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 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-792- 6.1% |
$73.1K - $80.4K
|
12.2K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-800- 5.5% |
$73.8K - $81.2K
|
13.7K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-814- 12.21% |
$75.1K - $82.7K
|
5.85K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-818- 6.92% |
$75.5K - $83.1K
|
11K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-834- 1.08% |
$77K - $84.7K
|
76.1K
$7.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-848- 1.34% |
$78.2K - $86.1K
|
62.4K
$6.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-871- 19.16% |
$80.4K - $88.4K
|
3.67K
$362K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-878- 7.94% |
$81K - $89.2K
|
10.2K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-878- 1.93% |
$81K - $89.2K
|
44.6K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-900- 10.94% |
$83K - $91.4K
|
7.32K
$721K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-915- 5.08% |
$84.4K - $92.9K
|
17.1K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-928- 13.04% |
$85.6K - $94.2K
|
6.19K
$609K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-973- 2.94% |
$89.8K - $98.8K
|
32.2K
$3.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-994- 6.31% |
$91.7K - $101K
|
14.7K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management B.V.
|
SELL
|
- |
-1K- 9.11% |
$92.3K - $102K
|
9.98K
$983K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1K- 38.05% |
$92.3K - $102K
|
1.63K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-1K- 24.27% |
$92.3K - $102K
|
3.12K
$307K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-1.02K- 5.52% |
$94.1K - $104K
|
17.5K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.02K- 28.23% |
$94.2K - $104K
|
2.6K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.05K- 0.59% |
$96.4K - $106K
|
176K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
SELL
|
- |
-1.06K- 3.64% |
$97.3K - $107K
|
28K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.07K- 2.38% |
$98.5K - $108K
|
43.7K
$4.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.07K- 15.17% |
$98.5K - $108K
|
5.97K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.09K- 3.93% |
$100K - $110K
|
26.5K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.11K- 31.15% |
$103K - $113K
|
2.46K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 4.9% |
$103K - $114K
|
21.8K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.13K- 31.27% |
$105K - $115K
|
2.49K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.15K- 6.87% |
$106K - $116K
|
15.5K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.16K- 17.38% |
$107K - $117K
|
5.49K
$540K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.19K- 26.13% |
$110K - $121K
|
3.37K
$332K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.2K- 9.76% |
$110K - $121K
|
11.1K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.2K- 36.82% |
$111K - $122K
|
2.06K
$203K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.2K- 1.37% |
$111K - $122K
|
86.4K
$8.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.21K- 1.85% |
$112K - $123K
|
64.5K
$6.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.23K- 34.89% |
$113K - $125K
|
2.29K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.24K- 25.52% |
$115K - $126K
|
3.63K
$357K
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-1.26K- 11.51% |
$116K - $127K
|
9.65K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.26K- 1.11% |
$116K - $128K
|
112K
$11M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.26K- 39.37% |
$116K - $128K
|
1.94K
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.26K- 39.37% |
$116K - $128K
|
1.94K
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.29K- 3.07% |
$119K - $130K
|
40.6K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.29K- 1.86% |
$119K - $131K
|
68K
$6.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.3K- 23.13% |
$119K - $131K
|
4.3K
$424K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.3K- 5.0% |
$120K - $132K
|
24.8K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.32K- 18.76% |
$122K - $134K
|
5.71K
$562K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.32K- 3.39% |
$122K - $134K
|
37.6K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.35K- 2.62% |
$124K - $137K
|
50.1K
$4.93M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.37K- 2.03% |
$126K - $139K
|
65.7K
$6.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.37K- 0.54% |
$127K - $139K
|
250K
$24.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.39K- 10.88% |
$129K - $142K
|
11.4K
$1.12M
|