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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
727+ 1371.7% |
$67.1K - $73.8K
|
780
$77.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
719+ 28.14% |
$66.3K - $73K
|
3.27K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
718+ 12.1% |
$66.2K - $72.9K
|
6.65K
$659K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
718+ 30.57% |
$66.2K - $72.9K
|
3.07K
$304K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
712+ 256.12% |
$65.7K - $72.3K
|
990
$98.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
711+ 2.03% |
$65.6K - $72.2K
|
35.8K
$3.55M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
709New |
$65.4K - $72K
|
709
$70.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
703+ 1.65% |
$64.9K - $71.4K
|
43.2K
$4.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
693+ 5.52% |
$63.9K - $70.4K
|
13.3K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
685+ 18.83% |
$63.2K - $69.6K
|
4.32K
$428K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
684+ 5.71% |
$63.1K - $69.5K
|
12.7K
$1.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
676+ 14.74% |
$62.4K - $68.6K
|
5.26K
$521K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
664+ 5.89% |
$61.3K - $67.4K
|
11.9K
$1.18M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
657New |
$60.6K - $66.7K
|
657
$65.1K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
651+ 4.14% |
$60.1K - $66.1K
|
16.4K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
645+ 20.3% |
$59.5K - $65.5K
|
3.82K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
631+ 16.04% |
$58.2K - $64.1K
|
4.57K
$452K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
629+ 5.56% |
$58K - $63.9K
|
11.9K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
623+ 2.15% |
$57.5K - $63.3K
|
29.6K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
617+ 1.51% |
$56.9K - $62.7K
|
41.4K
$4.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 2.61% |
$55.4K - $60.9K
|
23.6K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
585+ 29.32% |
$54K - $59.4K
|
2.58K
$256K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
576+ 6.6% |
$53.1K - $58.5K
|
9.31K
$922K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
560+ 17.25% |
$51.7K - $56.9K
|
3.81K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
560+ 0.66% |
$51.7K - $56.9K
|
85.3K
$8.45M
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
556+ 18.38% |
$51.3K - $56.5K
|
3.58K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
537+ 1.76% |
$49.5K - $54.5K
|
31K
$3.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
531+ 1.75% |
$49K - $53.9K
|
30.8K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
523+ 5.99% |
$48.3K - $53.1K
|
9.25K
$917K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
518+ 4.47% |
$47.8K - $52.6K
|
12.1K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
516+ 3.31% |
$47.6K - $52.4K
|
16.1K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
513+ 6.28% |
$47.3K - $52.1K
|
8.68K
$860K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
512+ 22.46% |
$47.2K - $52K
|
2.79K
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
500+ 6.07% |
$46.1K - $50.8K
|
8.74K
$866K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
498New |
$46K - $50.6K
|
498
$49.3K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
479+ 2.48% |
$44.2K - $48.6K
|
19.8K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
465+ 10.05% |
$42.9K - $47.2K
|
5.09K
$505K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
458+ 4.9% |
$42.3K - $46.5K
|
9.81K
$972K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
448+ 14.09% |
$41.3K - $45.5K
|
3.63K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
445+ 3.04% |
$41.1K - $45.2K
|
15.1K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
436+ 5.6% |
$40.2K - $44.3K
|
8.22K
$815K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
435+ 2.44% |
$40.1K - $44.2K
|
18.3K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
435+ 20.74% |
$40.1K - $44.2K
|
2.53K
$251K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
430+ 15.95% |
$39.7K - $43.7K
|
3.13K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
428+ 1380.65% |
$39.5K - $43.5K
|
459
$45.5K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
424+ 0.79% |
$39.1K - $43.1K
|
54.3K
$5.38M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
414New |
$38.2K - $42K
|
414
$41K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
398+ 1.16% |
$36.7K - $40.4K
|
34.6K
$3.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
398+ 1.45% |
$36.7K - $40.4K
|
27.8K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
391+ 3.64% |
$36.1K - $39.7K
|
11.1K
$1.1M
|