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 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-24- 0.2% |
$2.29K - $2.6K
|
12.1K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-25- 3.81% |
$2.38K - $2.71K
|
632
$67.2K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25- 1.16% |
$2.38K - $2.71K
|
2.13K
$226K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 0.29% |
$2.38K - $2.71K
|
8.66K
$920K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-25- 0.87% |
$2.38K - $2.71K
|
2.86K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26- 0.23% |
$2.48K - $2.82K
|
11.4K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-27- 1.02% |
$2.57K - $2.93K
|
2.62K
$278K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-27- 7.16% |
$2.57K - $2.93K
|
350
$37.2K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-30- 0.39% |
$2.86K - $3.25K
|
7.75K
$823K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-30- 0.08% |
$2.86K - $3.25K
|
35.7K
$3.79M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-31- 0.38% |
$2.95K - $3.36K
|
8.13K
$863K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-31- 0.19% |
$2.95K - $3.36K
|
16.2K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-33- 0.51% |
$3.14K - $3.58K
|
6.4K
$680K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-33- 14.16% |
$3.14K - $3.58K
|
200
$21.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-33- 2.68% |
$3.14K - $3.58K
|
1.2K
$128K
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-35- 0.67% |
$3.33K - $3.8K
|
5.2K
$552K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-37- 0.21% |
$3.52K - $4.01K
|
18K
$1.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-39- 0.28% |
$3.72K - $4.23K
|
13.8K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-41- 0.72% |
$3.91K - $4.45K
|
5.67K
$602K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-41- 17.45% |
$3.91K - $4.45K
|
194
$20.6K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-41- 0.39% |
$3.91K - $4.45K
|
10.5K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-42- 0.58% |
$4K - $4.56K
|
7.22K
$767K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-42- 9.31% |
$4K - $4.56K
|
409
$43.5K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-48- 0.41% |
$4.57K - $5.21K
|
11.6K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-50- 0.37% |
$4.76K - $5.42K
|
13.5K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-50- 1.32% |
$4.76K - $5.42K
|
3.73K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-52- 1.57% |
$4.95K - $5.64K
|
3.26K
$347K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-53- 0.52% |
$5.05K - $5.75K
|
10.2K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-55- 0.42% |
$5.24K - $5.97K
|
13K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-55- 0.24% |
$5.24K - $5.97K
|
23.2K
$2.47M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-58- 0.19% |
$5.53K - $6.29K
|
30.9K
$3.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-58- 0.31% |
$5.53K - $6.29K
|
18.6K
$1.98M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-60- 1.04% |
$5.72K - $6.51K
|
5.69K
$605K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-62- 1.15% |
$5.91K - $6.73K
|
5.34K
$567K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-62- 1.88% |
$5.91K - $6.73K
|
3.23K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-62- 2.54% |
$5.91K - $6.73K
|
2.38K
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-64- 1.0% |
$6.1K - $6.94K
|
6.31K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-66- 6.24% |
$6.29K - $7.16K
|
991
$105K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-71- 0.94% |
$6.76K - $7.7K
|
7.49K
$796K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-71- 0.16% |
$6.76K - $7.7K
|
45.6K
$4.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-75- 2.34% |
$7.15K - $8.14K
|
3.13K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-75- 2.97% |
$7.15K - $8.14K
|
2.45K
$260K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-77- 2.11% |
$7.34K - $8.35K
|
3.58K
$380K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-78- 0.45% |
$7.43K - $8.46K
|
17.4K
$1.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-79- 28.94% |
$7.53K - $8.57K
|
194
$20.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-79- 3.44% |
$7.53K - $8.57K
|
2.22K
$235K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-80- 2.59% |
$7.62K - $8.68K
|
3.01K
$319K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-81- 0.25% |
$7.72K - $8.79K
|
31.7K
$3.37M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-81- 1.48% |
$7.72K - $8.79K
|
5.41K
$575K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-81- 1.26% |
$7.72K - $8.79K
|
6.33K
$672K
|