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 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 0.15% |
$185 - $203
|
1.32K
$145K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-3- 0.14% |
$277 - $305
|
2.17K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.24% |
$277 - $305
|
131
$14.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-3- 0.09% |
$277 - $305
|
3.23K
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.19% |
$369 - $406
|
2.05K
$224K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-4- 0.44% |
$369 - $406
|
895
$97.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4- 0.02% |
$369 - $406
|
20.4K
$2.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-4- 0.15% |
$369 - $406
|
2.66K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5- 0.13% |
$461 - $508
|
3.81K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.25% |
$461 - $508
|
2.01K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5- 0.16% |
$461 - $508
|
3.17K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6- 0.03% |
$554 - $609
|
22.3K
$2.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7- 0.12% |
$646 - $711
|
5.97K
$653K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-7- 0.3% |
$646 - $711
|
2.31K
$253K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-9- 2.74% |
$830 - $914
|
319
$34.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-10- 0.09% |
$923 - $1.02K
|
10.7K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-10- 0.3% |
$923 - $1.02K
|
3.36K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11- 0.1% |
$1.01K - $1.12K
|
10.5K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.3% |
$1.11K - $1.22K
|
3.95K
$432K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-12- 0.3% |
$1.11K - $1.22K
|
3.98K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-15- 0.4% |
$1.38K - $1.52K
|
3.76K
$411K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-15- 13.27% |
$1.38K - $1.52K
|
98
$10.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15- 0.53% |
$1.38K - $1.52K
|
2.83K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-16- 0.66% |
$1.48K - $1.62K
|
2.4K
$263K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-18- 0.71% |
$1.66K - $1.83K
|
2.51K
$275K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-19- 34.55% |
$1.75K - $1.93K
|
36
$3.94K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-19- 0.11% |
$1.75K - $1.93K
|
17.6K
$1.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-20- 24.1% |
$1.85K - $2.03K
|
63
$6.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-21- 0.26% |
$1.94K - $2.13K
|
8.16K
$892K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-25- 0.31% |
$2.31K - $2.54K
|
8.1K
$886K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-26- 0.26% |
$2.4K - $2.64K
|
9.97K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-26- 0.25% |
$2.4K - $2.64K
|
10.5K
$1.15M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-26- 0.31% |
$2.4K - $2.64K
|
8.26K
$903K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-26- 1.1% |
$2.4K - $2.64K
|
2.35K
$257K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-30- 0.22% |
$2.77K - $3.05K
|
13.5K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-30- 0.13% |
$2.77K - $3.05K
|
22.3K
$2.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-31- 0.55% |
$2.86K - $3.15K
|
5.59K
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-33- 0.48% |
$3.04K - $3.35K
|
6.88K
$752K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-33- 1.63% |
$3.04K - $3.35K
|
1.99K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-33- 0.41% |
$3.04K - $3.35K
|
8K
$875K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-35- 1.18% |
$3.23K - $3.55K
|
2.92K
$320K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-36- 1.93% |
$3.32K - $3.66K
|
1.83K
$200K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-38- 0.69% |
$3.51K - $3.86K
|
5.49K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-39- 1.73% |
$3.6K - $3.96K
|
2.21K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-40- 0.41% |
$3.69K - $4.06K
|
9.72K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-41- 0.64% |
$3.78K - $4.16K
|
6.41K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-41- 0.34% |
$3.78K - $4.16K
|
12.1K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-42- 0.93% |
$3.88K - $4.26K
|
4.48K
$490K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-44- 2.06% |
$4.06K - $4.47K
|
2.1K
$229K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-44- 2.06% |
$4.06K - $4.47K
|
2.1K
$229K
|