Purchases and Sales Made in Q4 2023 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
98+ 1.58% |
$9.04K - $9.95K
|
6.32K
$622K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
97+ 4.91% |
$8.95K - $9.85K
|
2.07K
$204K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
93New |
$8.58K - $9.44K
|
93
$9.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
91+ 1.03% |
$8.4K - $9.24K
|
8.93K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
90New |
$8.3K - $9.14K
|
90
$8.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
90+ 0.32% |
$8.3K - $9.14K
|
28.3K
$2.79M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$8.3K - $9.14K
|
90
$8.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
88+ 4.26% |
$8.12K - $8.94K
|
2.15K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
84+ 4.17% |
$7.75K - $8.53K
|
2.1K
$207K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
83+ 162.75% |
$7.66K - $8.43K
|
134
$13.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
82+ 5.21% |
$7.57K - $8.33K
|
1.66K
$163K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
81+ 0.81% |
$7.47K - $8.22K
|
10.1K
$991K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
79+ 3.56% |
$7.29K - $8.02K
|
2.3K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
79+ 40.72% |
$7.29K - $8.02K
|
273
$26.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
79New |
$7.29K - $8.02K
|
79
$7.78K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
79+ 2.21% |
$7.29K - $8.02K
|
3.66K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
75+ 21.99% |
$6.92K - $7.62K
|
416
$41K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
75+ 3.05% |
$6.92K - $7.62K
|
2.53K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
73+ 2.84% |
$6.74K - $7.41K
|
2.65K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
73New |
$6.74K - $7.41K
|
73
$7.19K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
72+ 19.0% |
$6.64K - $7.31K
|
451
$44.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 2.93% |
$6.55K - $7.21K
|
2.5K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
70+ 0.87% |
$6.46K - $7.11K
|
8.15K
$802K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
70+ 0.92% |
$6.46K - $7.11K
|
7.64K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
66+ 46.15% |
$6.09K - $6.7K
|
209
$20.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
65+ 4.92% |
$6K - $6.6K
|
1.39K
$136K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
64New |
$5.91K - $6.5K
|
64
$6.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
62New |
$5.72K - $6.3K
|
62
$6.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
59New |
$5.44K - $5.99K
|
59
$5.81K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
58+ 2.06% |
$5.35K - $5.89K
|
2.87K
$282K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
58+ 1.59% |
$5.35K - $5.89K
|
3.71K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
56+ 0.42% |
$5.17K - $5.69K
|
13.5K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
54+ 1.29% |
$4.98K - $5.48K
|
4.25K
$418K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
54New |
$4.98K - $5.48K
|
54
$5.32K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
53+ 1.02% |
$4.89K - $5.38K
|
5.27K
$519K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
53New |
$4.89K - $5.38K
|
53
$5.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
52+ 1.48% |
$4.8K - $5.28K
|
3.56K
$350K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
52New |
$4.8K - $5.28K
|
52
$5.12K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52+ 0.02% |
$4.8K - $5.28K
|
229K
$22.6M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
51+ 1.46% |
$4.71K - $5.18K
|
3.54K
$348K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
50+ 0.35% |
$4.61K - $5.08K
|
14.4K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
48+ 0.26% |
$4.43K - $4.87K
|
18.7K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 2.57% |
$4.43K - $4.87K
|
1.92K
$189K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45New |
$4.15K - $4.57K
|
45
$4.43K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 2.17% |
$4.15K - $4.57K
|
2.11K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
45New |
$4.15K - $4.57K
|
45
$4.43K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
45+ 29.41% |
$4.15K - $4.57K
|
198
$19.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
44+ 1.07% |
$4.06K - $4.47K
|
4.17K
$411K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
43+ 1.04% |
$3.97K - $4.37K
|
4.19K
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
43+ 0.01% |
$3.97K - $4.37K
|
399K
$39.3M
|