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 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.59K+ 11.48% |
$331K - $364K
|
34.8K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.52KNew |
$325K - $358K
|
3.52K
$347K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.52K+ 3.27% |
$325K - $357K
|
111K
$10.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.51K+ 159.18% |
$324K - $356K
|
5.72K
$563K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.49K+ 23.95% |
$322K - $354K
|
18.1K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.48K+ 16.32% |
$321K - $353K
|
24.8K
$2.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.46KNew |
$320K - $352K
|
3.46K
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.42K+ 79.39% |
$316K - $347K
|
7.73K
$761K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.37KNew |
$311K - $342K
|
3.37K
$331K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3.32KNew |
$306K - $337K
|
3.32K
$326K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.31KNew |
$305K - $336K
|
3.31K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.27K+ 0.35% |
$302K - $332K
|
931K
$91.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.2KNew |
$295K - $325K
|
3.2K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.14KNew |
$290K - $319K
|
3.14K
$309K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.11KNew |
$287K - $316K
|
3.11K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.09KNew |
$285K - $313K
|
3.09K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.08K+ 47.27% |
$284K - $313K
|
9.6K
$945K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.05KNew |
$281K - $309K
|
3.05K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.01KNew |
$278K - $306K
|
3.01K
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.01K+ 1.94% |
$277K - $305K
|
158K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2.98K+ 0.51% |
$275K - $302K
|
592K
$58.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.97KNew |
$274K - $301K
|
2.97K
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.89KNew |
$267K - $294K
|
2.89K
$285K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.88KNew |
$265K - $292K
|
2.88K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.85K+ 2.63% |
$263K - $289K
|
111K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.8KNew |
$258K - $284K
|
2.8K
$275K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.78K+ 7.83% |
$257K - $282K
|
38.3K
$3.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.77KNew |
$255K - $281K
|
2.77K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.72KNew |
$251K - $276K
|
2.72K
$267K
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$249K - $275K
|
2.7K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.7K+ 10.78% |
$249K - $274K
|
27.7K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.68KNew |
$247K - $272K
|
2.68K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.65KNew |
$244K - $269K
|
2.65K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.63K+ 0.45% |
$243K - $267K
|
589K
$58M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.63K+ 11.63% |
$243K - $267K
|
25.3K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.58K+ 13.75% |
$238K - $262K
|
21.3K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58KNew |
$238K - $262K
|
2.58K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
2.55K+ 123.8% |
$235K - $259K
|
4.61K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.54K+ 8.66% |
$234K - $258K
|
31.8K
$3.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.53KNew |
$234K - $257K
|
2.53K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.5K+ 6.64% |
$231K - $254K
|
40.1K
$3.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.49KNew |
$229K - $252K
|
2.49K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.44KNew |
$225K - $248K
|
2.44K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.42KNew |
$223K - $246K
|
2.42K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.41KNew |
$222K - $245K
|
2.41K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.37K+ 16.32% |
$218K - $240K
|
16.9K
$1.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.36K+ 2.16% |
$217K - $239K
|
111K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.36K+ 77.01% |
$217K - $239K
|
5.41K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 9.99% |
$217K - $239K
|
25.9K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.34K+ 20.79% |
$216K - $238K
|
13.6K
$1.34M
|