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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-530- 4.39% |
$50.5K - $57.5K
|
11.5K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-535- 4.62% |
$51K - $58K
|
11K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-535- 7.72% |
$51K - $58K
|
6.39K
$679K
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-546- 2.14% |
$52K - $59.2K
|
24.9K
$2.65M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-550- 8.5% |
$52.4K - $59.7K
|
5.92K
$629K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-550- 1.86% |
$52.4K - $59.7K
|
29K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-550- 0.57% |
$52.4K - $59.7K
|
95.3K
$10.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-554- 2.05% |
$52.8K - $60.1K
|
26.4K
$2.81M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-554- 5.44% |
$52.8K - $60.1K
|
9.62K
$1.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-556- 5.16% |
$53K - $60.3K
|
10.2K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-560- 11.86% |
$53.4K - $60.7K
|
4.16K
$442K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-566- 16.83% |
$53.9K - $61.4K
|
2.8K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-568- 0.14% |
$54.1K - $61.6K
|
398K
$42.3M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-575- 5.05% |
$54.8K - $62.4K
|
10.8K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-578- 5.79% |
$55.1K - $62.7K
|
9.4K
$999K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-587- 1.96% |
$55.9K - $63.7K
|
29.4K
$3.12M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-588- 3.79% |
$56K - $63.8K
|
14.9K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-589- 1.45% |
$56.1K - $63.9K
|
40K
$4.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-590- 2.67% |
$56.2K - $64K
|
21.5K
$2.28M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-599- 17.13% |
$57.1K - $65K
|
2.9K
$308K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 80.0% |
$57.2K - $65.1K
|
150
$15.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-600- 4.7% |
$57.2K - $65.1K
|
12.2K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-603- 2.05% |
$57.4K - $65.4K
|
28.8K
$3.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-608- 2.17% |
$57.9K - $65.9K
|
27.4K
$2.92M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-609- 8.68% |
$58K - $66.1K
|
6.41K
$681K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-612- 10.94% |
$58.3K - $66.4K
|
4.98K
$529K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-614- 2.75% |
$58.5K - $66.6K
|
21.7K
$2.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-636- 6.38% |
$60.6K - $69K
|
9.34K
$992K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-641- 3.93% |
$61.1K - $69.5K
|
15.7K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-643- 1.44% |
$61.3K - $69.7K
|
43.9K
$4.66M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-645- 15.18% |
$61.4K - $70K
|
3.61K
$383K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-660- 3.61% |
$62.9K - $71.6K
|
17.6K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-669- 5.94% |
$63.7K - $72.6K
|
10.6K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-675- 0.44% |
$64.3K - $73.2K
|
152K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-685- 8.56% |
$65.3K - $74.3K
|
7.31K
$777K
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-685- 7.1% |
$65.3K - $74.3K
|
8.96K
$952K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-688- 15.09% |
$65.5K - $74.6K
|
3.87K
$411K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-700- 6.5% |
$66.7K - $75.9K
|
10.1K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-715- 9.15% |
$68.1K - $77.6K
|
7.1K
$754K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-719- 5.81% |
$68.5K - $78K
|
11.7K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-720- 25.03% |
$68.6K - $78.1K
|
2.16K
$229K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-730- 1.82% |
$69.5K - $79.2K
|
39.4K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-744- 1.79% |
$70.9K - $80.7K
|
40.9K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-754- 4.47% |
$71.8K - $81.8K
|
16.1K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-764- 25.38% |
$72.8K - $82.9K
|
2.25K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-775- 8.33% |
$73.8K - $84.1K
|
8.53K
$907K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-785- 31.94% |
$74.8K - $85.1K
|
1.67K
$178K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-795- 9.5% |
$75.7K - $86.2K
|
7.58K
$805K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-808- 0.78% |
$77K - $87.6K
|
103K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-820- 5.3% |
$78.1K - $88.9K
|
14.7K
$1.56M
|