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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-44- 2.06% |
$4.06K - $4.47K
|
2.1K
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-45- 16.19% |
$4.15K - $4.57K
|
233
$27.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 10.66% |
$4.34K - $4.77K
|
394
$46K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48- 0.48% |
$4.43K - $4.87K
|
10K
$1.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-50- 0.66% |
$4.61K - $5.08K
|
7.51K
$878K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 3.9% |
$4.61K - $5.08K
|
1.23K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 0.26% |
$4.61K - $5.08K
|
19.4K
$2.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-52- 0.45% |
$4.8K - $5.28K
|
11.6K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-52- 0.22% |
$4.8K - $5.28K
|
23.8K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-53- 1.36% |
$4.89K - $5.38K
|
3.83K
$448K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-60- 2.47% |
$5.54K - $6.09K
|
2.37K
$277K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-61- 1.21% |
$5.63K - $6.19K
|
4.98K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-61- 2.58% |
$5.63K - $6.19K
|
2.3K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-63- 1.27% |
$5.81K - $6.4K
|
4.89K
$572K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-69- 0.3% |
$6.37K - $7.01K
|
23.1K
$2.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-70- 0.09% |
$6.46K - $7.11K
|
80.1K
$9.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-71- 73.2% |
$6.55K - $7.21K
|
26
$3.04K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-75- 1.96% |
$6.92K - $7.62K
|
3.75K
$438K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-83- 0.74% |
$7.66K - $8.43K
|
11.2K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-83- 1.62% |
$7.66K - $8.43K
|
5.03K
$588K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-85- 16.8% |
$7.84K - $8.63K
|
421
$49.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-85- 2.37% |
$7.84K - $8.63K
|
3.5K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-88- 0.49% |
$8.12K - $8.94K
|
18K
$2.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-88- 0.77% |
$8.12K - $8.94K
|
11.3K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-88- 1.57% |
$8.12K - $8.94K
|
5.51K
$643K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-90- 1.13% |
$8.3K - $9.14K
|
7.85K
$917K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-94- 1.0% |
$8.67K - $9.54K
|
9.26K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-100- 4.05% |
$9.23K - $10.2K
|
2.37K
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 4.04% |
$9.23K - $10.2K
|
2.38K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-100- 3.57% |
$9.23K - $10.2K
|
2.7K
$315K
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-100- 3.97% |
$9.23K - $10.2K
|
2.42K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-100- 1.71% |
$9.23K - $10.2K
|
5.76K
$673K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.33% |
$9.23K - $10.2K
|
29.8K
$3.48M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-100- 25.71% |
$9.23K - $10.2K
|
289
$33.8K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-100- 0.88% |
$9.23K - $10.2K
|
11.3K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-101- 74.26% |
$9.32K - $10.3K
|
35
$4.09K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-103- 3.4% |
$9.5K - $10.5K
|
2.93K
$342K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-103- 1.28% |
$9.5K - $10.5K
|
7.97K
$931K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-104- 3.67% |
$9.6K - $10.6K
|
2.73K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-105- 3.7% |
$9.69K - $10.7K
|
2.73K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-106- 1.74% |
$9.78K - $10.8K
|
6K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-109- 4.31% |
$10.1K - $11.1K
|
2.42K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-110- 1.83% |
$10.1K - $11.2K
|
5.9K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-110- 3.26% |
$10.1K - $11.2K
|
3.26K
$381K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-114- 3.71% |
$10.5K - $11.6K
|
2.96K
$346K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-117- 3.9% |
$10.8K - $11.9K
|
2.88K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-120- 5.2% |
$11.1K - $12.2K
|
2.19K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-121- 3.7% |
$11.2K - $12.3K
|
3.15K
$368K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-123- 1.13% |
$11.3K - $12.5K
|
10.8K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-129- 5.17% |
$11.9K - $13.1K
|
2.37K
$276K
|