Purchases and Sales Made in Q1 2024 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
15+ 1.68% |
$1.43K - $1.63K
|
910
$99.5K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
14+ 0.4% |
$1.33K - $1.52K
|
3.5K
$382K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
14New |
$1.33K - $1.52K
|
14
$1.53K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
13+ 0.2% |
$1.24K - $1.41K
|
6.42K
$702K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
13+ 1.59% |
$1.24K - $1.41K
|
830
$90.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
12+ 0.24% |
$1.14K - $1.3K
|
5.1K
$558K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
12+ 0.1% |
$1.14K - $1.3K
|
11.7K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
12+ 0.12% |
$1.14K - $1.3K
|
9.72K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.6% |
$1.05K - $1.19K
|
1.84K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 3.33% |
$1.05K - $1.19K
|
341
$37.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10+ 0.34% |
$953 - $1.08K
|
2.98K
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
10+ 0.4% |
$953 - $1.08K
|
2.5K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10+ 0.3% |
$953 - $1.08K
|
3.36K
$367K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
8+ 0.16% |
$762 - $868
|
5.02K
$549K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
8+ 1.3% |
$762 - $868
|
622
$68K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.08% |
$476 - $542
|
5.98K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.4% |
$476 - $542
|
1.26K
$138K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 13.16% |
$476 - $542
|
43
$4.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$381 - $434
|
2.11K
$230K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2+ 0.08% |
$191 - $217
|
2.66K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
2+ 0.06% |
$191 - $217
|
3.13K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.4% |
$191 - $217
|
502
$54.9K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1+ 1.0% |
$95.3 - $108
|
101
$11K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$95.3 - $108
|
3.4K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 0.08% |
$95.3 - $108
|
1.32K
$145K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.24% |
$95.3 - $108
|
415
$45.4K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1- 0.04% |
$95.3 - $108
|
2.32K
$254K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-3- 0.05% |
$286 - $325
|
6.1K
$667K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 1.3% |
$476 - $542
|
379
$41.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 0.16% |
$572 - $651
|
3.8K
$416K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-7- 0.16% |
$667 - $759
|
4.47K
$489K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 0.16% |
$953 - $1.08K
|
6.43K
$703K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-10- 0.43% |
$953 - $1.08K
|
2.3K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-10- 0.42% |
$953 - $1.08K
|
2.36K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-11- 0.16% |
$1.05K - $1.19K
|
6.66K
$728K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-12- 0.82% |
$1.14K - $1.3K
|
1.45K
$159K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13- 0.23% |
$1.24K - $1.41K
|
5.58K
$610K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.52% |
$1.43K - $1.63K
|
2.85K
$312K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-16- 0.38% |
$1.52K - $1.74K
|
4.22K
$462K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-17- 0.71% |
$1.62K - $1.84K
|
2.38K
$261K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-18- 3.2% |
$1.71K - $1.95K
|
545
$59.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 0.54% |
$1.71K - $1.95K
|
3.31K
$362K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 6.32% |
$2.1K - $2.39K
|
326
$35.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-22- 0.37% |
$2.1K - $2.39K
|
5.95K
$651K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-22- 7.89% |
$2.1K - $2.39K
|
257
$28.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-23- 5.84% |
$2.19K - $2.49K
|
371
$40.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-24- 0.2% |
$2.29K - $2.6K
|
12.1K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-24- 0.28% |
$2.29K - $2.6K
|
8.44K
$922K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-24- 13.26% |
$2.29K - $2.6K
|
157
$17.2K
|