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 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
20.5K+ 1.17% |
$1.89M - $2.09M
|
1.78M
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
20.3K+ 56.93% |
$1.87M - $2.06M
|
55.9K
$5.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.1KNew |
$1.86M - $2.05M
|
20.1K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
19.8K+ 0.78% |
$1.82M - $2.01M
|
2.55M
$251M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.4KNew |
$1.79M - $1.97M
|
19.4K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19K+ 5.11% |
$1.76M - $1.93M
|
391K
$38.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
18.8KNew |
$1.74M - $1.91M
|
18.8K
$1.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.2K+ 87.43% |
$1.68M - $1.85M
|
39.1K
$3.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
17.4K+ 4.27% |
$1.6M - $1.76M
|
424K
$41.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
16.1KNew |
$1.48M - $1.63M
|
16.1K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 4.84% |
$1.47M - $1.62M
|
346K
$34.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.9K+ 368.34% |
$1.47M - $1.62M
|
20.3K
$1.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
15.7K+ 175.24% |
$1.45M - $1.6M
|
24.7K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
15.5KNew |
$1.43M - $1.58M
|
15.5K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
15.4K+ 123.16% |
$1.42M - $1.56M
|
27.9K
$2.74M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
15.3KNew |
$1.41M - $1.55M
|
15.3K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
15.2K+ 3.73% |
$1.4M - $1.54M
|
422K
$41.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
15.2K+ 147.39% |
$1.4M - $1.54M
|
25.5K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
14.8KNew |
$1.36M - $1.5M
|
14.8K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.7K+ 16.06% |
$1.35M - $1.49M
|
106K
$10.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
13.8KNew |
$1.27M - $1.4M
|
13.8K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
13KNew |
$1.2M - $1.32M
|
13K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
13K+ 6.4% |
$1.2M - $1.32M
|
216K
$21.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
12.2K+ 70.2% |
$1.12M - $1.24M
|
29.5K
$2.9M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
12.1K+ 14.55% |
$1.12M - $1.23M
|
95.6K
$9.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
11.8K+ 10.43% |
$1.09M - $1.2M
|
125K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
11.5KNew |
$1.06M - $1.16M
|
11.5K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
10.5K+ 150.14% |
$971K - $1.07M
|
17.5K
$1.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
10.4K+ 4.39% |
$959K - $1.06M
|
247K
$24.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.4K+ 8.01% |
$957K - $1.05M
|
140K
$13.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
10.1KNew |
$931K - $1.03M
|
10.1K
$994K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10KNew |
$927K - $1.02M
|
10K
$989K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.98KNew |
$921K - $1.01M
|
9.98K
$983K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
9.6KNew |
$886K - $975K
|
9.6K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
9.59K+ 304.25% |
$885K - $974K
|
12.7K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8.93KNew |
$824K - $907K
|
8.93K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.82K+ 212.12% |
$814K - $896K
|
13K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.72K+ 25.42% |
$805K - $886K
|
43K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
8.61KNew |
$794K - $874K
|
8.61K
$847K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.57KNew |
$791K - $870K
|
8.57K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.4K+ 317.42% |
$775K - $853K
|
11K
$1.09M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
8.4KNew |
$775K - $852K
|
8.4K
$826K
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8.17KNew |
$754K - $830K
|
8.17K
$804K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
8.12K+ 24.52% |
$749K - $824K
|
41.2K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.03KNew |
$741K - $815K
|
8.03K
$790K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.99K+ 157.91% |
$737K - $811K
|
13.1K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.87K+ 1.17% |
$726K - $799K
|
679K
$66.8M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.81K+ 4.83% |
$721K - $793K
|
170K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.7K+ 14.69% |
$711K - $782K
|
60.1K
$5.92M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.68KNew |
$709K - $780K
|
7.68K
$756K
|