
$538K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
191+ 6.48% |
$17.7K - $20.5K
|
3.14K
$347K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
191+ 5.47% |
$17.7K - $20.5K
|
3.68K
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
185+ 6.13% |
$17.1K - $19.9K
|
3.2K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
182+ 2.24% |
$16.8K - $19.5K
|
8.31K
$918K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
179+ 1.05% |
$16.6K - $19.2K
|
17.2K
$1.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
179+ 3.73% |
$16.6K - $19.2K
|
4.98K
$551K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
178+ 11.34% |
$16.5K - $19.1K
|
1.75K
$193K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
176+ 69.02% |
$16.3K - $18.9K
|
431
$47.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
175+ 6.84% |
$16.2K - $18.8K
|
2.73K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
167+ 1.14% |
$15.5K - $17.9K
|
14.8K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
158+ 0.07% |
$14.6K - $17K
|
243K
$26.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
150New |
$13.9K - $16.1K
|
150
$16.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$13.9K - $16.1K
|
150
$16.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
148+ 0.43% |
$13.7K - $15.9K
|
34.5K
$3.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
146+ 0.37% |
$13.5K - $15.7K
|
39.6K
$4.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
145+ 3.25% |
$13.4K - $15.6K
|
4.61K
$510K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
144+ 6.06% |
$13.3K - $15.5K
|
2.52K
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
142New |
$13.1K - $15.2K
|
142
$15.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
142+ 3.76% |
$13.1K - $15.2K
|
3.92K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
139+ 44.84% |
$12.9K - $14.9K
|
449
$49.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
136+ 2.03% |
$12.6K - $14.6K
|
6.84K
$756K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
134+ 1.62% |
$12.4K - $14.4K
|
8.43K
$932K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
134+ 1.54% |
$12.4K - $14.4K
|
8.85K
$979K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
132New |
$12.2K - $14.2K
|
132
$14.6K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
124+ 2.22% |
$11.5K - $13.3K
|
5.7K
$630K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
122+ 0.64% |
$11.3K - $13.1K
|
19.2K
$2.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
122+ 2.7% |
$11.3K - $13.1K
|
4.64K
$513K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
114+ 2.82% |
$10.6K - $12.2K
|
4.16K
$459K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
110+ 1.94% |
$10.2K - $11.8K
|
5.79K
$640K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
107New |
$9.9K - $11.5K
|
107
$11.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
105+ 2.03% |
$9.72K - $11.3K
|
5.28K
$584K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
105+ 3.15% |
$9.72K - $11.3K
|
3.44K
$380K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
105+ 4.92% |
$9.72K - $11.3K
|
2.24K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
101+ 20.61% |
$9.35K - $10.8K
|
591
$65.3K
|