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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42+ 13.55% |
$3.88K - $4.26K
|
352
$34.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
38+ 1.14% |
$3.51K - $3.86K
|
3.36K
$330K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34+ 1.35% |
$3.14K - $3.45K
|
2.56K
$252K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34+ 0.29% |
$3.14K - $3.45K
|
11.7K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
30+ 0.94% |
$2.77K - $3.05K
|
3.23K
$318K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
28+ 0.12% |
$2.58K - $2.84K
|
23.3K
$2.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
27+ 1.03% |
$2.49K - $2.74K
|
2.65K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
26New |
$2.4K - $2.64K
|
26
$2.56K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
25+ 0.09% |
$2.31K - $2.54K
|
27.8K
$2.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
24+ 6.22% |
$2.21K - $2.44K
|
410
$40.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23+ 0.0% |
$2.12K - $2.34K
|
518K
$51M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23+ 8.3% |
$2.12K - $2.34K
|
300
$29.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
22+ 9.48% |
$2.03K - $2.23K
|
254
$25K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
22+ 0.75% |
$2.03K - $2.23K
|
2.97K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$1.85K - $2.03K
|
20
$1.97K
|
|
|
Jan 31, 2024
Q4 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
20+ 0.02% |
$1.85K - $2.03K
|
109K
$10.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20+ 0.83% |
$1.85K - $2.03K
|
2.44K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
20+ 0.83% |
$1.85K - $2.03K
|
2.43K
$239K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
20New |
$1.85K - $2.03K
|
20
$1.97K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20+ 333.33% |
$1.85K - $2.03K
|
26
$2.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 5.31% |
$1.75K - $1.93K
|
377
$37.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
19+ 0.54% |
$1.75K - $1.93K
|
3.55K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19New |
$1.75K - $1.93K
|
19
$1.87K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
19+ 0.31% |
$1.75K - $1.93K
|
6.1K
$601K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
18+ 0.58% |
$1.66K - $1.83K
|
3.1K
$305K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
18New |
$1.66K - $1.83K
|
18
$1.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
16+ 0.51% |
$1.48K - $1.62K
|
3.16K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
16New |
$1.48K - $1.62K
|
16
$1.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
15+ 0.44% |
$1.38K - $1.52K
|
3.4K
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 1.13% |
$1.29K - $1.42K
|
1.26K
$124K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13+ 0.34% |
$1.2K - $1.32K
|
3.88K
$381K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 0.96% |
$923 - $1.02K
|
1.06K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
10New |
$923 - $1.02K
|
10
$985
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10+ 0.29% |
$923 - $1.02K
|
3.46K
$341K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
9+ 0.12% |
$830 - $914
|
7.46K
$734K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.23% |
$738 - $812
|
3.42K
$336K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 2.48% |
$738 - $812
|
330
$32.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
7+ 0.15% |
$646 - $711
|
4.65K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$554 - $609
|
2.1K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5+ 0.08% |
$461 - $508
|
6.43K
$633K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 18.75% |
$277 - $305
|
19
$1.87K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3+ 0.07% |
$277 - $305
|
4.36K
$430K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.43% |
$92.3 - $102
|
235
$23.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$92.3 - $102
|
2.21K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1- 0.01% |
$92.3 - $102
|
8.24K
$812K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 6.06% |
$185 - $203
|
31
$3.05K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 0.15% |
$185 - $203
|
1.32K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.24% |
$277 - $305
|
131
$12.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-3- 0.09% |
$277 - $305
|
3.23K
$318K
|