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
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-157- 2.98% |
$15K - $17K
|
5.11K
$558K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-159- 2.48% |
$15.1K - $17.2K
|
6.25K
$683K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-160- 5.4% |
$15.2K - $17.4K
|
2.8K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-161- 3.54% |
$15.3K - $17.5K
|
4.39K
$480K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-168- 0.91% |
$16K - $18.2K
|
18.4K
$2.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-170- 0.58% |
$16.2K - $18.4K
|
29.3K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-170- 4.75% |
$16.2K - $18.4K
|
3.41K
$373K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-173- 4.6% |
$16.5K - $18.8K
|
3.58K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-173- 0.33% |
$16.5K - $18.8K
|
51.7K
$5.66M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-180- 5.74% |
$17.1K - $19.5K
|
2.96K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-180- 1.4% |
$17.1K - $19.5K
|
12.7K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-183- 47.78% |
$17.4K - $19.9K
|
200
$21.9K
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-187- 1.91% |
$17.8K - $20.3K
|
9.62K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-189- 3.02% |
$18K - $20.5K
|
6.07K
$664K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-190- 30.89% |
$18.1K - $20.6K
|
425
$46.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-195- 0.47% |
$18.6K - $21.2K
|
41.2K
$4.5M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 4.72% |
$19.1K - $21.7K
|
4.04K
$442K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-200- 8.49% |
$19.1K - $21.7K
|
2.16K
$236K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-200- 0.84% |
$19.1K - $21.7K
|
23.5K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-200- 3.62% |
$19.1K - $21.7K
|
5.32K
$582K
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-200- 0.71% |
$19.1K - $21.7K
|
28.1K
$3.08M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 5.15% |
$19.1K - $21.7K
|
3.69K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-208- 23.74% |
$19.8K - $22.6K
|
668
$73K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-218- 4.38% |
$20.8K - $23.6K
|
4.76K
$520K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-220- 8.85% |
$21K - $23.9K
|
2.27K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-224- 8.21% |
$21.3K - $24.3K
|
2.5K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-225- 7.56% |
$21.4K - $24.4K
|
2.75K
$301K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-226- 3.83% |
$21.5K - $24.5K
|
5.68K
$621K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-229- 6.31% |
$21.8K - $24.8K
|
3.4K
$372K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-230- 7.87% |
$21.9K - $24.9K
|
2.69K
$295K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-233- 0.62% |
$22.2K - $25.3K
|
37.4K
$4.09M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-235- 9.75% |
$22.4K - $25.5K
|
2.18K
$238K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-241- 6.25% |
$23K - $26.1K
|
3.61K
$395K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-241- 7.63% |
$23K - $26.1K
|
2.92K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-244- 6.14% |
$23.2K - $26.5K
|
3.73K
$408K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-245- 9.44% |
$23.3K - $26.6K
|
2.35K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-247- 2.85% |
$23.5K - $26.8K
|
8.41K
$920K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-250- 10.64% |
$23.8K - $27.1K
|
2.1K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-262- 6.64% |
$25K - $28.4K
|
3.69K
$403K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-265- 3.55% |
$25.2K - $28.7K
|
7.19K
$787K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-265- 4.03% |
$25.2K - $28.7K
|
6.31K
$689K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-278- 1.58% |
$26.5K - $30.2K
|
17.4K
$1.9M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-290- 4.16% |
$27.6K - $31.5K
|
6.68K
$731K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-290- 0.82% |
$27.6K - $31.5K
|
35.1K
$3.84M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-292- 0.38% |
$27.8K - $31.7K
|
75.8K
$8.29M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-298- 4.81% |
$28.4K - $32.3K
|
5.9K
$645K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-299- 11.89% |
$28.5K - $32.4K
|
2.22K
$242K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-300- 4.82% |
$28.6K - $32.5K
|
5.93K
$648K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-300- 8.11% |
$28.6K - $32.5K
|
3.4K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-300- 3.58% |
$28.6K - $32.5K
|
8.08K
$884K
|