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 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.28K+ 2.52% |
$694K - $790K
|
296K
$31.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.24K+ 19.38% |
$690K - $785K
|
44.6K
$4.7M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
7.21K+ 142.28% |
$687K - $782K
|
12.3K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
6.94KNew |
$661K - $753K
|
6.94K
$732K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
6.91K+ 9.9% |
$659K - $750K
|
76.7K
$8.09M
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.8KNew |
$648K - $738K
|
6.8K
$717K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.69KNew |
$637K - $725K
|
6.69K
$705K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.58K+ 53.98% |
$627K - $714K
|
18.8K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.58K+ 0.33% |
$627K - $714K
|
2.01M
$212M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.42K+ 2.07% |
$612K - $696K
|
317K
$33.4M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.41KNew |
$610K - $695K
|
6.41K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.24KNew |
$594K - $677K
|
6.24K
$658K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.23K+ 1.28% |
$593K - $675K
|
493K
$52M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
6.14K+ 14.89% |
$585K - $666K
|
47.4K
$5M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.03KNew |
$574K - $654K
|
6.03K
$636K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.99K+ 7.91% |
$570K - $649K
|
81.6K
$8.61M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
5.93K+ 34.61% |
$565K - $643K
|
23.1K
$2.43M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.9K+ 12.09% |
$562K - $640K
|
54.7K
$5.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.81KNew |
$554K - $630K
|
5.81K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.66K+ 95.85% |
$539K - $613K
|
11.6K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.64KNew |
$537K - $612K
|
5.64K
$595K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.52KNew |
$526K - $599K
|
5.52K
$583K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5.52K+ 1.42% |
$526K - $598K
|
393K
$41.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.49K+ 5.18% |
$523K - $596K
|
111K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
5.46K+ 6.41% |
$521K - $593K
|
90.7K
$9.57M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.46K+ 28.17% |
$520K - $593K
|
24.9K
$2.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
5.25K+ 3.01% |
$500K - $570K
|
180K
$19M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
5.21K+ 14.69% |
$496K - $565K
|
40.7K
$4.29M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
5.1K+ 3.62% |
$486K - $554K
|
146K
$15.4M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5.08K+ 11.5% |
$484K - $551K
|
49.3K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$476K - $542K
|
5K
$527K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.96KNew |
$472K - $538K
|
4.96K
$523K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.94K+ 82.67% |
$471K - $536K
|
10.9K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.82KNew |
$459K - $523K
|
4.82K
$508K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.82K+ 81.61% |
$459K - $523K
|
10.7K
$1.13M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
4.8K+ 65.75% |
$457K - $520K
|
12.1K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.79K+ 15.49% |
$456K - $520K
|
35.7K
$3.77M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.77KNew |
$455K - $518K
|
4.77K
$503K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.73K+ 837.52% |
$451K - $513K
|
5.3K
$559K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.66K+ 131.79% |
$444K - $505K
|
8.2K
$865K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.6K+ 45.65% |
$438K - $498K
|
14.7K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
4.44KNew |
$423K - $482K
|
4.44K
$468K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.33K+ 1029.22% |
$413K - $470K
|
4.75K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
4.29KNew |
$409K - $465K
|
4.29K
$453K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.2KNew |
$400K - $456K
|
4.2K
$443K
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
4.14KNew |
$394K - $449K
|
4.14K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.09K+ 205.68% |
$390K - $444K
|
6.08K
$641K
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
4.09K+ 25.65% |
$389K - $443K
|
20K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.09K+ 25.65% |
$389K - $443K
|
20K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
4.03K+ 3.32% |
$384K - $437K
|
125K
$13.2M
|