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
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.02KNew |
$383K - $436K
|
4.02K
$427K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$375K - $427K
|
3.93K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.93K+ 128.11% |
$374K - $426K
|
7K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.88KNew |
$369K - $420K
|
3.88K
$412K
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
3.87K+ 9.25% |
$369K - $420K
|
45.7K
$4.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
3.87K+ 9.25% |
$369K - $420K
|
45.7K
$4.86M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.84KNew |
$366K - $417K
|
3.84K
$408K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.83K+ 8.59% |
$365K - $416K
|
48.5K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.7K+ 3.3% |
$352K - $401K
|
116K
$12.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.69KNew |
$351K - $400K
|
3.69K
$392K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.55K+ 150.13% |
$338K - $385K
|
5.91K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.5KNew |
$334K - $380K
|
3.5K
$372K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
3.43KNew |
$326K - $372K
|
3.43K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.43K+ 13.81% |
$326K - $372K
|
28.2K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.41KNew |
$325K - $370K
|
3.41K
$362K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.22K+ 68.31% |
$306K - $349K
|
7.92K
$842K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.18K+ 35.84% |
$303K - $345K
|
12.1K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.11K+ 32.92% |
$296K - $337K
|
12.6K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.11K+ 14.56% |
$296K - $337K
|
24.4K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.07K+ 2.47% |
$293K - $333K
|
127K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.04KNew |
$289K - $330K
|
3.04K
$323K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.03K+ 8.69% |
$288K - $328K
|
37.8K
$4.02M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.02KNew |
$288K - $328K
|
3.02K
$321K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3K+ 5.53% |
$286K - $326K
|
57.3K
$6.09M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.99K+ 5.38% |
$285K - $325K
|
58.6K
$6.23M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.96K+ 70.47% |
$282K - $321K
|
7.16K
$761K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.95KNew |
$281K - $320K
|
2.95K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.9K+ 1.99% |
$276K - $315K
|
148K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.89KNew |
$275K - $313K
|
2.89K
$307K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.73K+ 7.89% |
$260K - $296K
|
37.3K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.71KNew |
$258K - $294K
|
2.71K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 4.59% |
$252K - $287K
|
60.3K
$6.41M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.64KNew |
$252K - $287K
|
2.64K
$281K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.6K+ 56.14% |
$248K - $282K
|
7.23K
$768K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.57KNew |
$245K - $279K
|
2.57K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
2.56K+ 12.21% |
$244K - $278K
|
23.5K
$2.5M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$241K - $275K
|
2.53K
$269K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.51K+ 16.38% |
$239K - $272K
|
17.8K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.5KNew |
$238K - $271K
|
2.5K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.49K+ 7.19% |
$237K - $270K
|
37.1K
$3.94M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.47K+ 27.69% |
$236K - $268K
|
11.4K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.45K+ 5.66% |
$233K - $266K
|
45.7K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.43K+ 10.81% |
$232K - $264K
|
24.9K
$2.65M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.4K+ 1.11% |
$228K - $260K
|
219K
$23.2M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.38K+ 46.56% |
$227K - $258K
|
7.49K
$795K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.37KNew |
$226K - $257K
|
2.37K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.26KNew |
$215K - $245K
|
2.26K
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.24KNew |
$214K - $243K
|
2.24K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.22K+ 5.37% |
$212K - $241K
|
43.6K
$4.64M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.19K+ 6.81% |
$209K - $238K
|
34.3K
$3.65M
|