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
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.42K- 1.12% |
$131K - $144K
|
125K
$12.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-1.43K- 29.49% |
$132K - $146K
|
3.43K
$337K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47K- 36.79% |
$135K - $149K
|
2.52K
$248K
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.48K- 2.84% |
$136K - $150K
|
50.6K
$4.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.5K- 6.54% |
$138K - $152K
|
21.4K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.59K- 3.16% |
$146K - $161K
|
48.7K
$4.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.59K- 3.94% |
$147K - $161K
|
38.7K
$3.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.6K- 40.25% |
$148K - $162K
|
2.38K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.61K- 4.44% |
$149K - $163K
|
34.6K
$3.41M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.68K- 31.95% |
$155K - $171K
|
3.58K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.69K- 17.2% |
$156K - $171K
|
8.12K
$800K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.72K- 3.63% |
$159K - $175K
|
45.7K
$4.5M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.73K- 1.19% |
$159K - $175K
|
144K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.75K- 2.67% |
$161K - $177K
|
63.5K
$6.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.76K- 7.91% |
$163K - $179K
|
20.5K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.79K- 0.98% |
$165K - $182K
|
181K
$17.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.81K- 0.55% |
$167K - $183K
|
328K
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.82K- 0.22% |
$168K - $185K
|
814K
$80.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.83K- 1.34% |
$169K - $186K
|
135K
$13.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.86K- 4.97% |
$172K - $189K
|
35.6K
$3.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.87K- 3.07% |
$173K - $190K
|
59.1K
$5.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.91K- 6.01% |
$177K - $194K
|
30K
$2.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.98K- 3.78% |
$183K - $201K
|
50.5K
$4.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2K- 1.31% |
$185K - $203K
|
151K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2K- 1.31% |
$185K - $203K
|
151K
$14.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-2.03K- 0.14% |
$187K - $206K
|
1.42M
$140M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.04K- 71.44% |
$189K - $208K
|
817
$80.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2.07K- 12.05% |
$191K - $210K
|
15.1K
$1.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-2.1K- 8.14% |
$194K - $213K
|
23.7K
$2.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.1K- 18.64% |
$194K - $213K
|
9.17K
$903K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.1K- 7.82% |
$194K - $214K
|
24.8K
$2.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.13K- 9.91% |
$197K - $216K
|
19.4K
$1.91M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.28K- 6.29% |
$210K - $231K
|
34K
$3.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.41K- 4.12% |
$222K - $245K
|
56.1K
$5.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.46K- 40.18% |
$227K - $249K
|
3.66K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.5K- 2.79% |
$231K - $254K
|
87K
$8.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.72K- 1.04% |
$251K - $276K
|
259K
$25.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.8K- 19.88% |
$258K - $284K
|
11.3K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-2.97K- 2.12% |
$274K - $301K
|
137K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.99K- 4.46% |
$276K - $304K
|
64K
$6.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.05K- 1.33% |
$281K - $310K
|
226K
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.06K- 4.72% |
$282K - $310K
|
61.7K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.08K- 13.17% |
$284K - $313K
|
20.3K
$2M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.12K- 50.57% |
$288K - $317K
|
3.05K
$300K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.12K- 1.03% |
$288K - $317K
|
300K
$29.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.18K- 47.79% |
$294K - $323K
|
3.48K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.27K- 1.74% |
$301K - $332K
|
184K
$18.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.35K- 9.81% |
$309K - $340K
|
30.8K
$3.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.36K- 41.62% |
$310K - $341K
|
4.71K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.36K- 55.53% |
$310K - $341K
|
2.69K
$265K
|