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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.26KNew |
$209K - $230K
|
2.26K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.25K+ 3.06% |
$207K - $228K
|
75.7K
$7.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.24KNew |
$207K - $228K
|
2.24K
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$206K - $226K
|
2.23K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.23K+ 2.3% |
$205K - $226K
|
99.2K
$9.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.23K+ 26.41% |
$205K - $226K
|
10.7K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.22KNew |
$204K - $225K
|
2.22K
$218K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.19KNew |
$202K - $222K
|
2.19K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17K+ 6.16% |
$200K - $220K
|
37.4K
$3.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.15KNew |
$198K - $218K
|
2.15K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.14KNew |
$197K - $217K
|
2.14K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.12K+ 14.37% |
$196K - $215K
|
16.9K
$1.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.11K+ 30.36% |
$195K - $214K
|
9.06K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.05K+ 6.44% |
$190K - $209K
|
34K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.05K+ 8.77% |
$189K - $208K
|
25.5K
$2.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.04K+ 6.78% |
$188K - $207K
|
32.1K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.02KNew |
$187K - $206K
|
2.02K
$199K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.02KNew |
$186K - $205K
|
2.02K
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01KNew |
$185K - $204K
|
2.01K
$197K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2KNew |
$184K - $203K
|
2K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.99K+ 5.12% |
$184K - $202K
|
40.9K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.99KNew |
$184K - $202K
|
1.99K
$196K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.97K+ 10.62% |
$182K - $200K
|
20.6K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.96K+ 13.73% |
$181K - $199K
|
16.2K
$1.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.94K+ 37.09% |
$179K - $197K
|
7.16K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.91K+ 9.26% |
$176K - $194K
|
22.5K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 3.35% |
$173K - $190K
|
57.6K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 0.98% |
$171K - $188K
|
192K
$18.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.85K+ 20.56% |
$170K - $187K
|
10.8K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
1.84K+ 6.13% |
$169K - $186K
|
31.8K
$3.13M
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
1.79K+ 13.42% |
$165K - $182K
|
15.2K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.76K+ 76.69% |
$162K - $178K
|
4.05K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.72K+ 12.65% |
$159K - $175K
|
15.3K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.71K+ 22.05% |
$158K - $174K
|
9.48K
$933K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.68K+ 10.71% |
$155K - $170K
|
17.4K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.66K+ 5.23% |
$153K - $168K
|
33.4K
$3.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.61K+ 0.59% |
$148K - $163K
|
276K
$27.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 39.9% |
$148K - $163K
|
5.62K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.57K+ 4.63% |
$145K - $159K
|
35.4K
$3.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.55K+ 0.8% |
$143K - $158K
|
196K
$19.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.55K+ 16.83% |
$143K - $157K
|
10.7K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1.53K+ 53.97% |
$141K - $155K
|
4.37K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.49K+ 12.67% |
$137K - $151K
|
13.2K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.46K+ 21.06% |
$134K - $148K
|
8.37K
$824K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.43K+ 7.91% |
$132K - $146K
|
19.6K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.43K+ 51.64% |
$132K - $145K
|
4.2K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.43K+ 39.48% |
$132K - $145K
|
5.05K
$497K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.42K+ 708.5% |
$131K - $144K
|
1.62K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
1.41K+ 1.92% |
$130K - $143K
|
74.9K
$7.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.41K+ 8.17% |
$130K - $143K
|
18.7K
$1.84M
|