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 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
387+ 0.84% |
$35.7K - $39.3K
|
46.3K
$4.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
383New |
$35.3K - $38.9K
|
383
$37.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
377+ 6.25% |
$34.8K - $38.3K
|
6.41K
$631K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
375+ 13.19% |
$34.6K - $38.1K
|
3.22K
$317K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
361+ 7.33% |
$33.3K - $36.7K
|
5.29K
$521K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
354+ 8.56% |
$32.7K - $35.9K
|
4.49K
$442K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
350+ 2.78% |
$32.3K - $35.5K
|
13K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
350+ 8.24% |
$32.3K - $35.5K
|
4.6K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
345+ 2.16% |
$31.8K - $35K
|
16.3K
$1.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
341+ 4.9% |
$31.5K - $34.6K
|
7.3K
$718K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
338+ 13.17% |
$31.2K - $34.3K
|
2.9K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
338+ 2.52% |
$31.2K - $34.3K
|
13.8K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
332+ 6.6% |
$30.6K - $33.7K
|
5.36K
$528K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
330+ 13.72% |
$30.4K - $33.5K
|
2.74K
$269K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
330+ 2.66% |
$30.4K - $33.5K
|
12.7K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
320+ 8.87% |
$29.5K - $32.5K
|
3.93K
$387K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
313+ 9.76% |
$28.9K - $31.8K
|
3.52K
$347K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
310New |
$28.6K - $31.5K
|
310
$30.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 1.29% |
$27.7K - $30.5K
|
23.6K
$2.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
300+ 0.37% |
$27.7K - $30.5K
|
81.9K
$8.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
300+ 3.94% |
$27.7K - $30.5K
|
7.91K
$779K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
300+ 5.49% |
$27.7K - $30.5K
|
5.76K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
299+ 296.04% |
$27.6K - $30.4K
|
400
$39.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
299+ 1.89% |
$27.6K - $30.4K
|
16.1K
$1.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
288+ 480.0% |
$26.6K - $29.2K
|
348
$34.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
280+ 5.71% |
$25.8K - $28.4K
|
5.18K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
279New |
$25.7K - $28.3K
|
279
$27.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
279+ 3.08% |
$25.7K - $28.3K
|
9.34K
$919K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
277+ 3.73% |
$25.6K - $28.1K
|
7.7K
$758K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
275+ 12.31% |
$25.4K - $27.9K
|
2.51K
$247K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
267+ 0.52% |
$24.6K - $27.1K
|
52K
$5.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
263+ 1.79% |
$24.3K - $26.7K
|
15K
$1.47M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
257New |
$23.7K - $26.1K
|
257
$25.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
255New |
$23.5K - $25.9K
|
255
$25.1K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
254+ 1.28% |
$23.4K - $25.8K
|
20.1K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
254+ 1.81% |
$23.4K - $25.8K
|
14.3K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
251+ 1.86% |
$23.2K - $25.5K
|
13.8K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
250+ 0.85% |
$23.1K - $25.4K
|
29.5K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
250+ 11.91% |
$23.1K - $25.4K
|
2.35K
$231K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
250+ 8.64% |
$23.1K - $25.4K
|
3.14K
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
244+ 50.41% |
$22.5K - $24.8K
|
728
$71.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
239+ 4.29% |
$22.1K - $24.3K
|
5.81K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
228+ 7.01% |
$21K - $23.2K
|
3.48K
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
227+ 1.72% |
$20.9K - $23K
|
13.4K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
224+ 6.6% |
$20.7K - $22.7K
|
3.62K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
223+ 2.95% |
$20.6K - $22.6K
|
7.78K
$766K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
220New |
$20.3K - $22.3K
|
220
$21.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
217+ 1.47% |
$20K - $22K
|
14.9K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
209+ 10.05% |
$19.3K - $21.2K
|
2.29K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
201+ 7.1% |
$18.5K - $20.4K
|
3.03K
$298K
|