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 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
7.68K+ 57.01% |
$709K - $780K
|
21.2K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
7.67K+ 10.63% |
$708K - $779K
|
79.8K
$7.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
7.5KNew |
$692K - $762K
|
7.5K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.49K+ 59.36% |
$691K - $760K
|
20.1K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.38K+ 8.26% |
$681K - $749K
|
96.7K
$9.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.36KNew |
$679K - $747K
|
7.36K
$724K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
7.32K+ 12.9% |
$675K - $743K
|
64K
$6.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.31KNew |
$675K - $742K
|
7.31K
$720K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.81KNew |
$628K - $691K
|
6.81K
$670K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.57KNew |
$606K - $667K
|
6.57K
$647K
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
BUY
|
- |
6.4K+ 44.39% |
$591K - $650K
|
20.8K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.37K+ 2.25% |
$588K - $647K
|
289K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.19KNew |
$572K - $629K
|
6.19K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.14K+ 512.6% |
$567K - $624K
|
7.34K
$723K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.04KNew |
$558K - $614K
|
6.04K
$595K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.98KNew |
$552K - $607K
|
5.98K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.93KNew |
$547K - $602K
|
5.93K
$584K
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
5.92KNew |
$546K - $601K
|
5.92K
$583K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.6KNew |
$516K - $568K
|
5.6K
$551K
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
5.59KNew |
$516K - $567K
|
5.59K
$550K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.36K+ 435.09% |
$494K - $544K
|
6.59K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
5.29KNew |
$488K - $537K
|
5.29K
$521K
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
5.14K+ 47.64% |
$474K - $522K
|
15.9K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.14K+ 47.64% |
$474K - $522K
|
15.9K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.11KNew |
$471K - $519K
|
5.11K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.09KNew |
$470K - $517K
|
5.09K
$501K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
4.89K+ 237.31% |
$451K - $497K
|
6.95K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
4.79K+ 3.24% |
$442K - $487K
|
153K
$15M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.63KNew |
$427K - $470K
|
4.63K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.52KNew |
$417K - $459K
|
4.52K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.46K+ 7.78% |
$411K - $453K
|
61.8K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.43K+ 0.73% |
$409K - $450K
|
611K
$60.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.36K+ 85.62% |
$402K - $443K
|
9.45K
$930K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 13.31% |
$397K - $437K
|
36.6K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.29KNew |
$396K - $436K
|
4.29K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.12K+ 3.43% |
$380K - $419K
|
124K
$12.2M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.07KNew |
$375K - $413K
|
4.07K
$401K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4K+ 73.19% |
$369K - $406K
|
9.46K
$931K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.96K+ 79.24% |
$366K - $402K
|
8.96K
$883K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.89KNew |
$359K - $395K
|
3.89K
$383K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.86K+ 8.59% |
$356K - $392K
|
48.8K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.86KNew |
$356K - $392K
|
3.86K
$380K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.82K+ 5.65% |
$353K - $388K
|
71.5K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.81K+ 28.16% |
$352K - $387K
|
17.4K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.74K+ 99.28% |
$345K - $380K
|
7.5K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.72K+ 0.72% |
$343K - $377K
|
521K
$51.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.7K+ 8.22% |
$341K - $375K
|
48.7K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.69K+ 87.28% |
$340K - $374K
|
7.91K
$779K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.64K+ 9.59% |
$336K - $370K
|
41.6K
$4.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.64K+ 16.49% |
$335K - $369K
|
25.7K
$2.53M
|